| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Rockport Wealth LLC | 3,684,5653.7M | $75M | — | ADD 148% |
| 2 | McIlrath & Eck, LLC | 1,821,9411.8M | $37M | — | — |
| 3 | STIFEL FINANCIAL CORP | 1,274,2511.3M | $26M | — | ADD 99% |
| 4 | UPTICK PARTNERS, LLC | 1,051,1081.1M | $21M | — | ADD 18% |
| 5 | JONES FINANCIAL COMPANIES LLLP | 509,305509,305 | $10M | — | ADD 13% |
| 6 | Copia Wealth Management | 475,568475,568 | $10M | — | ADD 19% |
| 7 | Farther Finance Advisors, LLC | 443,453443,453 | $9M | — | ADD 279% |
| 8 | Orion Porfolio Solutions, LLC | 318,427318,427 | $6M | — | ADD 54% |
| 9 | Cambridge Investment Research Advisors, Inc. | 301,994301,994 | $6M | — | TRIM -5% |
| 10 | Grantvest Financial Group LLC | 237,273237,273 | $5M | — | — |
| 11 | OxenFree Capital LLC | 231,322231,322 | $5M | — | ADD 7% |
| 12 | TCFG WEALTH MANAGEMENT, LLC | 211,159211,159 | $4M | — | ADD 524% |
| 13 | TCFG Investment Advisors, LLC | 211,159211,159 | $4M | — | NEW |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 189,651189,651 | $4M | — | ADD 729% |
| 15 | Advyzon Investment Management, LLC | 163,874163,874 | $3M | — | TRIM -28% |
| 16 | MML INVESTORS SERVICES, LLC | 156,993156,993 | $3M | — | ADD 312% |
| 17 | WMG Financial Advisors, LLC | 155,210155,210 | $3M | — | ADD 1142% |
| 18 | Haven Private, LLC | 134,170134,170 | $3M | — | ADD 51% |
| 19 | OSAIC HOLDINGS, INC. | 132,079132,079 | $3M | — | ADD 3% |
| 20 | TCP Asset Management, LLC | 122,956122,956 | $2M | — | TRIM -4% |
| 21 | Tidal Investments LLC | 115,081115,081 | $2M | — | NEW |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 91,29291,292 | $2M | — | TRIM -33% |
| 23 | Integrated Advisors Network LLC | 89,00489,004 | $2M | — | ADD 82% |
| 24 | Prostatis Group LLC | 87,20987,209 | $2M | — | — |
| 25 | Ergawealth Advisors, Inc. | 83,09783,097 | $2M | — | ADD 110% |
| 26 | HighTower Advisors, LLC | 82,83982,839 | $2M | — | ADD 373% |
| 27 | Essex Financial Services, Inc. | 76,69276,692 | $2M | — | ADD 11% |
| 28 | THRYVE WEALTH MANAGEMENT LLC | 71,65871,658 | $1M | — | TRIM -8% |
| 29 | J.W. COLE ADVISORS, INC. | 67,65367,653 | $1M | — | ADD 11% |
| 30 | B. Riley Wealth Advisors, Inc. | 60,69660,696 | $1M | — | ADD 89% |
| 31 | Fiscal Wisdom Wealth Management, LLC | 60,52860,528 | $1M | — | ADD 131% |
| 32 | Atria Investments, Inc | 51,24051,240 | $1M | — | ADD 107% |
| 33 | Realta Investment Advisors | 49,15549,155 | $995,134 | — | ADD 107% |
| 34 | Ethos Financial Group, LLC | 45,71045,710 | $924,933 | — | ADD 9% |
| 35 | Ascent Advisors, LLC | 44,33344,333 | $897,522 | — | NEW |
| 36 | Authentikos Wealth Advisory, LLC | 40,73940,739 | $824,761 | — | TRIM -14% |
| 37 | Kovack Advisors, Inc. | 39,56639,566 | $800,652 | — | ADD 111% |
| 38 | Summit Financial, LLC | 36,54636,546 | $739,873 | — | TRIM -62% |
| 39 | Stratos Wealth Advisors, LLC | 35,96735,967 | $728,168 | — | TRIM -73% |
| 40 | CITADEL ADVISORS LLC | 35,31635,316 | $714,972 | — | NEW |
| 41 | BANK OF MONTREAL /CAN/ | 34,01434,014 | $688,613 | — | NEW |
| 42 | Brookwood Investment Group LLC | 31,39831,398 | $635,647 | — | TRIM -37% |
| 43 | Independent Wealth Network Inc. | 30,57130,571 | $618,910 | — | ADD 30% |
| 44 | CLG LLC | 27,75527,755 | $561,902 | — | — |
