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 |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | — | — | — | — | — | 630K | $16M |
| Talon Private Wealth, LLC | — | — | — | — | — | 627K | $16M |
| CWM, LLC | — | — | — | — | 98K | 254K | $6M |
| VanWeelden Wealth Management, LLC | — | — | — | — | — | 165K | $4M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 161K | $4M |
| Oasis Advisors, LLC | — | — | — | — | — | 2.1M | $3M |
| Orion Porfolio Solutions, LLC | — | — | — | — | — | 112K | $3M |
| Cornerstone Wealth, LLC/TN | — | — | — | — | — | 108K | $3M |
| FOUNDERS FINANCIAL SECURITIES LLC | — | — | — | — | 42K | 97K | $2M |
| OLD MISSION CAPITAL LLC | — | — | — | 45K | — | 98K | $2M |
| Bright Futures Wealth Management, LLC. | — | — | — | — | — | 60K | $1M |
| WealthPlan Investment Management, LLC | — | — | — | — | — | 47K | $1M |
| Strategic Blueprint, LLC | — | — | — | — | — | 42K | $1M |
| Goldenstone Wealth Management LLC | — | — | — | — | 8K | 29K | $731,624 |
| Mid-American Wealth Advisory Group, Inc. | — | — | — | — | 23K | 23K | $601,267 |
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 | 33 | 4,626,785 | — | $68M |
| 2025-Q4 | 12 | 394,561 | — | $10M |
| 2025-Q3 | 4 | 123,237 | — | $3M |
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.
