| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 1,150,2741.2M | $29M | — | TRIM -49% |
| 2 | LPL Financial LLC | 1,003,9041.0M | $26M | — | ADD 57% |
| 3 | Carmel Capital Partners, LLC | 381,723381,723 | $10M | — | ADD 62% |
| 4 | Copia Wealth Management | 259,814259,814 | $7M | — | ADD 42% |
| 5 | Fortis Group Advisors, LLC | 144,785144,785 | $4M | — | ADD 164% |
| 6 | Spectrum Asset Management, Inc. (NB/CA) | 115,403115,403 | $3M | — | TRIM -79% |
| 7 | Arax Advisory Partners | 106,406106,406 | $3M | — | TRIM -4% |
| 8 | WMG Financial Advisors, LLC | 89,74789,747 | $2M | — | TRIM -14% |
| 9 | Inspire Advisors, LLC | 86,00086,000 | $2M | — | TRIM -7% |
| 10 | Black Swift Group, LLC | 81,95581,955 | $2M | — | TRIM -17% |
| 11 | Farther Finance Advisors, LLC | 70,26570,265 | $2M | — | NEW |
| 12 | WESPAC Advisors, LLC | 59,76859,768 | $2M | — | ADD 22% |
| 13 | Janney Montgomery Scott LLC | 56,17756,177 | $1M | — | ADD 13% |
| 14 | Valeo Financial Advisors, LLC | 50,00050,000 | $1M | — | — |
| 15 | J.W. COLE ADVISORS, INC. | 44,64644,646 | $1M | — | ADD 56% |
| 16 | BANK OF MONTREAL /CAN/ | 35,95435,954 | $919,344 | — | NEW |
| 17 | IHT Wealth Management, LLC | 32,72932,729 | $836,882 | — | NEW |
| 18 | B. Riley Wealth Advisors, Inc. | 32,50132,501 | $830,887 | — | ADD 45% |
| 19 | PRIVATE TRUST CO NA | 28,45628,456 | $727,620 | — | ADD 93% |
| 20 | Beverly Hills Private Wealth, LLC | 28,36728,367 | $725,344 | — | NEW |
| 21 | Integrated Advisors Network LLC | 27,58427,584 | $705,320 | — | ADD 110% |
| 22 | CITADEL ADVISORS LLC | 26,53426,534 | $678,474 | — | ADD 46% |
| 23 | Silverleafe Capital Partners, LLC | 26,34326,343 | $673,578 | — | ADD 15% |
| 24 | GRIFFIN ASSET MANAGEMENT, INC. | 24,89624,896 | $636,591 | — | TRIM -6% |
| 25 | Prostatis Group LLC | 24,08624,086 | $615,882 | — | — |
| 26 | Rockport Wealth LLC | 23,60023,600 | $603,451 | — | ADD 54% |
| 27 | Estate Planners Group, LLC | 19,21919,219 | $491,418 | — | ADD 322% |
| 28 | HighTower Advisors, LLC | 19,20019,200 | $490,944 | — | ADD 35% |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 19,09819,098 | $488,330 | — | NEW |
| 30 | INSIGNEO ADVISORY SERVICES, LLC | 17,95117,951 | $459,007 | — | ADD 53% |
| 31 | Koshinski Asset Management, Inc. | 13,81813,818 | $353,326 | — | ADD 13% |
| 32 | ROYAL BANK OF CANADA | 13,15713,157 | $337,000 | — | TRIM -84% |
| 33 | Sequoia Financial Advisors, LLC | 12,55612,556 | $321,051 | — | — |
| 34 | PRIMORIS WEALTH ADVISORS, LLC | 12,45012,450 | $318,348 | — | ADD 11% |
| 35 | Blue Water Asset Management | 12,10812,108 | $309,601 | — | — |
| 36 | LeClair Wealth Partners LLC | 12,10812,108 | $309,601 | — | NEW |
| 37 | FOURPATH CAPITAL MANAGEMENT, LLC | 11,83011,830 | $302,493 | — | TRIM -98% |
