| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BURKETT FINANCIAL SERVICES, LLC | 740,310740,310 | $20M | — | ADD 3% |
| 2 | HARBOUR INVESTMENTS, INC. | 170,812170,812 | $5M | — | ADD 417% |
| 3 | HighTower Advisors, LLC | 135,992135,992 | $4M | — | ADD 23% |
| 4 | Mutual Advisors, LLC | 135,467135,467 | $4M | — | ADD 4% |
| 5 | Prime Capital Investment Advisors, LLC | 117,199117,199 | $3M | — | NEW |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 84,18084,180 | $2M | — | ADD 27% |
| 7 | Cetera Investment Advisers | 80,99080,990 | $2M | — | TRIM -3% |
| 8 | CENTAURUS FINANCIAL, INC. | 76,91776,917 | $2M | — | ADD 16% |
| 9 | Capital Analysts, LLC | 76,70176,701 | $2M | — | ADD 3% |
| 10 | Amplius Wealth Advisors, LLC | 76,24876,248 | $2M | — | TRIM -4% |
| 11 | Worth Asset Management, LLC | 66,99466,994 | $2M | — | — |
| 12 | Cambridge Investment Research Advisors, Inc. | 41,61341,613 | $1M | — | ADD 27% |
| 13 | Applied Capital LLC | 29,75529,755 | $810,335 | — | ADD 63% |
| 14 | Calamos Advisors LLC | 29,51429,514 | $803,666 | — | NEW |
| 15 | Calamos Wealth Management LLC | 29,51429,514 | $803,666 | — | ADD 4% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,93723,937 | $651,900 | — | TRIM -39% |
| 17 | OSAIC HOLDINGS, INC. | 21,02021,020 | $572,434 | — | NEW |
| 18 | GOLDMAN SACHS GROUP INC | 20,25920,259 | $551,734 | — | NEW |
| 19 | ROYAL BANK OF CANADA | 19,63919,639 | $535,000 | — | TRIM -32% |
| 20 | TD Capital Management LLC | 14,12514,125 | $384,680 | — | ADD 24% |
| 21 | MML INVESTORS SERVICES, LLC | 13,67813,678 | $372,507 | — | TRIM -51% |
| 22 | Leelyn Smith, LLC | 9,5789,578 | $260,847 | — | — |
| 23 | SMITH, MOORE & CO. | 8,3838,383 | $228,303 | — | TRIM -8% |
| 24 | Family Office Research LLC | 7,7947,794 | $212,262 | — | NEW |
| 25 | Geneos Wealth Management Inc. | 4,1004,100 | $111,643 | — | — |
| 26 | Legacy Wealth Managment, LLC/ID | 1,9111,911 | $52,045 | — | — |
| 27 | ARMSTRONG ADVISORY GROUP, INC | 1,8641,864 | $50,765 | — | — |
| 28 | Aptus Capital Advisors, LLC | 1,1571,157 | $31,510 | — | — |
| 29 | GUARDIAN WEALTH ADVISORS, LLC / NC | 1,1571,157 | $31,510 | — | 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 |
|---|---|---|---|---|---|---|---|
| BURKETT FINANCIAL SERVICES, LLC | 649K | 707K | 707K | 719K | 720K | 740K | $20M |
| HARBOUR INVESTMENTS, INC. | 30K | 29K | 31K | 33K | 33K | 171K | $5M |
| HighTower Advisors, LLC | 10K | 20K | 32K | 56K | 110K | 136K | $4M |
| Mutual Advisors, LLC | — | — | — | 117K | 130K | 135K | $4M |
| Prime Capital Investment Advisors, LLC | — | — | — | — | — | 117K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 138K | 220K | 229K | 61K | 66K | 84K | $2M |
| Cetera Investment Advisers | — | 9K | 9K | 9K | 84K | 81K | $2M |
| CENTAURUS FINANCIAL, INC. | — | — | 4K | 50K | 67K | 77K | $2M |
| Capital Analysts, LLC | 7K | 23K | 39K | 67K | 74K | 77K | $2M |
| Amplius Wealth Advisors, LLC | 28K | 21K | 839K | 85K | 79K | 76K | $2M |
| Worth Asset Management, LLC | — | 35K | 78K | 81K | 68K | 67K | $2M |
| Cambridge Investment Research Advisors, Inc. | — | — | 13K | 19K | 33K | 42K | $1M |
| Applied Capital LLC | — | — | — | 20K | 18K | 30K | $810,335 |
| Calamos Advisors LLC | — | — | — | — | — | 30K | $803,666 |
| Calamos Wealth Management LLC | 8K | — | — | — | 28K | 30K | $803,666 |
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 | 29 | 2,040,808 | — | $56M |
| 2025-Q4 | 29 | 1,706,762 | — | $46M |
| 2025-Q3 | 26 | 1,594,978 | — | $43M |
| 2025-Q2 | 19 | 2,110,739 | — | $56M |
| 2025-Q1 | 13 | 1,109,881 | — | $28M |
| 2024-Q4 | 14 | 1,121,044 | — | $29M |
| 2024-Q3 | 8 | 649,189 | — | $16M |
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.
