| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | 31,830,12731.8M | $1.0B | — | — |
| 2 | Cerity Partners LLC | 187,339187,339 | $6M | — | ADD 11% |
| 3 | SlateStone Wealth, LLC | 63,77463,774 | $2M | — | — |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | 38,63438,634 | $1M | — | — |
| 5 | BlackRock, Inc. | 32,19132,191 | $1M | — | NEW |
| 6 | Forum Finance Group S.A. | 36,88036,880 | $968,000 | — | NEW |
| 7 | ROYAL BANK OF CANADA | 16,89716,897 | $555,000 | — | ADD 5% |
| 8 | Mariner, LLC | 16,22616,226 | $532,544 | — | — |
| 9 | OSAIC HOLDINGS, INC. | 7,7537,753 | $255,007 | — | ADD 16% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,2747,274 | $238,733 | — | TRIM -41% |
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 |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | — | 33.6M | 33.7M | 32.1M | 31.8M | 31.8M | $1.0B |
| Cerity Partners LLC | — | — | — | — | 170K | 187K | $6M |
| SlateStone Wealth, LLC | — | — | 72K | 64K | 64K | 64K | $2M |
| MERCER GLOBAL ADVISORS INC /ADV | 46K | 92K | 46K | 40K | 39K | 39K | $1M |
| BlackRock, Inc. | — | — | — | — | — | 32K | $1M |
| Forum Finance Group S.A. | — | — | — | — | — | 37K | $968,000 |
| ROYAL BANK OF CANADA | 3K | 2K | 10K | 38K | 16K | 17K | $555,000 |
| Mariner, LLC | — | — | — | 16K | 16K | 16K | $532,544 |
| OSAIC HOLDINGS, INC. | — | — | — | — | 7K | 8K | $255,007 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | 12K | 7K | $238,733 |
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 | 10 | 32,237,095 | — | $1.1B |
| 2025-Q4 | 9 | 32,119,155 | — | $1.0B |
| 2025-Q3 | 7 | 32,311,531 | — | $1.0B |
| 2025-Q2 | 8 | 33,893,557 | — | $992M |
| 2025-Q1 | 7 | 33,735,223 | — | $938M |
| 2024-Q4 | 6 | 33,461,217 | — | $913M |
| 2024-Q3 | 5 | 32,612,021 | — | $950M |
| 2024-Q2 | 2 | 31,986,853 | — | $862M |
| 2024-Q1 | 3 | 31,472,672 | — | $864M |
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.
