SH

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$33.42

-0.07 (-0.21%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding SH · 2026-Q1 methodology → sources →

144 holders

% of shares outstanding held

—

Shares held (13F)

17,904,710

Reporting holders

144

Top holders

largest 100 of 144 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Stack Financial Management, Inc	3,823,0203.8M	$145M	—	ADD 53%
2	MORGAN STANLEY	2,062,9232.1M	$78M	—	ADD 695%
3	Ryan Investment Management, Inc.	897,285897,285	$34M	—	NEW
4	UBS Group AG	619,453619,453	$23M	—	ADD 11%
5	Robertson Stephens Wealth Management, LLC	602,863602,863	$23M	—	NEW
6	Three Seasons Wealth, LLC	540,662540,662	$21M	—	NEW
7	SUSQUEHANNA INTERNATIONAL GROUP, LLP	536,239536,239	$20M	—	ADD 458%
8	Stratos Wealth Advisors, LLC	506,568506,568	$19M	—	ADD 3%
9	FOURPATH CAPITAL MANAGEMENT, LLC	464,668464,668	$18M	—	NEW
10	Focus Partners Wealth	415,359415,359	$16M	—	—
11	HighTower Advisors, LLC	411,283411,283	$16M	—	NEW
12	Kaydan Wealth Management, Inc.	387,723387,723	$15M	—	NEW
13	Mirador Capital Partners LP	352,756352,756	$13M	—	NEW
14	Deane Retirement Strategies, Inc.	342,365342,365	$13M	—	NEW
15	FSA WEALTH PARTNERS, INC.	316,533316,533	$12M	—	NEW
16	Arete Wealth Advisors, LLC	286,134286,134	$11M	—	NEW
17	Arkadios Wealth Advisors	283,914283,914	$11M	—	NEW
18	Rothschild Capital Partners, LLC	248,968248,968	$9M	—	NEW
19	MOULTON WEALTH MANAGEMENT, INC	202,391202,391	$8M	—	NEW
20	GUARDIAN WEALTH ADVISORS, LLC / NC	195,208195,208	$7M	—	NEW
21	CPR Investments Inc.	192,415192,415	$7M	—	TRIM -5%
22	Axiom Investment Management LLC	188,600188,600	$7M	—	NEW
23	Mariner, LLC	176,511176,511	$7M	—	NEW
24	CHATHAM CAPITAL GROUP, INC.	159,965159,965	$6M	—	—
25	ONE PLUS ONE WEALTH MANAGEMENT, LLC	156,601156,601	$6M	—	TRIM -7%
26	Synergy Asset Management, LLC	154,330154,330	$6M	—	NEW
27	Tidal Investments LLC	152,559152,559	$6M	—	ADD 19%
28	Cetera Investment Advisers	145,868145,868	$6M	—	ADD 16%
29	Advisory Services Network, LLC	140,927140,927	$5M	—	NEW
30	LPL Financial LLC	132,014132,014	$5M	—	ADD 29%
31	HRT FINANCIAL LP	116,125116,125	$4M	—	NEW
32	Perigon Wealth Management, LLC	106,349106,349	$4M	—	NEW
33	CITADEL ADVISORS LLC	101,501101,501	$4M	—	TRIM -73%
34	ENVESTNET ASSET MANAGEMENT INC	99,22299,222	$4M	—	ADD 1105%
35	Independent Advisor Alliance	92,75892,758	$4M	—	NEW
36	JANE STREET GROUP, LLC	89,18389,183	$3M	—	NEW
37	Vontobel Holding Ltd.	88,32488,324	$3M	—	ADD 1078%
38	Belpointe Asset Management LLC	88,03488,034	$3M	—	ADD 21%
39	Capital Wealth Planning, LLC	85,88585,885	$3M	—	ADD 9%
40	Reyes Financial Architecture, Inc.	85,74385,743	$3M	—	NEW
41	Mowery & Schoenfeld Wealth Management, LLC	78,44978,449	$3M	—	NEW
42	Jump Financial, LLC	74,73274,732	$3M	—	NEW
43	Canal Capital Management, LLC	69,43769,437	$3M	—	NEW
44	Verity Asset Management, Inc.	63,06163,061	$2M	—	NEW
45	SEI INVESTMENTS CO	62,37462,374	$2M	—	ADD 10%
46	Clear Creek Financial Management, LLC	62,33162,331	$2M	—	NEW
47	J. Safra Sarasin Holding AG	60,51060,510	$2M	—	ADD 296%
48	Corient Private Wealth LLC	70,92270,922	$2M	—	NEW
