| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 2,824,3302.8M | $118M | — | ADD 41% |
| 2 | NOVARE CAPITAL MANAGEMENT LLC | 804,077804,077 | $34M | — | — |
| 3 | Watchman Group, Inc. | 719,058719,058 | $30M | — | ADD 8% |
| 4 | Newman Dignan & Sheerar, Inc. | 705,983705,983 | $30M | — | — |
| 5 | Jacobi Capital Management LLC | 615,985615,985 | $26M | — | ADD 20% |
| 6 | EverSource Wealth Advisors, LLC | 500,722500,722 | $21M | — | ADD 58% |
| 7 | Fulton Bank, N.A. | 356,192356,192 | $15M | — | ADD 12% |
| 8 | JPMORGAN CHASE & CO | 334,020334,020 | $14M | — | ADD 91% |
| 9 | ACIMA PRIVATE WEALTH, LLC | 278,202278,202 | $12M | — | — |
| 10 | Clarion Wealth Managment Partners, LLC | 251,482251,482 | $11M | — | ADD 55% |
| 11 | Old Port Advisors | 248,497248,497 | $10M | — | ADD 19% |
| 12 | CROBAN | 243,118243,118 | $10M | — | ADD 7% |
| 13 | FORTEM FINANCIAL GROUP, LLC | 214,425214,425 | $9M | — | ADD 2617% |
| 14 | ATWOOD & PALMER INC | 204,495204,495 | $9M | — | TRIM -4% |
| 15 | Gibraltar Capital Management, Inc. | 186,561186,561 | $8M | — | TRIM -10% |
| 16 | TRUSTMARK BANK TRUST DEPARTMENT | 153,938153,938 | $6M | — | TRIM -6% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 129,147129,147 | $5M | — | — |
| 18 | MML INVESTORS SERVICES, LLC | 107,528107,528 | $4M | — | TRIM -15% |
| 19 | Farther Finance Advisors, LLC | 90,03190,031 | $4M | — | ADD 4% |
| 20 | Atlantic Edge Private Wealth Management, LLC | 84,17684,176 | $4M | — | ADD 5% |
| 21 | Advisory Services Network, LLC | 77,08777,087 | $3M | — | TRIM -5% |
| 22 | Applied Finance Capital Management, LLC | 70,82770,827 | $3M | — | — |
| 23 | SAXON INTERESTS, INC. | 61,35561,355 | $3M | — | ADD 7% |
| 24 | OPPENHEIMER & CO INC | 43,77743,777 | $2M | — | ADD 2% |
| 25 | LPL Financial LLC | 41,73341,733 | $2M | — | TRIM -30% |
| 26 | Tidal Investments LLC | 32,24932,249 | $1M | — | ADD 112% |
| 27 | TECTONIC ADVISORS LLC | 29,04529,045 | $1M | — | ADD 10% |
| 28 | Quantinno Capital Management LP | 27,85427,854 | $1M | — | ADD 14% |
| 29 | Accurate Wealth Management, LLC | 23,77323,773 | $1M | — | ADD 133% |
| 30 | OneAscent Family Office, LLC | 21,56621,566 | $901,679 | — | TRIM -65% |
| 31 | BankPlus Trust Department | 20,18020,180 | $843,726 | — | — |
| 32 | UBS Group AG | 20,04820,048 | $838,207 | — | TRIM -17% |
| 33 | InTrack Investment Management Inc | 17,02117,021 | $711,660 | — | TRIM -8% |
| 34 | PRIVATE TRUST CO NA | 15,94915,949 | $666,828 | — | — |
| 35 | Confluence Wealth Services, Inc. | 15,90015,900 | $664,779 | — | TRIM -14% |
| 36 | CIBC WORLD MARKET INC. | 12,31312,313 | $514,807 | — | — |
| 37 | MGO ONE SEVEN LLC | 9,3689,368 | $391,687 | — | ADD 3% |
