| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Talon Private Wealth, LLC | 162,168162,168 | $4M | — | NEW |
| 2 | Signal Advisors Wealth, LLC | 162,139162,139 | $4M | — | NEW |
| 3 | Delta Investment Management, LLC | 160,520160,520 | $4M | — | ADD 43% |
| 4 | Beacon Pointe Advisors, LLC | 88,63188,631 | $2M | — | NEW |
| 5 | Trek Financial, LLC | 83,45683,456 | $2M | — | ADD 79% |
| 6 | CWM, LLC | 61,27461,274 | $1M | — | ADD 37% |
| 7 | WealthPlan Investment Management, LLC | 55,66855,668 | $1M | — | NEW |
| 8 | Soltis Investment Advisors LLC | 39,78639,786 | $920,641 | — | ADD 193% |
| 9 | Strategic Blueprint, LLC | 34,36734,367 | $795,247 | — | NEW |
| 10 | Brookstone Capital Management | 32,06632,066 | $742,007 | — | ADD 5% |
| 11 | Maia Wealth LLC | 25,98225,982 | $601,223 | — | TRIM -7% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 20,06120,061 | $464,200 | — | ADD 136% |
| 13 | WINNOW WEALTH LLC | 17,87717,877 | $413,664 | — | TRIM -49% |
| 14 | SILVER OAK SECURITIES, INCORPORATED | 16,42016,420 | $379,959 | — | ADD 65% |
| 15 | OLD MISSION CAPITAL LLC | 15,91115,911 | $368,180 | — | NEW |
| 16 | CreativeOne Wealth, LLC | 11,30011,300 | $261,482 | — | NEW |
| 17 | Koshinski Asset Management, Inc. | 9,5779,577 | $221,612 | — | NEW |
| 18 | Diligent Investors, LLC | 8,9708,970 | $207,569 | — | NEW |
| 19 | Advisory Services Network, LLC | 2,5802,580 | $59,701 | — | NEW |
| 20 | RED REEF ADVISORS LLC | 2,2362,236 | $51,751 | — | NEW |
| 21 | OSAIC HOLDINGS, INC. | 1,4241,424 | $32,951 | — | NEW |
| 22 | Ashton Thomas Private Wealth, LLC | 624624 | $14,439 | — | NEW |
| 23 | AE Wealth Management LLC | 618618 | $14,301 | — | NEW |
| 24 | IFP Advisors, Inc | 200200 | $4,628 | — | ADD 1900% |
| 25 | JPMORGAN CHASE & CO | 7575 | $1,740 | — | 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 |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, LLC | — | — | — | — | — | 162K | $4M |
| Signal Advisors Wealth, LLC | — | — | — | — | — | 162K | $4M |
| Delta Investment Management, LLC | — | — | — | — | 112K | 161K | $4M |
| Beacon Pointe Advisors, LLC | — | — | — | — | — | 89K | $2M |
| Trek Financial, LLC | — | — | — | — | 47K | 83K | $2M |
| CWM, LLC | — | — | — | — | 45K | 61K | $1M |
| WealthPlan Investment Management, LLC | — | — | — | — | — | 56K | $1M |
| Soltis Investment Advisors LLC | — | — | — | — | 14K | 40K | $920,641 |
| Strategic Blueprint, LLC | — | — | — | — | — | 34K | $795,247 |
| Brookstone Capital Management | — | — | — | — | 31K | 32K | $742,007 |
| Maia Wealth LLC | — | — | — | 11K | 28K | 26K | $601,223 |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 9K | 20K | $464,200 |
| WINNOW WEALTH LLC | — | — | — | — | 35K | 18K | $413,664 |
| SILVER OAK SECURITIES, INCORPORATED | — | — | — | — | 10K | 16K | $379,959 |
| OLD MISSION CAPITAL LLC | — | — | — | — | — | 16K | $368,180 |
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 | 25 | 1,013,930 | — | $23M |
| 2025-Q4 | 10 | 329,280 | — | $8M |
| 2025-Q3 | 4 | 96,790 | — | $2M |
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.
