| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 896,574896,574 | $64M | — | ADD 127% |
| 2 | BANK OF AMERICA CORP /DE/ | 199,241199,241 | $14M | — | TRIM -4% |
| 3 | LPL Financial LLC | 147,856147,856 | $11M | — | — |
| 4 | MORGAN STANLEY | 53,76653,766 | $4M | — | TRIM -12% |
| 5 | United Bank | 44,86244,862 | $3M | — | ADD 5% |
| 6 | PEOPLES FINANCIAL SERVICES CORP. | 33,96333,963 | $2M | — | — |
| 7 | Capital Analysts, LLC | 27,84727,847 | $2M | — | NEW |
| 8 | Rossby Financial, LCC | 25,89925,899 | $2M | — | ADD 61% |
| 9 | RAYMOND JAMES FINANCIAL INC | 22,96622,966 | $2M | — | ADD 456% |
| 10 | Private Advisor Group, LLC | 18,11918,119 | $1M | — | ADD 2% |
| 11 | Crestwood Advisors Group, LLC | 17,27617,276 | $1M | — | TRIM -2% |
| 12 | Equitable Holdings, Inc. | 15,35015,350 | $1M | — | ADD 15% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,54813,548 | $973,966 | — | ADD 291% |
| 14 | BEAM WEALTH ADVISORS, INC. | 11,87711,877 | $853,838 | — | TRIM -7% |
| 15 | MML INVESTORS SERVICES, LLC | 10,92910,929 | $785,693 | — | TRIM -10% |
| 16 | Herold Advisors, Inc. | 10,60210,602 | $762,195 | — | TRIM -10% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 10,22410,224 | $734,970 | — | NEW |
| 18 | OSAIC HOLDINGS, INC. | 8,3428,342 | $599,749 | — | — |
| 19 | Colonial River Investments, LLC | 6,1066,106 | $438,976 | — | TRIM -24% |
| 20 | JANE STREET GROUP, LLC | 6,0386,038 | $434,072 | — | NEW |
| 21 | Bank of New York Mellon Corp | 5,8915,891 | $423,532 | — | NEW |
| 22 | Wealthcare Advisory Partners LLC | 5,1735,173 | $371,887 | — | — |
| 23 | Cetera Investment Advisers | 5,1455,145 | $369,901 | — | — |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 5,1455,145 | $369,892 | — | — |
| 25 | AQR CAPITAL MANAGEMENT LLC | 5,0065,006 | $359,881 | — | TRIM -5% |
| 26 | WEDBUSH SECURITIES INC | 3,5403,540 | $254,000 | — | — |
| 27 | ALPHA CAPITAL ADVISORS INC /ADV | 3,3983,398 | $244,282 | — | — |
| 28 | BELLEVUE ASSET MANAGEMENT, LLC | 2,8482,848 | $204,742 | — | — |
| 29 | JPMORGAN CHASE & CO | 1,1021,102 | $78,025 | — | ADD 31% |
| 30 | IFP Advisors, Inc | 1,0041,004 | $72,178 | — | — |
| 31 | Rossmore Private Capital | 1,0001,000 | $71,890 | — | — |
| 32 | HARBOUR INVESTMENTS, INC. | 965965 | $69,421 | — | NEW |
| 33 | MAI Capital Management | 400400 | $28,756 | — | — |
| 34 | CWM, LLC | 190190 | $13,659 | — | NEW |
| 35 | Nova Wealth Management, Inc. | 3131 | $2,229 | — | — |
| 36 | WELLS FARGO & COMPANY/MN | 11 | $66 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 254K | 326K | 324K | 315K | 395K | 897K | $64M |
| BANK OF AMERICA CORP /DE/ | 286K | 281K | 392K | 380K | 207K | 199K | $14M |
| LPL Financial LLC | 109K | 145K | 152K | 154K | 149K | 148K | $11M |
| MORGAN STANLEY | 53K | 61K | 61K | 64K | 61K | 54K | $4M |
| United Bank | 44K | 47K | 46K | 45K | 43K | 45K | $3M |
| PEOPLES FINANCIAL SERVICES CORP. | — | — | 33K | 34K | 34K | 34K | $2M |
| Capital Analysts, LLC | — | — | — | — | — | 28K | $2M |
| Rossby Financial, LCC | — | — | — | — | 16K | 26K | $2M |
| RAYMOND JAMES FINANCIAL INC | — | — | 889 | — | 4K | 23K | $2M |
| Private Advisor Group, LLC | 11K | 11K | 14K | 15K | 18K | 18K | $1M |
| Crestwood Advisors Group, LLC | 25K | 20K | 18K | 18K | 18K | 17K | $1M |
| Equitable Holdings, Inc. | — | 5K | 15K | 9K | 13K | 15K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6K | 15K | — | — | 3K | 14K | $973,966 |
| BEAM WEALTH ADVISORS, INC. | 15K | 15K | 15K | 13K | 13K | 12K | $853,838 |
| MML INVESTORS SERVICES, LLC | 17K | 13K | 13K | 12K | 12K | 11K | $785,693 |
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 | 36 | 1,622,224 | — | $117M |
| 2025-Q4 | 37 | 1,128,718 | — | $81M |
| 2025-Q3 | 33 | 1,188,875 | — | $86M |
| 2025-Q2 | 33 | 1,211,677 | — | $83M |
| 2025-Q1 | 30 | 1,056,756 | — | $70M |
| 2024-Q4 | 29 | 1,003,419 | — | $65M |
| 2024-Q3 | 26 | 918,404 | — | $61M |
| 2024-Q2 | 28 | 942,432 | — | $59M |
| 2024-Q1 | 26 | 1,458,397 | — | $89M |
| 2023-Q4 | 29 | 2,248,573 | — | $126M |
| 2023-Q3 | 24 | 2,242,563 | — | $116M |
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.
| 2023-Q2 |
| 25 |
| 2,312,551 |
| — |
| $124M |
| 2023-Q1 | 27 | 1,873,207 | — | $96M |
| 2022-Q4 | 25 | 1,726,717 | — | $87M |
| 2022-Q3 | 22 | 1,746,422 | — | $81M |
| 2022-Q2 | 26 | 1,767,613 | — | $87M |
| 2022-Q1 | 19 | 1,720,428 | — | $94M |
| 2021-Q4 | 20 | 1,785,644 | — | $99M |
| 2021-Q3 | 15 | 1,714,948 | — | $87M |
| 2021-Q2 | 18 | 1,731,192 | — | $87M |
| 2021-Q1 | 16 | 1,712,071 | — | $80M |
| 2020-Q4 | 14 | 856,356 | — | $39M |
| 2020-Q3 | 13 | 761,211 | — | $32M |
| 2020-Q2 | 11 | 704,630 | — | $28M |
| 2020-Q1 | 6 | 448,939 | — | $15M |
| 2019-Q4 | 4 | 119,856 | — | $5M |
| 2019-Q3 | 1 | 74,101 | — | $3M |