| 45 | HICKS CAPITAL MANAGEMENT LLC | 26,87726,877 | $544,125 | — | TRIM -43% |
| 46 | Belpointe Asset Management LLC | 26,02426,024 | $526,860 | — | ADD 36% |
| 47 | Cannon Advisors, Inc. | 25,03525,035 | $506,833 | — | TRIM -44% |
| 48 | Simplicity Wealth,LLC | 24,70024,700 | $500,052 | — | ADD 15% |
| 49 | Compound Planning, Inc. | 19,24219,242 | $389,554 | — | ADD 4% |
| 50 | Estate Planners Group, LLC | 16,37116,371 | $331,438 | — | — |
| 51 | CAPTRUST FINANCIAL ADVISORS | 16,34616,346 | $330,925 | — | — |
| 52 | Balboa Wealth Partners | 15,90515,905 | $321,997 | — | — |
| 53 | HIGHLINE WEALTH PARTNERS LLC | 15,70015,700 | $317,847 | — | NEW |
| 54 | Trilogy Capital Inc. | 14,92614,926 | $302,177 | — | ADD 17% |
| 55 | INTEGRITY ALLIANCE, LLC. | 14,60914,609 | $295,766 | — | — |
| 56 | GWN SECURITIES INC. | 14,07914,079 | $285,048 | — | — |
| 57 | Mutual Advisors, LLC | 12,24012,240 | $247,796 | — | TRIM -63% |
| 58 | Fisher Asset Management, LLC | 12,05912,059 | $244,134 | — | NEW |
| 59 | Steward Partners Investment Advisory, LLC | 10,59910,599 | $214,577 | — | NEW |
| 60 | JANE STREET GROUP, LLC | 10,51710,517 | $212,917 | — | TRIM -41% |
| 61 | TECTONIC ADVISORS LLC | 10,25010,250 | $207,511 | — | NEW |
| 62 | HOWE & RUSLING INC | 5,5005,500 | $111,348 | — | NEW |
| 63 | NewEdge Advisors, LLC | 97,50397,503 | $97,503 | — | ADD 109% |
| 64 | CWM, LLC | 3,6943,694 | $74,785 | — | TRIM -64% |
| 65 | IFP Advisors, Inc | 1,5801,580 | $31,987 | — | NEW |
| 66 | NBC SECURITIES, INC. | 419419 | $8,482 | — | TRIM -35% |
| 67 | MORGAN STANLEY | 289289 | $5,851 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Rockport Wealth LLC | — | — | 11K | 1.2M | 1.5M | 3.7M | $75M |
| McIlrath & Eck, LLC | 1.8M | 1.9M | 1.8M | 1.9M | 1.8M | 1.8M | $37M |
| STIFEL FINANCIAL CORP | 215K | 381K | 865K | 656K | 641K | 1.3M | $26M |
| UPTICK PARTNERS, LLC | 569K | 816K | 988K | 937K | 889K | 1.1M | $21M |
| JONES FINANCIAL COMPANIES LLLP | — | 27K | 76K | 174K | 450K | 509K | $10M |
| Copia Wealth Management | 233K | 264K | 329K | 357K | 399K | 476K | $10M |
| Farther Finance Advisors, LLC | — | — | — | 80K | 117K | 443K | $9M |
| Orion Porfolio Solutions, LLC | 15K | 86K | 189K | 186K | 207K | 318K | $6M |
| Cambridge Investment Research Advisors, Inc. | 110K | 166K | 257K | 334K | 316K | 302K | $6M |
| Grantvest Financial Group LLC | 155K | 187K | 246K | 240K | 236K | 237K | $5M |
| OxenFree Capital LLC | 209K | 215K | 238K | 206K | 216K | 231K | $5M |
| TCFG WEALTH MANAGEMENT, LLC | — | — | — | — | 34K | 211K | $4M |
| TCFG Investment Advisors, LLC | — | — | — | — | — | 211K | $4M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 19K | 28K | 23K | 190K | $4M |
| Advyzon Investment Management, LLC | 223K | 297K | 317K | 327K | 227K | 164K | $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 | 67 | 13,608,981 | — | $274M |
| 2025-Q4 | 64 | 8,992,826 | — | $182M |
| 2025-Q3 | 56 | 8,060,767 | — | $164M |
| 2025-Q2 | 58 | 8,284,066 | — | $168M |
| 2025-Q1 | 48 | 6,645,479 | — | $135M |
| 2024-Q4 | 39 | 5,572,516 | — | $113M |
| 2024-Q3 | 28 | 3,898,871 | — | $79M |
| 2024-Q2 | 26 | 3,564,113 | — | $72M |
| 2024-Q1 | 19 | 3,032,355 | — | $61M |
| 2023-Q4 | 17 | 2,154,862 | — | $44M |
| 2023-Q3 | 5 | 1,357,564 | — | $27M |
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.
