| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 838,536838,536 | $22M | — | ADD 3% |
| 2 | Hennion & Walsh Asset Management, Inc. | 131,434131,434 | $3M | — | ADD 87% |
| 3 | GUGGENHEIM CAPITAL LLC | 125,892125,892 | $3M | — | ADD 55% |
| 4 | BANK OF AMERICA CORP /DE/ | 122,544122,544 | $3M | — | ADD 6% |
| 5 | RAYMOND JAMES FINANCIAL INC | 73,66373,663 | $2M | — | — |
| 6 | UBS Group AG | 70,26770,267 | $2M | — | ADD 14% |
| 7 | WELLS FARGO & COMPANY/MN | 64,89664,896 | $2M | — | TRIM -3% |
| 8 | VAN ECK ASSOCIATES CORP | 34,08534,085 | $884,000 | — | — |
| 9 | ROYAL BANK OF CANADA | 31,91231,912 | $828,000 | — | — |
| 10 | Jacobi Capital Management LLC | 24,00024,000 | $622,560 | — | — |
| 11 | TRUIST FINANCIAL CORP | 23,84623,846 | $618,565 | — | — |
| 12 | Steward Partners Investment Advisory, LLC | 20,48620,486 | $531,420 | — | — |
| 13 | Invesco Ltd. | 18,21118,211 | $472,393 | — | — |
| 14 | Narwhal Capital Management | 15,26515,265 | $395,974 | — | TRIM -21% |
| 15 | Dorsey & Whitney Trust CO LLC | 12,00012,000 | $311,280 | — | — |
| 16 | DUTCH ASSET Corp | 11,55111,551 | $299,649 | — | ADD 30% |
| 17 | &PARTNERS | 11,08711,087 | $287,589 | — | — |
| 18 | Noble Wealth Management PBC | 8,6918,691 | $225,445 | — | TRIM -12% |
| 19 | FARMERS & MERCHANTS INVESTMENTS INC | 6,0916,091 | $158,001 | — | NEW |
| 20 | BlackRock, Inc. | 4,0004,000 | $103,760 | — | — |
| 21 | OSAIC HOLDINGS, INC. | 3,5003,500 | $90,790 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 727K | 799K | 802K | 818K | 817K | 839K | $22M |
| Hennion & Walsh Asset Management, Inc. | — | — | — | — | 70K | 131K | $3M |
| GUGGENHEIM CAPITAL LLC | 86K | 85K | 84K | 82K | 81K | 126K | $3M |
| BANK OF AMERICA CORP /DE/ | 133K | 104K | 99K | 104K | 116K | 123K | $3M |
| RAYMOND JAMES FINANCIAL INC | 32K | 34K | 31K | 33K | 73K | 74K | $2M |
| UBS Group AG | 34K | 34K | 70K | 79K | 62K | 70K | $2M |
| WELLS FARGO & COMPANY/MN | 21K | 67K | 69K | 67K | 67K | 65K | $2M |
| VAN ECK ASSOCIATES CORP | 31K | 26K | 25K | 28K | 34K | 34K | $884,000 |
| ROYAL BANK OF CANADA | 20K | 16K | 28K | 19K | 32K | 32K | $828,000 |
| Jacobi Capital Management LLC | — | 26K | 26K | 24K | 24K | 24K | $622,560 |
| TRUIST FINANCIAL CORP | 21K | 21K | 24K | 24K | 24K | 24K | $618,565 |
| Steward Partners Investment Advisory, LLC | 26K | 24K | 24K | 20K | 20K | 20K | $531,420 |
| Invesco Ltd. | — | — | — | 17K | 18K | 18K | $472,393 |
| Narwhal Capital Management | — | — | — | 19K | 19K | 15K | $395,974 |
| Dorsey & Whitney Trust CO LLC | 9K | 9K | 9K | 9K | 12K | 12K | $311,280 |
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 | 21 | 1,651,957 | — | $43M |
| 2025-Q4 | 21 | 1,520,927 | — | $40M |
| 2025-Q3 | 20 | 1,385,394 | — | $35M |
| 2025-Q2 | 18 | 1,416,492 | — | $35M |
| 2025-Q1 | 20 | 1,388,714 | — | $35M |
| 2024-Q4 | 18 | 1,326,479 | — | $34M |
| 2024-Q3 | 19 | 1,222,252 | — | $31M |
| 2024-Q2 | 21 | 1,256,297 | — | $31M |
| 2024-Q1 | 18 | 2,061,217 | — | $50M |
| 2023-Q4 | 17 | 1,221,352 | — | $29M |
| 2023-Q3 | 11 | 437,881 | — | $10M |
| 2023-Q2 | 7 | 362,416 | — | $9M |
| 2023-Q1 | 6 | 345,614 | — | $9M |
| 2022-Q4 | 6 | 169,716 | — |
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.
| $4M |
