| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 15,967,46816.0M | $630M | — | ADD 10% |
| 2 | LPL Financial LLC | 13,442,57313.4M | $531M | — | ADD 9% |
| 3 | MORGAN STANLEY | 12,552,17212.6M | $496M | — | ADD 5% |
| 4 | WELLS FARGO & COMPANY/MN | 7,851,4767.9M | $310M | — | ADD 26% |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,573,0837.6M | $299M | — | ADD 2% |
| 6 | RAYMOND JAMES FINANCIAL INC | 5,753,4785.8M | $227M | — | ADD 14% |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 5,011,1505.0M | $198M | — | ADD 7% |
| 8 | UBS Group AG | 3,603,3813.6M | $142M | — | ADD 12% |
| 9 | Allworth Financial LP | 3,516,4463.5M | $139M | — | — |
| 10 | HighTower Advisors, LLC | 3,022,1253.0M | $119M | — | — |
| 11 | Merit Financial Group, LLC | 2,822,5372.8M | $111M | — | ADD 7% |
| 12 | AMERIPRISE FINANCIAL INC | 2,554,1962.6M | $101M | — | ADD 16% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 2,399,8312.4M | $95M | — | ADD 131% |
| 14 | Modern Wealth Management, LLC | 2,362,9962.4M | $94M | — | ADD 18% |
| 15 | TRAPHAGEN INVESTMENT ADVISORS LLC | 2,181,8022.2M | $86M | — | TRIM -9% |
| 16 | Composition Wealth, LLC | 2,166,5522.2M | $86M | — | — |
| 17 | ROYAL BANK OF CANADA | 2,143,5752.1M | $85M | — | ADD 11% |
| 18 | Krilogy Financial LLC | 1,689,2731.7M | $70M | — | ADD 4% |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | 1,635,8461.6M | $65M | — | ADD 10% |
| 20 | Goldstein Advisors, LLC | 1,540,8051.5M | $61M | — | TRIM -26% |
| 21 | Parallel Advisors, LLC | 1,538,4471.5M | $61M | — | ADD 1319% |
| 22 | Sanctuary Advisors, LLC | 1,108,3231.1M | $44M | — | ADD 3% |
| 23 | Keystone Financial Group | 1,079,6971.1M | $43M | — | ADD 3% |
| 24 | StoneX Group Inc. | 1,056,8001.1M | $42M | — | — |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 1,044,3521.0M | $41M | — | ADD 5% |
| 26 | RVW Wealth, LLC | 1,000,6181.0M | $40M | — | — |
| 27 | Private Advisor Group, LLC | 916,635916,635 | $36M | — | ADD 11% |
| 28 | OSAIC HOLDINGS, INC. | 838,190838,190 | $33M | — | ADD 3% |
| 29 | Orion Porfolio Solutions, LLC | 631,653631,653 | $25M | — | — |
| 30 | Wilkerson Advisory Group LLC | 585,147585,147 | $23M | — | NEW |
| 31 | Cetera Investment Advisers | 575,489575,489 | $23M | — | TRIM -3% |
| 32 | Sepio Capital, LP | 542,434542,434 | $21M | — | — |
| 33 | Beacon Capital Management, Inc. | 530,264530,264 | $21M | — | ADD 23% |
| 34 | Cambridge Investment Research Advisors, Inc. | 529,732529,732 | $21M | — | TRIM -41% |
| 35 | Annex Advisory Services, LLC | 528,167528,167 | $21M | — | TRIM -62% |
| 36 | Rockefeller Capital Management L.P. | 528,153528,153 | $21M | — | ADD 17% |
| 37 | Financial Enhancement Group LLC | 468,187468,187 | $20M | — | ADD 4% |
| 38 | Madison Asset Management, LLC | 476,720476,720 | $19M | — | ADD 9% |
| 39 | Ledyard National Bank | 474,117474,117 | $19M | — | ADD 18% |
| 40 | Marble Wealth, LLC | 466,127466,127 | $18M | — | TRIM -6% |
| 41 | Atlas Wealth LLC | 453,010453,010 | $18M | — | ADD 18% |
| 42 | Landmark Wealth Management, LLC | 450,707450,707 | $18M | — | ADD 24% |
