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 |
|---|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | — | — | — | — | 356K | 518K | $12M |
| Calamos Advisors LLC | — | — | — | — | — | 475K | $11M |
| Calamos Wealth Management LLC | — | — | — | — | 55K | 475K | $11M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 46K | 459K | $11M |
| Strategic Blueprint, LLC | — | — | — | — | 20K | 226K | $5M |
| Cornerstone Wealth, LLC/TN | — | — | — | — | — | 201K | $5M |
| Anfield Capital Management, LLC | — | — | — | — | — | 146K | $3M |
| Redhawk Wealth Advisors, Inc. | — | — | — | — | 48K | 116K | $3M |
| Intrepid Financial Planning Group LLC | — | — | — | — | — | 98K | $2M |
| Millington Financial Advisors, LLC | — | — | — | — | 92K | 87K | $2M |
| Waverly Advisors, LLC | — | — | — | — | — | 50K | $1M |
| Chicago Partners Investment Group LLC | — | — | — | — | 16K | 44K | $1M |
| LexAurum Advisors, LLC | — | — | — | — | — | 42K | $993,018 |
| PFG Investments, LLC | — | — | — | — | — | 39K | $931,204 |
| Private Advisor Group, LLC | — | — | — | — | — | 34K | $810,559 |
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 | 40 | 3,307,521 | — | $80M |
| 2025-Q4 | 18 | 722,883 | — | $18M |
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.
