| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1,493,2531.5M | $73M | — | ADD 18% |
| 2 | Municipal Employees' Retirement System of Michigan | 1,332,5251.3M | $66M | — | ADD 89% |
| 3 | WELLS FARGO & COMPANY/MN | 971,825971,825 | $48M | — | — |
| 4 | Kestra Investment Management, LLC | 639,942639,942 | $31M | — | NEW |
| 5 | Donoghue Forlines LLC | 542,573542,573 | $27M | — | TRIM -18% |
| 6 | BANK OF AMERICA CORP /DE/ | 421,177421,177 | $21M | — | ADD 26% |
| 7 | AE Wealth Management LLC | 416,393416,393 | $20M | — | ADD 22% |
| 8 | Capital Investment Counsel, LLC | 403,041403,041 | $20M | — | ADD 35% |
| 9 | Nemes Rush Group LLC | 352,068352,068 | $17M | — | ADD 25% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 231,692231,692 | $11M | — | NEW |
| 11 | Meridian Wealth Management, LLC | 195,869195,869 | $10M | — | ADD 5% |
| 12 | Mattson Financial Services, LLC | 159,485159,485 | $8M | — | ADD 11% |
| 13 | Brown Financial Advisors | 99,56699,566 | $5M | — | ADD 30% |
| 14 | Financial Guidance Group, Inc. | 76,49176,491 | $4M | — | ADD 2% |
| 15 | Aptus Capital Advisors, LLC | 76,49176,491 | $4M | — | ADD 2% |
| 16 | WESPAC Advisors SoCal, LLC | 69,40069,400 | $3M | — | NEW |
| 17 | ALPS ADVISORS INC | 57,34057,340 | $3M | — | NEW |
| 18 | Inspire Advisors, LLC | 55,80355,803 | $3M | — | NEW |
| 19 | Paladin Wealth, LLC | 52,92052,920 | $3M | — | ADD 13% |
| 20 | Janney Montgomery Scott LLC | 49,11649,116 | $2M | — | TRIM -3% |
| 21 | Blume Capital Management, Inc. | 35,51535,515 | $2M | — | TRIM -3% |
| 22 | CWM, LLC | 30,77030,770 | $2M | — | ADD 163% |
| 23 | JANE STREET GROUP, LLC | 24,14124,141 | $1M | — | TRIM -30% |
| 24 | Wealthcare Advisory Partners LLC | 23,84623,846 | $1M | — | TRIM -3% |
| 25 | Prime Capital Investment Advisors, LLC | 19,25019,250 | $946,335 | — | NEW |
| 26 | CITADEL ADVISORS LLC | 18,33118,331 | $901,152 | — | TRIM -26% |
| 27 | Global Assets Advisory, LLC | 12,08812,088 | $594,246 | — | ADD 3% |
| 28 | Belpointe Asset Management LLC | 11,21411,214 | $551,296 | — | ADD 9% |
| 29 | Able Wealth Management LLC | 10,69510,695 | $525,766 | — | TRIM -55% |
| 30 | WealthPlan Investment Management, LLC | 9,1239,123 | $448,487 | — | TRIM -4% |
| 31 | Purpose Unlimited Inc. | 8,1788,178 | $401,867 | — | TRIM -85% |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 7,9947,994 | $392,990 | — | — |
| 33 | Spectrum Financial Alliance Ltd LLC | 7,7317,731 | $380,056 | — | — |
| 34 | Sigma Planning Corp | 7,6387,638 | $375,484 | — | NEW |
| 35 | Strait & Sound Wealth Management LLC | 5,0765,076 | $249,518 | — | NEW |
| 36 | Tower Research Capital LLC (TRC) | 2,2162,216 | $108,939 | — | NEW |
| 37 | CENTAURUS FINANCIAL, INC. | 2,0992,099 | $103,000 | — | NEW |
| 38 | UBS Group AG | 1,5331,533 | $75,362 | — | ADD 980% |
| 39 | FIFTH THIRD BANCORP | 1,2081,208 | $59,385 | — | NEW |
| 40 | FMR LLC | 1,1911,191 | $58,530 | — | TRIM -22% |
| 41 | Elevated Capital Advisors, LLC | 1,1141,114 | $54,781 | — | NEW |
| 42 | NBC SECURITIES, INC. | 222222 | $10,958 | — | — |
| 43 | OSAIC HOLDINGS, INC. | 200200 | $9,832 | — | TRIM -30% |
| 44 | MORGAN STANLEY | 116116 | $5,703 | — | ADD 76% |
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 |
|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | 898K | 1.0M | 1.1M | 1.1M | 1.3M | 1.5M | $73M |
| Municipal Employees' Retirement System of Michigan | 704K | 704K | 704K | 704K | 704K | 1.3M | $66M |
| WELLS FARGO & COMPANY/MN | — | — | — | 5 | 990K | 972K | $48M |
| Kestra Investment Management, LLC | — | — | — | — | — | 640K | $31M |
| Donoghue Forlines LLC | — | — | — | — | 664K | 543K | $27M |
| BANK OF AMERICA CORP /DE/ | 74K | 80K | 95K | 141K | 333K | 421K | $21M |
| AE Wealth Management LLC | 104K | 163K | 207K | 311K | 341K | 416K | $20M |
| Capital Investment Counsel, LLC | — | — | — | 141K | 298K | 403K | $20M |
| Nemes Rush Group LLC | 80K | 112K | 159K | 217K | 282K | 352K | $17M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 232K | $11M |
| Meridian Wealth Management, LLC | — | — | — | — | 187K | 196K | $10M |
| Mattson Financial Services, LLC | 60K | 114K | 120K | 125K | 143K | 159K | $8M |
| Brown Financial Advisors | 68K | 74K | 72K | 76K | 76K | 100K | $5M |
| Financial Guidance Group, Inc. | — | — | 45K | 53K | 75K | 76K | $4M |
| Aptus Capital Advisors, LLC | — | — | 45K | 53K | 75K | 76K | $4M |
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 | 44 | 7,938,459 | — | $390M |
| 2025-Q4 | 40 | 5,958,389 | — | $295M |
| 2025-Q3 | 38 | 4,138,479 | — | $205M |
| 2025-Q2 | 33 | 2,884,039 | — | $142M |
| 2025-Q1 | 29 | 2,536,358 | — | $124M |
| 2024-Q4 | 21 | 2,923,501 | — | $140M |
| 2024-Q3 | 19 | 2,324,389 | — | $116M |
| 2024-Q2 | 19 | 1,640,399 | — | $79M |
| 2024-Q1 | 14 | 1,470,768 | — | $71M |
| 2023-Q4 | 8 | 828,881 | — | $41M |
| 2023-Q3 | 4 | 718,681 | — | $34M |
| 2023-Q2 | 6 | 721,069 | — | $35M |
| 2023-Q1 | 5 | 713,981 | — | $36M |
| 2022-Q4 | 4 | 417,058 |
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.
| — |
| $20M |
| 2022-Q3 | 3 | 419,597 | — | $20M |
