| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 462,005462,005 | $7M | — | TRIM -4% |
| 2 | GUGGENHEIM CAPITAL LLC | 195,971195,971 | $3M | — | ADD 5% |
| 3 | RAYMOND JAMES FINANCIAL INC | 186,362186,362 | $3M | — | TRIM -10% |
| 4 | LPL Financial LLC | 172,424172,424 | $3M | — | — |
| 5 | STIFEL FINANCIAL CORP | 124,169124,169 | $2M | — | ADD 3% |
| 6 | WELLS FARGO & COMPANY/MN | 122,081122,081 | $2M | — | ADD 19% |
| 7 | ROYAL BANK OF CANADA | 112,008112,008 | $2M | — | — |
| 8 | OSAIC HOLDINGS, INC. | 96,85596,855 | $2M | — | ADD 64% |
| 9 | Steward Partners Investment Advisory, LLC | 47,65647,656 | $766,789 | — | — |
| 10 | UBS Group AG | 42,43642,436 | $682,795 | — | — |
| 11 | Shaker Financial Services, LLC | 39,30039,300 | $632,337 | — | ADD 22% |
| 12 | EVOLVE PRIVATE WEALTH, LLC | 37,69037,690 | $606,432 | — | — |
| 13 | BENJAMIN EDWARDS INC | 33,97133,971 | $546,637 | — | TRIM -9% |
| 14 | Mezzasalma Advisors, LLC | 32,69532,695 | $526,065 | — | — |
| 15 | BANK OF AMERICA CORP /DE/ | 31,79931,799 | $511,652 | — | ADD 2% |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | 30,88730,887 | $496,972 | — | ADD 5% |
| 17 | ADAPT WEALTH ADVISORS, LLC | 30,15230,152 | $485,146 | — | TRIM -17% |
| 18 | &PARTNERS | 22,92022,920 | $368,783 | — | ADD 100% |
| 19 | AMERIPRISE FINANCIAL INC | 19,34019,340 | $311,179 | — | ADD 9% |
| 20 | PMG Family Office LLC | 18,54118,541 | $298,325 | — | ADD 3% |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17,12317,123 | $283,214 | — | TRIM -37% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,73516,735 | $269,266 | — | NEW |
| 23 | CoreCap Advisors, LLC | 15,21515,215 | $244,809 | — | — |
| 24 | Waverly Advisors, LLC | 14,95814,958 | $240,670 | — | — |
| 25 | Wilmington Savings Fund Society, FSB | 14,35314,353 | $230,940 | — | — |
| 26 | Kovack Advisors, Inc. | 13,00213,002 | $215,573 | — | NEW |
| 27 | XTX Topco Ltd | 12,51712,517 | $201,399 | — | NEW |
| 28 | CARY STREET PARTNERS FINANCIAL LLC | 11,66111,661 | $187,625 | — | — |
| 29 | Virtu Financial LLC | 10,80010,800 | $174,000 | — | NEW |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 10,66510,665 | $171,600 | — | — |
| 31 | HRT FINANCIAL LP | 10,50410,504 | $169,000 | — | NEW |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,0348,034 | $129,274 | — | ADD 12% |
| 33 | MAI Capital Management | 6,9606,960 | $111,994 | — | — |
| 34 | WOLVERINE ASSET MANAGEMENT LLC | 3,7323,732 | $60,048 | — | NEW |
| 35 | Western Wealth Management, LLC | 2,9302,930 | $47,144 | — | NEW |
| 36 | Allworth Financial LP | 2,0002,000 | $32,180 | — | — |
| 37 | Colonial Trust Co / SC | 1,4331,433 | $22,212 | — | NEW |
| 38 | TD Waterhouse Canada Inc. | 1,1001,100 | $18,073 | — | NEW |
| 39 | NBC SECURITIES, INC. | 941941 | $15,153 | — | ADD 3% |
| 40 | Atlantic Union Bankshares Corp | 725725 | $11,666 | — | — |
| 41 | Strategic Advocates LLC | 451451 | $7,257 | — | TRIM -98% |
| 42 | HARBOUR INVESTMENTS, INC. | 336336 | $5,415 | — | — |
| 43 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 300300 | $4,827 | — | NEW |
| 44 | HIGHLINE WEALTH PARTNERS LLC | 167167 | $2,687 | — | — |
| 45 | Parallel Advisors, LLC | 159159 | $2,562 | — | — |
| 46 | CWM, LLC | 158158 | $2,536 | — | ADD 3% |
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 | 402K | 442K | 485K | 475K | 483K | 462K | $7M |
