% 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 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 249,546,261249.5M | $6.2B | — | ADD 5% |
| 2 | ROYAL BANK OF CANADA | 17,334,53917.3M | $432M | — | — |
| 3 | AMERIPRISE FINANCIAL INC | 13,376,05413.4M | $333M | — | TRIM -3% |
| 4 | STIFEL FINANCIAL CORP | 7,622,5487.6M | $190M | — | ADD 5% |
| 5 | BANK OF AMERICA CORP /DE/ | 6,189,0946.2M | $154M | — | ADD 20% |
| 6 | JPMORGAN CHASE & CO | 5,976,3836.0M | $149M | — | ADD 15% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 4,647,9904.6M | $116M | — | ADD 36% |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | 4,217,0024.2M | $105M | — | ADD 5% |
| 9 | Cornerstone Wealth Advisors, Inc. | 3,993,2134.0M | $99M | — | ADD 6% |
| 10 | Moisand Fitzgerald Tamayo, LLC | 3,897,1003.9M | $97M | — | ADD 7% |
| 11 | Pacific Sage Partners, LLC | 3,480,0103.5M | $87M | — | ADD 10% |
| 12 | Resonant Capital Advisors, LLC | 3,001,7653.0M | $75M | — | ADD 5% |
| 13 | STATE STREET CORP | 2,900,0002.9M | $72M | — | — |
| 14 | Crane Advisory, LLC | 2,791,6822.8M | $70M | — | — |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,584,3562.6M | $64M | — | TRIM -4% |
| 16 | Avidian Wealth Enterprises, LLC | 2,381,0022.4M | $59M | — | ADD 10% |
| 17 | LPL Financial LLC | 2,122,5932.1M | $53M | — | ADD 12% |
| 18 | Clearstead Advisors, LLC | 1,954,0432.0M | $49M | — | ADD 10% |
| 19 | Cerity Partners LLC | 1,928,7151.9M | $48M | — | TRIM -22% |
| 20 | Empowered Funds, LLC | 1,933,6221.9M | $48M | — | NEW |
| 21 | MORGAN STANLEY | 1,810,7021.8M | $45M | — | ADD 4% |
| 22 | Intelligence Driven Advisers, LLC | 1,640,7131.6M | $41M | — | TRIM -7% |
| 23 | FLC Capital Advisors | 1,624,9151.6M | $40M | — | ADD 5% |
| 24 | Advisory Alpha, LLC | 1,531,3551.5M | $38M | — | TRIM -4% |
| 25 | DAVENPORT & Co LLC | 1,504,3421.5M | $37M | — | ADD 12% |
| 26 | Baird Financial Group, Inc. | 1,445,4301.4M | $36M | — | ADD 7% |
| 27 | WELLS FARGO & COMPANY/MN | 1,431,5801.4M | $36M | — | ADD 24% |
| 28 | Beacon Wealthcare LLC | 1,409,4111.4M | $35M | — | ADD 5% |
| 29 | Hapanowicz & Associates Financial Services, Inc | 1,397,1381.4M | $35M | — | ADD 5% |
| 30 | DIVERSIFY WEALTH MANAGEMENT, LLC | 1,283,6621.3M | $32M | — | ADD 54% |
| 31 | High Probability Advisors, LLC | 1,272,6251.3M | $32M | — | ADD 6% |
| 32 | First National Trust Co | 1,247,8771.2M | $31M | — | ADD 2% |
| 33 | WestHill Financial Advisors, Inc. | 1,234,7461.2M | $31M | — | ADD 8% |
| 34 | Cetera Investment Advisers | 1,151,7861.2M | $29M | — | ADD 26% |
| 35 | FOSTER & MOTLEY INC | 1,141,7161.1M | $28M | — | — |
| 36 | Galvin, Gaustad & Stein, LLC | 1,075,3761.1M | $27M | — | — |
