| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 771,000771,000 | $15M | — | — |
| 2 | AAFMAA Wealth Management & Trust LLC | 112,134112,134 | $2M | — | — |
| 3 | Betterment LLC | 74,45074,450 | $1M | — | ADD 3% |
| 4 | Navis Wealth Advisors, LLC | 50,00050,000 | $998,500 | — | — |
| 5 | RAYMOND JAMES FINANCIAL INC | 22,58822,588 | $451,082 | — | ADD 79% |
| 6 | Thrivent Financial for Lutherans | 14,11814,118 | $282,000 | — | NEW |
| 7 | Cresset Asset Management, LLC | 12,56912,569 | $251,003 | — | — |
| 8 | First Command Advisory Services, Inc. | 6,2506,250 | $124,813 | — | NEW |
| 9 | MORGAN STANLEY | 433433 | $8,647 | — | — |
| 10 | UBS Group AG | 66 | $120 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 771K | 771K | 771K | 771K | 771K | 771K | $15M |
| AAFMAA Wealth Management & Trust LLC | — | — | — | — | 110K | 112K | $2M |
| Betterment LLC | 42K | 44K | 61K | 67K | 72K | 74K | $1M |
| Navis Wealth Advisors, LLC | — | — | — | — | 50K | 50K | $998,500 |
| RAYMOND JAMES FINANCIAL INC | — | — | 9 | — | 13K | 23K | $451,082 |
| Thrivent Financial for Lutherans | — | — | — | — | — | 14K | $282,000 |
| Cresset Asset Management, LLC | 13K | 13K | 13K | 13K | 13K | 13K | $251,003 |
| First Command Advisory Services, Inc. | — | — | — | — | — | 6K | $124,813 |
| MORGAN STANLEY | 433 | 433 | 433 | 433 | 433 | 433 | $8,647 |
| UBS Group AG | — | — | 401 | 393 | — | 6 | $120 |
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 | 10 | 1,063,548 | — | $21M |
| 2025-Q4 | 9 | 1,047,156 | — | $21M |
| 2025-Q3 | 7 | 889,663 | — | $18M |
| 2025-Q2 | 8 | 886,454 | — | $18M |
| 2025-Q1 | 5 | 845,034 | — | $17M |
| 2024-Q4 | 5 | 837,059 | — | $16M |
| 2024-Q3 | 4 | 784,043 | — | $16M |
| 2024-Q2 | 4 | 533,043 | — | $11M |
| 2024-Q1 | 2 | 521,299 | — | $10M |
| 2023-Q4 | 2 | 520,004 | — | $11M |
| 2023-Q3 | 1 | 28,405 | — | $555,318 |
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.
