| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 8,346,4108.3M | $67M | — | ADD 2% |
| 2 | Baird Financial Group, Inc. | 485,564485,564 | $4M | — | ADD 4% |
| 3 | Wakefield Asset Management LLLP | 362,990362,990 | $3M | — | ADD 15% |
| 4 | GUGGENHEIM CAPITAL LLC | 245,519245,519 | $2M | — | TRIM -25% |
| 5 | Private Advisor Group, LLC | 235,785235,785 | $2M | — | ADD 8% |
| 6 | RHS Financial, LLC | 201,065201,065 | $2M | — | ADD 7% |
| 7 | Integrated Wealth Concepts LLC | 173,191173,191 | $1M | — | TRIM -5% |
| 8 | STIFEL FINANCIAL CORP | 163,965163,965 | $1M | — | TRIM -7% |
| 9 | WELLS FARGO & COMPANY/MN | 111,788111,788 | $903,247 | — | ADD 3% |
| 10 | Dakota Wealth Management | 103,743103,743 | $838,245 | — | — |
| 11 | PenderFund Capital Management Ltd. | 103,800103,800 | $835,590 | — | ADD 8% |
| 12 | ROBERTS GLORE & CO INC /IL/ | 98,56298,562 | $796,381 | — | TRIM -15% |
| 13 | BANK OF AMERICA CORP /DE/ | 95,64895,648 | $772,833 | — | — |
| 14 | MORGAN STANLEY | 91,96391,963 | $743,076 | — | TRIM -52% |
| 15 | Aviance Capital Partners, LLC | 68,78868,788 | $555,804 | — | — |
| 16 | Rock Point Advisors, LLC | 64,62764,627 | $522,186 | — | ADD 10% |
| 17 | Almitas Capital LLC | 56,73256,732 | $458,395 | — | TRIM -22% |
| 18 | Matisse Capital | 53,25453,254 | $430,292 | — | — |
| 19 | UBS Group AG | 43,64943,649 | $352,684 | — | TRIM -33% |
| 20 | GRACE & WHITE INC /NY | 41,11041,110 | $332,169 | — | — |
| 21 | WOLVERINE ASSET MANAGEMENT LLC | 40,23740,237 | $325,115 | — | NEW |
| 22 | CREATIVE FINANCIAL DESIGNS INC /ADV | 38,57338,573 | $311,670 | — | — |
| 23 | RAYMOND JAMES FINANCIAL INC | 35,92935,929 | $290,307 | — | — |
| 24 | Mezzasalma Advisors, LLC | 34,16634,166 | $276,058 | — | — |
| 25 | CAPSTONE INVESTMENT ADVISORS, LLC | 33,54833,548 | $271,068 | — | — |
| 26 | LPL Financial LLC | 33,41633,416 | $269,999 | — | TRIM -4% |
| 27 | ROBINSON CAPITAL MANAGEMENT, LLC | 31,11131,111 | $253,555 | — | — |
| 28 | OSAIC HOLDINGS, INC. | 29,23229,232 | $236,184 | — | TRIM -34% |
| 29 | Quadcap Wealth Management, LLC | 28,67028,670 | $231,654 | — | TRIM -25% |
| 30 | Vestmark Advisory Solutions, Inc. | 20,75020,750 | $167,660 | — | TRIM -7% |
| 31 | ELEVATION POINT WEALTH PARTNERS, LLC | 20,75020,750 | $167,660 | — | TRIM -7% |
| 32 | OPPENHEIMER & CO INC | 18,12118,121 | $146,418 | — | TRIM -17% |
| 33 | UHLMANN PRICE SECURITIES, LLC | 17,81817,818 | $143,972 | — | — |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 16,45316,453 | $132,942 | — | ADD 60% |
| 35 | &PARTNERS | 16,45216,452 | $132,935 | — | ADD 60% |
| 36 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15,22815,228 | $123,043 | — | TRIM -13% |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,77513,775 | $111,302 | — | NEW |
| 38 | MELFA WEALTH MANAGEMENT, INC. | 12,29812,298 | $99,365 | — | — |
| 39 | Integrity Advisory Solutions, LLC | 11,73611,736 | $94,827 | — | NEW |
| 40 | HighTower Advisors, LLC | 11,47611,476 | $92,726 | — | TRIM -14% |
| 41 | SMITH, MOORE & CO. | 11,37211,372 | $91,886 | — | — |
| 42 | Steward Partners Investment Advisory, LLC | 5,2005,200 | $42,016 | — | — |
| 43 | ROYAL BANK OF CANADA | 3,8673,867 | $31,000 | — | ADD 7% |
| 44 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,6952,695 | $21,776 | — | — |
| 45 | ROTHSCHILD INVESTMENT LLC | 2,0002,000 | $16,160 | — | — |
| 46 | Fortis Group Advisors, LLC | 866866 | $6,997 | — | — |
| 47 | CWM, LLC | 750750 | $6,060 | — | NEW |
| 48 | HIGHLINE WEALTH PARTNERS LLC | 400400 | $3,232 | — | — |
| 49 | Advisory Services Network, LLC | 200200 | $1,616 | — | NEW |
| 50 | WHITTIER TRUST CO OF NEVADA INC | 147147 | $1,189 | — | NEW |