| 43 | Allen Capital Group, LLC | 429,047429,047 | $17M | — | — |
| 44 | ADAPT WEALTH ADVISORS, LLC | 420,502420,502 | $17M | — | — |
| 45 | GOLDMAN SACHS GROUP INC | 412,251412,251 | $16M | — | ADD 411% |
| 46 | TWO SIGMA INVESTMENTS, LP | 393,200393,200 | $16M | — | TRIM -10% |
| 47 | Gotham Asset Management, LLC | 365,534365,534 | $14M | — | ADD 6% |
| 48 | Summit Financial, LLC | 360,315360,315 | $14M | — | TRIM -5% |
| 49 | CFO4Life Group, LLC | 352,701352,701 | $14M | — | — |
| 50 | STIFEL FINANCIAL CORP | 342,792342,792 | $14M | — | ADD 11% |
| 51 | Foundations Investment Advisors, LLC | 340,300340,300 | $13M | — | — |
| 52 | OneAscent Financial Services LLC | 330,926330,926 | $13M | — | ADD 68% |
| 53 | JONES FINANCIAL COMPANIES LLLP | 330,290330,290 | $13M | — | ADD 124% |
| 54 | Sowa Financial Group, Inc. | 320,901320,901 | $13M | — | ADD 2522% |
| 55 | TRUIST FINANCIAL CORP | 317,483317,483 | $13M | — | ADD 7% |
| 56 | Mariner, LLC | 316,363316,363 | $12M | — | ADD 96% |
| 57 | Hudock, Inc. | 301,693301,693 | $12M | — | ADD 15% |
| 58 | Western Wealth Management, LLC | 268,567268,567 | $11M | — | ADD 8% |
| 59 | Legacy Financial Advisors, Inc. | 262,945262,945 | $10M | — | NEW |
| 60 | Advance Capital Management, Inc. | 248,988248,988 | $10M | — | ADD 5% |
| 61 | Weil Company, Inc. | 247,065247,065 | $10M | — | ADD 3% |
| 62 | EXCHANGE TRADED CONCEPTS, LLC | 234,151234,151 | $9M | — | NEW |
| 63 | Atria Investments, Inc | 229,338229,338 | $9M | — | ADD 18% |
| 64 | FLAGSHIP HARBOR ADVISORS, LLC | 228,303228,303 | $9M | — | ADD 7% |
| 65 | Financial Designs Corp | 225,352225,352 | $9M | — | — |
| 66 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 214,962214,962 | $9M | — | ADD 5% |
| 67 | KICKSTAND VENTURES, LLC. | 216,522216,522 | $9M | — | — |
| 68 | MML INVESTORS SERVICES, LLC | 208,789208,789 | $8M | — | ADD 101% |
| 69 | GERBER, LLC | 190,632190,632 | $8M | — | ADD 217% |
| 70 | Clarity Asset Management, Inc. | 186,548186,548 | $7M | — | NEW |
| 71 | Cornerstone Wealth Group, LLC | 173,014173,014 | $7M | — | NEW |
| 72 | Bank of New York Mellon Corp | 163,714163,714 | $6M | — | TRIM -2% |
| 73 | Fort Point Capital Partners LLC | 161,756161,756 | $6M | — | ADD 115% |
| 74 | Huntleigh Advisors, Inc. | 158,180158,180 | $6M | — | TRIM -5% |
| 75 | Ausdal Financial Partners, Inc. | 155,650155,650 | $6M | — | ADD 6% |
| 76 | FIFTH THIRD BANCORP | 151,964151,964 | $6M | — | NEW |
| 77 | JPMORGAN CHASE & CO | 150,826150,826 | $6M | — | — |
| 78 | &PARTNERS | 145,702145,702 | $6M | — | TRIM -5% |
| 79 | OneAscent Wealth Management LLC | 142,604142,604 | $6M | — | ADD 16% |
| 80 | Aptus Capital Advisors, LLC | 137,987137,987 | $5M | — | ADD 9% |
| 81 | ATLANTIC FAMILY WEALTH, LLC | 136,165136,165 | $5M | — | ADD 20% |
| 82 | Maridea Wealth Management LLC | 135,980135,980 | $5M | — | TRIM -10% |
| 83 | Financial Guidance Group, Inc. | 134,919134,919 | $5M | — | ADD 7% |
| 84 | CORRECT CAPITAL WEALTH MANAGEMENT | 129,460129,460 | $5M | — | TRIM -73% |
