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 |
|---|---|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 501K | 646K | 594K | — | 1.4M | 1.5M | $77M |
| CWM, LLC | 210K | 214K | 271K | 339K | 352K | 373K | $19M |
| Tanager Wealth Management LLP | 110K | 124K | 135K | 179K | 189K | 230K | $12M |
| One Capital Management, LLC | 178K | 188K | 191K | 200K | 202K | 211K | $11M |
| Delos Wealth Advisors, LLC | 120K | 139K | 107K | 115K | 120K | 133K | $7M |
| BCGM Wealth Management, LLC | 68K | 87K | 94K | 99K | 101K | 108K | $5M |
| INCOME RESEARCH & MANAGEMENT | 100K | 100K | 100K | 100K | 100K | 100K | $5M |
| ASSETMARK, INC | — | — | — | — | — | 80K | $4M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | — | — | — | — | 49K | 79K | $4M |
| Integrated Wealth Concepts LLC | 12K | 18K | 29K | 34K | 47K | 55K | $3M |
| Balance Wealth, LLC | — | 34K | 52K | 54K | 51K | 52K | $3M |
| AE Wealth Management LLC | — | — | — | 12K | 11K | 50K | $3M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 48K | $2M |
| LAKE STREET PRIVATE WEALTH, LLC | — | — | 6K | 17K | 42K | 43K | $2M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | — | 42K | $2M |
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 | 54 | 3,584,963 | — | $181M |
| 2025-Q4 | 40 | 3,099,505 | — | $157M |
| 2025-Q3 | 33 | 1,497,839 | — | $76M |
| 2025-Q2 | 32 | 1,863,307 | — | $95M |
| 2025-Q1 | 26 | 1,748,288 | — | $88M |
| 2024-Q4 | 22 | 1,465,855 | — | $74M |
| 2024-Q3 | 17 | 823,843 | — | $42M |
| 2024-Q2 | 7 | 316,756 | — | $16M |
| 2024-Q1 | 3 | 124,797 | — | $6M |
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.
