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 |
|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 635K | 657K | 686K | 711K | 745K | 763K | $55M |
| Elwood & Goetz Wealth Advisory Group, LLC | — | — | 34K | 345K | 394K | 420K | $30M |
| Berger Financial Group, Inc | 186K | 212K | 219K | 221K | 230K | 244K | $18M |
| Wealth Management Partners, LLC | — | — | 3K | 10K | 203K | 217K | $16M |
| Networth Advisors, LLC | — | — | — | — | 172K | 178K | $13M |
| CGN Advisors LLC | 96K | 147K | 170K | 175K | 168K | 165K | $12M |
| Tarbox Family Office, Inc. | — | — | — | — | — | 161K | $12M |
| AMERICAN CENTURY COMPANIES INC | 95K | 110K | 119K | 127K | 141K | 160K | $12M |
| Envision Financial Planning, LLC | 94K | 133K | 124K | 132K | 138K | 141K | $10M |
| LPL Financial LLC | 47K | 79K | 96K | 97K | 97K | 122K | $9M |
| HighTower Advisors, LLC | — | — | — | — | 41K | 120K | $9M |
| Independent Advisor Alliance | — | — | — | — | — | 116K | $8M |
| AE Wealth Management LLC | 13K | 26K | 54K | 74K | 100K | 113K | $8M |
| Tiller Private Wealth, Inc. | — | — | — | — | 101K | 106K | $8M |
| Chicago Partners Investment Group LLC | 39K | 51K | 59K | 62K | 63K | 68K | $5M |
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 | 64 | 3,813,832 | — | $276M |
| 2025-Q4 | 52 | 3,028,947 | — | $214M |
| 2025-Q3 | 42 | 2,401,647 | — | $167M |
| 2025-Q2 | 42 | 2,125,126 | — | $141M |
| 2025-Q1 | 33 | 2,243,263 | — | $139M |
| 2024-Q4 | 27 | 1,776,131 | — | $115M |
| 2024-Q3 | 21 | 1,569,870 | — | $101M |
| 2024-Q2 | 15 | 828,545 | — | $49M |
| 2024-Q1 | 6 | 123,825 | — | $8M |
| 2023-Q4 | 4 | 75,459 | — | $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.
