| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LAZARD ASSET MANAGEMENT LLC | 1,432,0571.4M | $36M | — | TRIM -6% |
| 2 | Beta Wealth Group, Inc. | 670,629670,629 | $17M | — | — |
| 3 | HighTower Advisors, LLC | 385,922385,922 | $10M | — | NEW |
| 4 | Hartford Financial Management Inc. | 208,734208,734 | $5M | — | NEW |
| 5 | MONETA GROUP INVESTMENT ADVISORS LLC | 142,262142,262 | $4M | — | ADD 210% |
| 6 | Berkeley, Inc | 140,382140,382 | $4M | — | TRIM -2% |
| 7 | Caprock Group, LLC | 80,54980,549 | $2M | — | — |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | 69,04669,046 | $2M | — | ADD 92% |
| 9 | CITADEL ADVISORS LLC | 48,88848,888 | $1M | — | ADD 80% |
| 10 | GOLDMAN SACHS GROUP INC | 25,62125,621 | $639,859 | — | NEW |
| 11 | RPS ADVISORY SOLUTIONS LLC | 23,62423,624 | $589,986 | — | ADD 48% |
| 12 | Dynamic Advisor Solutions LLC | 15,13315,133 | $377,924 | — | ADD 28% |
| 13 | RAYMOND JAMES FINANCIAL INC | 13,11413,114 | $327,509 | — | TRIM -74% |
| 14 | Broyhill Asset Management, LLC | 11,20011,200 | $279,709 | — | NEW |
| 15 | JANE STREET GROUP, LLC | 9,4789,478 | $236,704 | — | TRIM -55% |
| 16 | Orcam Financial Group | 9,0009,000 | $224,766 | — | — |
| 17 | HRT FINANCIAL LP | 8,0908,090 | $202,000 | — | NEW |
| 18 | Parallel Advisors, LLC | 5,6675,667 | $141,531 | — | ADD 19% |
| 19 | UBS Group AG | 3,7503,750 | $93,653 | — | NEW |
| 20 | MAI Capital Management | 460460 | $11,489 | — | — |
| 21 | Sankala Group LLC | 6868 | $1,664 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | — | — | 276K | 627K | 1.5M | 1.4M | $36M |
| Beta Wealth Group, Inc. | — | 430K | 673K | 698K | 671K | 671K | $17M |
| HighTower Advisors, LLC | — | — | — | — | — | 386K | $10M |
| Hartford Financial Management Inc. | — | — | — | — | — | 209K | $5M |
| MONETA GROUP INVESTMENT ADVISORS LLC | — | — | — | — | 46K | 142K | $4M |
| Berkeley, Inc | — | 152K | 151K | 144K | 143K | 140K | $4M |
| Caprock Group, LLC | — | — | — | 80K | 81K | 81K | $2M |
| Grantham, Mayo, Van Otterloo & Co. LLC | — | — | — | — | 36K | 69K | $2M |
| CITADEL ADVISORS LLC | — | 58K | — | — | 27K | 49K | $1M |
| GOLDMAN SACHS GROUP INC | — | — | — | — | — | 26K | $639,859 |
| RPS ADVISORY SOLUTIONS LLC | — | — | — | — | 16K | 24K | $589,986 |
| Dynamic Advisor Solutions LLC | — | — | — | — | 12K | 15K | $377,924 |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 51K | 13K | $327,509 |
| Broyhill Asset Management, LLC | — | — | — | — | — | 11K | $279,709 |
| JANE STREET GROUP, LLC | 23K | 64K | — | 76K | 21K | 9K | $236,704 |
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 | 21 | 3,303,674 | — | $83M |
| 2025-Q4 | 19 | 2,856,389 | — | $76M |
| 2025-Q3 | 12 | 1,834,366 | — | $47M |
| 2025-Q2 | 9 | 1,339,217 | — | $34M |
| 2025-Q1 | 7 | 768,081 | — | $18M |
| 2024-Q4 | 2 | 22,710 | — | $518,572 |
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.
