| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 581,211581,211 | $26M | — | ADD 10% |
| 2 | LPL Financial LLC | 555,829555,829 | $25M | — | ADD 14% |
| 3 | AMERIPRISE FINANCIAL INC | 213,356213,356 | $9M | — | TRIM -12% |
| 4 | Concurrent Investment Advisors, LLC | 195,993195,993 | $9M | — | ADD 15% |
| 5 | Seros Financial, LLC | 102,845102,845 | $5M | — | ADD 2% |
| 6 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 96,50896,508 | $4M | — | TRIM -40% |
| 7 | Sanctuary Advisors, LLC | 82,39982,399 | $4M | — | TRIM -7% |
| 8 | ABLE Financial Group, LLC | 75,53475,534 | $3M | — | ADD 10% |
| 9 | ROYAL BANK OF CANADA | 68,21068,210 | $3M | — | — |
| 10 | OSAIC HOLDINGS, INC. | 57,04157,041 | $3M | — | ADD 58% |
| 11 | Orion Porfolio Solutions, LLC | 54,21154,211 | $2M | — | TRIM -52% |
| 12 | MORGAN STANLEY | 46,26146,261 | $2M | — | — |
| 13 | Mutual Advisors, LLC | 45,62545,625 | $2M | — | TRIM -11% |
| 14 | Atria Investments, Inc | 32,95132,951 | $1M | — | TRIM -32% |
| 15 | Encompass More Asset Management | 32,87432,874 | $1M | — | NEW |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 31,73531,735 | $1M | — | ADD 130% |
| 17 | Focus Financial Network, Inc. | 29,43229,432 | $1M | — | ADD 37% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 28,92828,928 | $1M | — | TRIM -38% |
| 19 | Rialto Wealth Management, LLC | 22,10422,104 | $981,197 | — | TRIM -8% |
| 20 | Trask Adam Roland | 22,00022,000 | $976,580 | — | NEW |
| 21 | Janney Montgomery Scott LLC | 19,77419,774 | $878,000 | — | ADD 9% |
| 22 | PFG Advisors | 17,24617,246 | $765,561 | — | TRIM -25% |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 16,26516,265 | $719,221 | — | TRIM -3% |
| 24 | JANE STREET GROUP, LLC | 15,57915,579 | $691,552 | — | ADD 51% |
| 25 | Perigon Wealth Management, LLC | 14,78814,788 | $656,426 | — | ADD 33% |
| 26 | Gladstone Institutional Advisory LLC | 10,82510,825 | $480,548 | — | NEW |
| 27 | ASSETMARK, INC | 10,44210,442 | $463,520 | — | TRIM -4% |
| 28 | USAdvisors Wealth Management, LLC | 10,52810,528 | $463,000 | — | ADD 7% |
| 29 | M.E. ALLISON & CO., INC. | 9,0009,000 | $399,510 | — | — |
| 30 | Geneos Wealth Management Inc. | 8,8888,888 | $394,528 | — | — |
| 31 | DIVERSIFY WEALTH MANAGEMENT, LLC | 8,7478,747 | $390,116 | — | NEW |
| 32 | Braeburn Wealth Management LLC | 8,0008,000 | $355,120 | — | — |
| 33 | RAYMOND JAMES FINANCIAL INC | 6,6226,622 | $293,951 | — | TRIM -65% |
| 34 | Cambridge Investment Research Advisors, Inc. | 6,2296,229 | $277,000 | — | TRIM -3% |
| 35 | Cetera Investment Advisers | 6,1296,129 | $272,071 | — | TRIM -17% |
| 36 | MONEY CONCEPTS CAPITAL CORP | 5,5255,525 | $245,240 | — | — |
| 37 | Advisory Services Network, LLC | 5,5195,519 | $244,988 | — | TRIM -25% |
| 38 | BENJAMIN EDWARDS INC | 5,4725,472 | $243,169 | — | ADD 2% |
| 39 | Allworth Financial LP | 4,9454,945 | $219,493 | — | TRIM -5% |
| 40 | Apollon Wealth Management, LLC | 4,9124,912 | $218,060 | — | NEW |
| 41 | Financial Gravity Asset Management, Inc. | 4,6124,612 | $204,727 | — | NEW |
