| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ABBINGTON INVESTMENT GROUP | 545,809545,809 | $15M | — | ADD 9% |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | 86,83786,837 | $2M | — | TRIM -5% |
| 3 | Smith & Howard Wealth Management, LLC | 85,84785,847 | $2M | — | TRIM -7% |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43,56943,569 | $1M | — | TRIM -63% |
| 5 | Your Advocates Ltd., LLP | 27,58827,588 | $779,640 | — | ADD 28% |
| 6 | Dynamic Advisor Solutions LLC | 27,01827,018 | $763,394 | — | — |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,70218,702 | $528,425 | — | ADD 5% |
| 8 | Essential Partners LLC | 17,74617,746 | $501,415 | — | ADD 2% |
| 9 | Wealthcare Advisory Partners LLC | 15,96415,964 | $451,063 | — | ADD 17% |
| 10 | MGO ONE SEVEN LLC | 12,25812,258 | $346,363 | — | NEW |
| 11 | Frontier Asset Management, LLC | 7,9447,944 | $224,448 | — | TRIM -28% |
| 12 | FIFTH THIRD BANCORP | 7,6157,615 | $215,166 | — | NEW |
| 13 | Farther Finance Advisors, LLC | 1,9731,973 | $55,806 | — | — |
| 14 | SouthState Bank Corp | 538538 | $15,202 | — | NEW |
| 15 | Federation des caisses Desjardins du Quebec | 395395 | $11,161 | — | — |
| 16 | Steward Partners Investment Advisory, LLC | 100100 | $2,826 | — | 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 |
|---|---|---|---|---|---|---|---|
| ABBINGTON INVESTMENT GROUP | — | — | — | 431K | 503K | 546K | $15M |
| EXCHANGE TRADED CONCEPTS, LLC | — | 95K | 91K | 91K | 91K | 87K | $2M |
| Smith & Howard Wealth Management, LLC | 49K | 116K | 99K | 93K | 92K | 86K | $2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 118K | 142K | 133K | 125K | 118K | 44K | $1M |
| Your Advocates Ltd., LLP | 10K | 10K | 12K | 28K | 22K | 28K | $779,640 |
| Dynamic Advisor Solutions LLC | — | — | 38K | 38K | 27K | 27K | $763,394 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | 17K | 17K | 18K | 19K | $528,425 |
| Essential Partners LLC | — | — | 15K | 16K | 17K | 18K | $501,415 |
| Wealthcare Advisory Partners LLC | 21K | 20K | 14K | 14K | 14K | 16K | $451,063 |
| MGO ONE SEVEN LLC | — | — | — | — | — | 12K | $346,363 |
| Frontier Asset Management, LLC | 33K | 36K | 12K | 12K | 11K | 8K | $224,448 |
| FIFTH THIRD BANCORP | — | — | — | — | — | 8K | $215,166 |
| Farther Finance Advisors, LLC | 3K | 3K | 2K | 2K | 2K | 2K | $55,806 |
| SouthState Bank Corp | — | — | — | — | — | 538 | $15,202 |
| Federation des caisses Desjardins du Quebec | — | 395 | 395 | 395 | 395 | 395 | $11,161 |
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 | 16 | 899,903 | — | $25M |
| 2025-Q4 | 17 | 1,032,956 | — | $27M |
| 2025-Q3 | 15 | 932,685 | — | $23M |
| 2025-Q2 | 18 | 536,627 | — | $12M |
| 2025-Q1 | 12 | 493,843 | — | $12M |
| 2024-Q4 | 10 | 303,306 | — | $7M |
| 2024-Q3 | 11 | 297,184 | — | $7M |
| 2024-Q2 | 7 | 294,437 | — | $7M |
| 2024-Q1 | 7 | 343,513 | — | $8M |
| 2023-Q4 | 7 | 332,806 | — | $7M |
| 2023-Q3 | 2 | 143,593 | — | $4M |
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.
