% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | CAPTRUST FINANCIAL ADVISORS | 8,527,0078.5M | $193M | — | ADD 9% |
| 2 | RiverFront Investment Group, LLC | 8,455,1798.5M | $192M | — | — |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 7,208,1697.2M | $163M | — | — |
| 4 | RAYMOND JAMES FINANCIAL INC | 2,759,0302.8M | $63M | — | ADD 10% |
| 5 | AMERIPRISE FINANCIAL INC | 1,603,7361.6M | $36M | — | ADD 28% |
| 6 | Bouchey Financial Group Ltd | 1,470,2441.5M | $33M | — | ADD 3% |
| 7 | Permanens Capital L.P. | 1,349,9421.3M | $31M | — | NEW |
| 8 | L2 Asset Management, LLC | 1,313,0351.3M | $30M | — | ADD 101% |
| 9 | ROYAL BANK OF CANADA | 1,097,9161.1M | $25M | — | — |
| 10 | BANK OF AMERICA CORP /DE/ | 1,020,4601.0M | $23M | — | TRIM -5% |
| 11 | JPMORGAN CHASE & CO | 819,086819,086 | $18M | — | ADD 274% |
| 12 | Janney Montgomery Scott LLC | 754,806754,806 | $17M | — | TRIM -2% |
| 13 | WestHill Financial Advisors, Inc. | 632,171632,171 | $14M | — | ADD 6% |
| 14 | STIFEL FINANCIAL CORP | 550,093550,093 | $12M | — | — |
| 15 | Charles Schwab Trust Co | 511,344511,344 | $12M | — | ADD 7% |
| 16 | VAN STRUM & TOWNE INC. | 508,475508,475 | $12M | — | ADD 3% |
| 17 | LPL Financial LLC | 497,421497,421 | $11M | — | TRIM -6% |
| 18 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 467,609467,609 | $11M | — | ADD 177% |
| 19 | White & Co Financial Planning Inc | 377,803377,803 | $9M | — | ADD 11% |
| 20 | Advisory Services Network, LLC | 374,736374,736 | $8M | — | ADD 11% |
| 21 | JANE STREET GROUP, LLC | 372,691372,691 | $8M | — | NEW |
| 22 | Kaizen Financial Strategies | 368,644368,644 | $8M | — | ADD 6% |
| 23 | WT Wealth Management | 340,592340,592 | $8M | — | TRIM -5% |
| 24 | Caitlin John, LLC | 337,088337,088 | $8M | — | ADD 35% |
| 25 | CITADEL ADVISORS LLC | 312,029312,029 | $7M | — | NEW |
| 26 | Cetera Investment Advisers | 282,903282,903 | $6M | — | ADD 10% |
| 27 | Systelligence, LLC | 264,716264,716 | $6M | — | NEW |
| 28 | Bank of New Hampshire | 235,110235,110 | $5M | — | ADD 16% |
| 29 | TRUIST FINANCIAL CORP | 234,932234,932 | $5M | — | TRIM -3% |
| 30 | Madden Advisory Services, Inc. | 230,339230,339 | $5M | — | ADD 11% |
| 31 | BLAIR WILLIAM & CO/IL | 218,744218,744 | $5M | — | TRIM -44% |
| 32 | AssuredPartners Investment Advisors, LLC | 212,979212,979 | $5M | — | ADD 4% |
| 33 | Mutual Advisors, LLC | 212,078212,078 | $5M | — | ADD 19% |
| 34 | Prairiewood Capital, LLC | 209,984209,984 | $5M | — | ADD 64% |
| 35 | Mariner, LLC | 206,001206,001 | $5M | — | TRIM -34% |
| 36 | Seek First Inc. | 194,332194,332 | $4M | — | — |
| 37 | Arrowroot Family Office, LLC | 194,087194,087 | $4M | — | ADD 31% |
| 38 | FF Advisors,LLC | 181,213181,213 | $4M | — | NEW |
| 39 | Vident Advisory, LLC | 179,346179,346 | $4M | — | TRIM -37% |
| 40 | DecisionPoint Financial, LLC | 163,196163,196 | $4M | — | ADD 46% |
| 41 | WFA of San Diego, LLC | 138,513138,513 | $3M | — | ADD 12% |
| 42 | Wealthspire Advisors, LLC | 136,928136,928 | $3M | — | — |
| 43 | Entelevest, LLC | 133,058133,058 | $3M | — | ADD 74% |
| 44 | HighTower Advisors, LLC | 132,950132,950 | $3M | — | TRIM -4% |
| 45 | MFG WEALTH MANAGEMENT, INC. | 132,684132,684 | $3M | — | — |
