| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 700,000700,000 | $25M | — | TRIM -18% |
| 2 | ASSETMARK, INC | 414,078414,078 | $15M | — | TRIM -2% |
| 3 | CITADEL ADVISORS LLC | 196,949196,949 | $7M | — | ADD 304% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 104,882104,882 | $4M | — | TRIM -5% |
| 5 | Cetera Investment Advisers | 86,42886,428 | $3M | — | TRIM -5% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,80056,800 | $2M | — | TRIM -9% |
| 7 | INVESTED ADVISORS | 10,86510,865 | $394,212 | — | — |
| 8 | Ameritas Advisory Services, LLC | 5,6795,679 | $206,055 | — | NEW |
| 9 | Rossby Financial, LCC | 1,8461,846 | $67,356 | — | NEW |
| 10 | MORGAN STANLEY | 324324 | $11,756 | — | NEW |
| 11 | ROYAL BANK OF CANADA | 216216 | $8,000 | — | — |
| 12 | CoreCap Advisors, LLC | 6868 | $2,467 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | — | — | — | — | 850K | 700K | $25M |
| ASSETMARK, INC | — | — | 435K | 424K | 424K | 414K | $15M |
| CITADEL ADVISORS LLC | — | 189K | 18K | — | 49K | 197K | $7M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 107K | 110K | 110K | 105K | $4M |
| Cetera Investment Advisers | — | — | 89K | 92K | 91K | 86K | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | 57K | 62K | 63K | 57K | $2M |
| INVESTED ADVISORS | — | — | — | — | 11K | 11K | $394,212 |
| Ameritas Advisory Services, LLC | — | — | — | — | — | 6K | $206,055 |
| Rossby Financial, LCC | — | — | — | — | — | 2K | $67,356 |
| MORGAN STANLEY | — | — | — | — | — | 324 | $11,756 |
| ROYAL BANK OF CANADA | — | — | — | — | 216 | 216 | $8,000 |
| CoreCap Advisors, LLC | — | — | — | — | 68 | 68 | $2,467 |
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 | 12 | 1,578,135 | — | $57M |
| 2025-Q4 | 10 | 1,597,720 | — | $54M |
| 2025-Q3 | 6 | 737,979 | — | $24M |
| 2025-Q2 | 7 | 705,624 | — | $22M |
| 2025-Q1 | 1 | 188,716 | — | $5M |
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.