| 38 | Plan A Wealth LLC | 8,0948,094 | $338,410 | — | — |
| 39 | STIFEL FINANCIAL CORP | 7,8767,876 | $329,297 | — | TRIM -8% |
| 40 | STEEL GROVE CAPITAL ADVISORS, LLC | 6,0646,064 | $253,536 | — | NEW |
| 41 | Auxano Advisors, LLC | 5,3985,398 | $225,691 | — | NEW |
| 42 | OSAIC HOLDINGS, INC. | 690690 | $28,849 | — | ADD 33% |
| 43 | ASSETMARK, INC | 418418 | $17,477 | — | — |
| 44 | Western Wealth Management, LLC | 153153 | $6,397 | — | NEW |
| 45 | PlanVest Financial, Inc | 2525 | $1,045 | — | NEW |
| 46 | Russell Investments Group, Ltd. | 11 | $36 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Crestwood Advisors Group, LLC | 1.2M | 1.2M | 1.2M | 1.4M | 2.0M | 2.8M | $118M |
| NOVARE CAPITAL MANAGEMENT LLC | 689K | 723K | 734K | 799K | 816K | 804K | $34M |
| Watchman Group, Inc. | 581K | 586K | 615K | 635K | 668K | 719K | $30M |
| Newman Dignan & Sheerar, Inc. | — | — | 689K | 688K | 705K | 706K | $30M |
| Jacobi Capital Management LLC | 248K | 333K | 392K | 433K | 514K | 616K | $26M |
| EverSource Wealth Advisors, LLC | 87K | 111K | 104K | 257K | 316K | 501K | $21M |
| Fulton Bank, N.A. | 228K | 238K | 259K | 272K | 318K | 356K | $15M |
| JPMORGAN CHASE & CO | 378K | 276K | 160K | 344K | 174K | 334K | $14M |
| ACIMA PRIVATE WEALTH, LLC | 90K | 205K | 233K | 240K | 275K | 278K | $12M |
| Clarion Wealth Managment Partners, LLC | — | — | 48K | 109K | 163K | 251K | $11M |
| Old Port Advisors | — | — | 6K | 171K | 208K | 248K | $10M |
| CROBAN | 76K | 93K | 92K | 134K | 228K | 243K | $10M |
| FORTEM FINANCIAL GROUP, LLC | — | — | — | — | 8K | 214K | $9M |
| ATWOOD & PALMER INC | 185K | 208K | 209K | 211K | 213K | 204K | $9M |
| Gibraltar Capital Management, Inc. | 33K | 32K | 33K | 35K | 206K | 187K | $8M |
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 | 46 | 9,620,731 | — | $402M |
| 2025-Q4 | 44 | 8,001,070 | — | $354M |
| 2025-Q3 | 43 | 6,678,147 | — | $285M |
| 2025-Q2 | 40 | 5,768,635 | — | $226M |
| 2025-Q1 | 31 | 4,856,848 | — | $170M |
| 2024-Q4 | 32 | 4,601,897 | — | $168M |
| 2024-Q3 | 33 | 5,440,506 | — | $196M |
| 2024-Q2 | 28 | 4,390,331 | — | $150M |
| 2024-Q1 | 23 | 3,169,802 | — | $103M |
| 2023-Q4 | 18 | 1,858,893 | — | $55M |
| 2023-Q3 | 10 | 1,488,215 | — | $40M |
| 2023-Q2 | 6 | 989,693 | — | $27M |
| 2023-Q1 | 7 | 526,630 |
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.
| — |
| $13M |
| 2022-Q4 | 7 | 488,756 | — | $12M |
| 2022-Q3 | 8 | 380,242 | — | $8M |
| 2022-Q2 | 7 | 363,824 | — | $8M |
| 2022-Q1 | 5 | 130,630 | — | $4M |
| 2021-Q4 | 6 | 279,777 | — | $8M |
| 2021-Q3 | 5 | 357,880 | — | $9M |
| 2021-Q2 | 3 | 54,513 | — | $1M |
