| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Capital Wealth Planning, LLC | 3,268,4873.3M | $327M | — | ADD 15% |
| 2 | LPL Financial LLC | 22,25022,250 | $2M | — | ADD 55% |
| 3 | Steward Partners Investment Advisory, LLC | 9,0019,001 | $901,405 | — | ADD 8% |
| 4 | STIFEL FINANCIAL CORP | 5,5055,505 | $551,299 | — | ADD 103% |
| 5 | CITADEL ADVISORS LLC | 2,8272,827 | $283,110 | — | TRIM -53% |
| 6 | MML INVESTORS SERVICES, LLC | 2,3272,327 | $232,997 | — | TRIM -14% |
| 7 | OSAIC HOLDINGS, INC. | 1,5001,500 | $150,225 | — | ADD 200% |
| 8 | HARBOUR INVESTMENTS, INC. | 624624 | $62,490 | — | NEW |
| 9 | UBS Group AG | 3131 | $3,104 | — | TRIM -74% |
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 |
|---|---|---|---|---|---|---|---|
| Capital Wealth Planning, LLC | 1.9M | 2.0M | 1.8M | 1.9M | 2.8M | 3.3M | $327M |
| LPL Financial LLC | — | — | 7K | 12K | 14K | 22K | $2M |
| Steward Partners Investment Advisory, LLC | — | — | — | — | 8K | 9K | $901,405 |
| STIFEL FINANCIAL CORP | — | — | 3K | 2K | 3K | 6K | $551,299 |
| CITADEL ADVISORS LLC | 6K | 5K | 3K | 8K | 6K | 3K | $283,110 |
| MML INVESTORS SERVICES, LLC | — | — | — | 3K | 3K | 2K | $232,997 |
| OSAIC HOLDINGS, INC. | — | — | — | — | 500 | 2K | $150,225 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | — | 624 | $62,490 |
| UBS Group AG | — | — | 390 | — | 119 | 31 | $3,104 |
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 | 9 | 3,312,552 | — | $332M |
| 2025-Q4 | 8 | 2,876,114 | — | $288M |
| 2025-Q3 | 6 | 1,985,176 | — | $199M |
| 2025-Q2 | 8 | 1,832,946 | — | $184M |
| 2025-Q1 | 6 | 2,096,350 | — | $210M |
| 2024-Q4 | 4 | 1,920,170 | — | $192M |
| 2024-Q3 | 2 | 1,804,603 | — | $181M |
| 2024-Q2 | 4 | 1,043,020 | — | $105M |
| 2024-Q1 | 5 | 2,024,714 | — | $203M |
| 2023-Q4 | 3 | 1,992,619 | — | $200M |
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.