49	Commonwealth Financial Services, LLC	57,64257,642	$2M	—	—
50	Per Stirling Capital Management, LLC.	56,41656,416	$2M	—	TRIM -4%
51	Lattice Capital Management, LLC	55,00055,000	$2M	—	—
52	Virtue Capital Management, LLC	51,72951,729	$2M	—	ADD 116%
53	Legacy Capital Wealth Partners, LLC	47,89747,897	$2M	—	NEW
54	OPPENHEIMER & CO INC	46,04946,049	$2M	—	ADD 36%
55	Farther Finance Advisors, LLC	44,45244,452	$2M	—	NEW
56	B. Riley Wealth Advisors, Inc.	40,62440,624	$2M	—	TRIM -14%
57	Vigilare Wealth Management	41,78441,784	$2M	—	NEW
58	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	37,62837,628	$1M	—	TRIM -50%
59	AXS Investments LLC	37,00037,000	$1M	—	TRIM -33%
60	Tower Research Capital LLC (TRC)	36,21136,211	$1M	—	TRIM -4%
61	Ballew Advisors, Inc	35,00735,007	$1M	—	ADD 6%
62	Lionsbridge Wealth Management LLC	31,10931,109	$1M	—	NEW
63	Stratos Wealth Partners, LTD.	29,65829,658	$1M	—	ADD 71%
64	Integrated Advisors Network LLC	28,39228,392	$1M	—	ADD 47%
65	CIBC WORLD MARKET INC.	26,52226,522	$1M	—	TRIM -27%
66	RENAISSANCE TECHNOLOGIES LLC	26,40026,400	$1M	—	NEW
67	BRASADA CAPITAL MANAGEMENT, LP	26,65326,653	$998,155	—	TRIM -47%
68	IMC-Chicago, LLC	25,17425,174	$954,850	—	TRIM -57%
69	Edge Wealth Management LLC	23,00023,000	$872,390	—	NEW
70	Aviance Capital Partners, LLC	21,50021,500	$815,495	—	ADD 65%
71	Sugar Maple Asset Management, LLC	21,33721,337	$809,312	—	NEW
72	CARY STREET PARTNERS FINANCIAL LLC	20,02720,027	$759,624	—	—
73	BLAIR WILLIAM & CO/IL	19,61319,613	$743,917	—	—
74	Dynamic Advisor Solutions LLC	19,18719,187	$727,763	—	NEW
75	Cambridge Investment Research Advisors, Inc.	16,88816,888	$641,000	—	NEW
76	GROUP ONE TRADING LLC	16,88616,886	$640,486	—	TRIM -2%
77	Nicholas Hoffman & Company, LLC.	16,72216,722	$634,265	—	—
78	Discipline Wealth Solutions, LLC	15,88315,883	$602,436	—	ADD 5%
79	JPMORGAN CHASE & CO	14,91914,919	$582,289	—	ADD 342%
80	Quantinno Capital Management LP	15,00015,000	$568,950	—	—
81	Savior LLC	13,63513,635	$517,176	—	NEW
82	Kovack Advisors, Inc.	12,95012,950	$487,309	—	TRIM -39%
83	Sepio Capital, LP	12,75012,750	$483,608	—	ADD 2%
84	WEDBUSH SECURITIES INC	12,64912,649	$480,000	—	ADD 44%
85	Intellectus Partners, LLC	12,54712,547	$475,922	—	NEW
86	GOLDMAN SACHS GROUP INC	12,50012,500	$474,125	—	—
87	SUMITOMO MITSUI FINANCIAL GROUP, INC.	12,00012,000	$455,160	—	—
88	Town & Country Bank & Trust CO dba First Bankers Trust CO	11,71011,710	$444,160	—	ADD 67%
89	RW Investment Management LLC	11,63511,635	$441,316	—	NEW
90	Beacon Pointe Advisors, LLC	11,61911,619	$440,709	—	ADD 16%
91	M&T Bank Corp	11,43911,439	$433,882	—	NEW
92	Sunpointe, LLC	10,69110,691	$405,510	—	NEW
93	Farringdon Capital, Ltd.	10,55210,552	$400,237	—	TRIM -5%
94	Arax Advisory Partners	10,38110,381	$393,752	—	—
95	SPROTT INC.	10,00010,000	$379,300	—	NEW
96	CMC Financial Group	9,3049,304	$352,901	—	NEW
97	Advanced Asset Management Advisors Inc	8,5008,500	$322,405	—	—
98	CITIZENS FINANCIAL GROUP INC/RI	7,8037,803	$295,964	—	TRIM -67%
99	Simplicity Wealth,LLC	7,4087,408	$281,000	—	TRIM -9%
100	Waverly Advisors, LLC	7,3727,372	$279,607	—	TRIM -43%