| 37 | Your Advocates Ltd., LLP | 1,002,8941.0M | $25M | — | ADD 15% |
| 38 | Stokes Family Office, LLC | 997,155997,155 | $25M | — | TRIM -11% |
| 39 | JONES FINANCIAL COMPANIES LLLP | 924,447924,447 | $23M | — | ADD 29% |
| 40 | Summit Financial, LLC | 916,786916,786 | $23M | — | ADD 50% |
| 41 | Creative Planning | 910,129910,129 | $23M | — | TRIM -15% |
| 42 | Tradition Wealth Management, LLC | 909,935909,935 | $23M | — | TRIM -4% |
| 43 | HC Advisors, LLC | 899,471899,471 | $22M | — | ADD 5% |
| 44 | Allworth Financial LP | 889,163889,163 | $22M | — | TRIM -5% |
| 45 | Waverly Advisors, LLC | 794,905794,905 | $20M | — | ADD 1269% |
| 46 | Madison Asset Management, LLC | 779,954779,954 | $19M | — | TRIM -31% |
| 47 | SWS Partners | 718,928718,928 | $18M | — | ADD 11% |
| 48 | Morton Brown Family Wealth, LLC | 701,706701,706 | $17M | — | ADD 4% |
| 49 | One Degree Advisors Inc | 699,480699,480 | $17M | — | ADD 8% |
| 50 | Downshift Financial, LLC | 678,481678,481 | $17M | — | ADD 25% |
| 51 | Altiora Financial Group, LLC | 652,805652,805 | $16M | — | — |
| 52 | UBS Group AG | 648,366648,366 | $16M | — | ADD 55% |
| 53 | Marshall Financial Group, LLC | 630,313630,313 | $16M | — | — |
| 54 | Perigon Wealth Management, LLC | 592,917592,917 | $15M | — | ADD 603% |
| 55 | EXENCIAL WEALTH ADVISORS, LLC | 559,583559,583 | $14M | — | — |
| 56 | WorthPointe, LLC | 556,731556,731 | $14M | — | ADD 21% |
| 57 | FRANKLIN RESOURCES INC | 539,264539,264 | $13M | — | ADD 8% |
| 58 | COMMONWEALTH EQUITY SERVICES, LLC | 535,247535,247 | $13M | — | ADD 41% |
| 59 | Walker Financial Services, Inc. | 528,356528,356 | $13M | — | ADD 19% |
| 60 | Kathmere Capital Management, LLC | 524,658524,658 | $13M | — | TRIM -12% |
| 61 | BANK OF MONTREAL /CAN/ | 521,716521,716 | $13M | — | ADD 5% |
| 62 | Holcombe Financial, Inc. | 511,425511,425 | $13M | — | ADD 7% |
| 63 | Fiduciary Alliance LLC | 505,447505,447 | $13M | — | ADD 13% |
| 64 | Midwest Trust Co | 499,367499,367 | $12M | — | TRIM -48% |
| 65 | McAdam, LLC | 496,305496,305 | $12M | — | ADD 7% |
| 66 | Tidal Investments LLC | 488,632488,632 | $12M | — | NEW |
| 67 | White Pine Investment CO | 459,338459,338 | $11M | — | ADD 5% |
| 68 | Foundation Wealth Management, LLC\PA | 458,624458,624 | $11M | — | ADD 8% |
| 69 | MassMutual Private Wealth & Trust, FSB | 453,084453,084 | $11M | — | TRIM -37% |
| 70 | Walkner Condon Financial Advisors LLC | 452,423452,423 | $11M | — | ADD 4% |
| 71 | Clarity Wealth Development LLC | 444,172444,172 | $11M | — | ADD 15% |
| 72 | Oakwell Private Wealth Management, LLC | 433,206433,206 | $11M | — | ADD 4% |
| 73 | ADVOCATE GROUP LLC | 429,999429,999 | $11M | — | ADD 6% |
| 74 | Vident Advisory, LLC | 429,773429,773 | $11M | — | TRIM -15% |
