| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 1,971,7152.0M | $40M | — | ADD 1882% |
| 2 | Invesco Ltd. | 891,218891,218 | $18M | — | ADD 8% |
| 3 | COOKSON PEIRCE & CO INC | 536,065536,065 | $11M | — | — |
| 4 | LPL Financial LLC | 381,734381,734 | $8M | — | ADD 200% |
| 5 | Carolina Wealth Advisors, LLC | 287,691287,691 | $6M | — | TRIM -2% |
| 6 | GILL CAPITAL PARTNERS, LLC | 198,853198,853 | $4M | — | ADD 30% |
| 7 | STEPHENS INC /AR/ | 165,848165,848 | $3M | — | ADD 140% |
| 8 | CITADEL ADVISORS LLC | 153,760153,760 | $3M | — | NEW |
| 9 | Carroll Advisory Group, LLC | 146,646146,646 | $3M | — | ADD 110% |
| 10 | Sanctuary Advisors, LLC | 142,737142,737 | $3M | — | — |
| 11 | Clark Asset Management, LLC | 138,342138,342 | $3M | — | ADD 36% |
| 12 | Atria Investments, Inc | 135,376135,376 | $3M | — | TRIM -3% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 131,187131,187 | $3M | — | NEW |
| 14 | BCS Wealth Management | 121,711121,711 | $2M | — | TRIM -47% |
| 15 | ROYAL BANK OF CANADA | 119,591119,591 | $2M | — | ADD 31% |
| 16 | Equitable Holdings, Inc. | 115,342115,342 | $2M | — | ADD 48% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 115,057115,057 | $2M | — | ADD 61% |
| 18 | JANE STREET GROUP, LLC | 110,372110,372 | $2M | — | ADD 108% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 101,947101,947 | $2M | — | TRIM -16% |
| 20 | MORGAN STANLEY | 92,71992,719 | $2M | — | ADD 8314% |
| 21 | Ellevest, Inc. | 89,66889,668 | $2M | — | — |
| 22 | Infinity Wealth Counsel, LLC | 77,37077,370 | $2M | — | ADD 4% |
| 23 | Cetera Investment Advisers | 75,78075,780 | $2M | — | ADD 25% |
| 24 | MONECO ADVISORS, LLC | 70,14470,144 | $1M | — | ADD 114% |
| 25 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 68,23368,233 | $1M | — | ADD 10% |
| 26 | OSAIC HOLDINGS, INC. | 62,89762,897 | $1M | — | ADD 165% |
| 27 | BANK OF AMERICA CORP /DE/ | 59,97059,970 | $1M | — | NEW |
| 28 | Golden Reserve Retirement LLC | 51,58551,585 | $1M | — | ADD 136% |
| 29 | MML INVESTORS SERVICES, LLC | 45,34145,341 | $930,402 | — | TRIM -9% |
| 30 | River Wealth Advisors LLC | 41,88841,888 | $859,542 | — | ADD 328% |
| 31 | Farther Finance Advisors, LLC | 41,41641,416 | $850,465 | — | NEW |
| 32 | NOVARE CAPITAL MANAGEMENT LLC | 40,08440,084 | $822,524 | — | ADD 21% |
| 33 | CFG Wealth Management Services, Inc. | 37,44037,440 | $768,269 | — | ADD 35% |
| 34 | Ledgewood Wealth Advisors, LLC | 37,20637,206 | $763,467 | — | ADD 23% |
| 35 | HUB Investment Partners, LLC | 37,01037,010 | $759,452 | — | ADD 13% |
| 36 | HighTower Advisors, LLC | 35,42135,421 | $726,849 | — | ADD 4% |
| 37 | Opulen Financial Group LLC | 26,97426,974 | $553,500 | — | NEW |
| 38 | Hobbs Group Advisors, LLC | 19,47619,476 | $399,639 | — | — |
| 39 | GOLDMAN SACHS GROUP INC | 17,88517,885 | $367,000 | — | NEW |
| 40 | STIFEL FINANCIAL CORP | 17,74617,746 | $364,134 | — | ADD 5% |
