| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,149,2521.1M | $17M | — | TRIM -16% |
| 2 | Pathstone Holdings, LLC | 523,424523,424 | $8M | — | ADD 15% |
| 3 | Advisors Asset Management, Inc. | 457,435457,435 | $7M | — | ADD 17% |
| 4 | BANK OF AMERICA CORP /DE/ | 227,761227,761 | $3M | — | TRIM -2% |
| 5 | ROYAL BANK OF CANADA | 170,368170,368 | $2M | — | ADD 14% |
| 6 | WOLVERINE ASSET MANAGEMENT LLC | 164,950164,950 | $2M | — | TRIM -8% |
| 7 | RAYMOND JAMES FINANCIAL INC | 119,613119,613 | $2M | — | — |
| 8 | WELLS FARGO & COMPANY/MN | 112,657112,657 | $2M | — | ADD 40% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 103,633103,633 | $2M | — | ADD 13% |
| 10 | UBS Group AG | 90,87090,870 | $1M | — | ADD 633% |
| 11 | LexAurum Advisors, LLC | 88,78588,785 | $1M | — | NEW |
| 12 | Beacon Capital Management, Inc. | 83,50083,500 | $1M | — | — |
| 13 | World Investment Advisors | 65,55065,550 | $953,097 | — | ADD 107% |
| 14 | Closed-End Fund Advisors, Inc. | 64,35164,351 | $935,664 | — | ADD 3% |
| 15 | Invesco Ltd. | 57,10357,103 | $830,278 | — | ADD 77% |
| 16 | LPL Financial LLC | 44,65844,658 | $649,326 | — | ADD 20% |
| 17 | OPPENHEIMER & CO INC | 37,67137,671 | $547,736 | — | ADD 41% |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | 36,19136,191 | $526,217 | — | NEW |
| 19 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 35,83535,835 | $521,041 | — | NEW |
| 20 | Prospera Financial Services Inc | 25,47625,476 | $370,458 | — | TRIM -9% |
| 21 | OSAIC HOLDINGS, INC. | 24,59224,592 | $357,577 | — | ADD 6% |
| 22 | ALLIUM FINANCIAL ADVISORS, LLC | 24,05424,054 | $349,752 | — | ADD 76% |
| 23 | Advisory Advocates, LLC | 22,73022,730 | $330,494 | — | ADD 5% |
| 24 | XTX Topco Ltd | 14,68814,688 | $213,564 | — | ADD 15% |
| 25 | Samalin Investment Counsel, LLC | 14,07414,074 | $204,642 | — | TRIM -8% |
| 26 | STIFEL FINANCIAL CORP | 13,70013,700 | $199,198 | — | TRIM -11% |
| 27 | WEDBUSH SECURITIES INC | 12,90012,900 | $188,000 | — | — |
| 28 | Catalina Capital Group, LLC | 12,92012,920 | $187,857 | — | — |
| 29 | ADAPT WEALTH ADVISORS, LLC | 12,79012,790 | $185,967 | — | TRIM -27% |
| 30 | FIRST FOUNDATION ADVISORS | 10,92810,928 | $158,893 | — | NEW |
| 31 | Cetera Investment Advisers | 10,71110,711 | $155,744 | — | TRIM -21% |
| 32 | FIFTH THIRD BANCORP | 10,47410,474 | $152,286 | — | NEW |
| 33 | Chevy Chase Trust Holdings, LLC | 10,00010,000 | $145,400 | — | NEW |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,8286,828 | $99,279 | — | NEW |
| 35 | US BANCORP \DE\ | 6,4516,451 | $93,798 | — | — |
| 36 | Rockefeller Capital Management L.P. | 2,4342,434 | $35,399 | — | ADD 5% |
| 37 | Archer Investment Corp | 2,3382,338 | $33,995 | — | — |
