% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
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 |
|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 3.8M | 3.5M | 3.5M | 4.4M | 5.8M | 4.4M | $42M |
| MORGAN STANLEY | 827K | 900K | 1.0M | 1.3M | 1.6M | 1.9M | $18M |
| GUGGENHEIM CAPITAL LLC | 1.1M | 1.2M | 1.2M | 1.2M | 1.2M | 1.1M | $11M |
| UBS Group AG | 856K | 980K | 1.1M | 951K | 887K | 833K | $8M |
| LPL Financial LLC | 439K | 542K | 203K | 830K | 961K | 813K | $8M |
| SIT INVESTMENT ASSOCIATES INC | 1.8M | 1.6M | 856K | 748K | 726K | 726K | $7M |
| RAYMOND JAMES FINANCIAL INC | 106K | 133K | 204K | 259K | 346K | 566K | $5M |
| WELLS FARGO & COMPANY/MN | 230K | 243K | 244K | 430K | 444K | 462K | $4M |
| VAN ECK ASSOCIATES CORP | 414K | 336K | 341K | 357K | 401K | 449K | $4M |
| Hennion & Walsh Asset Management, Inc. | 288K | 58K | 58K | 29K | — | 279K | $3M |
| BANK OF AMERICA CORP /DE/ | 147K | 144K | 159K | 185K | 203K | 228K | $2M |
| MACKAY SHIELDS LLC | 329K | 325K | 325K | 325K | 325K | 209K | $2M |
| Advisors Asset Management, Inc. | 322K | 375K | 366K | 300K | 201K | 199K | $2M |
| Baird Financial Group, Inc. | 167K | 171K | 166K | 171K | 172K | 169K | $2M |
| Fiera Capital Corp | 570K | 535K | 528K | 524K | — | 166K | $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.
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 90 | 15,437,965 | — | $147M |
| 2025-Q4 | 89 | 17,326,051 | — | $167M |
| 2025-Q3 | 94 | 16,539,083 | — | $159M |
| 2025-Q2 | 98 | 17,028,956 | — | $156M |
| 2025-Q1 | 98 | 18,066,090 | — | $175M |
| 2024-Q4 | 99 | 19,127,241 | — | $188M |
| 2024-Q3 | 104 | 17,873,732 | — | $183M |
| 2024-Q2 | 92 | 19,232,206 | — | $192M |
| 2024-Q1 | 92 | 20,120,219 | — | $195M |
| 2023-Q4 | 98 | 18,690,041 | — | $178M |
| 2023-Q3 | 75 | 15,836,994 | — | $132M |
| 2023-Q2 | 81 | 14,985,633 | — | $141M |
| 2023-Q1 | 80 | 14,547,331 | — | $144M |
| 2022-Q4 | 92 | 14,458,078 | — | $143M |
| 2022-Q3 | 88 | 12,812,752 | — | $117M |
| 2022-Q2 | 92 | 11,832,931 | — | $120M |
| 2022-Q1 | 90 | 10,216,069 | — | $117M |
| 2021-Q4 | 76 | 9,627,769 | — | $129M |
| 2021-Q3 | 78 | 9,767,286 | — | $131M |
| 2021-Q2 | 84 | 10,210,004 | — | $140M |
| 2021-Q1 | 83 | 10,014,649 | — | $132M |
| 2020-Q4 | 87 | 10,196,138 | — | $131M |
| 2020-Q3 | 87 | 10,208,560 | — | $122M |
| 2020-Q2 | 86 | 9,971,504 | — | $117M |
| 2020-Q1 | 85 | 9,804,900 | — | $114M |
| 2019-Q4 | 89 | 9,606,920 | — | $119M |
| 2019-Q3 | 80 | 9,078,222 | — | $114M |
| 2019-Q2 | 78 | 9,450,930 | — | $116M |
| 2019-Q1 | 83 | 9,229,214 | — | $111M |
| 2018-Q4 | 89 | 9,073,517 | — | $101M |
| 2018-Q3 | 92 | 6,715,697 | — | $79M |
| 2018-Q2 | 87 | 6,698,042 | — | $80M |
| 2018-Q1 | 85 | 6,208,955 | — | $72M |
| 2017-Q4 | 86 | 5,596,740 | — | $70M |
| 2017-Q3 | 71 | 5,458,043 | — | $70M |
| 2017-Q2 | 68 | 5,514,701 | — | $71M |
| 2017-Q1 | 70 | 6,771,774 | — | $85M |
| 2016-Q4 | 71 | 7,036,432 | — | $85M |
| 2016-Q3 | 61 | 5,391,789 | — | $74M |
| 2016-Q2 | 69 | 6,147,906 | — | $87M |
| 2016-Q1 | 62 | 8,125,038 | — | $108M |
| 2015-Q4 | 64 | 9,440,958 | — | $120M |
| 2015-Q3 | 62 | 9,568,405 | — | $117M |
| 2015-Q2 | 61 | 9,115,731 | — | $110M |
| 2015-Q1 | 59 | 8,442,246 | — | $111M |
| 2014-Q4 | 63 | 8,228,888 | — | $107M |
| 2014-Q3 | 53 | 7,842,669 | — | $101M |
| 2014-Q2 | 52 | 7,820,757 | — | $101M |
| 2014-Q1 | 54 | 7,408,789 | — | $93M |
| 2013-Q4 | 60 | 6,506,630 | — | $78M |
| 2013-Q3 | 51 | 3,870,235 | — | $48M |
| 2013-Q2 | 46 | 2,307,245 | — | $32M |
| 2013-Q1 | 2 | 51,628 | — | $726,000 |
