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 |
|---|---|---|---|---|---|---|---|
| Legacy CG, LLC | 669K | 675K | 668K | 672K | 658K | 672K | $18M |
| RAYMOND JAMES FINANCIAL INC | 207K | 198K | 202K | 191K | 184K | 139K | $4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 202K | 113K | 112K | 107K | 105K | 104K | $3M |
| Brookstone Capital Management | — | 100K | 99K | 98K | 82K | 76K | $2M |
| HighTower Advisors, LLC | 69K | 69K | 67K | 68K | 65K | 65K | $2M |
| OLD MISSION CAPITAL LLC | — | 26K | — | 11K | — | 40K | $1M |
| Tradition Wealth Management, LLC | 36K | 36K | 36K | 36K | 40K | 39K | $1M |
| CONTINUUM WEALTH ADVISORS, LLC | — | — | — | 31K | 27K | 27K | $714,947 |
| Allworth Financial LP | — | — | — | — | 44K | 26K | $684,682 |
| Cetera Investment Advisers | 24K | 38K | 32K | 29K | 26K | 26K | $680,184 |
| Selby Wealth Management, LLC | — | — | — | — | 25K | 25K | $650,818 |
| Capasso Planning Partners LLC | 32K | 31K | 31K | 31K | 31K | 24K | $647,114 |
| Cambridge Investment Research Advisors, Inc. | 29K | 28K | 28K | 29K | 25K | 20K | $541,000 |
| KFG WEALTH MANAGEMENT, LLC | 13K | 12K | 19K | 19K | 19K | 19K | $497,346 |
| JPMORGAN CHASE & CO | — | — | — | 3K | 14K | 18K | $484,275 |
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 | 36 | 1,452,869 | — | $38M |
| 2025-Q4 | 31 | 1,439,875 | — | $38M |
| 2025-Q3 | 38 | 1,670,379 | — | $44M |
| 2025-Q2 | 38 | 1,905,192 | — | $49M |
| 2025-Q1 | 43 | 1,980,523 | — | $49M |
| 2024-Q4 | 22 | 1,528,400 | — | $38M |
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.
