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 |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | — | 659K | — | — | — | 178K | $5M |
| VanWeelden Wealth Management, LLC | — | 668K | — | — | — | 174K | $5M |
| HARBOUR INVESTMENTS, INC. | 5K | 13K | 15K | 162 | 59K | 60K | $2M |
| Cambridge Investment Research Advisors, Inc. | — | — | — | — | 55K | 51K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 12K | 22K | 18K | 19K | 48K | 46K | $1M |
| MARIPAU WEALTH MANAGEMENT LLC | — | 8K | 13K | 13K | 22K | 27K | $710,015 |
| Signal Advisors Wealth, LLC | — | 8K | 13K | 13K | 23K | 27K | $710,015 |
| JIM SAULNIER & ASSOCIATES, LLC | 11K | 11K | 11K | 11K | 25K | 25K | $677,142 |
| Cetera Investment Advisers | — | — | 8K | 10K | 15K | 24K | $629,680 |
| Capital Analysts, LLC | 2K | 2K | 2K | 15K | 15K | 17K | $464,000 |
| Calamos Advisors LLC | — | — | — | — | — | 16K | $434,552 |
| Calamos Wealth Management LLC | 18K | 22K | 22K | 16K | 25K | 16K | $434,552 |
| Claro Advisors Inc. | 17K | 17K | 16K | 15K | 15K | 15K | $395,826 |
| Rooted Wealth Advisors, Inc. | — | — | — | — | 13K | 13K | $340,722 |
| WEDBUSH SECURITIES INC | 10K | 10K | 10K | 10K | 10K | 10K | $276,000 |
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 | 723,521 | — | $19M |
| 2025-Q4 | 19 | 359,153 | — | $10M |
| 2025-Q3 | 18 | 211,385 | — | $6M |
| 2025-Q2 | 18 | 204,847 | — | $5M |
| 2025-Q1 | 18 | 1,571,070 | — | $38M |
| 2024-Q4 | 13 | 164,194 | — | $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.
