| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 4,330,8724.3M | $231M | — | ADD 3% |
| 2 | HighTower Advisors, LLC | 3,549,2653.5M | $190M | — | ADD 2% |
| 3 | LPL Financial LLC | 3,451,3293.5M | $184M | — | ADD 22% |
| 4 | MORGAN STANLEY | 2,843,6652.8M | $152M | — | ADD 21% |
| 5 | TRUST POINT INC. | 2,510,0182.5M | $134M | — | TRIM -4% |
| 6 | BANK OF AMERICA CORP /DE/ | 2,039,3752.0M | $109M | — | ADD 30% |
| 7 | Private Advisor Group, LLC | 1,302,2601.3M | $70M | — | ADD 13% |
| 8 | RVW Wealth, LLC | 1,065,6411.1M | $57M | — | — |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,021,0461.0M | $55M | — | ADD 41% |
| 10 | RAYMOND JAMES FINANCIAL INC | 792,207792,207 | $42M | — | ADD 420% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 536,656536,656 | $29M | — | ADD 290% |
| 12 | UBS Group AG | 527,364527,364 | $28M | — | ADD 200% |
| 13 | Rockefeller Capital Management L.P. | 506,026506,026 | $27M | — | ADD 409% |
| 14 | COLUMBIA ADVISORY PARTNERS LLC | 426,047426,047 | $23M | — | ADD 6% |
| 15 | Cetera Investment Advisers | 390,626390,626 | $21M | — | ADD 5% |
| 16 | Prestige Wealth Management Group LLC | 359,265359,265 | $19M | — | TRIM -6% |
| 17 | OSAIC HOLDINGS, INC. | 356,447356,447 | $19M | — | TRIM -5% |
| 18 | Ritter Daniher Financial Advisory LLC / DE | 336,078336,078 | $18M | — | ADD 9% |
| 19 | Kestra Advisory Services, LLC | 333,749333,749 | $18M | — | ADD 30% |
| 20 | Legacy Financial Advisors, Inc. | 333,342333,342 | $18M | — | — |
| 21 | Etesian Wealth Advisors, Inc. | 294,796294,796 | $16M | — | ADD 3% |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 276,494276,494 | $15M | — | TRIM -3% |
| 23 | Smartleaf Asset Management LLC | 277,406277,406 | $14M | — | ADD 6% |
| 24 | Quattro Advisors LLC | 264,811264,811 | $14M | — | ADD 4% |
| 25 | RESOLUTE CAPITAL, LLC | 241,770241,770 | $13M | — | ADD 10% |
| 26 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 236,170236,170 | $13M | — | ADD 10% |
| 27 | CWM, LLC | 207,230207,230 | $11M | — | ADD 43% |
| 28 | Sound Income Strategies, LLC | 203,050203,050 | $11M | — | ADD 21% |
| 29 | tru Independence LLC | 199,034199,034 | $11M | — | ADD 9% |
| 30 | GLR Partners, LLC | 197,213197,213 | $11M | — | NEW |
| 31 | Atria Investments, Inc | 193,055193,055 | $10M | — | — |
| 32 | Oxinas Partners, LLC | 185,687185,687 | $10M | — | ADD 6% |
| 33 | US BANCORP \DE\ | 181,949181,949 | $10M | — | NEW |
| 34 | Centurion Wealth Management LLC | 112,201112,201 | $6M | — | NEW |
| 35 | Vericrest Private Wealth | 110,009110,009 | $6M | — | ADD 11% |
| 36 | NBC SECURITIES, INC. | 109,001109,001 | $6M | — | ADD 24% |
| 37 | Western Wealth Management, LLC | 91,92991,929 | $5M | — | ADD 515% |
| 38 | Cambridge Investment Research Advisors, Inc. | 89,45689,456 | $5M | — | ADD 27% |
| 39 | Sunbelt Securities, Inc. | 80,42380,423 | $4M | — | TRIM -3% |
| 40 | Kingsview Wealth Management, LLC | 74,36274,362 | $4M | — | — |
| 41 | Avestar Capital, LLC | 73,36173,361 | $4M | — | ADD 2% |
| 42 | Equitable Holdings, Inc. | 64,19464,194 | $4M | — | ADD 48% |