| 38 | Cambridge Investment Research Advisors, Inc. | 11,33311,333 | $290,000 | — | NEW |
| 39 | Strait & Sound Wealth Management LLC | 8,9238,923 | $228,161 | — | TRIM -40% |
| 40 | Steward Partners Investment Advisory, LLC | 7,1977,197 | $184,027 | — | ADD 12% |
| 41 | Elevated Capital Advisors, LLC | 5,9735,973 | $152,742 | — | TRIM -22% |
| 42 | BELLEVUE ASSET MANAGEMENT, LLC | 4,6574,657 | $119,079 | — | NEW |
| 43 | CWM, LLC | 3,5143,514 | $89,853 | — | TRIM -5% |
| 44 | MORGAN STANLEY | 1,5651,565 | $40,027 | — | NEW |
| 45 | FIFTH THIRD BANCORP | 1,4871,487 | $38,023 | — | NEW |
| 46 | HARBOUR INVESTMENTS, INC. | 1,2501,250 | $31,963 | — | — |
| 47 | OSAIC HOLDINGS, INC. | 1,1951,195 | $30,556 | — | — |
| 48 | AE Wealth Management LLC | 1,0421,042 | $26,668 | — | TRIM -24% |
| 49 | NewEdge Advisors, LLC | 15,54015,540 | $20,653 | — | — |
| 50 | Rossby Financial, LCC | 128128 | $3,274 | — | — |
| 51 | SHP Wealth Management | 105105 | $2,685 | — | — |
| 52 | Quest 10 Wealth Builders, Inc. | 8787 | $2,225 | — | — |
| 53 | Spurstone Advisory Services, LLC | 1313 | $332 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 2.3M | 2.3M | 2.3M | 2.3M | 2.3M | 1.2M | $29M |
| LPL Financial LLC | — | — | — | — | 640K | 1.0M | $26M |
| Carmel Capital Partners, LLC | — | — | — | 173K | 236K | 382K | $10M |
| Copia Wealth Management | — | 26K | 70K | 123K | 184K | 260K | $7M |
| Fortis Group Advisors, LLC | — | 198K | 28K | 32K | 55K | 145K | $4M |
| Spectrum Asset Management, Inc. (NB/CA) | — | — | — | — | 546K | 115K | $3M |
| Arax Advisory Partners | — | — | 137K | 120K | 110K | 106K | $3M |
| WMG Financial Advisors, LLC | — | 39K | 59K | 78K | 104K | 90K | $2M |
| Inspire Advisors, LLC | — | — | 12K | 65K | 93K | 86K | $2M |
| Black Swift Group, LLC | 119K | 79K | 187K | 138K | 99K | 82K | $2M |
| Farther Finance Advisors, LLC | — | — | — | — | — | 70K | $2M |
| WESPAC Advisors, LLC | — | 31K | 47K | 54K | 49K | 60K | $2M |
| Janney Montgomery Scott LLC | — | 12K | — | — | 50K | 56K | $1M |
| Valeo Financial Advisors, LLC | 50K | 50K | 50K | 50K | 50K | 50K | $1M |
| J.W. COLE ADVISORS, INC. | — | — | 26K | 30K | 29K | 45K | $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 | 53 | 4,239,421 | — | $108M |
| 2025-Q4 | 55 | 5,817,551 | — | $148M |
| 2025-Q3 | 46 | 3,894,491 | — | $100M |
| 2025-Q2 | 46 | 3,820,810 | — | $98M |
| 2025-Q1 | 32 | 3,650,514 | — | $93M |
| 2024-Q4 | 23 | 2,759,466 | — | $70M |
| 2024-Q3 | 25 | 2,186,367 | — | $56M |
| 2024-Q2 | 23 | 1,756,705 | — | $45M |
| 2024-Q1 | 19 | 1,672,902 | — | $43M |
| 2023-Q4 | 18 | 1,769,317 | — | $45M |
| 2023-Q3 | 12 | 1,104,429 | — | $28M |
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.
