| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 801,912801,912 | $23M | — | — |
| 2 | FRANKLIN RESOURCES INC | 590,000590,000 | $17M | — | — |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 197,776197,776 | $6M | — | TRIM -4% |
| 4 | Cetera Investment Advisers | 165,734165,734 | $5M | — | TRIM -4% |
| 5 | RAYMOND JAMES FINANCIAL INC | 64,48064,480 | $2M | — | ADD 63% |
| 6 | CITADEL ADVISORS LLC | 42,16142,161 | $1M | — | NEW |
| 7 | INVESTED ADVISORS | 20,92420,924 | $590,479 | — | — |
| 8 | Ameritas Advisory Services, LLC | 11,07611,076 | $312,561 | — | — |
| 9 | Rossby Financial, LCC | 3,5943,594 | $101,223 | — | NEW |
| 10 | ROYAL BANK OF CANADA | 206206 | $6,000 | — | TRIM -39% |
| 11 | CoreCap Advisors, LLC | 128128 | $3,612 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | — | — | 821K | 808K | 809K | 802K | $23M |
| FRANKLIN RESOURCES INC | — | — | — | — | 590K | 590K | $17M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 200K | 205K | 206K | 198K | $6M |
| Cetera Investment Advisers | — | — | 166K | 171K | 173K | 166K | $5M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 40K | 64K | $2M |
| CITADEL ADVISORS LLC | — | 43K | 15K | — | — | 42K | $1M |
| INVESTED ADVISORS | — | — | — | — | 21K | 21K | $590,479 |
| Ameritas Advisory Services, LLC | — | — | — | — | 11K | 11K | $312,561 |
| Rossby Financial, LCC | — | — | — | — | — | 4K | $101,223 |
| ROYAL BANK OF CANADA | — | — | — | — | 338 | 206 | $6,000 |
| CoreCap Advisors, LLC | — | — | — | — | 128 | 128 | $3,612 |
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 | 11 | 1,897,991 | — | $54M |
| 2025-Q4 | 10 | 1,850,786 | — | $49M |
| 2025-Q3 | 6 | 1,277,344 | — | $34M |
| 2025-Q2 | 7 | 1,202,361 | — | $31M |
| 2025-Q1 | 2 | 42,536 | — | $1M |
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.
