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 |
|---|---|---|---|---|---|---|---|
| Beacon Financial Advisory LLC | 89K | 88K | 90K | 91K | 90K | 89K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 44K | 46K | 52K | 56K | 63K | 65K | $2M |
| TRUIST FINANCIAL CORP | 26K | 34K | 37K | 35K | 35K | 35K | $999,407 |
| Fearless Solutions, LLC dba Best Invest | — | — | — | — | 19K | 27K | $755,804 |
| Ausdal Financial Partners, Inc. | 10K | 12K | 13K | 16K | 21K | 24K | $675,157 |
| OSAIC HOLDINGS, INC. | 18K | 23K | 22K | 21K | 22K | 24K | $666,276 |
| Steward Partners Investment Advisory, LLC | — | 2K | 2K | 2K | 8K | 21K | $604,739 |
| IFP Advisors, Inc | — | — | — | — | — | 17K | $485,713 |
| Integrated Wealth Concepts LLC | 14K | 14K | 14K | 14K | — | 14K | $394,792 |
| Aurora Private Wealth, Inc. | — | — | — | — | 26K | 13K | $377,000 |
| Kingsview Wealth Management, LLC | — | — | 7K | 7K | 10K | 11K | $313,091 |
| Sonoma Private Wealth LLC | 19K | 15K | 15K | 14K | 11K | 11K | $307,765 |
| Cambridge Investment Research Advisors, Inc. | 58K | 16K | 8K | 8K | 9K | 9K | $243,000 |
| Capital Analysts, LLC | 3K | 3K | 3K | 3K | 4K | 4K | $107,000 |
| KERR FINANCIAL PLANNING Corp | — | — | — | — | — | 2K | $51,339 |
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 | 23 | 368,622 | — | $10M |
| 2025-Q4 | 26 | 370,551 | — | $11M |
| 2025-Q3 | 21 | 311,913 | — | $9M |
| 2025-Q2 | 18 | 301,175 | — | $9M |
| 2025-Q1 | 16 | 294,253 | — | $8M |
| 2024-Q4 | 14 | 314,762 | — | $9M |
| 2024-Q3 | 15 | 269,519 | — | $8M |
| 2024-Q2 | 15 | 262,729 | — | $7M |
| 2024-Q1 | 10 | 137,971 | — | $4M |
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.
