| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 41,823,94241.8M | $1.1B | — | ADD 10% |
| 2 | Breakwater Investment Management | 241,006241,006 | $6M | — | ADD 21% |
| 3 | CITADEL ADVISORS LLC | 189,216189,216 | $5M | — | ADD 349% |
| 4 | ATX Financial Planning, LLC | 61,98061,980 | $2M | — | NEW |
| 5 | Camarda Financial Advisors, LLC | 47,48547,485 | $1M | — | — |
| 6 | Compass Financial Group, INC/SD | 28,52528,525 | $733,663 | — | ADD 84% |
| 7 | LPL Financial LLC | 16,56416,564 | $426,026 | — | ADD 82% |
| 8 | AIRE ADVISORS, LLC | 11,72511,725 | $301,567 | — | NEW |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,53610,536 | $270,986 | — | NEW |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 10,13210,132 | $260,595 | — | NEW |
| 11 | Creative Planning | 8,9218,921 | $229,448 | — | NEW |
| 12 | RFG Advisory, LLC | 7,8937,893 | $203,014 | — | NEW |
| 13 | Atlantic Union Bankshares Corp | 2,9782,978 | $76,590 | — | NEW |
| 14 | FIFTH THIRD BANCORP | 2,7022,702 | $69,495 | — | NEW |
| 15 | WELLS FARGO & COMPANY/MN | 2,3562,356 | $60,596 | — | NEW |
| 16 | Larson Financial Group LLC | 1,6891,689 | $43,431 | — | ADD 17% |
| 17 | OSAIC HOLDINGS, INC. | 1,4831,483 | $38,141 | — | NEW |
| 18 | CWM, LLC | 1,2411,241 | $31,919 | — | ADD 116% |
| 19 | MORGAN STANLEY | 1,1051,105 | $28,421 | — | ADD 295% |
| 20 | Vision Retirement, LLC | 890890 | $22,891 | — | NEW |
| 21 | AE Wealth Management LLC | 400400 | $10,288 | — | NEW |
| 22 | ASSETMARK, INC | 165165 | $4,244 | — | — |
| 23 | BNP PARIBAS FINANCIAL MARKETS | 55 | $129 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | — | 5.6M | 10.0M | 34.3M | 37.9M | 41.8M | $1.1B |
| Breakwater Investment Management | — | — | 26K | 100K | 200K | 241K | $6M |
| CITADEL ADVISORS LLC | — | — | — | 20K | 42K | 189K | $5M |
| ATX Financial Planning, LLC | — | — | — | — | — | 62K | $2M |
| Camarda Financial Advisors, LLC | — | — | 49K | 49K | 47K | 47K | $1M |
| Compass Financial Group, INC/SD | — | 12K | 16K | 16K | 16K | 29K | $733,663 |
| LPL Financial LLC | — | — | — | — | 9K | 17K | $426,026 |
| AIRE ADVISORS, LLC | — | — | — | — | — | 12K | $301,567 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | 10K | 56K | — | — | 11K | $270,986 |
| MERCER GLOBAL ADVISORS INC /ADV | — | — | — | — | — | 10K | $260,595 |
| Creative Planning | — | — | — | — | — | 9K | $229,448 |
| RFG Advisory, LLC | — | — | — | — | — | 8K | $203,014 |
| Atlantic Union Bankshares Corp | — | — | — | — | — | 3K | $76,590 |
| FIFTH THIRD BANCORP | — | — | — | — | — | 3K | $69,495 |
| WELLS FARGO & COMPANY/MN | — | — | — | — | — | 2K | $60,596 |
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 | 23 | 42,472,939 | — | $1.1B |
| 2025-Q4 | 17 | 38,329,078 | — | $991M |
| 2025-Q3 | 14 | 34,713,410 | — | $901M |
| 2025-Q2 | 12 | 10,316,012 | — | $264M |
| 2025-Q1 | 7 | 5,665,144 | — | $145M |
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.
