| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 697,630697,630 | $23M | — | ADD 124% |
| 2 | LPL Financial LLC | 532,818532,818 | $17M | — | TRIM -9% |
| 3 | Cetera Investment Advisers | 425,543425,543 | $14M | — | TRIM -3% |
| 4 | Pacer Advisors, Inc. | 337,128337,128 | $11M | — | TRIM -5% |
| 5 | WELLS FARGO & COMPANY/MN | 293,606293,606 | $10M | — | — |
| 6 | MBL Wealth, LLC | 252,645252,645 | $8M | — | ADD 2% |
| 7 | AlphaCore Capital LLC | 199,193199,193 | $6M | — | ADD 3% |
| 8 | Empirical Finance, LLC | 193,079193,079 | $6M | — | NEW |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 131,005131,005 | $4M | — | ADD 3% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 119,123119,123 | $4M | — | ADD 23% |
| 11 | MML INVESTORS SERVICES, LLC | 96,36996,369 | $3M | — | ADD 5% |
| 12 | MATHER GROUP, LLC. | 95,08795,087 | $3M | — | NEW |
| 13 | Cambridge Investment Research Advisors, Inc. | 73,74673,746 | $2M | — | — |
| 14 | Henderson Brothers Financial Partners, LLC | 72,53472,534 | $2M | — | NEW |
| 15 | STIFEL FINANCIAL CORP | 51,13151,131 | $2M | — | — |
| 16 | OSAIC HOLDINGS, INC. | 46,59846,598 | $2M | — | — |
| 17 | Whitaker-Myers Wealth Managers, LTD. | 40,95940,959 | $1M | — | TRIM -5% |
| 18 | One Degree Advisors Inc | 38,85338,853 | $1M | — | — |
| 19 | ROYAL BANK OF CANADA | 36,54136,541 | $1M | — | — |
| 20 | Kathmere Capital Management, LLC | 29,32329,323 | $953,584 | — | — |
| 21 | Summit Financial, LLC | 28,23928,239 | $918,337 | — | ADD 15% |
| 22 | MONECO ADVISORS, LLC | 21,43621,436 | $697,094 | — | — |
| 23 | ADE, LLC | 20,91120,911 | $680,015 | — | TRIM -10% |
| 24 | Kestra Advisory Services, LLC | 18,53618,536 | $602,804 | — | TRIM -33% |
| 25 | AMERIPRISE FINANCIAL INC | 18,32118,321 | $595,800 | — | TRIM -45% |
| 26 | Private Advisor Group, LLC | 16,15616,156 | $525,400 | — | ADD 5% |
| 27 | Wealthspire Retirement, LLC | 15,54115,541 | $505,394 | — | TRIM -13% |
| 28 | Steward Partners Investment Advisory, LLC | 15,54115,541 | $505,393 | — | TRIM -50% |
| 29 | Legacy Trust | 14,55014,550 | $473,166 | — | ADD 14% |
| 30 | Jacobi Capital Management LLC | 12,37712,377 | $402,500 | — | — |
| 31 | UNIQUE WEALTH, LLC | 12,37612,376 | $402,468 | — | — |
| 32 | GeoWealth Management, LLC | 11,26111,261 | $366,222 | — | NEW |
| 33 | J2 Capital Management Inc | 9,9709,970 | $324,224 | — | TRIM -2% |
| 34 | Concurrent Investment Advisors, LLC | 9,9179,917 | $322,501 | — | — |
| 35 | PRIVATE TRUST CO NA | 9,2739,273 | $301,558 | — | — |
| 36 | Clark Asset Management, LLC | 9,0549,054 | $294,436 | — | NEW |
| 37 | Orion Porfolio Solutions, LLC | 7,5807,580 | $246,502 | — | TRIM -5% |
| 38 | CITADEL ADVISORS LLC | 6,5616,561 | $213,364 | — | TRIM -14% |
| 39 | MGO ONE SEVEN LLC | 6,2906,290 | $204,551 | — | TRIM -4% |
| 40 | Capital Investment Advisory Services, LLC | 4,7574,757 | $154,698 | — | ADD 40% |
| 41 | HARBOUR INVESTMENTS, INC. | 2,3752,375 | $77,235 | — | ADD 20% |
