| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 449,502449,502 | $12M | — | TRIM -15% |
| 2 | CWM, LLC | 446,576446,576 | $12M | — | ADD 316% |
| 3 | VanWeelden Wealth Management, LLC | 381,918381,918 | $10M | — | TRIM -29% |
| 4 | Visionary Wealth Advisors | 280,589280,589 | $7M | — | ADD 103% |
| 5 | Triad Wealth Partners, LLC | 273,585273,585 | $7M | — | ADD 73% |
| 6 | Orion Porfolio Solutions, LLC | 194,160194,160 | $5M | — | ADD 640% |
| 7 | ATX Financial Planning, LLC | 192,402192,402 | $5M | — | ADD 9% |
| 8 | Kestra Advisory Services, LLC | 192,340192,340 | $5M | — | ADD 307% |
| 9 | Sigma Planning Corp | 173,818173,818 | $5M | — | ADD 3% |
| 10 | Balance Wealth, LLC | 150,758150,758 | $4M | — | NEW |
| 11 | Brookstone Capital Management | 135,875135,875 | $4M | — | ADD 4% |
| 12 | Cambridge Investment Research Advisors, Inc. | 110,968110,968 | $3M | — | ADD 312% |
| 13 | Signal Advisors Wealth, LLC | 95,51195,511 | $3M | — | ADD 8% |
| 14 | Maia Wealth LLC | 79,33279,332 | $2M | — | TRIM -6% |
| 15 | Farther Finance Advisors, LLC | 70,31870,318 | $2M | — | ADD 2840% |
| 16 | Encompass More Asset Management | 65,60765,607 | $2M | — | ADD 195% |
| 17 | PLANWISER FINANCIAL, LLC | 50,26850,268 | $1M | — | ADD 47% |
| 18 | SIGNATUREFD, LLC | 47,85347,853 | $1M | — | — |
| 19 | Sovran Advisors, LLC | 37,45137,451 | $989,858 | — | — |
| 20 | Cetera Investment Advisers | 37,39037,390 | $985,597 | — | ADD 18% |
| 21 | Atria Investments, Inc | 35,54435,544 | $936,940 | — | NEW |
| 22 | JANE STREET GROUP, LLC | 35,42335,423 | $933,750 | — | ADD 40% |
| 23 | MORGAN STANLEY | 34,30934,309 | $904,385 | — | NEW |
| 24 | OSAIC HOLDINGS, INC. | 29,40229,402 | $775,037 | — | ADD 237% |
| 25 | MML INVESTORS SERVICES, LLC | 26,35526,355 | $694,705 | — | NEW |
| 26 | Ashton Thomas Private Wealth, LLC | 25,42625,426 | $670,229 | — | TRIM -28% |
| 27 | World Investment Advisors | 24,52524,525 | $646,480 | — | NEW |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22,31522,315 | $588,893 | — | NEW |
| 29 | WEALTHGARDEN F.S. LLC | 20,56520,565 | $542,102 | — | ADD 88% |
| 30 | HARBOUR INVESTMENTS, INC. | 19,15019,150 | $504,802 | — | TRIM -74% |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,29918,299 | $482,362 | — | NEW |
| 32 | Merit Financial Group, LLC | 17,54117,541 | $462,381 | — | NEW |
| 33 | Range Financial Group LLC | 16,22216,222 | $427,612 | — | NEW |
| 34 | INDEPENDENT FINANCIAL GROUP, LLC | 15,73215,732 | $414,696 | — | ADD 17% |
| 35 | Focus Partners Wealth | 14,28014,280 | $376,421 | — | NEW |
| 36 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 14,16914,169 | $373,495 | — | NEW |
| 37 | SeaCrest Wealth Management, LLC | 13,25013,250 | $349,270 | — | — |
| 38 | Ausdal Financial Partners, Inc. | 13,14813,148 | $346,581 | — | NEW |
| 39 | Advyzon Investment Management, LLC | 12,93012,930 | $340,835 | — | NEW |
| 40 | Accurate Wealth Management, LLC | 12,85712,857 | $338,993 | — | ADD 25% |
| 41 | Inspire Advisors, LLC | 12,22312,223 | $322,198 | — | NEW |
| 42 | NewCorp Financial Services, Inc. | 11,26311,263 | $296,905 | — | NEW |
| 43 | BridgePort Financial Solutions, LLC | 10,54410,544 | $277,940 | — | ADD 37% |
| 44 | Vantage Point Financial LLC | 9,7419,741 | $256,773 | — | NEW |
| 45 | Concurrent Investment Advisors, LLC | 8,3608,360 | $220,370 | — | NEW |
| 46 | AE Wealth Management LLC | 6,7046,704 | $176,717 | — | NEW |
| 47 | Legacy Wealth Managment, LLC/ID | 6,6016,601 | $174,003 | — | NEW |
| 48 | Sound Income Strategies, LLC | 4,3534,353 | $114,789 | — | NEW |
| 49 | RED REEF ADVISORS LLC | 4,1404,140 | $109,130 | — | NEW |
| 50 | UBS Group AG | 1,3891,389 | $36,614 | — | NEW |
| 51 | IFP Advisors, Inc | 5050 | $1,318 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | 529K | 531K | 450K | $12M |
| CWM, LLC | — | — | — | — | 107K | 447K | $12M |
| VanWeelden Wealth Management, LLC | — | — | — | 528K | 539K | 382K | $10M |
| Visionary Wealth Advisors | — | — | — | 29K | 138K | 281K | $7M |
| Triad Wealth Partners, LLC | — | — | 27K | 105K | 158K | 274K | $7M |
| Orion Porfolio Solutions, LLC | — | — | — | — | 26K | 194K | $5M |
| ATX Financial Planning, LLC | — | — | — | — | 177K | 192K | $5M |
| Kestra Advisory Services, LLC | — | — | 21K | 47K | 47K | 192K | $5M |
| Sigma Planning Corp | — | — | 150K | 172K | 169K | 174K | $5M |
| Balance Wealth, LLC | — | — | — | — | — | 151K | $4M |
| Brookstone Capital Management | — | — | — | 76K | 130K | 136K | $4M |
| Cambridge Investment Research Advisors, Inc. | — | — | 19K | 19K | 27K | 111K | $3M |
| Signal Advisors Wealth, LLC | — | — | 43K | 67K | 88K | 96K | $3M |
| Maia Wealth LLC | — | — | 64K | 78K | 84K | 79K | $2M |
| Farther Finance Advisors, LLC | — | — | — | 590 | 2K | 70K | $2M |
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 | 51 | 3,963,031 | — | $104M |
| 2025-Q4 | 32 | 2,652,044 | — | $71M |
| 2025-Q3 | 21 | 1,853,626 | — | $49M |
| 2025-Q2 | 9 | 366,025 | — | $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.