| 41 | Independence Bank of Kentucky | 17,54517,545 | $360,023 | — | NEW |
| 42 | DAVIS R M INC | 16,87416,874 | $346,255 | — | ADD 16% |
| 43 | Legacy Wealth Partners, LLC | 16,28516,285 | $334,168 | — | ADD 2% |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 16,11616,116 | $330,690 | — | NEW |
| 45 | YANKCOM Partnership | 13,41013,410 | $275,174 | — | ADD 4% |
| 46 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13,23413,234 | $271,756 | — | ADD 10% |
| 47 | Kohmann Bosshard Financial Services, LLC | 11,60211,602 | $238,073 | — | ADD 26% |
| 48 | SAWGRASS ASSET MANAGEMENT LLC | 11,60011,600 | $238,032 | — | — |
| 49 | Redmond Asset Management, LLC | 11,26111,261 | $231,076 | — | NEW |
| 50 | UBS Group AG | 10,51510,515 | $215,767 | — | NEW |
| 51 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,5439,543 | $195,822 | — | NEW |
| 52 | Asset Dedication, LLC | 8,7318,731 | $179,163 | — | NEW |
| 53 | NorthAvenue LLC | 7,9397,939 | $162,911 | — | NEW |
| 54 | MAI Capital Management | 6,7776,777 | $139,065 | — | ADD 11% |
| 55 | Davis Capital Management | 6,7696,769 | $138,900 | — | ADD 60% |
| 56 | Marquette Asset Management, LLC | 4,7354,735 | $97,163 | — | ADD 9% |
| 57 | Addison Advisors LLC | 2,8812,881 | $59,119 | — | NEW |
| 58 | Capital Analysts, LLC | 2,6432,643 | $54,000 | — | NEW |
| 59 | Advisory Services Network, LLC | 2,0762,076 | $42,600 | — | NEW |
| 60 | Global Wealth Strategies & Associates | 1,4601,460 | $29,959 | — | ADD 9% |
| 61 | Smithfield Trust Co | 1,0171,017 | $21,000 | — | — |
| 62 | FIFTH THIRD BANCORP | 450450 | $9,234 | — | NEW |
| 63 | Key Financial Inc | 100100 | $2,052 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | — | — | — | 51K | 99K | 2.0M | $40M |
| Invesco Ltd. | — | — | — | — | 829K | 891K | $18M |
| COOKSON PEIRCE & CO INC | — | — | — | — | 537K | 536K | $11M |
| LPL Financial LLC | — | — | — | — | 127K | 382K | $8M |
| Carolina Wealth Advisors, LLC | — | — | 15K | 297K | 294K | 288K | $6M |
| GILL CAPITAL PARTNERS, LLC | — | — | — | 49K | 153K | 199K | $4M |
| STEPHENS INC /AR/ | — | — | — | 32K | 69K | 166K | $3M |
| CITADEL ADVISORS LLC | — | — | — | 68K | — | 154K | $3M |
| Carroll Advisory Group, LLC | — | — | — | — | 70K | 147K | $3M |
| Sanctuary Advisors, LLC | — | — | — | — | 141K | 143K | $3M |
| Clark Asset Management, LLC | — | — | — | 50K | 102K | 138K | $3M |
| Atria Investments, Inc | — | — | — | — | 139K | 135K | $3M |
| JONES FINANCIAL COMPANIES LLLP | — | — | — | — | — | 131K | $3M |
| BCS Wealth Management | — | — | — | — | 231K | 122K | $2M |
| ROYAL BANK OF CANADA | — | — | — | 8K | 91K | 120K | $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 | 63 | 7,205,008 | — | $148M |
| 2025-Q4 | 48 | 4,341,915 | — | $90M |
| 2025-Q3 | 17 | 730,844 | — | $15M |
| 2025-Q2 | 1 | 15,164 | — | $310,786 |
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.
