| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1,700,0001.7M | $40M | — | NEW |
| 2 | AE Wealth Management LLC | 1,005,2371.0M | $24M | — | TRIM -14% |
| 3 | LPL Financial LLC | 825,521825,521 | $19M | — | ADD 26% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 574,740574,740 | $14M | — | ADD 204% |
| 5 | Elevated Capital Advisors, LLC | 441,417441,417 | $10M | — | — |
| 6 | PRINCIPAL SECURITIES, INC. | 411,536411,536 | $10M | — | ADD 102% |
| 7 | RiverTree Advisors, LLC | 311,262311,262 | $7M | — | — |
| 8 | VanWeelden Wealth Management, LLC | 304,046304,046 | $7M | — | NEW |
| 9 | WEDBUSH SECURITIES INC | 297,732297,732 | $7M | — | ADD 14% |
| 10 | Owen LaRue, LLC | 256,075256,075 | $6M | — | ADD 132% |
| 11 | Key Capital Management, INC | 226,781226,781 | $5M | — | ADD 19% |
| 12 | Orion Porfolio Solutions, LLC | 214,797214,797 | $5M | — | ADD 9% |
| 13 | HOWARD BAILEY SECURITIES, LLC | 173,204173,204 | $4M | — | ADD 11% |
| 14 | Park Edge Advisors, LLC | 140,046140,046 | $3M | — | TRIM -38% |
| 15 | CAPTRUST FINANCIAL ADVISORS | 139,917139,917 | $3M | — | ADD 1017% |
| 16 | B.O.S.S. Retirement Advisors, LLC | 135,332135,332 | $3M | — | ADD 8% |
| 17 | FSA Advisors, Inc. | 120,011120,011 | $3M | — | — |
| 18 | Fiduciary Alliance LLC | 118,006118,006 | $3M | — | NEW |
| 19 | Encompass More Asset Management | 117,407117,407 | $3M | — | ADD 7% |
| 20 | Beacon Capital Management, LLC | 100,518100,518 | $2M | — | TRIM -36% |
| 21 | Impact Partnership Wealth, LLC | 100,402100,402 | $2M | — | ADD 25% |
| 22 | Authentikos Wealth Advisory, LLC | 88,57888,578 | $2M | — | TRIM -7% |
| 23 | Reyes Financial Architecture, Inc. | 87,98087,980 | $2M | — | ADD 764% |
| 24 | SMART Wealth LLC | 86,41786,417 | $2M | — | NEW |
| 25 | WCG Wealth Advisors LLC | 72,61372,613 | $2M | — | TRIM -29% |
| 26 | OSAIC HOLDINGS, INC. | 69,82769,827 | $2M | — | ADD 9% |
| 27 | Blackston Financial Advisory Group, LLC | 68,49268,492 | $2M | — | ADD 17% |
| 28 | LANE BROTHERS & CO INC | 67,15467,154 | $2M | — | — |
| 29 | CreativeOne Wealth, LLC | 62,85662,856 | $1M | — | TRIM -37% |
| 30 | Alpine Bank Wealth Management | 58,27858,278 | $1M | — | ADD 70% |
| 31 | Independent Advisor Alliance | 56,92556,925 | $1M | — | ADD 19% |
| 32 | SteelPeak Wealth, LLC | 53,28453,284 | $1M | — | TRIM -6% |
| 33 | COMPASS CAPITAL CORP /MA/ /ADV | 53,04853,048 | $1M | — | TRIM -32% |
| 34 | Cambridge Advisors Inc. | 51,12051,120 | $1M | — | ADD 4% |
| 35 | Networth Advisors, LLC | 50,49150,491 | $1M | — | ADD 22% |
| 36 | Brookwood Investment Group LLC | 49,99149,991 | $1M | — | ADD 45% |
| 37 | Private Advisor Group, LLC | 44,19044,190 | $1M | — | ADD 227% |
