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 |
|---|---|---|---|---|---|---|---|
| Meredith Wealth Planning | 383K | 395K | 422K | 455K | 460K | 535K | $41M |
| Paul R. Ried Financial Group, LLC | 40K | 56K | 64K | 77K | 85K | 105K | $8M |
| B&D White Capital Company, LLC | — | — | 26K | 51K | 51K | 51K | $4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | — | — | 69K | 38K | $3M |
| McCartney Wealth Management LLC | — | — | — | — | 26K | 29K | $2M |
| Evanson Asset Management, LLC | 18K | 22K | 25K | 26K | 27K | 27K | $2M |
| M Wealth Management, LLC | 31K | 38K | 31K | 29K | 30K | 27K | $2M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | — | 25K | $2M |
| LPL Financial LLC | — | — | — | 6K | 12K | 23K | $2M |
| AQR CAPITAL MANAGEMENT LLC | — | — | — | — | — | 23K | $2M |
| ENTREWEALTH, LLC | — | — | 4K | 6K | 6K | 10K | $741,437 |
| Ridgeline Wealth, LLC | 158K | 182K | 9K | 9K | 8K | 8K | $646,529 |
| JPMORGAN CHASE & CO | 156K | 180K | — | — | 8K | 8K | $608,065 |
| Asset One Wealth Management LLC | — | — | — | — | — | 6K | $492,496 |
| Focus Partners Wealth | — | 5K | 5K | 5K | 5K | 5K | $413,155 |
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 | 28 | 958,554 | — | $74M |
| 2025-Q4 | 22 | 822,365 | — | $60M |
| 2025-Q3 | 19 | 689,273 | — | $48M |
| 2025-Q2 | 15 | 604,170 | — | $39M |
| 2025-Q1 | 14 | 902,556 | — | $55M |
| 2024-Q4 | 13 | 801,634 | — | $49M |
| 2024-Q3 | 8 | 377,362 | — | $24M |
| 2024-Q2 | 5 | 358,861 | — | $21M |
| 2024-Q1 | 5 | 297,697 | — | $18M |
| 2023-Q4 | 5 | 271,479 | — | $15M |
| 2023-Q3 | 3 | 32,147 | — | $2M |
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.