| 38 | GILPIN WEALTH MANAGEMENT, LLC | 2,2312,231 | $32,439 | — | — |
| 39 | Larson Financial Group LLC | 1,9301,930 | $28,062 | — | — |
| 40 | Smartleaf Asset Management LLC | 1,0661,066 | $15,105 | — | — |
| 41 | Pinnacle Wealth Planning Services, Inc. | 1,0101,010 | $14,685 | — | TRIM -32% |
| 42 | WPG Advisers, LLC | 450450 | $6,543 | — | TRIM -19% |
| 43 | Osbon Capital Management LLC | 398398 | $5,787 | — | NEW |
| 44 | WHITTIER TRUST CO OF NEVADA INC | 173173 | $2,600 | — | NEW |
| 45 | BlackRock, Inc. | 160160 | $2,326 | — | NEW |
| 46 | Allworth Financial LP | 150150 | $2,181 | — | ADD 50% |
| 47 | CWM, LLC | 148148 | $2,152 | — | TRIM -94% |
| 48 | Root Financial Partners, LLC | 6969 | $1,003 | — | NEW |
| 49 | ASSETMARK, INC | 2424 | $349 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1.4M | 1.4M | 1.4M | 1.3M | 1.4M | 1.1M | $17M |
| Pathstone Holdings, LLC | 741K | 675K | 592K | 286K | 453K | 523K | $8M |
| Advisors Asset Management, Inc. | 171K | 301K | 389K | 393K | 391K | 457K | $7M |
| BANK OF AMERICA CORP /DE/ | 319K | 220K | 212K | 225K | 233K | 228K | $3M |
| ROYAL BANK OF CANADA | 109K | 132K | 242K | 145K | 150K | 170K | $2M |
| WOLVERINE ASSET MANAGEMENT LLC | 13K | 18K | 72K | 36K | 178K | 165K | $2M |
| RAYMOND JAMES FINANCIAL INC | 123K | 131K | 133K | 127K | 118K | 120K | $2M |
| WELLS FARGO & COMPANY/MN | 214K | 87K | 77K | 79K | 80K | 113K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 51K | 57K | 55K | 63K | 92K | 104K | $2M |
| UBS Group AG | 69K | 66K | 73K | 38K | 12K | 91K | $1M |
| LexAurum Advisors, LLC | 112K | 102K | 98K | 92K | — | 89K | $1M |
| Beacon Capital Management, Inc. | — | 60K | 84K | 84K | 84K | 84K | $1M |
| World Investment Advisors | — | — | — | — | 32K | 66K | $953,097 |
| Closed-End Fund Advisors, Inc. | — | — | — | — | 63K | 64K | $935,664 |
| Invesco Ltd. | — | — | — | — | 32K | 57K | $830,278 |
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 | 49 | 3,879,504 | — | $56M |
| 2025-Q4 | 46 | 3,678,324 | — | $54M |
| 2025-Q3 | 39 | 3,482,827 | — | $53M |
| 2025-Q2 | 37 | 3,916,445 | — | $60M |
| 2025-Q1 | 40 | 3,741,393 | — | $57M |
| 2024-Q4 | 36 | 3,754,574 | — | $55M |
| 2024-Q3 | 36 | 3,461,805 | — | $59M |
| 2024-Q2 | 31 | 3,999,230 | — | $57M |
| 2024-Q1 | 27 | 7,879,820 | — | $116M |
| 2023-Q4 | 35 | 6,646,125 | — | $94M |
| 2023-Q3 | 30 | 4,256,450 | — | $56M |
| 2023-Q2 | 30 | 3,916,460 | — | $54M |
| 2023-Q1 | 23 | 3,483,111 | — | $47M |
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.
| 2022-Q4 |
| 25 |
| 3,472,177 |
| — |
| $47M |
| 2022-Q3 | 21 | 2,415,908 | — | $32M |
| 2022-Q2 | 11 | 1,717,329 | — | $28M |
| 2022-Q1 | 8 | 474,063 | — | $9M |
