| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AIA Group Ltd | 13,783,35013.8M | $499M | — | — |
| 2 | Allworth Financial LP | 8,275,1778.3M | $299M | — | — |
| 3 | BROWN BROTHERS HARRIMAN & CO | 8,089,2078.1M | $293M | — | ADD 261% |
| 4 | Merit Financial Group, LLC | 7,977,5288.0M | $289M | — | ADD 6% |
| 5 | HB Wealth Management, LLC | 5,905,1755.9M | $214M | — | ADD 1079% |
| 6 | Legacy Advisors, LLC | 3,529,7343.5M | $128M | — | — |
| 7 | LAZARD ASSET MANAGEMENT LLC | 2,597,5222.6M | $94M | — | ADD 4% |
| 8 | Focus Partners Wealth | 2,198,4052.2M | $80M | — | ADD 17% |
| 9 | Crestwood Advisors Group, LLC | 1,769,7201.8M | $64M | — | ADD 28% |
| 10 | Perigon Wealth Management, LLC | 1,738,3281.7M | $63M | — | ADD 5% |
| 11 | Alvarez & Marsal Private Wealth Partners, LLC | 1,725,5531.7M | $63M | — | ADD 81% |
| 12 | FFT WEALTH MANAGEMENT LLC | 1,635,3791.6M | $59M | — | ADD 3% |
| 13 | Atria Investments, Inc | 1,448,6171.4M | $52M | — | ADD 680% |
| 14 | Trustees of Dartmouth College | 1,096,0221.1M | $40M | — | — |
| 15 | Modern Wealth Management, LLC | 1,040,5321.0M | $38M | — | ADD 11963% |
| 16 | Prodigy Asset Management LLC | 961,119961,119 | $35M | — | ADD 49% |
| 17 | Auxano Advisors, LLC | 953,440953,440 | $34M | — | ADD 56% |
| 18 | RAYMOND JAMES FINANCIAL INC | 931,998931,998 | $34M | — | ADD 31% |
| 19 | Annex Advisory Services, LLC | 896,626896,626 | $32M | — | ADD 11% |
| 20 | CENTRAL TRUST Co | 820,980820,980 | $30M | — | ADD 36% |
| 21 | Tanglewood Wealth Management, Inc. | 815,764815,764 | $30M | — | NEW |
| 22 | PINNACLE ASSOCIATES LTD | 810,307810,307 | $29M | — | TRIM -3% |
| 23 | MML INVESTORS SERVICES, LLC | 746,186746,186 | $27M | — | ADD 7% |
| 24 | LPL Financial LLC | 664,234664,234 | $24M | — | ADD 10% |
| 25 | J. Mark Nickell & Co. | 522,900522,900 | $19M | — | ADD 153% |
| 26 | New Republic Capital, LLC | 505,014505,014 | $18M | — | ADD 23% |
| 27 | Colony Family Offices, LLC | 487,099487,099 | $18M | — | ADD 8% |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 465,136465,136 | $17M | — | TRIM -39% |
| 29 | Verum Partners LLC | 454,898454,898 | $16M | — | ADD 8% |
| 30 | Stonehearth Capital Management, LLC | 440,926440,926 | $16M | — | ADD 5% |
| 31 | MONETA GROUP INVESTMENT ADVISORS LLC | 420,927420,927 | $15M | — | ADD 231% |
| 32 | Allegheny Financial Group | 400,548400,548 | $14M | — | ADD 64% |
| 33 | Paragon Capital Management Ltd | 392,959392,959 | $14M | — | — |
| 34 | Crusonia Wealth Advisors LLC | 391,806391,806 | $14M | — | ADD 5% |
| 35 | Kelman-Lazarov, Inc. | 380,573380,573 | $14M | — | ADD 4% |
| 36 | FIRST MANHATTAN CO. LLC. | 326,565326,565 | $12M | — | ADD 63% |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 324,382324,382 | $12M | — | — |
| 38 | Alpha Advisors, LLC/VA | 316,129316,129 | $11M | — | ADD 2% |
| 39 | OSAIC HOLDINGS, INC. | 272,158272,158 | $10M | — | ADD 1761% |
| 40 | &PARTNERS | 270,859270,859 | $10M | — | ADD 3% |