| 46 | MORGAN STANLEY | 128,380128,380 | $3M | — | TRIM -5% |
| 47 | Beacon Bridge Wealth Partners, LLC | 125,574125,574 | $3M | — | TRIM -13% |
| 48 | Creative Planning | 123,529123,529 | $3M | — | ADD 53% |
| 49 | Cascades Capital Asset Management, LLC | 121,510121,510 | $3M | — | ADD 19% |
| 50 | Concurrent Investment Advisors, LLC | 115,936115,936 | $3M | — | ADD 390% |
| 51 | Sanctuary Advisors, LLC | 108,812108,812 | $2M | — | — |
| 52 | Andina Capital Management, LLC | 107,602107,602 | $2M | — | TRIM -20% |
| 53 | MERCER GLOBAL ADVISORS INC /ADV | 99,78299,782 | $2M | — | ADD 47% |
| 54 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 95,98195,981 | $2M | — | ADD 22% |
| 55 | Citizens National Bank Trust Department | 94,80194,801 | $2M | — | — |
| 56 | Equitable Holdings, Inc. | 92,68692,686 | $2M | — | NEW |
| 57 | Forthright Family Wealth Advisory LLC | 47,19747,197 | $2M | — | NEW |
| 58 | OLD MISSION CAPITAL LLC | 89,55789,557 | $2M | — | NEW |
| 59 | Essex LLC | 87,13887,138 | $2M | — | ADD 5% |
| 60 | MML INVESTORS SERVICES, LLC | 83,60183,601 | $2M | — | TRIM -27% |
| 61 | Bestgate Wealth Advisors, LLC | 80,49580,495 | $2M | — | ADD 108% |
| 62 | AMERICAN NATIONAL BANK & TRUST | 74,26374,263 | $2M | — | ADD 12% |
| 63 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74,25274,252 | $2M | — | — |
| 64 | Avior Wealth Management, LLC | 73,59073,590 | $2M | — | — |
| 65 | CERTIOR FINANCIAL GROUP, LLC | 73,47173,471 | $2M | — | — |
| 66 | OSAIC HOLDINGS, INC. | 73,40673,406 | $2M | — | TRIM -7% |
| 67 | GM Advisory Group, LLC | 69,83869,838 | $2M | — | NEW |
| 68 | INTEGRITY ALLIANCE, LLC. | 69,55169,551 | $2M | — | — |
| 69 | CreativeOne Wealth, LLC | 68,15868,158 | $2M | — | ADD 17% |
| 70 | INTEGRAL INVESTMENT ADVISORS, INC. | 67,26567,265 | $2M | — | — |
| 71 | Advisors Capital Management, LLC | 65,70165,701 | $1M | — | ADD 2% |
| 72 | CoreCap Advisors, LLC | 65,69865,698 | $1M | — | ADD 70% |
| 73 | Savant Capital, LLC | 59,20559,205 | $1M | — | ADD 15% |
| 74 | Pinnacle Family Advisors, LLC | 56,84356,843 | $1M | — | ADD 5% |
| 75 | FIFTH THIRD BANCORP | 54,52154,521 | $1M | — | ADD 2354% |
| 76 | Corient Private Wealth LLC | 54,51654,516 | $1M | — | TRIM -55% |
| 77 | Kestra Advisory Services, LLC | 53,01253,012 | $1M | — | ADD 38% |
| 78 | Sculati Wealth Management, LLC | 51,88751,887 | $1M | — | ADD 10% |
| 79 | CITIGROUP INC | 51,72551,725 | $1M | — | ADD 25% |
| 80 | Worth Asset Management, LLC | 48,91648,916 | $1M | — | NEW |
| 81 | COMMONWEALTH EQUITY SERVICES, LLC | 47,27947,279 | $1M | — | — |
| 82 | Orion Porfolio Solutions, LLC | 46,89546,895 | $1M | — | TRIM -78% |
| 83 | Main Street Research LLC | 44,32644,326 | $1M | — | ADD 15% |
| 84 | FMR LLC | 43,96043,960 | $997,009 | — | TRIM -14% |
| 85 | Focus Partners Wealth | 40,84040,840 | $926,251 | — | ADD 27% |
| 86 | ASSETMARK, INC | 40,32740,327 | $914,616 | — | TRIM -27% |
| 87 | FLOW TRADERS U.S. LLC | 38,72238,722 | $878,000 | — | NEW |
| 88 | Rosenberg Matthew Hamilton | 35,28235,282 | $800,196 | — | — |
| 89 | Harel Insurance Investments & Financial Services Ltd. | 34,31434,314 | $778,000 | — | ADD 24% |
| 90 | Avidian Wealth Enterprises, LLC | 32,99732,997 | $748,372 | — | ADD 7% |
