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 | — | 52K | 292K | 395K | 438K | 436K | $10M |
| Janney Montgomery Scott LLC | — | — | — | — | — | 435K | $10M |
| Rockefeller Capital Management L.P. | — | — | — | — | 414K | 392K | $9M |
| COMMONWEALTH EQUITY SERVICES, LLC | 374K | 452K | 491K | 542K | 543K | 338K | $8M |
| Cetera Investment Advisers | — | — | 54K | 150K | 174K | 225K | $5M |
| Advisory Services Network, LLC | — | — | — | 13K | 15K | 156K | $3M |
| Simplicity Wealth,LLC | — | — | — | 101K | 107K | 118K | $3M |
| INDEPENDENT FINANCIAL GROUP, LLC | — | — | — | — | — | 89K | $2M |
| AssuredPartners Investment Advisors, LLC | — | — | — | 11K | 81K | 77K | $2M |
| Integrated Wealth Concepts LLC | — | 12K | 27K | 54K | 61K | 67K | $1M |
| WEDBUSH SECURITIES INC | — | — | — | 50K | 55K | 60K | $1M |
| Visionary Wealth Advisors | — | — | — | — | — | 59K | $1M |
| Cambridge Investment Research Advisors, Inc. | — | — | — | — | 17K | 58K | $1M |
| McKinley Carter Wealth Services, Inc. | — | — | 11K | 34K | 42K | 49K | $1M |
| Opus Financial Solutions LLC | — | — | — | — | 27K | 46K | $1M |
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 | 54 | 3,384,309 | — | $74M |
| 2025-Q4 | 38 | 2,573,949 | — | $59M |
| 2025-Q3 | 27 | 1,670,613 | — | $36M |
| 2025-Q2 | 18 | 1,121,236 | — | $24M |
| 2025-Q1 | 10 | 629,916 | — | $12M |
| 2024-Q4 | 8 | 547,173 | — | $10M |
| 2024-Q3 | 4 | 300,984 | — | $6M |
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.
