| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 2,012,4402.0M | $95M | — | ADD 15% |
| 2 | LPL Financial LLC | 141,920141,920 | $7M | — | ADD 14% |
| 3 | Carter Financial Group, INC. | 99,91799,917 | $5M | — | ADD 4% |
| 4 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 42,30442,304 | $2M | — | NEW |
| 5 | Camarda Financial Advisors, LLC | 29,66529,665 | $1M | — | — |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,36129,361 | $1M | — | NEW |
| 7 | Compound Planning, Inc. | 24,84024,840 | $1M | — | TRIM -3% |
| 8 | JANE STREET GROUP, LLC | 20,19320,193 | $953,085 | — | ADD 9% |
| 9 | Signal Advisors Wealth, LLC | 19,29519,295 | $910,701 | — | ADD 16% |
| 10 | HighTower Advisors, LLC | 19,06419,064 | $899,754 | — | ADD 4% |
| 11 | Clearstead Advisors, LLC | 17,50217,502 | $826,073 | — | ADD 6% |
| 12 | Coastal Bridge Advisors, LLC | 14,00514,005 | $661,019 | — | TRIM -3% |
| 13 | Cambridge Investment Research Advisors, Inc. | 13,63913,639 | $644,000 | — | ADD 44% |
| 14 | Berger Financial Group, Inc | 11,83511,835 | $558,591 | — | ADD 12% |
| 15 | MADDEN SECURITIES Corp | 9,2429,242 | $436,211 | — | ADD 17% |
| 16 | FSA Advisors, Inc. | 7,9487,948 | $375,136 | — | NEW |
| 17 | GOLDMAN SACHS GROUP INC | 6,5976,597 | $311,370 | — | NEW |
| 18 | CITADEL ADVISORS LLC | 5,4215,421 | $255,865 | — | NEW |
| 19 | CWM, LLC | 5,3995,399 | $254,846 | — | — |
| 20 | Navis Wealth Advisors, LLC | 5,1195,119 | $241,612 | — | ADD 6% |
| 21 | PRIVATE TRUST CO NA | 4,3054,305 | $203,191 | — | — |
| 22 | Capital Analysts, LLC | 1,2961,296 | $61,000 | — | — |
| 23 | Farther Finance Advisors, LLC | 1,2821,282 | $60,466 | — | NEW |
| 24 | OSAIC HOLDINGS, INC. | 676676 | $31,907 | — | ADD 30% |
| 25 | CoreCap Advisors, LLC | 312312 | $14,726 | — | ADD 11% |
| 26 | NewEdge Advisors, LLC | 12,02412,024 | $12,024 | — | NEW |
| 27 | DHJJ Financial Advisors, Ltd. | 5555 | $2,596 | — | — |
| 28 | UBS Group AG | 1414 | $661 | — | TRIM -96% |
| 29 | MORGAN STANLEY | 22 | $99 | — | ADD 100% |
| 30 | WELLS FARGO & COMPANY/MN | 11 | $37 | — | TRIM -100% |
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 |
|---|---|---|---|---|---|---|---|
| Retirement Planning Group, LLC | 1.0M | 1.4M | 1.5M | 1.6M | 1.8M | 2.0M | $95M |
| LPL Financial LLC | — | 18K | 44K | 79K | 124K | 142K | $7M |
| Carter Financial Group, INC. | — | — | 87K | 90K | 96K | 100K | $5M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | — | — | — | — | — | 42K | $2M |
| Camarda Financial Advisors, LLC | 26K | 28K | 31K | 31K | 30K | 30K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | — | 29K | $1M |
| Compound Planning, Inc. | 17K | 12K | 13K | 12K | 26K | 25K | $1M |
| JANE STREET GROUP, LLC | 18K | 5K | 21K | — | 19K | 20K | $953,085 |
| Signal Advisors Wealth, LLC | — | — | — | — | 17K | 19K | $910,701 |
| HighTower Advisors, LLC | 14K | 16K | 17K | 17K | 18K | 19K | $899,754 |
| Clearstead Advisors, LLC | — | 20K | 21K | 17K | 17K | 18K | $826,073 |
| Coastal Bridge Advisors, LLC | — | — | — | 13K | 14K | 14K | $661,019 |
| Cambridge Investment Research Advisors, Inc. | — | — | 6K | 6K | 9K | 14K | $644,000 |
| Berger Financial Group, Inc | — | 8K | 9K | 10K | 11K | 12K | $558,591 |
| MADDEN SECURITIES Corp | — | — | — | — | 8K | 9K | $436,211 |
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 | 30 | 2,555,673 | — | $120M |
| 2025-Q4 | 29 | 2,185,281 | — | $104M |
| 2025-Q3 | 20 | 1,913,305 | — | $91M |
| 2025-Q2 | 22 | 1,742,188 | — | $82M |
| 2025-Q1 | 16 | 1,502,508 | — | $71M |
| 2024-Q4 | 12 | 1,152,999 | — | $54M |
| 2024-Q3 | 12 | 676,465 | — | $33M |
| 2024-Q2 | 11 | 114,584 | — | $5M |
| 2024-Q1 | 8 | 57,844 | — | $3M |
| 2023-Q4 | 8 | 39,352 | — | $2M |
| 2023-Q3 | 2 | 18,186 | — | $834,792 |
| 2023-Q2 | 2 | 12,162 | — | $584,092 |
| 2022-Q4 | 2 | 4,402 | — | $210,157 |
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.