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Stack Financial Management, Inc

—

1.2M

—

2.5M

3.8M

$145M

MORGAN STANLEY

732K

572K

623K

684K

260K

2.1M

$78M

Ryan Investment Management, Inc.

—

897K

$34M

UBS Group AG

375K

778K

612K

1.6M

558K

619K

$23M

Robertson Stephens Wealth Management, LLC

—

603K

$23M

Three Seasons Wealth, LLC

—

541K

$21M

SUSQUEHANNA INTERNATIONAL GROUP, LLP

145K

13K

244K

23K

96K

536K

$20M

Stratos Wealth Advisors, LLC

196K

379K

72K

—

491K

507K

$19M

FOURPATH CAPITAL MANAGEMENT, LLC

—

465K

$18M

Focus Partners Wealth

774K

395K

392K

395K

407K

415K

$16M

HighTower Advisors, LLC

—

105K

—

411K

$16M

Kaydan Wealth Management, Inc.

—

152K

—

388K

$15M

Mirador Capital Partners LP

200K

371K

—

251K

—

353K

$13M

Deane Retirement Strategies, Inc.

—

342K

$13M

FSA WEALTH PARTNERS, INC.

—

317K

$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.

Institutional footprint by quarter

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	144	17,904,710	—	$679M
2025-Q4	111	7,640,406	—	$275M
2025-Q3	121	7,405,849	—	$274M
2025-Q2	120	5,874,039	—	$233M
2025-Q1	133	9,670,387	—	$432M
2024-Q4	118	6,427,810	—	$272M
2024-Q3	2	18,088	—	$196,259

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.

Institutional ownership· 13F filers holding SH · 2026-Q1 methodology → sources →

144 holders

% of shares outstanding held

—

Shares held (13F)

