| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 1,506,2331.5M | $46M | — | ADD 9% |
| 2 | LPL Financial LLC | 751,481751,481 | $23M | — | ADD 11% |
| 3 | Cetera Investment Advisers | 558,480558,480 | $17M | — | ADD 9% |
| 4 | Baird Financial Group, Inc. | 126,098126,098 | $4M | — | ADD 5% |
| 5 | CITADEL ADVISORS LLC | 72,92472,924 | $2M | — | NEW |
| 6 | BENJAMIN EDWARDS INC | 37,19837,198 | $1M | — | ADD 2% |
| 7 | TRUIST FINANCIAL CORP | 32,34132,341 | $996,201 | — | ADD 4% |
| 8 | JANE STREET GROUP, LLC | 20,47320,473 | $630,622 | — | NEW |
| 9 | Bank of New York Mellon Corp | 19,16319,163 | $590,270 | — | ADD 13% |
| 10 | PRINCIPAL SECURITIES, INC. | 14,67714,677 | $452,095 | — | TRIM -38% |
| 11 | SigFig Wealth Management, LLC | 13,30713,307 | $409,890 | — | — |
| 12 | VestGen Advisors, LLC | 9,9039,903 | $355,283 | — | NEW |
| 13 | Envestnet Portfolio Solutions, Inc. | 11,17411,174 | $344,188 | — | TRIM -82% |
| 14 | AlphaStar Capital Management, LLC | 10,34410,344 | $318,622 | — | — |
| 15 | Sanctuary Advisors, LLC | 9,7259,725 | $299,555 | — | ADD 43% |
| 16 | VestGen Investment Management | 8,0478,047 | $247,869 | — | ADD 7% |
| 17 | MML INVESTORS SERVICES, LLC | 8,0028,002 | $246,472 | — | TRIM -9% |
| 18 | HARBOUR INVESTMENTS, INC. | 1,5351,535 | $47,282 | — | ADD 378% |
| 19 | US BANCORP \DE\ | 1,2231,223 | $37,671 | — | ADD 660% |
| 20 | Rossby Financial, LCC | 750750 | $23,411 | — | — |
| 21 | IFP Advisors, Inc | 289289 | $8,902 | — | — |
| 22 | UBS Group AG | 133133 | $4,097 | — | NEW |
| 23 | WELLS FARGO & COMPANY/MN | 7171 | $2,187 | — | — |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4545 | $1,386 | — | 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 |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | — | — | 875K | 1.4M | 1.4M | 1.5M | $46M |
| LPL Financial LLC | — | — | 566K | 646K | 677K | 751K | $23M |
| Cetera Investment Advisers | — | — | 260K | 482K | 511K | 558K | $17M |
| Baird Financial Group, Inc. | — | — | 126K | 120K | 120K | 126K | $4M |
| CITADEL ADVISORS LLC | — | — | — | 22K | — | 73K | $2M |
| BENJAMIN EDWARDS INC | — | — | 35K | 36K | 36K | 37K | $1M |
| TRUIST FINANCIAL CORP | — | — | 30K | 29K | 31K | 32K | $996,201 |
| JANE STREET GROUP, LLC | — | — | 18K | 30K | — | 20K | $630,622 |
| Bank of New York Mellon Corp | — | — | 14K | 14K | 17K | 19K | $590,270 |
| PRINCIPAL SECURITIES, INC. | — | — | 10K | 34K | 24K | 15K | $452,095 |
| SigFig Wealth Management, LLC | — | — | — | — | 13K | 13K | $409,890 |
| VestGen Advisors, LLC | — | — | — | — | — | 10K | $355,283 |
| Envestnet Portfolio Solutions, Inc. | — | — | 14K | 9K | 62K | 11K | $344,188 |
| AlphaStar Capital Management, LLC | — | — | 10K | 10K | 10K | 10K | $318,622 |
| Sanctuary Advisors, LLC | — | — | — | — | 7K | 10K | $299,555 |
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 | 24 | 3,213,616 | — | $99M |
| 2025-Q4 | 21 | 2,911,219 | — | $86M |
| 2025-Q3 | 19 | 2,890,329 | — | $83M |
| 2025-Q2 | 17 | 2,014,538 | — | $52M |
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.