| 42 | Copia Wealth Management | 1,3921,392 | $61,791 | — | — |
| 43 | Farther Finance Advisors, LLC | 1,0681,068 | $47,227 | — | NEW |
| 44 | CWM, LLC | 200200 | $8,878 | — | TRIM -98% |
| 45 | Archer Investment Corp | 123123 | $5,460 | — | — |
| 46 | JPMORGAN CHASE & CO | 2929 | $1,277 | — | NEW |
| 47 | FMR LLC | 2626 | $1,153 | — | NEW |
| 48 | UBS Group AG | 2424 | $1,065 | — | TRIM -92% |
| 49 | Western Wealth Management, LLC | 1515 | $666 | — | NEW |
| 50 | WELLS FARGO & COMPANY/MN | 00 | $15 | — | EXIT |
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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 458K | 486K | 484K | 492K | 527K | 581K | $26M |
| LPL Financial LLC | 93K | 76K | 89K | 446K | 487K | 556K | $25M |
| AMERIPRISE FINANCIAL INC | 22K | 84K | 87K | 215K | 244K | 213K | $9M |
| Concurrent Investment Advisors, LLC | 83K | 108K | 126K | 155K | 170K | 196K | $9M |
| Seros Financial, LLC | 7K | 18K | — | 94K | 101K | 103K | $5M |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 139K | 157K | 156K | 163K | 160K | 97K | $4M |
| Sanctuary Advisors, LLC | 37K | 63K | 69K | 147K | 88K | 82K | $4M |
| ABLE Financial Group, LLC | 91K | 98K | 105K | 124K | 69K | 76K | $3M |
| ROYAL BANK OF CANADA | 250 | 41K | 99K | 68K | 68K | 68K | $3M |
| OSAIC HOLDINGS, INC. | 33K | 2K | 34K | 35K | 36K | 57K | $3M |
| Orion Porfolio Solutions, LLC | 107K | 107K | 106K | 109K | 112K | 54K | $2M |
| MORGAN STANLEY | 1 | 441 | — | 53K | 46K | 46K | $2M |
| Mutual Advisors, LLC | — | — | 8K | 25K | 51K | 46K | $2M |
| Atria Investments, Inc | 27K | 41K | 43K | 47K | 48K | 33K | $1M |
| Encompass More Asset Management | — | — | — | — | — | 33K | $1M |
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 | 50 | 2,577,971 | — | $114M |
| 2025-Q4 | 49 | 2,585,576 | — | $116M |
| 2025-Q3 | 44 | 2,781,981 | — | $126M |
| 2025-Q2 | 39 | 1,822,549 | — | $82M |
| 2025-Q1 | 39 | 1,843,567 | — | $82M |
| 2024-Q4 | 42 | 1,720,441 | — | $77M |
| 2024-Q3 | 31 | 1,353,030 | — | $62M |
| 2024-Q2 | 32 | 1,357,108 | — | $60M |
| 2024-Q1 | 32 | 1,406,141 | — | $63M |
| 2023-Q4 | 34 | 1,416,210 | — |
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.
| $63M |
| 2023-Q3 | 28 | 1,380,616 | — | $59M |
| 2023-Q2 | 30 | 1,214,647 | — | $53M |
| 2023-Q1 | 29 | 1,061,976 | — | $46M |
| 2022-Q4 | 27 | 653,350 | — | $28M |
| 2022-Q3 | 27 | 890,756 | — | $37M |
| 2022-Q2 | 20 | 804,940 | — | $34M |
| 2022-Q1 | 21 | 1,185,652 | — | $48M |
| 2021-Q4 | 22 | 845,317 | — | $40M |
| 2021-Q3 | 18 | 817,801 | — | $39M |
| 2021-Q2 | 15 | 897,535 | — | $43M |
| 2021-Q1 | 15 | 753,655 | — | $34M |
| 2020-Q4 | 11 | 628,943 | — | $30M |
| 2020-Q3 | 15 | 638,663 | — | $29M |
| 2020-Q2 | 14 | 864,773 | — | $39M |
| 2020-Q1 | 12 | 439,560 | — | $18M |
| 2019-Q4 | 9 | 352,901 | — | $17M |
| 2019-Q3 | 11 | 355,986 | — | $17M |
| 2019-Q2 | 10 | 296,983 | — | $15M |
| 2019-Q1 | 12 | 417,249 | — | $21M |
| 2018-Q4 | 17 | 882,250 | — | $50M |
| 2018-Q3 | 13 | 803,199 | — | $40M |
| 2018-Q2 | 12 | 651,872 | — | $32M |
| 2018-Q1 | 6 | 516,730 | — | $26M |
