| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 628,924628,924 | $48M | — | TRIM -2% |
| 2 | GTS SECURITIES LLC | 29,03429,034 | $2M | — | ADD 12% |
| 3 | Creative Planning | 13,49013,490 | $1M | — | — |
| 4 | AlTi Global, Inc. | 7,3037,303 | $559,782 | — | — |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,9054,905 | $375,957 | — | NEW |
| 6 | Element Wealth, LLC | 4,8044,804 | $368,235 | — | — |
| 7 | AIMZ Investment Advisors, LLC | 3,2593,259 | $249,795 | — | — |
| 8 | HighTower Advisors, LLC | 2,7352,735 | $209,681 | — | NEW |
| 9 | MORGAN STANLEY | 1,5631,563 | $119,801 | — | — |
| 10 | MAI Capital Management | 1,4391,439 | $110,297 | — | — |
| 11 | Allworth Financial LP | 290290 | $22,228 | — | — |
| 12 | UBS Group AG | 286286 | $21,921 | — | ADD 28500% |
| 13 | JPMORGAN CHASE & CO | 2020 | $1,487 | — | 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 |
|---|---|---|---|---|---|---|---|
| One Capital Management, LLC | 902K | 836K | 733K | 658K | 643K | 629K | $48M |
| GTS SECURITIES LLC | 13K | 29K | 8K | 10K | 26K | 29K | $2M |
| Creative Planning | 13K | 13K | 13K | 13K | 13K | 13K | $1M |
| AlTi Global, Inc. | 7K | 7K | 7K | 7K | 7K | 7K | $559,782 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9K | — | — | — | — | 5K | $375,957 |
| Element Wealth, LLC | — | — | — | — | 5K | 5K | $368,235 |
| AIMZ Investment Advisors, LLC | 3K | 3K | 3K | 3K | 3K | 3K | $249,795 |
| HighTower Advisors, LLC | — | — | — | — | — | 3K | $209,681 |
| MORGAN STANLEY | 379 | 379 | 379 | 2K | 2K | 2K | $119,801 |
| MAI Capital Management | 3K | 3K | 3K | 3K | 1K | 1K | $110,297 |
| Allworth Financial LP | — | — | 290 | 290 | 290 | 290 | $22,228 |
| UBS Group AG | — | — | 585 | — | 1 | 286 | $21,921 |
| JPMORGAN CHASE & CO | — | — | — | — | — | 20 | $1,487 |
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 | 13 | 698,052 | — | $54M |
| 2025-Q4 | 12 | 704,849 | — | $57M |
| 2025-Q3 | 10 | 701,814 | — | $55M |
| 2025-Q2 | 11 | 770,331 | — | $56M |
| 2025-Q1 | 10 | 899,599 | — | $59M |
| 2024-Q4 | 12 | 964,036 | — | $69M |
| 2024-Q3 | 10 | 997,719 | — | $68M |
| 2024-Q2 | 8 | 990,619 | — | $66M |
| 2024-Q1 | 8 | 967,527 | — | $59M |
| 2023-Q4 | 7 | 986,632 | — | $55M |
| 2023-Q3 | 9 | 1,025,367 | — | $51M |
| 2023-Q2 | 9 | 1,077,691 | — | $56M |
| 2023-Q1 | 8 | 1,050,790 | — | $50M |
| 2022-Q4 | 11 | 926,858 | — | $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.
