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 |
|---|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 1.9M | 2.2M | 2.3M | 2.6M | 2.9M | 3.0M | $90M |
| BANK OF AMERICA CORP /DE/ | 8K | 105K | 777K | 1.2M | 1.7M | 2.0M | $59M |
| MORGAN STANLEY | — | 58K | 495K | 772K | 1.5M | 1.8M | $53M |
| RAYMOND JAMES FINANCIAL INC | 405K | 626K | 1.1M | 1.1M | 1.1M | 1.1M | $34M |
| LPL Financial LLC | 433K | 665K | 762K | 664K | 957K | 1.1M | $33M |
| Boothe Investment Group, Inc. | 1.0M | 1.1M | 590K | 597K | 606K | 610K | $18M |
| NewEdge Advisors, LLC | — | — | — | 385K | 481K | 55K | $16M |
| Tradition Wealth Management, LLC | 123K | 308K | 489K | 390K | 414K | 412K | $12M |
| Sanctuary Advisors, LLC | 570K | 424K | 451K | 1.3M | 405K | 399K | $12M |
| Rockefeller Capital Management L.P. | — | — | — | 5K | 412K | 399K | $12M |
| ENVESTNET ASSET MANAGEMENT INC | 239K | 243K | 255K | 353K | 377K | 353K | $11M |
| IAG Wealth Partners, LLC | — | — | — | 5K | 399K | 343K | $10M |
| MML INVESTORS SERVICES, LLC | 242K | 249K | 260K | 227K | 303K | 287K | $9M |
| ROYAL BANK OF CANADA | 143K | 684K | 588K | 288K | 290K | 266K | $8M |
| Patriot Financial Group Insurance Agency, LLC | — | 79K | 76K | 73K | 73K | 134K | $4M |
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 | 59 | 13,498,069 | — | $420M |
| 2025-Q4 | 53 | 13,478,341 | — | $397M |
| 2025-Q3 | 56 | 11,414,671 | — | $329M |
| 2025-Q2 | 43 | 9,969,834 | — | $261M |
| 2025-Q1 | 43 | 8,297,874 | — | $204M |
| 2024-Q4 | 32 | 6,183,435 | — | $166M |
| 2024-Q3 | 22 | 4,807,434 | — | $129M |
| 2024-Q2 | 11 | 2,222,714 | — | $58M |
| 2024-Q1 | 3 | 1,646,858 | — | $45M |
| 2023-Q4 | 1 | 96,464 | — | $2M |
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.