| 85 | Sunbelt Securities, Inc. | 128,069128,069 | $5M | — | ADD 3% |
| 86 | Goldstone Financial Group, LLC | 124,360124,360 | $5M | — | TRIM -27% |
| 87 | McGowan Group Asset Management, Inc. | 120,635120,635 | $5M | — | ADD 11% |
| 88 | MAGNOLIA CAPITAL ADVISORS LLC | 112,692112,692 | $4M | — | TRIM -52% |
| 89 | Legacy Capital Group California, Inc. | 108,082108,082 | $4M | — | ADD 2% |
| 90 | Equitable Holdings, Inc. | 106,930106,930 | $4M | — | ADD 18% |
| 91 | Cornerstone Wealth Management, LLC | 100,841100,841 | $4M | — | ADD 9% |
| 92 | Triumph Capital Management | 100,192100,192 | $4M | — | — |
| 93 | Integrated Wealth Concepts LLC | 99,56599,565 | $4M | — | ADD 47% |
| 94 | Janney Montgomery Scott LLC | 95,39195,391 | $4M | — | ADD 29% |
| 95 | EverSource Wealth Advisors, LLC | 93,23793,237 | $4M | — | TRIM -5% |
| 96 | KPP Advisory Services LLC | 92,20392,203 | $4M | — | ADD 33% |
| 97 | Farther Finance Advisors, LLC | 85,23585,235 | $3M | — | TRIM -3% |
| 98 | SPIREPOINT PRIVATE CLIENT, LLC | 84,11984,119 | $3M | — | ADD 5% |
| 99 | KENNEDY INVESTMENT GROUP, INC. | 83,92083,920 | $3M | — | ADD 9% |
| 100 | Tradition Wealth Management, LLC | 83,73283,732 | $3M | — | — |
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/ | 4.0M | 9.7M | 12.6M | 13.5M | 14.5M | 16.0M | $630M |
| LPL Financial LLC | 4.1M | 7.6M | 9.4M | 11.0M | 12.3M | 13.4M | $531M |
| MORGAN STANLEY | 1.2M | 5.6M | 8.1M | 9.8M | 11.9M | 12.6M | $496M |
| WELLS FARGO & COMPANY/MN | 963K | 3.3M | 4.7M | 5.3M | 6.2M | 7.9M | $310M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.5M | 5.6M | 6.3M | 6.7M | 7.4M | 7.6M | $299M |
| RAYMOND JAMES FINANCIAL INC | 1.1M | 2.5M | 3.4M | 4.2M | 5.0M | 5.8M | $227M |
| VICTORY CAPITAL MANAGEMENT INC | 2.4M | 3.6M | 3.9M | 4.1M | 4.7M | 5.0M | $198M |
| UBS Group AG | 779K | 1.8M | 2.5M | 3.1M | 3.2M | 3.6M | $142M |
| Allworth Financial LP | 1K | 6.6M | 6.7M | 3.5M | 3.5M | 3.5M | $139M |
| HighTower Advisors, LLC | 60K | 60K | 1.7M | 2.9M | 3.0M | 3.0M | $119M |
| Merit Financial Group, LLC | — | — | 2.3M | 2.4M | 2.6M | 2.8M | $111M |
| AMERIPRISE FINANCIAL INC | — | — | 997K | 1.5M | 2.2M | 2.6M | $101M |
| ENVESTNET ASSET MANAGEMENT INC | 1.9M | 2.1M | 2.1M | 2.1M | 1.0M | 2.4M | $95M |
| Modern Wealth Management, LLC | — | — | 1.0M | 1.7M | 2.0M | 2.4M | $94M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 1.7M | 2.1M | 2.2M | 2.3M | 2.4M | 2.2M | $86M |
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 | 277 | 131,342,200 | — | $5.2B |
| 2025-Q4 | 249 | 120,283,995 | — | $4.7B |
| 2025-Q3 | 225 | 113,060,178 | — | $4.2B |
| 2025-Q2 | 212 | 110,041,630 | — | $3.9B |
| 2025-Q1 | 193 | 87,343,836 | — | $3.0B |
| 2024-Q4 | 156 | 43,738,269 | — | $1.5B |
| 2024-Q3 | 100 | 25,564,571 | — | $854M |
| 2024-Q2 | 62 | 11,880,599 | — | $367M |
| 2024-Q1 | 28 | 7,191,082 | — | $233M |
| 2023-Q4 | 13 | 4,130,233 | — | $117M |
| 2023-Q3 | 6 | 2,427,467 | — | $63M |
| 2023-Q2 | 2 | 1,759,334 | — | $45M |
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.
