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 |
|---|---|---|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC | — | — | 11K | 949K | 997K | 1.0M | $93M |
| Insight Advisors, LLC/ PA | 1.9M | 1.9M | 2.0M | 1.9M | 925K | 900K | $82M |
| Empowered Funds, LLC | — | 14K | — | — | 597K | 597K | $54M |
| CONTINUUM WEALTH ADVISORS, LLC | 300K | 310K | 310K | 315K | 354K | 573K | $52M |
| HighTower Advisors, LLC | — | 36K | 225K | 194K | 228K | 222K | $20M |
| CULTIVAR CAPITAL, INC. | 129K | 141K | 150K | 152K | 196K | 202K | $18M |
| Empirical Finance, LLC | 48K | 49K | 209K | 192K | — | 187K | $17M |
| Wealthcare Advisory Partners LLC | 50K | 53K | 165K | 185K | 198K | 187K | $17M |
| HILL ISLAND FINANCIAL LLC | — | — | — | 117K | 136K | 134K | $12M |
| JPL Wealth Management, LLC | — | — | — | — | 107K | 131K | $12M |
| Kathmere Capital Management, LLC | — | — | — | — | 56K | 91K | $8M |
| Strata Wealth Advisors, LLC | — | — | — | — | — | 86K | $8M |
| Maridea Wealth Management LLC | — | — | — | — | 68K | 82K | $7M |
| L.K. Benson & Company, P.C. | 11K | 21K | 35K | 45K | 70K | 77K | $7M |
| Bravias Capital Group, LLC | 9K | 12K | 13K | 19K | 21K | 37K | $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 | 52 | 4,891,874 | — | $443M |
| 2025-Q4 | 48 | 4,304,187 | — | $386M |
| 2025-Q3 | 36 | 4,427,314 | — | $396M |
| 2025-Q2 | 32 | 3,385,753 | — | $301M |
| 2025-Q1 | 29 | 2,875,599 | — | $253M |
| 2024-Q4 | 22 | 2,712,456 | — | $237M |
| 2024-Q3 | 14 | 2,389,744 | — | $207M |
| 2024-Q2 | 7 | 1,996,992 | — | $169M |
| 2024-Q1 | 5 | 1,942,516 | — | $164M |
| 2023-Q4 | 6 | 1,933,873 | — | $161M |
| 2023-Q3 | 3 | 1,775,596 | — | $144M |
| 2023-Q2 | 3 | 1,768,163 | — | $143M |
| 2023-Q1 | 5 | 1,682,483 | — | $130M |
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.
