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 |
|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | 233K | 225K | 225K | 217K | 216K | 215K | $6M |
| RAYMOND JAMES FINANCIAL INC | 112K | 120K | 127K | 125K | 122K | 117K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 61K | 64K | 102K | 101K | 100K | 97K | $3M |
| Kestra Advisory Services, LLC | 58K | 57K | 57K | 57K | 57K | 56K | $2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32K | 40K | 40K | 40K | 40K | 31K | $889,823 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 30K | 30K | 30K | 30K | 30K | 30K | $855,388 |
| OLD MISSION CAPITAL LLC | 24K | 28K | — | 12K | 39K | 29K | $831,060 |
| AE Wealth Management LLC | 4K | 4K | 117K | 28K | 27K | 27K | $783,477 |
| Syntegra Private Wealth Group, LLC | 19K | 20K | 20K | 20K | 20K | 20K | $590,160 |
| Waverly Advisors, LLC | — | — | — | — | 20K | 20K | $590,044 |
| Maia Wealth LLC | 24K | 23K | 22K | 19K | 19K | 19K | $557,307 |
| Brookstone Capital Management | 41K | 43K | 31K | 30K | 24K | 18K | $520,772 |
| Trek Financial, LLC | 26K | 20K | 18K | 17K | 17K | 16K | $471,246 |
| Belpointe Asset Management LLC | — | — | 15K | 14K | 15K | 15K | $434,160 |
| Foundations Investment Advisors, LLC | 15K | 13K | 27K | 15K | 15K | 15K | $428,013 |
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 | 42 | 863,958 | — | $25M |
| 2025-Q4 | 45 | 946,258 | — | $28M |
| 2025-Q3 | 43 | 900,705 | — | $26M |
| 2025-Q2 | 41 | 1,084,878 | — | $30M |
| 2025-Q1 | 41 | 960,818 | — | $26M |
| 2024-Q4 | 46 | 1,178,714 | — | $32M |
| 2024-Q3 | 37 | 1,020,979 | — | $27M |
| 2024-Q2 | 1 | 50,000 | — | $0 |
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.