17,904,710

Reporting holders

144

Top holders

largest 100 of 144 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Stack Financial Management, Inc	3,823,0203.8M	$145M	—	ADD 53%
2	MORGAN STANLEY	2,062,9232.1M	$78M	—	ADD 695%
3	Ryan Investment Management, Inc.	897,285897,285	$34M	—	NEW
4	UBS Group AG	619,453619,453	$23M	—	ADD 11%
5	Robertson Stephens Wealth Management, LLC	602,863602,863	$23M	—	NEW
6	Three Seasons Wealth, LLC	540,662540,662	$21M	—	NEW
7	SUSQUEHANNA INTERNATIONAL GROUP, LLP	536,239536,239	$20M	—	ADD 458%
8	Stratos Wealth Advisors, LLC	506,568506,568	$19M	—	ADD 3%
9	FOURPATH CAPITAL MANAGEMENT, LLC	464,668464,668	$18M	—	NEW
10	Focus Partners Wealth	415,359415,359	$16M	—	—
11	HighTower Advisors, LLC	411,283411,283	$16M	—	NEW
12	Kaydan Wealth Management, Inc.	387,723387,723	$15M	—	NEW
13	Mirador Capital Partners LP	352,756352,756	$13M	—	NEW
14	Deane Retirement Strategies, Inc.	342,365342,365	$13M	—	NEW
15	FSA WEALTH PARTNERS, INC.	316,533316,533	$12M	—	NEW
16	Arete Wealth Advisors, LLC	286,134286,134	$11M	—	NEW
17	Arkadios Wealth Advisors	283,914283,914	$11M	—	NEW
18	Rothschild Capital Partners, LLC	248,968248,968	$9M	—	NEW
19	MOULTON WEALTH MANAGEMENT, INC	202,391202,391	$8M	—	NEW
20	GUARDIAN WEALTH ADVISORS, LLC / NC	195,208195,208	$7M	—	NEW
21	CPR Investments Inc.	192,415192,415	$7M	—	TRIM -5%
22	Axiom Investment Management LLC	188,600188,600	$7M	—	NEW
23	Mariner, LLC	176,511176,511	$7M	—	NEW
24	CHATHAM CAPITAL GROUP, INC.	159,965159,965	$6M	—	—
25	ONE PLUS ONE WEALTH MANAGEMENT, LLC	156,601156,601	$6M	—	TRIM -7%
26	Synergy Asset Management, LLC	154,330154,330	$6M	—	NEW
27	Tidal Investments LLC	152,559152,559	$6M	—	ADD 19%
28	Cetera Investment Advisers	145,868145,868	$6M	—	ADD 16%
29	Advisory Services Network, LLC	140,927140,927	$5M	—	NEW
30	LPL Financial LLC	132,014132,014	$5M	—	ADD 29%
31	HRT FINANCIAL LP	116,125116,125	$4M	—	NEW
32	Perigon Wealth Management, LLC	106,349106,349	$4M	—	NEW
33	CITADEL ADVISORS LLC	101,501101,501	$4M	—	TRIM -73%
34	ENVESTNET ASSET MANAGEMENT INC	99,22299,222	$4M	—	ADD 1105%
35	Independent Advisor Alliance	92,75892,758	$4M	—	NEW
36	JANE STREET GROUP, LLC	89,18389,183	$3M	—	NEW
37	Vontobel Holding Ltd.	88,32488,324	$3M	—	ADD 1078%
38	Belpointe Asset Management LLC	88,03488,034	$3M	—	ADD 21%
39	Capital Wealth Planning, LLC	85,88585,885	$3M	—	ADD 9%
40	Reyes Financial Architecture, Inc.	85,74385,743	$3M	—	NEW
41	Mowery & Schoenfeld Wealth Management, LLC	78,44978,449	$3M	—	NEW
42	Jump Financial, LLC	74,73274,732	$3M	—	NEW
43	Canal Capital Management, LLC	69,43769,437	$3M	—	NEW
44	Verity Asset Management, Inc.	63,06163,061	$2M	—	NEW
45	SEI INVESTMENTS CO	62,37462,374	$2M	—	ADD 10%
46	Clear Creek Financial Management, LLC	62,33162,331	$2M	—	NEW
47	J. Safra Sarasin Holding AG	60,51060,510	$2M	—	ADD 296%
48	Corient Private Wealth LLC	70,92270,922	$2M	—	NEW
49	Commonwealth Financial Services, LLC	57,64257,642	$2M	—	—
50	Per Stirling Capital Management, LLC.	56,41656,416	$2M	—	TRIM -4%
51	Lattice Capital Management, LLC	55,00055,000	$2M	—	—
52	Virtue Capital Management, LLC	51,72951,729	$2M	—	ADD 116%
53	Legacy Capital Wealth Partners, LLC	47,89747,897	$2M	—	NEW
54	OPPENHEIMER & CO INC	46,04946,049	$2M	—	ADD 36%
55	Farther Finance Advisors, LLC	44,45244,452	$2M	—	NEW
56	B. Riley Wealth Advisors, Inc.	40,62440,624	$2M	—	TRIM -14%
57	Vigilare Wealth Management	41,78441,784	$2M	—	NEW
58	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	37,62837,628	$1M	—	TRIM -50%
59	AXS Investments LLC	37,00037,000	$1M	—	TRIM -33%
60	Tower Research Capital LLC (TRC)	36,21136,211	$1M	—	TRIM -4%
61	Ballew Advisors, Inc	35,00735,007	$1M	—	ADD 6%
62	Lionsbridge Wealth Management LLC	31,10931,109	$1M	—	NEW
63	Stratos Wealth Partners, LTD.	29,65829,658	$1M	—	ADD 71%
64	Integrated Advisors Network LLC	28,39228,392	$1M	—	ADD 47%
65	CIBC WORLD MARKET INC.	26,52226,522	$1M	—	TRIM -27%
66	RENAISSANCE TECHNOLOGIES LLC	26,40026,400	$1M	—	NEW
67	BRASADA CAPITAL MANAGEMENT, LP	26,65326,653	$998,155	—	TRIM -47%
68	IMC-Chicago, LLC	25,17425,174	$954,850	—	TRIM -57%
69	Edge Wealth Management LLC	23,00023,000	$872,390	—	NEW
70	Aviance Capital Partners, LLC	21,50021,500	$815,495	—	ADD 65%
71	Sugar Maple Asset Management, LLC	21,33721,337	$809,312	—	NEW
72	CARY STREET PARTNERS FINANCIAL LLC	20,02720,027	$759,624	—	—
73	BLAIR WILLIAM & CO/IL	19,61319,613	$743,917	—	—
74	Dynamic Advisor Solutions LLC	19,18719,187	$727,763	—	NEW
75	Cambridge Investment Research Advisors, Inc.	16,88816,888	$641,000	—	NEW
76	GROUP ONE TRADING LLC	16,88616,886	$640,486	—	TRIM -2%
77	Nicholas Hoffman & Company, LLC.	16,72216,722	$634,265	—	—
78	Discipline Wealth Solutions, LLC	15,88315,883	$602,436	—	ADD 5%
79	JPMORGAN CHASE & CO	14,91914,919	$582,289	—	ADD 342%
80	Quantinno Capital Management LP	15,00015,000	$568,950	—	—
81	Savior LLC	13,63513,635	$517,176	—	NEW
82	Kovack Advisors, Inc.	12,95012,950	$487,309	—	TRIM -39%
83	Sepio Capital, LP	12,75012,750	$483,608	—	ADD 2%
84	WEDBUSH SECURITIES INC	12,64912,649	$480,000	—	ADD 44%
85	Intellectus Partners, LLC	12,54712,547	$475,922	—	NEW
86	GOLDMAN SACHS GROUP INC	12,50012,500	$474,125	—	—
87	SUMITOMO MITSUI FINANCIAL GROUP, INC.	12,00012,000	$455,160	—	—
88	Town & Country Bank & Trust CO dba First Bankers Trust CO	11,71011,710	$444,160	—	ADD 67%
89	RW Investment Management LLC	11,63511,635	$441,316	—	NEW
90	Beacon Pointe Advisors, LLC	11,61911,619	$440,709	—	ADD 16%
91	M&T Bank Corp	11,43911,439	$433,882	—	NEW
92	Sunpointe, LLC	10,69110,691	$405,510	—	NEW
93	Farringdon Capital, Ltd.	10,55210,552	$400,237	—	TRIM -5%
94	Arax Advisory Partners	10,38110,381	$393,752	—	—
95	SPROTT INC.	10,00010,000	$379,300	—	NEW
96	CMC Financial Group	9,3049,304	$352,901	—	NEW
97	Advanced Asset Management Advisors Inc	8,5008,500	$322,405	—	—
98	CITIZENS FINANCIAL GROUP INC/RI	7,8037,803	$295,964	—	TRIM -67%
99	Simplicity Wealth,LLC	7,4087,408	$281,000	—	TRIM -9%
100	Waverly Advisors, LLC	7,3727,372	$279,607	—	TRIM -43%

