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 |
|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | 561K | 467K | 578K | 669K | 1.0M | 1.3M | $91M |
| Clearwater Capital Advisors, LLC | — | — | 401K | 406K | 408K | 465K | $31M |
| MERCER GLOBAL ADVISORS INC /ADV | — | — | 202K | 324K | 334K | 346K | $23M |
| Vestment Financial LLC | — | — | 89K | 218K | 224K | 222K | $17M |
| Trajan Wealth LLC | 228K | 234K | 228K | 218K | 209K | 206K | $14M |
| Pacific Sage Partners, LLC | — | — | — | 148K | 149K | 147K | $10M |
| CITADEL ADVISORS LLC | — | 33K | 25K | 8K | 46K | 145K | $10M |
| Wealthcare Advisory Partners LLC | — | 72K | 71K | 96K | 109K | 134K | $9M |
| TOUNJIAN ADVISORY PARTNERS, LLC | — | 87K | 86K | 82K | 80K | 75K | $5M |
| Avior Wealth Management, LLC | — | 44K | 104K | 88K | 73K | 70K | $5M |
| Mach-1 Financial Group, LLC | — | — | 6K | — | 50K | 63K | $4M |
| Ridgeline Wealth, LLC | 44K | 46K | 54K | 58K | 60K | 58K | $4M |
| LPL Financial LLC | — | — | — | — | 4K | 50K | $3M |
| JANE STREET GROUP, LLC | 22K | — | 91K | — | 10K | 42K | $3M |
| JPMORGAN CHASE & CO | 44K | 45K | 53K | 89K | 45K | 42K | $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 | 63 | 3,835,275 | — | $261M |
| 2025-Q4 | 53 | 3,101,354 | — | $198M |
| 2025-Q3 | 43 | 2,620,248 | — | $157M |
| 2025-Q2 | 42 | 2,294,485 | — | $130M |
| 2025-Q1 | 29 | 1,237,300 | — | $61M |
| 2024-Q4 | 20 | 1,031,622 | — | $51M |
| 2024-Q3 | 18 | 901,331 | — | $49M |
| 2024-Q2 | 10 | 88,999 | — | $5M |
| 2024-Q1 | 1 | 40,000 | — | $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.
