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 |
|---|---|---|---|---|---|---|---|
| True North Advisors, LLC | — | — | — | — | 3K | 409K | $29M |
| AMERICAN CENTURY COMPANIES INC | 87K | 93K | 100K | 119K | 197K | 253K | $18M |
| Freedom Investment Management, Inc. | 270K | 270K | 259K | 241K | 227K | 205K | $15M |
| CWM, LLC | — | 98K | 115K | 140K | 156K | 173K | $12M |
| ENVESTNET ASSET MANAGEMENT INC | 52K | 119K | 134K | 147K | 157K | 161K | $12M |
| ADAMSBROWN WEALTH CONSULTANTS LLC | — | — | — | — | — | 120K | $9M |
| PARK AVENUE SECURITIES LLC | — | 58K | 67K | 76K | 85K | 94K | $7M |
| Simplicity Wealth,LLC | — | 77K | 165K | 82K | 87K | 86K | $6M |
| Cornerstone Wealth Partners, LLC | — | — | — | — | 69K | 79K | $6M |
| Nvest Wealth Strategies, Inc. | — | — | — | — | — | 56K | $4M |
| OneDigital Investment Advisors LLC | — | — | 69K | 56K | 54K | 54K | $4M |
| Integrated Wealth Concepts LLC | — | — | 9K | 35K | 37K | 50K | $4M |
| Kelman-Lazarov, Inc. | 31K | 43K | 49K | 49K | 49K | 49K | $4M |
| BOYUM WEALTH ARCHITECTS LLC | — | — | — | — | — | 43K | $3M |
| MML INVESTORS SERVICES, LLC | 32K | 43K | 47K | 44K | 50K | 36K | $3M |
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 | 62 | 2,233,337 | — | $161M |
| 2025-Q4 | 51 | 1,454,198 | — | $102M |
| 2025-Q3 | 42 | 1,293,222 | — | $87M |
| 2025-Q2 | 33 | 1,256,083 | — | $78M |
| 2025-Q1 | 28 | 1,058,238 | — | $58M |
| 2024-Q4 | 26 | 736,012 | — | $38M |
| 2024-Q3 | 22 | 636,109 | — | $36M |
| 2024-Q2 | 16 | 263,580 | — | $14M |
| 2024-Q1 | 15 | 301,677 | — | $16M |
| 2023-Q4 | 12 | 187,795 | — | $10M |
| 2023-Q3 | 7 | 86,385 | — | $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.