| GUGGENHEIM CAPITAL LLC | 82K | 100K | 125K | 158K | 186K | 196K | $3M |
| RAYMOND JAMES FINANCIAL INC | 338K | 221K | 203K | 175K | 208K | 186K | $3M |
| LPL Financial LLC | 161K | 173K | 183K | 174K | 172K | 172K | $3M |
| STIFEL FINANCIAL CORP | 86K | 85K | 106K | 115K | 120K | 124K | $2M |
| WELLS FARGO & COMPANY/MN | 81K | 219K | 273K | 188K | 103K | 122K | $2M |
| ROYAL BANK OF CANADA | 30K | 40K | 91K | 75K | 110K | 112K | $2M |
| OSAIC HOLDINGS, INC. | 4K | 5K | 45K | 59K | 59K | 97K | $2M |
| Steward Partners Investment Advisory, LLC | 25K | 28K | 42K | 42K | 47K | 48K | $766,789 |
| UBS Group AG | 104K | 123K | 105K | 58K | 43K | 42K | $682,795 |
| Shaker Financial Services, LLC | 31K | 75K | 70K | — | 32K | 39K | $632,337 |
| EVOLVE PRIVATE WEALTH, LLC | — | — | — | — | 38K | 38K | $606,432 |
| BENJAMIN EDWARDS INC | 69K | 66K | 54K | 43K | 37K | 34K | $546,637 |
| Mezzasalma Advisors, LLC | 32K | 32K | 31K | 32K | 32K | 33K | $526,065 |
| BANK OF AMERICA CORP /DE/ | 34K | 32K | 33K | 32K | 31K | 32K | $511,652 |
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 | 2,036,221 | — | $33M |
| 2025-Q4 | 39 | 1,979,584 | — | $35M |
| 2025-Q3 | 38 | 1,915,882 | — | $33M |
| 2025-Q2 | 37 | 2,279,342 | — | $38M |
| 2025-Q1 | 41 | 2,385,677 | — | $37M |
| 2024-Q4 | 44 | 2,651,742 |
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.
| — |
| $42M |
| 2024-Q3 | 40 | 3,183,985 | — | $58M |
| 2024-Q2 | 36 | 3,535,454 | — | $59M |
| 2024-Q1 | 42 | 4,111,372 | — | $67M |
| 2023-Q4 | 42 | 3,577,688 | — | $55M |
| 2023-Q3 | 43 | 2,995,594 | — | $41M |
| 2023-Q2 | 37 | 2,693,878 | — | $42M |
| 2023-Q1 | 36 | 2,514,977 | — | $39M |
| 2022-Q4 | 41 | 2,426,814 | — | $35M |
| 2022-Q3 | 42 | 2,503,093 | — | $34M |
| 2022-Q2 | 41 | 2,725,684 | — | $42M |
| 2022-Q1 | 39 | 2,734,721 | — | $49M |
| 2021-Q4 | 43 | 2,821,788 | — | $57M |
| 2021-Q3 | 39 | 2,853,433 | — | $57M |
| 2021-Q2 | 37 | 2,736,833 | — | $57M |
| 2021-Q1 | 39 | 3,086,617 | — | $59M |
| 2020-Q4 | 40 | 3,425,171 | — | $61M |
| 2020-Q3 | 41 | 3,498,402 | — | $54M |
| 2020-Q2 | 50 | 3,626,312 | — | $51M |
| 2020-Q1 | 50 | 3,313,669 | — | $40M |
| 2019-Q4 | 53 | 3,588,224 | — | $59M |
| 2019-Q3 | 33 | 2,384,428 | — | $37M |
| 2019-Q2 | 37 | 2,344,587 | — | $38M |
| 2019-Q1 | 36 | 2,358,793 | — | $36M |
| 2018-Q4 | 36 | 2,520,964 | — | $34M |
| 2018-Q3 | 35 | 2,552,542 | — | $45M |
| 2018-Q2 | 33 | 2,647,471 | — | $50M |
| 2018-Q1 | 32 | 2,787,294 | — | $50M |
| 2017-Q4 | 28 | 2,956,915 | — | $53M |
| 2017-Q3 | 26 | 3,350,298 | — | $56M |
| 2017-Q2 | 26 | 3,502,031 | — | $57M |
| 2017-Q1 | 23 | 3,755,010 | — | $56M |
| 2016-Q4 | 30 | 3,775,297 | — | $52M |
| 2016-Q3 | 25 | 3,485,328 | — | $49M |
| 2016-Q2 | 28 | 3,259,052 | — | $43M |
| 2016-Q1 | 27 | 2,903,451 | — | $36M |
| 2015-Q4 | 27 | 2,554,971 | — | $33M |
| 2015-Q3 | 22 | 2,340,341 | — | $29M |
| 2015-Q2 | 19 | 2,173,939 | — | $33M |
| 2015-Q1 | 19 | 2,314,067 | — | $37M |
| 2014-Q4 | 21 | 2,369,371 | — | $37M |
| 2014-Q3 | 21 | 2,311,918 | — | $40M |
| 2014-Q2 | 18 | 2,465,369 | — | $46M |
| 2014-Q1 | 21 | 2,688,445 | — | $47M |
| 2013-Q4 | 25 | 2,617,514 | — | $46M |
| 2013-Q3 | 21 | 2,530,839 | — | $42M |
| 2013-Q2 | 21 | 2,588,370 | — | $42M |
| 2013-Q1 | 2 | 101,984 | — | $2M |