| 75 | Attessa Capital LLC | 422,400422,400 | $11M | — | — |
| 76 | RAYMOND JAMES FINANCIAL INC | 422,095422,095 | $11M | — | ADD 10% |
| 77 | Cadia Private Client LLC | 410,404410,404 | $10M | — | — |
| 78 | Destiny Wealth Partners, LLC | 410,385410,385 | $10M | — | — |
| 79 | BlackRock, Inc. | 392,143392,143 | $10M | — | TRIM -26% |
| 80 | Scarborough Advisors, LLC | 388,797388,797 | $10M | — | NEW |
| 81 | Hidden Cove Wealth Management, LLC | 380,634380,634 | $9M | — | ADD 670% |
| 82 | Darrow Company, Inc. | 377,569377,569 | $9M | — | — |
| 83 | MML INVESTORS SERVICES, LLC | 377,312377,312 | $9M | — | TRIM -32% |
| 84 | Bulwark Capital Corp | 360,906360,906 | $9M | — | ADD 3681% |
| 85 | Cloud Capital Management, LLC | 355,677355,677 | $9M | — | ADD 49% |
| 86 | BENJAMIN EDWARDS INC | 352,097352,097 | $9M | — | ADD 13% |
| 87 | Blake Schutter Theil Wealth Advisors, LLC | 351,842351,842 | $9M | — | — |
| 88 | Act Two Investors LLC | 349,960349,960 | $9M | — | TRIM -5% |
| 89 | Centric Wealth Management | 351,983351,983 | $9M | — | ADD 4% |
| 90 | Savvy Advisors, Inc. | 348,606348,606 | $9M | — | ADD 109% |
| 91 | Mariner, LLC | 344,634344,634 | $9M | — | ADD 37% |
| 92 | Kelly Financial Services LLC | 344,118344,118 | $9M | — | ADD 6% |
| 93 | Valmark Advisers, Inc. | 337,941337,941 | $8M | — | TRIM -17% |
| 94 | Tennessee Valley Asset Management Partners | 330,574330,574 | $8M | — | — |
| 95 | OSAIC HOLDINGS, INC. | 329,679329,679 | $8M | — | ADD 20% |
| 96 | DOCK STREET ASSET MANAGEMENT INC | 316,217316,217 | $8M | — | ADD 29% |
| 97 | Keystone Global Partners, LLC | 308,868308,868 | $8M | — | ADD 127% |
| 98 | SENTINEL PENSION ADVISORS, LLC | 308,590308,590 | $8M | — | TRIM -5% |
| 99 | Harvest Portfolios Group Inc. | 305,958305,958 | $8M | — | ADD 11% |
| 100 | Focus Partners Wealth | 301,832301,832 | $8M | — | TRIM -2% |
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 | 217.2M | 219.4M | 221.7M | 228.2M | 238.3M | 249.5M | $6.2B |
| ROYAL BANK OF CANADA | 15.9M | 18.6M | 44.7M | 19.6M | 17.1M | 17.3M | $432M |
| AMERIPRISE FINANCIAL INC | 12.7M | 13.1M | 12.2M | 13.7M | 13.8M | 13.4M | $333M |
| STIFEL FINANCIAL CORP | 7.8M | 8.1M | 8.0M | 8.6M | 7.3M | 7.6M | $190M |
| BANK OF AMERICA CORP /DE/ | 8.5M | 3.4M | 3.8M | 4.2M | 5.2M | 6.2M | $154M |
| JPMORGAN CHASE & CO | 5.7M | 4.7M | 4.7M | 9.8M | 5.2M | 6.0M | $149M |
| ENVESTNET ASSET MANAGEMENT INC | 2.2M | 2.7M | 2.5M | 3.6M | 3.4M | 4.6M | $116M |
| EXCHANGE TRADED CONCEPTS, LLC | — | — | 1.7M | 2.7M | 4.0M | 4.2M | $105M |
| Cornerstone Wealth Advisors, Inc. | 3.3M | 3.4M | 3.5M | 3.7M | 3.8M | 4.0M | $99M |
| Moisand Fitzgerald Tamayo, LLC | 1.6M | 2.1M | 3.3M | 3.5M | 3.7M | 3.9M | $97M |
