| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 1,625,5761.6M | $42M | — | — |
| 2 | MORGAN STANLEY | 1,620,6701.6M | $42M | — | ADD 159258% |
| 3 | Arax Advisory Partners | 1,513,3601.5M | $39M | — | TRIM -25% |
| 4 | Focus Partners Wealth | 1,357,7941.4M | $35M | — | ADD 4% |
| 5 | Estate Planners Group, LLC | 756,166756,166 | $19M | — | — |
| 6 | Guardian Financial Partners, LLC | 729,139729,139 | $19M | — | — |
| 7 | Gradient Investments LLC | 294,190294,190 | $8M | — | ADD 3% |
| 8 | Sound Income Strategies, LLC | 269,832269,832 | $7M | — | ADD 24% |
| 9 | Tower Research Capital LLC (TRC) | 235,706235,706 | $6M | — | ADD 17% |
| 10 | STIFEL FINANCIAL CORP | 231,116231,116 | $6M | — | TRIM -20% |
| 11 | BARCLAYS PLC | 190,000190,000 | $5M | — | NEW |
| 12 | Mariner, LLC | 185,560185,560 | $5M | — | ADD 8% |
| 13 | Atria Investments, Inc | 184,774184,774 | $5M | — | ADD 9% |
| 14 | Copia Wealth Management | 161,707161,707 | $4M | — | ADD 45% |
| 15 | Sowell Financial Services LLC | 156,036156,036 | $4M | — | — |
| 16 | Kestra Advisory Services, LLC | 153,353153,353 | $4M | — | TRIM -29% |
| 17 | CWC Advisors, LLC. | 143,534143,534 | $4M | — | — |
| 18 | Valeo Financial Advisors, LLC | 123,764123,764 | $3M | — | — |
| 19 | Carmel Capital Partners, LLC | 123,439123,439 | $3M | — | TRIM -50% |
| 20 | Ethos Financial Group, LLC | 120,704120,704 | $3M | — | ADD 55% |
| 21 | Cedar Wealth Management, LLC | 115,781115,781 | $3M | — | ADD 20% |
| 22 | CITADEL ADVISORS LLC | 108,348108,348 | $3M | — | ADD 5% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 103,606103,606 | $3M | — | TRIM -47% |
| 24 | Farther Finance Advisors, LLC | 101,087101,087 | $3M | — | ADD 167% |
| 25 | UBS Group AG | 84,96384,963 | $2M | — | ADD 206% |
| 26 | Impact Partnership Wealth, LLC | 84,65084,650 | $2M | — | ADD 28% |
| 27 | Brooklyn Investment Group | 81,74781,747 | $2M | — | ADD 77% |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,83669,836 | $2M | — | NEW |
| 29 | LPL Financial LLC | 54,44254,442 | $1M | — | TRIM -91% |
| 30 | PRIMORIS WEALTH ADVISORS, LLC | 51,45051,450 | $1M | — | — |
| 31 | Hilltop Holdings Inc. | 51,15051,150 | $1M | — | TRIM -28% |
| 32 | Inspire Advisors, LLC | 48,40348,403 | $1M | — | ADD 4% |
| 33 | Knott David M Jr | 47,80747,807 | $1M | — | — |
| 34 | BASSO CAPITAL MANAGEMENT, L.P. | 44,05944,059 | $1M | — | TRIM -38% |
| 35 | Rockport Wealth LLC | 43,85543,855 | $1M | — | TRIM -62% |
| 36 | SEAVIEW INVESTMENT MANAGERS LLC | 42,88742,887 | $1M | — | ADD 91% |
| 37 | Maridea Wealth Management LLC | 42,04242,042 | $1M | — | TRIM -62% |
| 38 | LAUREL OAK WEALTH MANAGEMENT, LLC | 36,49836,498 | $936,181 | — | TRIM -15% |
| 39 | JANE STREET GROUP, LLC | 36,37936,379 | $933,121 | — | TRIM -93% |
| 40 | Almanack Investment Partners, LLC. | 35,91935,919 | $921,322 | — | TRIM -48% |
| 41 | Gladstone Institutional Advisory LLC | 24,74024,740 | $634,597 | — | TRIM -32% |
| 42 | MGO ONE SEVEN LLC | 23,70423,704 | $608,008 | — | TRIM -21% |
| 43 | Claris Financial LLC | 23,44223,442 | $601,287 | — | TRIM -28% |
| 44 | Nordwand Advisors, LLC | 22,60022,600 | $579,690 | — | — |
| 45 | Brucke Financial, Inc. | 21,60521,605 | $554,159 | — | TRIM -45% |
| 46 | Cambridge Investment Research Advisors, Inc. | 20,47720,477 | $525,000 | — | TRIM -25% |
| 47 | MATHER GROUP, LLC. | 19,56519,565 | $501,842 | — | NEW |
| 48 | ROYAL BANK OF CANADA | 18,31418,314 | $470,000 | — | ADD 48% |
| 49 | BI Asset Management Fondsmaeglerselskab A/S | 18,14018,140 | $465,000 | — | — |
| 50 | FLOW TRADERS U.S. LLC | 16,17616,176 | $415,000 | — | TRIM -95% |
| 51 | Integrated Wealth Concepts LLC | 15,95115,951 | $409,143 | — | — |
| 52 | BALDWIN WEALTH PARTNERS LLC/MA | 14,43914,439 | $370,360 | — | TRIM -44% |
| 53 | WMG Financial Advisors, LLC | 13,68013,680 | $350,892 | — | TRIM -90% |
| 54 | Tactive Advisors, LLC | 13,51113,511 | $346,553 | — | TRIM -3% |