| 41 | Leisure Capital Management | 248,632248,632 | $9M | — | ADD 2% |
| 42 | New England Private Wealth Advisors LLC | 213,207213,207 | $8M | — | ADD 15% |
| 43 | Corient Private Wealth LLC | 204,293204,293 | $7M | — | TRIM -39% |
| 44 | ArchPoint Investors | 203,500203,500 | $7M | — | ADD 2% |
| 45 | LGL PARTNERS, LLC | 201,750201,750 | $7M | — | ADD 5% |
| 46 | JPMORGAN CHASE & CO | 203,548203,548 | $7M | — | ADD 10% |
| 47 | Diversified Trust Co | 193,111193,111 | $7M | — | TRIM -7% |
| 48 | Apella Capital, LLC | 171,105171,105 | $7M | — | NEW |
| 49 | Heritage Trust Co | 187,784187,784 | $7M | — | ADD 17% |
| 50 | Madison Asset Management, LLC | 185,944185,944 | $7M | — | — |
| 51 | HighTower Advisors, LLC | 185,262185,262 | $7M | — | ADD 51% |
| 52 | Financial Connections Group, Inc. | 178,032178,032 | $6M | — | TRIM -4% |
| 53 | COMMONWEALTH EQUITY SERVICES, LLC | 145,093145,093 | $5M | — | ADD 5% |
| 54 | VICUS CAPITAL | 139,323139,323 | $5M | — | ADD 437% |
| 55 | Argent Trust Co | 138,109138,109 | $5M | — | ADD 13% |
| 56 | Hartford Financial Management Inc. | 137,840137,840 | $5M | — | NEW |
| 57 | Tempus Wealth Planning, LLC | 132,256132,256 | $5M | — | TRIM -4% |
| 58 | Stonehage Fleming Financial Services Holdings Ltd | 126,575126,575 | $5M | — | ADD 14% |
| 59 | Triangle Securities Wealth Management | 121,885121,885 | $4M | — | ADD 4% |
| 60 | Indivisible Partners | 113,303113,303 | $4M | — | ADD 15% |
| 61 | SouthState Bank Corp | 98,23298,232 | $4M | — | TRIM -7% |
| 62 | Grantham, Mayo, Van Otterloo & Co. LLC | 94,48094,480 | $3M | — | ADD 90% |
| 63 | EXCHANGE TRADED CONCEPTS, LLC | 92,37192,371 | $3M | — | ADD 18% |
| 64 | Mutual Advisors, LLC | 92,05892,058 | $3M | — | ADD 8% |
| 65 | Sprinkle Financial Consultants LLC | 87,26887,268 | $3M | — | ADD 10% |
| 66 | Princeton Global Asset Management LLC | 86,84986,849 | $3M | — | TRIM -7% |
| 67 | JONES FINANCIAL COMPANIES LLLP | 83,21583,215 | $3M | — | ADD 46% |
| 68 | Commerce Advisors, LLC | 79,31079,310 | $3M | — | NEW |
| 69 | MCF Advisors LLC | 79,07079,070 | $3M | — | TRIM -25% |
| 70 | Wingate Wealth Advisors, Inc. | 73,83573,835 | $3M | — | — |
| 71 | Hollow Brook Wealth Management LLC | 68,45868,458 | $2M | — | ADD 9% |
| 72 | Bank of New York Mellon Corp | 67,93567,935 | $2M | — | — |
| 73 | EQ LLC | 66,51166,511 | $2M | — | ADD 17% |
| 74 | Fort Point Capital Partners LLC | 62,24762,247 | $2M | — | NEW |
| 75 | Farther Finance Advisors, LLC | 61,02461,024 | $2M | — | TRIM -5% |
| 76 | Archer Investment Management, LLC | 61,20061,200 | $2M | — | TRIM -62% |
| 77 | Clarendon Private LLC | 60,19860,198 | $2M | — | ADD 57% |
| 78 | Janney Montgomery Scott LLC | 58,50358,503 | $2M | — | TRIM -18% |
| 79 | BANK OF AMERICA CORP /DE/ | 51,48251,482 | $2M | — | NEW |
| 80 | Peak Asset Management, LLC | 50,45150,451 | $2M | — | TRIM -6% |
| 81 | Ironsides Asset Advisors, LLC | 49,87349,873 | $2M | — | NEW |
| 82 | MAI Capital Management | 47,95747,957 | $2M | — | ADD 3% |
