| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Counterpoint Mutual Funds LLC | 1,549,6161.5M | $65M | — | ADD 5% |
| 2 | RAYMOND JAMES FINANCIAL INC | 377,612377,612 | $16M | — | ADD 231% |
| 3 | U.S. Capital Wealth Advisors, LLC | 361,772361,772 | $15M | — | ADD 73% |
| 4 | LPL Financial LLC | 252,158252,158 | $11M | — | ADD 155% |
| 5 | Nilsine Partners, LLC | 221,622221,622 | $10M | — | ADD 301% |
| 6 | INSIGNEO ADVISORY SERVICES, LLC | 209,367209,367 | $9M | — | ADD 265% |
| 7 | OSAIC HOLDINGS, INC. | 123,168123,168 | $5M | — | ADD 6% |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | 120,431120,431 | $5M | — | ADD 14% |
| 9 | Cetera Investment Advisers | 107,891107,891 | $5M | — | ADD 65% |
| 10 | Inscription Capital, LLC | 99,64299,642 | $4M | — | ADD 165% |
| 11 | Concurrent Investment Advisors, LLC | 93,21393,213 | $4M | — | ADD 18% |
| 12 | Steward Partners Investment Advisory, LLC | 92,26792,267 | $4M | — | ADD 13% |
| 13 | Equitable Holdings, Inc. | 45,52445,524 | $2M | — | TRIM -4% |
| 14 | ROYAL BANK OF CANADA | 44,19644,196 | $2M | — | ADD 123% |
| 15 | Outlook Wealth Advisors, LLC | 43,53443,534 | $2M | — | ADD 117% |
| 16 | Mariner, LLC | 34,81834,818 | $1M | — | ADD 73% |
| 17 | STIFEL FINANCIAL CORP | 30,97130,971 | $1M | — | NEW |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,55025,550 | $1M | — | NEW |
| 19 | Sunbelt Securities, Inc. | 25,68225,682 | $1M | — | ADD 88% |
| 20 | Accurate Wealth Management, LLC | 21,77421,774 | $933,683 | — | ADD 168% |
| 21 | JANE STREET GROUP, LLC | 16,19816,198 | $676,914 | — | NEW |
| 22 | Kovack Advisors, Inc. | 14,68914,689 | $618,153 | — | ADD 64% |
| 23 | Stirlingshire Investments, Inc. | 11,67311,673 | $487,794 | — | TRIM -13% |
| 24 | Hilltop Holdings Inc. | 10,97510,975 | $458,645 | — | NEW |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 9,1629,162 | $382,880 | — | TRIM -26% |
| 26 | Jacobi Capital Management LLC | 8,4998,499 | $355,174 | — | ADD 44% |
| 27 | JPMORGAN CHASE & CO | 7,4157,415 | $299,566 | — | ADD 4% |
| 28 | AMERIPRISE FINANCIAL INC | 6,6666,666 | $278,572 | — | NEW |
| 29 | E&G Advisors, LP | 5,1005,100 | $213,129 | — | NEW |
| 30 | PUREfi Wealth, LLC | 5,0005,000 | $208,950 | — | NEW |
| 31 | IFP Advisors, Inc | 2,0552,055 | $85,878 | — | ADD 127% |
| 32 | FIFTH THIRD BANCORP | 1,7311,731 | $72,338 | — | NEW |
| 33 | Western Wealth Management, LLC | 1,3541,354 | $56,584 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | 1.1M | 1.2M | 1.2M | 1.3M | 1.5M | 1.5M | $65M |
| RAYMOND JAMES FINANCIAL INC | — | — | 30K | 96K | 114K | 378K | $16M |
| U.S. Capital Wealth Advisors, LLC | — | 23K | 63K | 94K | 210K | 362K | $15M |
| LPL Financial LLC | — | — | 68K | 81K | 99K | 252K | $11M |
| Nilsine Partners, LLC | — | — | 54K | 52K | 55K | 222K | $10M |
| INSIGNEO ADVISORY SERVICES, LLC | — | — | — | — | 57K | 209K | $9M |
| OSAIC HOLDINGS, INC. | — | 5K | 107K | 110K | 116K | 123K | $5M |
| INDEPENDENT FINANCIAL GROUP, LLC | — | 77K | 84K | 99K | 106K | 120K | $5M |
| Cetera Investment Advisers | — | — | — | 60K | 65K | 108K | $5M |
| Inscription Capital, LLC | — | — | 30K | 32K | 38K | 100K | $4M |
| Concurrent Investment Advisors, LLC | — | — | 46K | 73K | 79K | 93K | $4M |
| Steward Partners Investment Advisory, LLC | 33K | 34K | 68K | 74K | 82K | 92K | $4M |
| Equitable Holdings, Inc. | — | — | 52K | 44K | 48K | 46K | $2M |
| ROYAL BANK OF CANADA | — | — | 7K | 11K | 20K | 44K | $2M |
| Outlook Wealth Advisors, LLC | — | — | — | — | 20K | 44K | $2M |
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 | 33 | 3,981,325 | — | $167M |
| 2025-Q4 | 28 | 2,708,478 | — | $109M |
| 2025-Q3 | 21 | 2,253,528 | — | $89M |
| 2025-Q2 | 18 | 1,984,822 | — | $74M |
| 2025-Q1 | 12 | 1,440,241 | — | $48M |
| 2024-Q4 | 5 | 1,147,627 | — | $39M |
| 2024-Q3 | 5 | 774,745 | — | $26M |
| 2024-Q2 | 7 | 723,903 | — | $23M |
| 2024-Q1 | 5 | 443,323 | — | $13M |
| 2023-Q4 | 2 | 14,954 | — | $401,619 |
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.
