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 |
|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | 7K | — | — | — | — | 669K | $28M |
| BANK OF AMERICA CORP /DE/ | 11K | 8K | 7K | 6K | 7K | 143K | $6M |
| LPL Financial LLC | 95K | 47K | 36K | 13K | 15K | 129K | $5M |
| RAYMOND JAMES FINANCIAL INC | — | — | 2K | — | — | 100K | $4M |
| BENJAMIN EDWARDS INC | — | — | — | — | — | 74K | $3M |
| TWO SIGMA INVESTMENTS, LP | — | — | — | — | 10K | 58K | $2M |
| Nilsine Partners, LLC | — | — | — | — | — | 36K | $2M |
| Prospera Financial Services Inc | 19K | 22K | 20K | 19K | 18K | 27K | $1M |
| GOLDMAN SACHS GROUP INC | 53K | 52K | 53K | 55K | 56K | 20K | $828,920 |
| Hennion & Walsh Asset Management, Inc. | — | — | — | — | — | 18K | $729,864 |
| Cambridge Investment Research Advisors, Inc. | — | — | — | — | 7K | 17K | $724,000 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 15K | $615,367 |
| Comprehensive Financial Consultants Institutional, Inc. | — | 21K | 20K | 20K | 19K | 14K | $597,693 |
| INDEPENDENT FINANCIAL GROUP, LLC | — | — | — | — | — | 13K | $547,875 |
| MORGAN STANLEY | 17K | 14K | 14K | 13K | 13K | 12K | $508,367 |
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 | 40 | 1,463,555 | — | $61M |
| 2025-Q4 | 19 | 162,477 | — | $5M |
| 2025-Q3 | 22 | 209,277 | — | $6M |
| 2025-Q2 | 25 | 268,784 | — | $6M |
| 2025-Q1 | 26 | 369,004 | — | $9M |
| 2024-Q4 | 28 | 437,448 | — | $12M |
| 2024-Q3 | 31 | 753,277 | — | $22M |
| 2024-Q2 | 34 | 1,831,244 | — | $60M |
| 2024-Q1 | 31 | 2,150,551 | — | $68M |
| 2023-Q4 | 33 | 3,107,969 | — | $89M |
| 2023-Q3 | 19 | 434,771 | — | $13M |
| 2023-Q2 | 1 | 86,802 | — | $431,406 |
| 2016-Q1 | 1 | 250 | — | $2,914 |
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.