| 83 | CERTIOR FINANCIAL GROUP, LLC | 45,27945,279 | $2M | — | ADD 23% |
| 84 | StoneX Group Inc. | 42,84242,842 | $2M | — | — |
| 85 | Berkeley, Inc | 41,94241,942 | $2M | — | ADD 11% |
| 86 | Arete Wealth Advisors, LLC | 40,47540,475 | $1M | — | ADD 5% |
| 87 | Cambridge Investment Research Advisors, Inc. | 37,78837,788 | $1M | — | ADD 164% |
| 88 | Prospera Financial Services Inc | 36,20036,200 | $1M | — | ADD 7% |
| 89 | CIBC WORLD MARKET INC. | 35,02935,029 | $1M | — | — |
| 90 | Nicholas Hoffman & Company, LLC. | 32,31032,310 | $1M | — | NEW |
| 91 | STUDIO INVESTMENT MANAGEMENT LLC | 29,83829,838 | $1M | — | TRIM -3% |
| 92 | Pathway Financial Advisors LLC | 28,74328,743 | $1M | — | — |
| 93 | Parallel Advisors, LLC | 28,81928,819 | $1M | — | ADD 8% |
| 94 | Aspen Investment Management Inc | 27,80027,800 | $1M | — | ADD 5% |
| 95 | Breakwater Capital Group | 24,44924,449 | $884,565 | — | ADD 90% |
| 96 | LAM GROUP, INC. | 21,44021,440 | $775,699 | — | TRIM -6% |
| 97 | Bluesphere Advisors LLC | 19,79719,797 | $716,255 | — | NEW |
| 98 | HighPoint Advisor Group LLC | 18,44518,445 | $667,344 | — | ADD 3% |
| 99 | QUANTIFY CHAOS ADVISORS, LLC | 16,99116,991 | $614,742 | — | — |
| 100 | Quantinno Capital Management LP | 16,11316,113 | $582,968 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| AIA Group Ltd | 8.1M | 8.8M | 8.7M | 13.8M | 13.8M | 13.8M | $499M |
| Allworth Financial LP | 8.1M | 8.0M | 8.1M | 8.3M | 8.3M | 8.3M | $299M |
| BROWN BROTHERS HARRIMAN & CO | — | — | 158K | 941K | 2.2M | 8.1M | $293M |
| Merit Financial Group, LLC | 3.7M | 4.8M | 6.8M | 7.0M | 7.5M | 8.0M | $289M |
| HB Wealth Management, LLC | 295K | 205K | 434K | 462K | 501K | 5.9M | $214M |
| Legacy Advisors, LLC | — | — | 89K | 3.1M | 3.5M | 3.5M | $128M |
| LAZARD ASSET MANAGEMENT LLC | 484K | 618K | 1.2M | 1.5M | 2.5M | 2.6M | $94M |
| Focus Partners Wealth | 1.5M | 891K | 1.0M | 1.1M | 1.9M | 2.2M | $80M |
| Crestwood Advisors Group, LLC | 1.0M | 1.0M | 1.1M | 1.2M | 1.4M | 1.8M | $64M |
| Perigon Wealth Management, LLC | — | — | — | — | 1.7M | 1.7M | $63M |
| Alvarez & Marsal Private Wealth Partners, LLC | — | — | — | — | 951K | 1.7M | $63M |
| FFT WEALTH MANAGEMENT LLC | 799K | 1.2M | 1.4M | 1.5M | 1.6M | 1.6M | $59M |
| Atria Investments, Inc | — | — | — | — | 186K | 1.4M | $52M |
| Trustees of Dartmouth College | — | — | — | 1.1M | 1.1M | 1.1M | $40M |
| Modern Wealth Management, LLC | — | — | — | 6K | 9K | 1.0M | $38M |
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 | 82,644,826 | — | $3.0B |
| 2025-Q4 | 143 | 63,094,120 | — | $2.4B |
| 2025-Q3 | 120 | 53,414,829 | — | $1.9B |
| 2025-Q2 | 111 | 41,915,992 | — | $1.4B |
| 2025-Q1 | 108 | 38,566,987 | — | $1.2B |
| 2024-Q4 | 100 | 33,900,963 | — | $1.1B |
| 2024-Q3 | 79 | 25,188,289 | — | $821M |
| 2024-Q2 | 71 | 20,093,934 | — | $623M |
| 2024-Q1 | 48 | 10,458,485 | — | $310M |
| 2023-Q4 | 12 | 182,604 | — | $5M |
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.