| 43 | MGO ONE SEVEN LLC | 66,72666,726 | $4M | — | ADD 10% |
| 44 | FLAGSHIP HARBOR ADVISORS, LLC | 63,51963,519 | $3M | — | ADD 4% |
| 45 | Herold Advisors, Inc. | 60,59860,598 | $3M | — | ADD 10% |
| 46 | Formidable Asset Management, LLC | 54,95054,950 | $3M | — | ADD 100% |
| 47 | Golden State Wealth Management, LLC | 54,49354,493 | $3M | — | ADD 4647% |
| 48 | Arkadios Wealth Advisors | 54,15054,150 | $3M | — | ADD 498% |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 52,27752,277 | $3M | — | ADD 54% |
| 50 | TD Capital Management LLC | 48,82948,829 | $3M | — | ADD 6% |
| 51 | Comprehensive Financial Consultants Institutional, Inc. | 48,09348,093 | $3M | — | ADD 4% |
| 52 | Summit Financial, LLC | 46,77546,775 | $2M | — | ADD 35% |
| 53 | AMERIPRISE FINANCIAL INC | 42,14642,146 | $2M | — | TRIM -51% |
| 54 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,74740,747 | $2M | — | ADD 86% |
| 55 | TopTier Wealth Management, LLC | 38,90638,906 | $2M | — | ADD 18% |
| 56 | HARBOUR INVESTMENTS, INC. | 38,37338,373 | $2M | — | ADD 18% |
| 57 | KPP Advisory Services LLC | 37,97437,974 | $2M | — | ADD 13% |
| 58 | RFG Advisory, LLC | 37,56637,566 | $2M | — | — |
| 59 | Bison Wealth, LLC | 30,29430,294 | $2M | — | TRIM -3% |
| 60 | JPMORGAN CHASE & CO | 31,53331,533 | $2M | — | ADD 15% |
| 61 | Bravias Capital Group, LLC | 28,94728,947 | $2M | — | TRIM -8% |
| 62 | Gladstone Institutional Advisory LLC | 27,90827,908 | $1M | — | ADD 14% |
| 63 | Sanctuary Advisors, LLC | 26,03726,037 | $1M | — | ADD 8% |
| 64 | GREAT VALLEY ADVISOR GROUP, INC. | 23,48023,480 | $1M | — | — |
| 65 | Gateway Wealth Partners, LLC | 22,24822,248 | $1M | — | ADD 89% |
| 66 | CreativeOne Wealth, LLC | 20,98820,988 | $1M | — | TRIM -14% |
| 67 | JONES FINANCIAL COMPANIES LLLP | 21,33621,336 | $1M | — | ADD 1168% |
| 68 | United Advisor Group, LLC | 18,47518,475 | $987,108 | — | ADD 38% |
| 69 | CITADEL ADVISORS LLC | 18,11518,115 | $967,884 | — | ADD 243% |
| 70 | JANE STREET GROUP, LLC | 15,33415,334 | $819,296 | — | ADD 280% |
| 71 | KESTRA PRIVATE WEALTH SERVICES, LLC | 15,21715,217 | $813,019 | — | TRIM -13% |
| 72 | Farrell Financial LLC | 14,72514,725 | $786,748 | — | ADD 24% |
| 73 | Stratos Wealth Partners, LTD. | 14,42614,426 | $770,802 | — | ADD 76% |
| 74 | Trademark Financial Management, LLC | 14,40814,408 | $769,819 | — | TRIM -2% |
| 75 | CREATIVE FINANCIAL DESIGNS INC /ADV | 14,37114,371 | $767,843 | — | — |
| 76 | STIFEL FINANCIAL CORP | 13,87113,871 | $741,129 | — | NEW |
| 77 | MML INVESTORS SERVICES, LLC | 12,22612,226 | $653,254 | — | TRIM -68% |
| 78 | PARK AVENUE SECURITIES LLC | 11,79111,791 | $630,000 | — | — |
| 79 | XY Planning Network, Inc. | 11,47511,475 | $620,740 | — | NEW |
| 80 | Millington Financial Advisors, LLC | 9,0869,086 | $564,129 | — | — |
| 81 | Geneos Wealth Management Inc. | 10,26310,263 | $548,352 | — | NEW |
| 82 | Creative Planning | 10,24310,243 | $547,283 | — | ADD 89% |
| 83 | WealthPoint Financial, LLC | 8,9378,937 | $524,322 | — | — |
| 84 | Horizon Wealth Management, LLC | 9,7409,740 | $520,392 | — | TRIM -98% |