| Pacific Sage Partners, LLC | 2.6M | 2.7M | 2.6M | 2.9M | 3.2M | 3.5M | $87M |
| Resonant Capital Advisors, LLC | 2.0M | 2.2M | 2.3M | 2.6M | 2.9M | 3.0M | $75M |
| STATE STREET CORP | 2.9M | 2.9M | 2.9M | 2.9M | 2.9M | 2.9M | $72M |
| Crane Advisory, LLC | 1.9M | 1.8M | 1.8M | 1.8M | 2.8M | 2.8M | $70M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.3M | 2.3M | 2.3M | 2.3M | 2.7M | 2.6M | $64M |
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 | 505 | 417,100,309 | — | $10.4B |
| 2025-Q4 | 480 | 397,630,913 | — | $10.0B |
| 2025-Q3 | 470 | 385,175,998 | — | $9.7B |
| 2025-Q2 | 459 | 388,286,551 | — | $9.7B |
| 2025-Q1 | 438 | 354,866,939 | — | $8.8B |
| 2024-Q4 | 426 | 355,883,960 | — | $8.6B |
| 2024-Q3 | 381 | 179,736,782 | — | $9.0B |
| 2024-Q2 | 384 | 140,942,006 | — | $6.9B |
| 2024-Q1 | 370 | 141,992,547 | — | $7.0B |
| 2023-Q4 | 390 | 139,568,540 | — | $6.9B |
| 2023-Q3 | 368 | 133,834,121 | — | $6.4B |
| 2023-Q2 | 362 | 128,465,453 | — | $6.3B |
| 2023-Q1 | 370 | 125,801,096 | — | $6.3B |
| 2022-Q4 | 357 | 134,948,030 | — | $6.6B |
| 2022-Q3 | 331 | 144,237,657 | — | $7.1B |
| 2022-Q2 | 320 | 122,557,610 | — | $6.3B |
| 2022-Q1 | 318 | 64,100,240 | — | $3.4B |
| 2021-Q4 | 314 | 44,942,399 | — | $2.5B |
| 2021-Q3 | 296 | 51,405,840 | — | $2.9B |
| 2021-Q2 | 287 | 42,402,474 | — | $2.4B |
| 2021-Q1 | 294 | 51,496,842 | — | $2.9B |
| 2020-Q4 | 293 | 48,400,646 | — | $2.8B |
| 2020-Q3 | 261 | 35,490,544 | — | $2.1B |
| 2020-Q2 | 256 | 33,965,457 | — | $2.0B |
| 2020-Q1 | 251 | 63,650,156 | — | $3.7B |
| 2019-Q4 | 237 | 67,631,598 | — | $3.7B |
| 2019-Q3 | 210 | 67,194,985 | — | $3.7B |
| 2019-Q2 | 202 | 64,173,796 | — | $3.6B |
| 2019-Q1 | 186 | 57,427,558 | — | $3.1B |
| 2018-Q4 | 170 | 52,984,202 | — | $2.8B |
| 2018-Q3 | 146 | 48,165,896 | — | $2.5B |
| 2018-Q2 | 138 | 44,342,609 | — | $2.3B |
| 2018-Q1 | 133 | 17,186,819 | — | $904M |
| 2017-Q4 | 127 | 13,939,542 | — | $743M |
| 2017-Q3 | 101 | 12,436,788 | — | $671M |
| 2017-Q2 | 103 | 10,036,979 | — | $542M |
| 2017-Q1 | 97 | 8,883,755 | — | $476M |
| 2016-Q4 | 84 | 7,765,051 | — | $414M |
| 2016-Q3 | 86 | 6,961,685 | — | $392M |
| 2016-Q2 | 79 | 5,869,022 | — | $328M |
| 2016-Q1 | 78 | 5,178,122 | — | $286M |
| 2015-Q4 | 65 | 3,891,172 | — | $209M |
| 2015-Q3 | 55 | 4,043,690 | — | $220M |
| 2015-Q2 | 53 | 3,309,997 | — | $177M |
| 2015-Q1 | 49 | 2,289,873 | — | $124M |
| 2014-Q4 | 52 | 2,573,690 | — | $138M |
| 2014-Q3 | 42 | 1,996,878 | — | $106M |
| 2014-Q2 | 34 | 1,830,685 | — | $97M |
| 2014-Q1 | 32 | 3,263,361 | — | $171M |
| 2013-Q4 | 25 | 1,525,307 | — | $79M |
| 2013-Q3 | 26 | 3,912,089 | — | $207M |
| 2013-Q2 | 25 | 1,629,605 | — | $86M |
| 2013-Q1 | 1 | 90,000 | — | $5M |