| 38 | Integrated Advisors Network LLC | 42,82942,829 | $1M | — | TRIM -28% |
| 39 | Kestra Advisory Services, LLC | 41,57641,576 | $977,235 | — | TRIM -62% |
| 40 | Redhawk Wealth Advisors, Inc. | 41,25141,251 | $969,606 | — | TRIM -16% |
| 41 | Advisory Services Network, LLC | 38,84838,848 | $913,132 | — | — |
| 42 | TME FINANCIAL, INC. | 38,31138,311 | $900,496 | — | TRIM -39% |
| 43 | Dynamic Advisor Solutions LLC | 37,56337,563 | $882,912 | — | ADD 17% |
| 44 | Moors & Cabot, Inc. | 37,20137,201 | $874,400 | — | ADD 5% |
| 45 | Soltis Investment Advisors LLC | 36,11636,116 | $848,916 | — | ADD 85% |
| 46 | Integrated Wealth Concepts LLC | 34,50434,504 | $811,016 | — | NEW |
| 47 | Cambridge Investment Research Advisors, Inc. | 33,64433,644 | $791,000 | — | ADD 6% |
| 48 | Andina Capital Management, LLC | 33,22533,225 | $780,954 | — | TRIM -11% |
| 49 | Arax Advisory Partners | 32,21532,215 | $757,210 | — | ADD 378% |
| 50 | JANE STREET GROUP, LLC | 30,23830,238 | $710,744 | — | ADD 72% |
| 51 | Sanctuary Advisors, LLC | 30,03630,036 | $705,996 | — | ADD 41% |
| 52 | Legacy Wealth Managment, LLC/ID | 24,66624,666 | $579,776 | — | ADD 17% |
| 53 | Revisor Wealth Management LLC | 24,35824,358 | $572,558 | — | TRIM -6% |
| 54 | Straight Path Wealth Management | 23,64123,641 | $555,682 | — | TRIM -11% |
| 55 | NFSG Corp | 23,35823,358 | $549,030 | — | ADD 71% |
| 56 | COMMONWEALTH EQUITY SERVICES, LLC | 23,29223,292 | $547,470 | — | NEW |
| 57 | HRT FINANCIAL LP | 22,95222,952 | $539,000 | — | ADD 58% |
| 58 | Patten Group, Inc. | 17,01117,011 | $399,844 | — | NEW |
| 59 | Mosley Wealth Management | 16,42016,420 | $391,616 | — | TRIM -20% |
| 60 | WealthCare Asset Management, LLC | 15,70015,700 | $369,035 | — | NEW |
| 61 | Decker Retirement Planning Inc. | 15,55615,556 | $365,647 | — | TRIM -8% |
| 62 | RFG Advisory, LLC | 14,64214,642 | $344,160 | — | TRIM -8% |
| 63 | Foundations Investment Advisors, LLC | 14,17314,173 | $333,145 | — | — |
| 64 | Strategic Blueprint, LLC | 13,63913,639 | $320,585 | — | NEW |
| 65 | Koshinski Asset Management, Inc. | 12,17912,179 | $286,260 | — | ADD 34% |
| 66 | Sage Capital Advisors,llc | 12,13212,132 | $285,168 | — | — |
| 67 | Advisor OS, LLC | 12,05712,057 | $283,393 | — | ADD 34% |
| 68 | WINNOW WEALTH LLC | 11,56111,561 | $271,752 | — | ADD 448% |
| 69 | Farther Finance Advisors, LLC | 10,97410,974 | $258,379 | — | TRIM -84% |
| 70 | Wealthcare Advisory Partners LLC | 10,90410,904 | $256,308 | — | TRIM -3% |
| 71 | POM Investment Strategies, LLC | 10,39310,393 | $244,278 | — | TRIM -96% |
| 72 | LifeWealth Investments, LLC | 9,8679,867 | $231,924 | — | NEW |
| 73 | GFS Advisors, LLC | 8,9708,970 | $210,840 | — | NEW |