| 91 | CREATIVE FINANCIAL DESIGNS INC /ADV | 32,82732,827 | $744,511 | — | — |
| 92 | Sigma Planning Corp | 30,86330,863 | $699,973 | — | NEW |
| 93 | MONEY CONCEPTS CAPITAL CORP | 29,65729,657 | $672,630 | — | ADD 9% |
| 94 | FLAGSTAR ADVISORS INC | 28,56928,569 | $647,949 | — | — |
| 95 | Koshinski Asset Management, Inc. | 28,18328,183 | $639,197 | — | — |
| 96 | Christensen, King & Associates Investment Services, Inc. | 27,92127,921 | $633,238 | — | ADD 13% |
| 97 | Trilogy Capital Inc. | 26,10826,108 | $592,139 | — | ADD 62% |
| 98 | Joule Financial, LLC | 25,32525,325 | $574,371 | — | — |
| 99 | Meridian Wealth Management, LLC | 25,14325,143 | $570,250 | — | ADD 36% |
| 100 | Pacific Capital Wealth Advisors, Inc. | 24,49024,490 | $555,433 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 27K | 6.3M | 7.2M | 7.5M | 7.8M | 8.5M | $193M |
| RiverFront Investment Group, LLC | 8.2M | 8.5M | 8.4M | 8.4M | 8.4M | 8.5M | $192M |
| ENVESTNET ASSET MANAGEMENT INC | 7.5M | 7.5M | 7.3M | 7.4M | 7.3M | 7.2M | $163M |
| RAYMOND JAMES FINANCIAL INC | 2.4M | 2.4M | 2.5M | 2.4M | 2.5M | 2.8M | $63M |
| AMERIPRISE FINANCIAL INC | 363K | 237K | 377K | 436K | 1.3M | 1.6M | $36M |
| Bouchey Financial Group Ltd | 1.1M | 1.1M | 1.3M | 1.3M | 1.4M | 1.5M | $33M |
| Permanens Capital L.P. | — | — | — | — | — | 1.3M | $31M |
| L2 Asset Management, LLC | 625K | 635K | 652K | 651K | 655K | 1.3M | $30M |
| ROYAL BANK OF CANADA | 1.2M | 1.2M | 2.2M | 1.1M | 1.1M | 1.1M | $25M |
| BANK OF AMERICA CORP /DE/ | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | 1.0M | $23M |
| JPMORGAN CHASE & CO | 261K | 257K | 220K | 436K | 219K | 819K | $18M |
| Janney Montgomery Scott LLC | 862K | 835K | 832K | 803K | 770K | 755K | $17M |
| WestHill Financial Advisors, Inc. | 493K | 555K | 556K | 593K | 596K | 632K | $14M |
| STIFEL FINANCIAL CORP | 312K | 288K | 462K | 505K | 544K | 550K | $12M |
| Charles Schwab Trust Co | 442K | 447K | 430K | 468K | 476K | 511K | $12M |
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.
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 258 | 50,514,848 | — | $1.1B |
| 2025-Q4 | 230 | 45,248,669 | — | $1.0B |
| 2025-Q3 | 224 | 44,524,081 | — | $1.0B |
| 2025-Q2 | 227 | 44,190,997 | — | $1.0B |
| 2025-Q1 | 213 | 40,750,256 | — | $915M |
| 2024-Q4 | 208 | 40,923,078 | — | $903M |
| 2024-Q3 | 190 | 19,425,259 | — | $868M |
| 2024-Q2 | 188 | 135,575,016 | — | $6.0B |
| 2024-Q1 | 183 | 134,103,975 | — | $6.0B |
| 2023-Q4 | 167 | 119,332,838 | — | $5.4B |
| 2023-Q3 | 150 | 111,823,705 | — | $4.7B |
| 2023-Q2 | 98 | 111,388,255 | — | $4.9B |
| 2023-Q1 | 52 | 108,496,283 | — | $4.8B |
| 2022-Q4 | 54 | 4,450,952 | — | $192M |
| 2022-Q3 | 57 | 7,058,773 | — | $297M |
| 2022-Q2 | 45 | 6,695,968 | — | $299M |
| 2022-Q1 | 41 | 5,293,265 | — | $253M |
| 2021-Q4 | 46 | 5,468,797 | — | $283M |
| 2021-Q3 | 44 | 4,342,810 | — | $227M |
| 2021-Q2 | 42 | 4,335,231 | — | $228M |
| 2021-Q1 | 65 | 4,764,713 | — | $245M |
| 2020-Q4 | 17 | 2,499,135 | — | $134M |
| 2020-Q3 | 15 | 2,364,893 | — | $125M |
| 2020-Q2 | 14 | 2,445,353 | — | $128M |
| 2020-Q1 | 11 | 2,246,445 | — | $108M |
| 2019-Q4 | 6 | 1,814,103 | — | $91M |
