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 |
|---|---|---|---|---|---|---|---|
| Evensky & Katz LLC | 4K | 104K | 502K | 697K | 725K | 737K | $55M |
| ENZI WEALTH | 126K | 138K | 139K | 141K | 633K | 677K | $50M |
| Moisand Fitzgerald Tamayo, LLC | 387K | 394K | 430K | 434K | 444K | 445K | $33M |
| AMERICAN CENTURY COMPANIES INC | 240K | 276K | 285K | 306K | 355K | 440K | $33M |
| ECLECTIC ASSOCIATES INC /ADV | 37K | 77K | 122K | 168K | 283K | 408K | $30M |
| Three Arch Wealth Management LLC | — | — | — | — | 372K | 384K | $28M |
| Falcon Wealth Planning | — | — | — | — | — | 318K | $24M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | — | — | — | 218K | 222K | 231K | $17M |
| Family Investment Center, Inc. | — | — | — | — | — | 161K | $12M |
| FINANCIAL MANAGEMENT NETWORK INC | 73K | 100K | 110K | 116K | 131K | 147K | $11M |
| Prosperity Planning, Inc. | 69K | 91K | 109K | 123K | 133K | 146K | $11M |
| WMG Financial Advisors, LLC | 116K | 133K | 139K | 138K | 138K | 138K | $10M |
| COMMERCE BANK | — | — | — | — | — | 124K | $9M |
| IHT Wealth Management, LLC | — | — | — | — | — | 119K | $9M |
| LPL Financial LLC | 60K | 100K | 100K | 103K | 95K | 119K | $9M |
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 | 77 | 5,828,313 | — | $433M |
| 2025-Q4 | 67 | 4,478,546 | — | $321M |
| 2025-Q3 | 54 | 3,150,268 | — | $217M |
| 2025-Q2 | 46 | 2,479,159 | — | $163M |
| 2025-Q1 | 43 | 1,883,781 | — | $115M |
| 2024-Q4 | 27 | 1,286,791 | — | $85M |
| 2024-Q3 | 20 | 1,039,194 | — | $67M |
| 2024-Q2 | 14 | 383,191 | — | $23M |
| 2024-Q1 | 6 | 247,323 | — | $15M |
| 2023-Q4 | 2 | 168,771 | — | $9M |
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.