| 74 | PNC FINANCIAL SERVICES GROUP, INC. | 6,0006,000 | $141,030 | — | — |
| 75 | Western Wealth Management, LLC | 5,2425,242 | $123,212 | — | NEW |
| 76 | Golden State Wealth Management, LLC | 5,1075,107 | $120,054 | — | — |
| 77 | CWM, LLC | 4,7484,748 | $111,600 | — | ADD 147% |
| 78 | NBC SECURITIES, INC. | 3,1773,177 | $74,675 | — | ADD 78% |
| 79 | HOLLENCREST CAPITAL MANAGEMENT | 2,0902,090 | $49,125 | — | — |
| 80 | PRIVATE TRUST CO NA | 1,5501,550 | $36,433 | — | — |
| 81 | Sound Income Strategies, LLC | 510510 | $12,008 | — | TRIM -76% |
| 82 | Triumph Capital Management | 275275 | $6,464 | — | — |
| 83 | MORGAN STANLEY | 252252 | $5,938 | — | — |
| 84 | HARBOUR INVESTMENTS, INC. | 142142 | $3,338 | — | — |
| 85 | MATHER GROUP, LLC. | 137137 | $3,220 | — | NEW |
| 86 | WELLS FARGO & COMPANY/MN | 11 | $20 | — | — |
| 87 | ROYAL BANK OF CANADA | 44 | $0 | — | 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 |
|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 4.4M | — | — | — | — | 1.7M | $40M |
| AE Wealth Management LLC | 835K | 989K | 1.1M | 1.0M | 1.2M | 1.0M | $24M |
| LPL Financial LLC | 69K | 449K | 474K | 646K | 653K | 826K | $19M |
| ENVESTNET ASSET MANAGEMENT INC | — | 67K | 196K | 139K | 189K | 575K | $14M |
| Elevated Capital Advisors, LLC | 68K | 219K | 219K | 377K | 449K | 441K | $10M |
| PRINCIPAL SECURITIES, INC. | 3K | 3K | 106K | 122K | 204K | 412K | $10M |
| RiverTree Advisors, LLC | — | 116K | 307K | 307K | 315K | 311K | $7M |
| VanWeelden Wealth Management, LLC | — | — | — | — | — | 304K | $7M |
| WEDBUSH SECURITIES INC | 20K | 67K | 177K | 251K | 261K | 298K | $7M |
| Owen LaRue, LLC | — | — | — | — | 110K | 256K | $6M |
| Key Capital Management, INC | — | — | — | — | 191K | 227K | $5M |
| Orion Porfolio Solutions, LLC | — | 148K | 166K | 185K | 198K | 215K | $5M |
| HOWARD BAILEY SECURITIES, LLC | 17K | 129K | 133K | 143K | 156K | 173K | $4M |
| Park Edge Advisors, LLC | 440K | 358K | 360K | 274K | 225K | 140K | $3M |
| CAPTRUST FINANCIAL ADVISORS | — | — | — | — | 13K | 140K | $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 | 87 | 9,620,468 | — | $226M |
| 2025-Q4 | 87 | 7,146,543 | — | $169M |
| 2025-Q3 | 72 | 6,799,173 | — | $162M |
| 2025-Q2 | 81 | 7,405,808 | — | $175M |
| 2025-Q1 | 79 | 7,126,111 | — | $176M |
| 2024-Q4 | 50 | 7,928,170 | — | $195M |
| 2024-Q3 | 33 | 6,358,259 | — | $156M |
| 2024-Q2 | 23 | 4,541,875 | — | $112M |
| 2024-Q1 | 14 | 4,039,970 | — | $101M |
| 2023-Q4 | 7 | 1,480,946 | — | $37M |
| 2023-Q3 | 6 | 389,933 | — | $10M |
| 2023-Q2 | 5 | 451,872 | — | $11M |
| 2023-Q1 | 6 | 388,316 | — | $10M |
| 2022-Q4 | 5 | 58,569 | — |
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.
| $1M |