| 85 | Concurrent Investment Advisors, LLC | 9,0269,026 | $482,236 | — | TRIM -91% |
| 86 | Kovack Advisors, Inc. | 8,7768,776 | $474,133 | — | ADD 3% |
| 87 | BROWN ADVISORY INC | 8,7668,766 | $468,367 | — | — |
| 88 | Empirical Asset Management, LLC | 8,4388,438 | $450,863 | — | ADD 32% |
| 89 | Steward Partners Investment Advisory, LLC | 8,2208,220 | $439,195 | — | — |
| 90 | Founders Financial Alliance, LLC | 8,0858,085 | $431,982 | — | ADD 3% |
| 91 | Insight Advisors, LLC/ PA | 7,9927,992 | $427,013 | — | TRIM -97% |
| 92 | TRUIST FINANCIAL CORP | 7,9497,949 | $424,715 | — | ADD 98% |
| 93 | Mariner, LLC | 7,8447,844 | $419,105 | — | NEW |
| 94 | Paragon Capital Management Ltd | 7,6427,642 | $408,312 | — | NEW |
| 95 | Sankala Group LLC | 7,4167,416 | $400,402 | — | ADD 148% |
| 96 | Intrua Financial, LLC | 7,3077,307 | $390,389 | — | TRIM -8% |
| 97 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7,1397,139 | $381,438 | — | ADD 2% |
| 98 | Soltis Investment Advisors LLC | 6,6636,663 | $355,999 | — | TRIM -15% |
| 99 | GOLDMAN SACHS GROUP INC | 6,3916,391 | $341,471 | — | NEW |
| 100 | Legacy Advisors, LLC | 6,2256,225 | $332,602 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Retirement Planning Group, LLC | — | 3.3M | 3.7M | 4.1M | 4.2M | 4.3M | $231M |
| HighTower Advisors, LLC | — | — | 2.0M | 3.4M | 3.5M | 3.5M | $190M |
| LPL Financial LLC | 1.3M | 1.6M | 2.1M | 2.6M | 2.8M | 3.5M | $184M |
| MORGAN STANLEY | 211K | 313K | 2.2M | 2.3M | 2.3M | 2.8M | $152M |
| TRUST POINT INC. | 3.0M | 3.0M | 2.6M | 2.6M | 2.6M | 2.5M | $134M |
| BANK OF AMERICA CORP /DE/ | 625K | 597K | 638K | 1.5M | 1.6M | 2.0M | $109M |
| Private Advisor Group, LLC | 463K | 535K | 931K | 901K | 1.2M | 1.3M | $70M |
| RVW Wealth, LLC | 1.2M | 1.2M | 1.2M | 1.2M | 1.1M | 1.1M | $57M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | — | — | — | 5K | 723K | 1.0M | $55M |
| RAYMOND JAMES FINANCIAL INC | 129K | 307K | 201K | 144K | 152K | 792K | $42M |
| ENVESTNET ASSET MANAGEMENT INC | 43K | 64K | 70K | 149K | 138K | 537K | $29M |
| UBS Group AG | 84K | 120K | 153K | 151K | 176K | 527K | $28M |
| Rockefeller Capital Management L.P. | — | — | — | 4K | 99K | 506K | $27M |
| COLUMBIA ADVISORY PARTNERS LLC | 266K | 312K | 367K | 362K | 403K | 426K | $23M |
| Cetera Investment Advisers | 64K | 63K | 82K | 86K | 371K | 391K | $21M |
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 | 150 | 32,259,252 | — | $1.7B |
| 2025-Q4 | 134 | 28,022,867 | — | $1.6B |
| 2025-Q3 | 115 | 24,671,356 | — | $1.4B |
| 2025-Q2 | 101 | 24,476,314 | — | $1.3B |
| 2025-Q1 | 98 | 15,846,187 | — | $696M |
| 2024-Q4 | 89 | 10,961,121 | — | $540M |
| 2024-Q3 | 76 | 9,046,804 | — | $413M |
| 2024-Q2 | 59 | 7,957,819 | — | $357M |
| 2024-Q1 | 47 | 6,958,977 | — | $286M |
| 2023-Q4 | 23 | 2,061,419 | — | $75M |
| 2023-Q3 | 9 | 1,212,403 | — | $39M |
| 2023-Q2 | 7 | 1,125,482 | — | $37M |
| 2023-Q1 | 2 | 30,004 | — | $852,000 |
| 2022-Q4 | 2 | 29,421 |
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.
| — |
| $690,192 |