| 55 | Darden Wealth Group Inc | 13,46813,468 | $345,454 | — | TRIM -79% |
| 56 | COMMONWEALTH EQUITY SERVICES, LLC | 13,27713,277 | $340,550 | — | TRIM -22% |
| 57 | Wealthspire Advisors, LLC | 12,92212,922 | $331,450 | — | — |
| 58 | Brookstone Capital Management | 12,80812,808 | $328,523 | — | ADD 4% |
| 59 | Sequoia Financial Advisors, LLC | 12,65612,656 | $324,636 | — | — |
| 60 | Prostatis Group LLC | 12,48612,486 | $320,266 | — | ADD 3% |
| 61 | AE Wealth Management LLC | 12,32212,322 | $316,053 | — | TRIM -67% |
| 62 | MML INVESTORS SERVICES, LLC | 12,21012,210 | $313,194 | — | ADD 23% |
| 63 | Elevated Capital Advisors, LLC | 11,50711,507 | $295,153 | — | TRIM -34% |
| 64 | Strait & Sound Wealth Management LLC | 11,02111,021 | $282,689 | — | NEW |
| 65 | HARBOUR INVESTMENTS, INC. | 10,82710,827 | $277,713 | — | TRIM -13% |
| 66 | Leo Wealth, LLC | 9,8509,850 | $252,653 | — | NEW |
| 67 | a16z Perennial Management, L.P. | 9,8509,850 | $252,653 | — | NEW |
| 68 | Verity Asset Management, Inc. | 9,6649,664 | $247,885 | — | TRIM -30% |
| 69 | State of New Jersey Common Pension Fund D | 8,4078,407 | $225,025 | — | TRIM -97% |
| 70 | Cerity Partners LLC | 8,2628,262 | $211,907 | — | NEW |
| 71 | StoneX Group Inc. | 7,8607,860 | $201,609 | — | NEW |
| 72 | Capital Advisor Network LLC | 4,2914,291 | $110,064 | — | NEW |
| 73 | Steward Partners Investment Advisory, LLC | 3,2853,285 | $84,260 | — | TRIM -55% |
| 74 | STANCE CAPITAL LLC | 2,6702,670 | $68,486 | — | NEW |
| 75 | MAI Capital Management | 2,6002,600 | $66,690 | — | TRIM -39% |
| 76 | Allworth Financial LP | 1,7001,700 | $43,605 | — | — |
| 77 | NFSG Corp | 1,6791,679 | $43,066 | — | — |
| 78 | ASSETMARK, INC | 300300 | $7,695 | — | — |
| 79 | Truvestments Capital LLC | 285285 | $7,310 | — | NEW |
| 80 | CWM, LLC | 197197 | $5,053 | — | TRIM -43% |
| 81 | High Point Wealth Management, LLC | 150150 | $3,852 | — | ADD 2% |
| 82 | Triumph Capital Management | 150150 | $3,848 | — | TRIM -14% |
| 83 | SHP Wealth Management | 101101 | $2,591 | — | — |
| 84 | OSAIC HOLDINGS, INC. | 2323 | $589 | — | TRIM -100% |
| 85 | Spurstone Advisory Services, LLC | 1414 | $359 | — | — |
| 86 | WELLS FARGO & COMPANY/MN | 11 | $19 | — | — |
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/ | 684K | 1.6M | 1.6M | 1.6M | 1.6M | 1.6M | $42M |
| MORGAN STANLEY | 2K | 2K | 1K | 1K | 1K | 1.6M | $42M |
| Arax Advisory Partners | — | — | 1.4M | 2.0M | 2.0M | 1.5M | $39M |
| Focus Partners Wealth | — | — | — | — | 1.3M | 1.4M | $35M |
| Estate Planners Group, LLC | — | — | — | — | 745K | 756K | $19M |
| Guardian Financial Partners, LLC | 705K | 757K | 772K | 773K | 736K | 729K | $19M |
| Gradient Investments LLC | 457K | 487K | 495K | 281K | 286K | 294K | $8M |
| Sound Income Strategies, LLC | — | 23K | 89K | 144K | 217K | 270K | $7M |
| Tower Research Capital LLC (TRC) | — | 490 | 144K | 41K | 202K | 236K | $6M |
| STIFEL FINANCIAL CORP | — | — | 140K | 211K | 289K | 231K | $6M |
| BARCLAYS PLC | — | 58K | 319K | — | — | 190K | $5M |
| Mariner, LLC | 252K | 233K | 155K | 165K | 172K | 186K | $5M |
| Atria Investments, Inc | 280K | 281K | 166K | 182K | 170K | 185K | $5M |
| Copia Wealth Management | — | 29K | 29K | 72K | 111K | 162K | $4M |
| Sowell Financial Services LLC | — | 295K | 150K | 152K | 155K | 156K | $4M |
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 | 86 | 11,934,516 | — | $306M |
| 2025-Q4 | 108 | 15,107,056 | — | $398M |
| 2025-Q3 | 98 | 14,375,435 | — | $386M |
| 2025-Q2 | 85 | 12,291,195 | — | $329M |
| 2025-Q1 | 87 | 12,244,152 | — | $325M |
| 2024-Q4 | 62 | 9,516,959 | — | $257M |
| 2024-Q3 | 56 | 10,250,816 | — | $269M |
| 2024-Q2 | 45 | 8,039,133 | — | $217M |
| 2024-Q1 | 24 | 5,821,154 | — | $156M |
| 2023-Q4 | 20 | 5,314,932 | — | $141M |
| 2023-Q3 | 12 | 2,532,917 | — | $66M |
| 2023-Q2 | 5 | 2,193,064 | — | $56M |
| 2023-Q1 | 9 | 2,632,891 | — | $66M |
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.