| 51 | FIFTH THIRD BANCORP | 108108 | $873 | — | NEW |
| 52 | Rockefeller Capital Management L.P. | 7171 | $574 | — | 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 |
|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | 7.7M | 7.8M | 8.1M | 7.8M | 8.1M | 8.3M | $67M |
| Baird Financial Group, Inc. | 445K | 454K | 451K | 449K | 467K | 486K | $4M |
| Wakefield Asset Management LLLP | 107K | 107K | 108K | 114K | 316K | 363K | $3M |
| GUGGENHEIM CAPITAL LLC | 281K | 428K | 527K | 561K | 326K | 246K | $2M |
| Private Advisor Group, LLC | — | — | — | 57K | 218K | 236K | $2M |
| RHS Financial, LLC | 176K | 178K | 184K | 189K | 189K | 201K | $2M |
| Integrated Wealth Concepts LLC | 200K | 196K | 193K | 189K | 183K | 173K | $1M |
| STIFEL FINANCIAL CORP | 178K | 179K | 174K | 176K | 177K | 164K | $1M |
| WELLS FARGO & COMPANY/MN | 85K | 91K | 95K | 109K | 108K | 112K | $903,247 |
| Dakota Wealth Management | 106K | 106K | 110K | 101K | 103K | 104K | $838,245 |
| PenderFund Capital Management Ltd. | 62K | 59K | 76K | 89K | 96K | 104K | $835,590 |
| ROBERTS GLORE & CO INC /IL/ | 141K | 136K | 124K | 122K | 116K | 99K | $796,381 |
| BANK OF AMERICA CORP /DE/ | 123K | 106K | 99K | 110K | 96K | 96K | $772,833 |
| MORGAN STANLEY | 234K | 215K | 167K | 166K | 193K | 92K | $743,076 |
| Aviance Capital Partners, LLC | 46K | 55K | 63K | 66K | 68K | 69K | $555,804 |
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 | 52 | 11,655,568 | — | $94M |
| 2025-Q4 | 50 | 11,590,521 | — | $96M |
| 2025-Q3 | 48 | 11,552,819 | — | $97M |
| 2025-Q2 | 45 | 11,702,209 | — | $98M |
| 2025-Q1 | 49 | 11,422,733 | — | $95M |
| 2024-Q4 | 51 | 11,420,897 |
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.
| — |
| $92M |
| 2024-Q3 | 50 | 11,190,901 | — | $96M |
| 2024-Q2 | 49 | 10,945,052 | — | $88M |
| 2024-Q1 | 50 | 11,417,550 | — | $93M |
| 2023-Q4 | 55 | 10,904,940 | — | $89M |
| 2023-Q3 | 49 | 10,240,963 | — | $80M |
| 2023-Q2 | 50 | 10,040,150 | — | $83M |
| 2023-Q1 | 49 | 9,816,769 | — | $85M |
| 2022-Q4 | 58 | 9,865,856 | — | $85M |
| 2022-Q3 | 47 | 10,122,149 | — | $91M |
| 2022-Q2 | 55 | 10,051,052 | — | $98M |
| 2022-Q1 | 50 | 10,516,562 | — | $122M |
| 2021-Q4 | 46 | 10,475,229 | — | $138M |
| 2021-Q3 | 50 | 10,717,334 | — | $147M |
| 2021-Q2 | 50 | 10,882,614 | — | $151M |
| 2021-Q1 | 53 | 11,062,486 | — | $141M |
| 2020-Q4 | 58 | 11,251,861 | — | $153M |
| 2020-Q3 | 53 | 14,532,640 | — | $177M |
| 2020-Q2 | 49 | 14,651,148 | — | $173M |
| 2020-Q1 | 49 | 13,848,511 | — | $146M |
| 2019-Q4 | 48 | 13,554,131 | — | $165M |
| 2019-Q3 | 58 | 13,048,122 | — | $151M |
| 2019-Q2 | 60 | 12,890,902 | — | $150M |
| 2019-Q1 | 58 | 12,331,703 | — | $138M |
| 2018-Q4 | 53 | 11,583,676 | — | $123M |
| 2018-Q3 | 51 | 11,328,258 | — | $128M |
| 2018-Q2 | 48 | 10,725,551 | — | $123M |
| 2018-Q1 | 50 | 10,418,272 | — | $120M |
| 2017-Q4 | 49 | 10,266,885 | — | $121M |
| 2017-Q3 | 50 | 10,112,676 | — | $117M |
| 2017-Q2 | 50 | 9,705,951 | — | $110M |
| 2017-Q1 | 52 | 9,910,760 | — | $114M |
| 2016-Q4 | 55 | 9,823,978 | — | $113M |
| 2016-Q3 | 54 | 9,096,554 | — | $104M |
| 2016-Q2 | 44 | 9,015,906 | — | $104M |
| 2016-Q1 | 38 | 9,251,374 | — | $105M |
| 2015-Q4 | 47 | 9,044,312 | — | $96M |
| 2015-Q3 | 40 | 8,953,694 | — | $94M |
| 2015-Q2 | 37 | 8,050,918 | — | $91M |
| 2015-Q1 | 43 | 7,387,998 | — | $85M |
| 2014-Q4 | 41 | 7,426,463 | — | $86M |
| 2014-Q3 | 37 | 7,710,447 | — | $89M |
| 2014-Q2 | 36 | 7,509,669 | — | $92M |
| 2014-Q1 | 37 | 7,106,537 | — | $83M |
| 2013-Q4 | 38 | 6,758,414 | — | $77M |
| 2013-Q3 | 35 | 6,231,245 | — | $73M |
| 2013-Q2 | 30 | 5,745,130 | — | $69M |
| 2013-Q1 | 1 | 123,255 | — | $2M |