| 42 | MORGAN STANLEY | 1,3451,345 | $43,754 | — | TRIM -16% |
| 43 | AMERIFLEX GROUP, INC. | 1,2871,287 | $41,853 | — | NEW |
| 44 | IFP Advisors, Inc | 1,2481,248 | $40,585 | — | — |
| 45 | EverSource Wealth Advisors, LLC | 1,0631,063 | $34,569 | — | — |
| 46 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 942942 | $31,218 | — | — |
| 47 | Aptus Capital Advisors, LLC | 722722 | $23,479 | — | NEW |
| 48 | NewEdge Advisors, LLC | 18,98918,989 | $18,989 | — | TRIM -19% |
| 49 | Geneos Wealth Management Inc. | 450450 | $14,634 | — | — |
| 50 | ASSETMARK, INC | 202202 | $6,569 | — | NEW |
| 51 | JPMORGAN CHASE & CO | 11 | $48 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 275K | 283K | 300K | 313K | 311K | 698K | $23M |
| LPL Financial LLC | 504K | 559K | 592K | 595K | 583K | 533K | $17M |
| Cetera Investment Advisers | 382K | 373K | 379K | 434K | 438K | 426K | $14M |
| Pacer Advisors, Inc. | 360K | 415K | 378K | 401K | 353K | 337K | $11M |
| WELLS FARGO & COMPANY/MN | 410K | 424K | 320K | 304K | 294K | 294K | $10M |
| MBL Wealth, LLC | 234K | 245K | 253K | 246K | 247K | 253K | $8M |
| AlphaCore Capital LLC | — | — | — | — | 194K | 199K | $6M |
| Empirical Finance, LLC | 205K | 193K | 193K | 193K | — | 193K | $6M |
| ENVESTNET ASSET MANAGEMENT INC | 33K | 34K | 118K | 117K | 127K | 131K | $4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 91K | 93K | 85K | 87K | 97K | 119K | $4M |
| MML INVESTORS SERVICES, LLC | 9K | — | 91K | 82K | 92K | 96K | $3M |
| MATHER GROUP, LLC. | — | — | — | — | — | 95K | $3M |
| Cambridge Investment Research Advisors, Inc. | 78K | 79K | 89K | 75K | 73K | 74K | $2M |
| Henderson Brothers Financial Partners, LLC | — | 35K | — | — | — | 73K | $2M |
| STIFEL FINANCIAL CORP | 46K | 52K | 52K | 51K | 51K | 51K | $2M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 51 | 4,060,182 | — | $131M |
| 2025-Q4 | 48 | 3,610,894 | — | $114M |
| 2025-Q3 | 50 | 4,026,129 | — | $123M |
| 2025-Q2 | 51 | 4,164,236 | — | $121M |
| 2025-Q1 | 46 | 3,829,844 | — | $112M |
| 2024-Q4 | 50 | 3,704,021 | — | $103M |
| 2024-Q3 | 47 | 3,513,360 | — | $109M |
| 2024-Q2 | 50 | 3,802,018 | — | $110M |
| 2024-Q1 | 50 | 4,098,429 | — | $119M |
| 2023-Q4 | 47 | 4,387,638 | — | $121M |
| 2023-Q3 | 47 | 4,037,301 | — |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| $105M |
| 2023-Q2 | 43 | 3,823,968 | — | $105M |
| 2023-Q1 | 42 | 3,624,746 | — | $95M |
| 2022-Q4 | 47 | 3,471,151 | — | $84M |
| 2022-Q3 | 41 | 3,639,090 | — | $88M |
| 2022-Q2 | 43 | 3,917,326 | — | $96M |
| 2022-Q1 | 47 | 3,903,615 | — | $101M |
| 2021-Q4 | 38 | 3,344,490 | — | $97M |
| 2021-Q3 | 39 | 3,524,678 | — | $101M |
| 2021-Q2 | 33 | 3,076,217 | — | $89M |
| 2021-Q1 | 36 | 3,384,653 | — | $94M |
| 2020-Q4 | 34 | 3,427,949 | — | $91M |
| 2020-Q3 | 28 | 3,592,416 | — | $82M |
| 2020-Q2 | 27 | 3,706,565 | — | $87M |
| 2020-Q1 | 28 | 4,079,745 | — | $95M |
| 2019-Q4 | 24 | 2,651,123 | — | $71M |
| 2019-Q3 | 14 | 1,621,275 | — | $41M |
| 2019-Q2 | 6 | 1,081,358 | — | $27M |