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Stack Financial Management, Inc

—

1.2M

—

2.5M

3.8M

$145M

MORGAN STANLEY

732K

572K

623K

684K

260K

2.1M

$78M

Ryan Investment Management, Inc.

—

897K

$34M

UBS Group AG

375K

778K

612K

1.6M

558K

619K

$23M

Robertson Stephens Wealth Management, LLC

—

603K

$23M

Three Seasons Wealth, LLC

—

541K

$21M

SUSQUEHANNA INTERNATIONAL GROUP, LLP

145K

13K

244K

23K

96K

536K

$20M

Stratos Wealth Advisors, LLC

196K

379K

72K

—

491K

507K

$19M

FOURPATH CAPITAL MANAGEMENT, LLC

—

465K

$18M

Focus Partners Wealth

774K

395K

392K

395K

407K

415K

$16M

HighTower Advisors, LLC

—

105K

—

411K

$16M

Kaydan Wealth Management, Inc.

—

152K

—

388K

$15M

Mirador Capital Partners LP

200K

371K

—

251K

—

353K

$13M

Deane Retirement Strategies, Inc.

—

342K

$13M

FSA WEALTH PARTNERS, INC.

—

317K

$12M

Institutional footprint by quarter

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	144	17,904,710	—	$679M
2025-Q4	111	7,640,406	—	$275M
2025-Q3	121	7,405,849	—	$274M
2025-Q2	120	5,874,039	—	$233M
2025-Q1	133	9,670,387	—	$432M
2024-Q4	118	6,427,810	—	$272M
2024-Q3	2	18,088	—	$196,259

Short interest has its own tab now — open SI →

SH☆

Institutional ownership· 13F filers holding SH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding SH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

SH