| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 509,897509,897 | $5M | — | NEW |
| 2 | OSAIC HOLDINGS, INC. | 78,45878,458 | $763,388 | — | NEW |
| 3 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 53,94953,949 | $524,924 | — | NEW |
| 4 | Private Advisor Group, LLC | 49,83449,834 | $484,888 | — | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 15,48115,481 | $150,630 | — | NEW |
| 6 | CAPTRUST FINANCIAL ADVISORS | 12,13912,139 | $118,112 | — | NEW |
| 7 | Essex Financial Services, Inc. | 10,44310,443 | $101,610 | — | NEW |
| 8 | UBS Group AG | 5,8825,882 | $57,232 | — | NEW |
| 9 | MORGAN STANLEY | 1,9081,908 | $18,565 | — | NEW |
| 10 | FMR LLC | 1,4621,462 | $14,225 | — | NEW |
| 11 | MAI Capital Management | 825825 | $8,028 | — | NEW |
| 12 | HARBOUR INVESTMENTS, INC. | 353353 | $3,435 | — | NEW |
| 13 | Arax Advisory Partners | 165165 | $1,606 | — | NEW |
| 14 | ROYAL BANK OF CANADA | 128128 | $1,000 | — | 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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | — | — | — | — | — | 510K | $5M |
| OSAIC HOLDINGS, INC. | — | — | — | — | — | 78K | $763,388 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | — | — | — | — | — | 54K | $524,924 |
| Private Advisor Group, LLC | — | — | — | — | — | 50K | $484,888 |
| BANK OF AMERICA CORP /DE/ | — | — | — | — | — | 15K | $150,630 |
| CAPTRUST FINANCIAL ADVISORS | — | — | — | — | — | 12K | $118,112 |
| Essex Financial Services, Inc. | — | — | — | — | — | 10K | $101,610 |
| UBS Group AG | — | — | — | — | — | 6K | $57,232 |
| MORGAN STANLEY | — | — | — | — | — | 2K | $18,565 |
| FMR LLC | — | — | — | — | — | 1K | $14,225 |
| MAI Capital Management | — | — | — | — | — | 825 | $8,028 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | — | 353 | $3,435 |
| Arax Advisory Partners | — | — | — | — | — | 165 | $1,606 |
| ROYAL BANK OF CANADA | — | — | — | — | — | 128 | $1,000 |
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.
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.
