| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 2,711,5192.7M | $88M | — | TRIM -3% |
| 2 | Arkadios Wealth Advisors | 58,07558,075 | $2M | — | — |
| 3 | GTS SECURITIES LLC | 36,81836,818 | $1M | — | ADD 46% |
| 4 | Chris Bulman Inc | 21,04621,046 | $684,103 | — | TRIM -2% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,42520,425 | $663,919 | — | NEW |
| 6 | Simplicity Wealth,LLC | 14,66114,661 | $476,554 | — | TRIM -5% |
| 7 | FSA Advisors, Inc. | 10,53510,535 | $342,442 | — | ADD 5% |
| 8 | Gradient Investments LLC | 7,5757,575 | $246,227 | — | NEW |
| 9 | Impact Partnership Wealth, LLC | 6,4346,434 | $209,139 | — | — |
| 10 | HARBOUR INVESTMENTS, INC. | 4,7464,746 | $154,270 | — | ADD 472% |
| 11 | UBS Group AG | 2,1312,131 | $69,268 | — | ADD 360% |
| 12 | Anfield Capital Management, LLC | 1,1811,181 | $38,389 | — | — |
| 13 | OSAIC HOLDINGS, INC. | 838838 | $27,243 | — | — |
| 14 | ARMSTRONG ADVISORY GROUP, INC | 576576 | $18,723 | — | — |
| 15 | AE Wealth Management LLC | 4646 | $1,495 | — | TRIM -66% |
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 |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 2.6M | 2.8M | 3.1M | 2.9M | 2.8M | 2.7M | $88M |
| Arkadios Wealth Advisors | — | 43K | 47K | 55K | 59K | 58K | $2M |
| GTS SECURITIES LLC | 7K | 24K | 37K | 24K | 25K | 37K | $1M |
| Chris Bulman Inc | 23K | 24K | 23K | 20K | 22K | 21K | $684,103 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | 7K | — | — | — | 20K | $663,919 |
| Simplicity Wealth,LLC | — | 14K | 28K | 17K | 15K | 15K | $476,554 |
| FSA Advisors, Inc. | — | 7K | 9K | — | 10K | 11K | $342,442 |
| Gradient Investments LLC | — | — | — | — | — | 8K | $246,227 |
| Impact Partnership Wealth, LLC | 12K | 7K | — | 7K | 7K | 6K | $209,139 |
| HARBOUR INVESTMENTS, INC. | — | — | 959 | 829 | 829 | 5K | $154,270 |
| UBS Group AG | 435 | 1K | 142 | 523 | 463 | 2K | $69,268 |
| Anfield Capital Management, LLC | — | 1K | 1K | 1K | 1K | 1K | $38,389 |
| OSAIC HOLDINGS, INC. | 838 | 838 | 838 | 838 | 838 | 838 | $27,243 |
| ARMSTRONG ADVISORY GROUP, INC | — | — | — | — | 576 | 576 | $18,723 |
| AE Wealth Management LLC | — | — | — | — | 134 | 46 | $1,495 |
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 | 15 | 2,896,606 | — | $94M |
| 2025-Q4 | 19 | 2,989,310 | — | $97M |
| 2025-Q3 | 10 | 3,018,752 | — | $96M |
| 2025-Q2 | 13 | 3,233,433 | — | $103M |
| 2025-Q1 | 14 | 2,892,862 | — | $90M |
| 2024-Q4 | 10 | 2,611,074 | — | $80M |
| 2024-Q3 | 8 | 2,524,017 | — | $80M |
| 2024-Q2 | 14 | 2,583,458 | — | $78M |
| 2024-Q1 | 9 | 2,438,577 | — | $74M |
| 2023-Q4 | 6 | 2,302,551 | — | $65M |
| 2023-Q3 | 2 | 90,028 | — | $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.
