| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Richard P Slaughter Associates Inc | 691,026691,026 | $34M | — | — |
| 2 | Gradient Investments LLC | 510,390510,390 | $25M | — | ADD 6% |
| 3 | LPL Financial LLC | 417,972417,972 | $21M | — | ADD 29% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 394,198394,198 | $20M | — | ADD 3% |
| 5 | Arkadios Wealth Advisors | 344,159344,159 | $17M | — | — |
| 6 | ATTICUS WEALTH MANAGEMENT, LLC | 336,587336,587 | $17M | — | TRIM -12% |
| 7 | Retirement Planning Group, LLC | 288,073288,073 | $14M | — | ADD 18% |
| 8 | Owen LaRue, LLC | 280,248280,248 | $14M | — | ADD 323% |
| 9 | MADDEN SECURITIES Corp | 260,062260,062 | $13M | — | — |
| 10 | New England Private Wealth Advisors LLC | 239,707239,707 | $12M | — | ADD 329% |
| 11 | Stratos Wealth Partners, LTD. | 185,182185,182 | $9M | — | ADD 14% |
| 12 | Able Wealth Management LLC | 179,379179,379 | $9M | — | ADD 39% |
| 13 | Gainplan LLC | 176,506176,506 | $9M | — | TRIM -4% |
| 14 | Grantvest Financial Group LLC | 175,858175,858 | $9M | — | — |
| 15 | Summit Financial, LLC | 173,510173,510 | $9M | — | ADD 27% |
| 16 | Compound Planning, Inc. | 171,930171,930 | $9M | — | ADD 9% |
| 17 | Precision Wealth Strategies, LLC | 170,897170,897 | $9M | — | ADD 36% |
| 18 | UBS Group AG | 160,683160,683 | $8M | — | ADD 2677950% |
| 19 | MML INVESTORS SERVICES, LLC | 147,739147,739 | $7M | — | — |
| 20 | Integrated Wealth Concepts LLC | 139,029139,029 | $7M | — | TRIM -2% |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | 132,920132,920 | $7M | — | ADD 494% |
| 22 | Independent Wealth Advisors LLC | 128,243128,243 | $6M | — | ADD 44% |
| 23 | Capital Investment Advisory Services, LLC | 124,933124,933 | $6M | — | TRIM -8% |
| 24 | FSA Advisors, Inc. | 106,020106,020 | $5M | — | TRIM -4% |
| 25 | STIFEL FINANCIAL CORP | 92,14092,140 | $5M | — | ADD 48% |
| 26 | Apollon Wealth Management, LLC | 91,44291,442 | $5M | — | ADD 181% |
| 27 | Gladstone Institutional Advisory LLC | 77,58177,581 | $4M | — | TRIM -10% |
| 28 | VERUS CAPITAL PARTNERS, LLC | 71,47671,476 | $4M | — | ADD 12% |
| 29 | Claro Advisors Inc. | 63,09663,096 | $3M | — | TRIM -27% |
| 30 | Mutual Advisors, LLC | 56,90956,909 | $3M | — | ADD 33% |
| 31 | Wealthcare Advisory Partners LLC | 56,81456,814 | $3M | — | ADD 3% |
| 32 | Private Advisor Group, LLC | 55,48555,485 | $3M | — | ADD 22% |
| 33 | CWM, LLC | 51,36951,369 | $3M | — | ADD 31% |
| 34 | Farther Finance Advisors, LLC | 50,97350,973 | $3M | — | ADD 27% |
| 35 | Inspire Advisors, LLC | 48,57648,576 | $2M | — | TRIM -3% |
| 36 | True North Advisors, LLC | 45,28745,287 | $2M | — | NEW |
| 37 | HighTower Advisors, LLC | 41,22941,229 | $2M | — | ADD 7% |
| 38 | Global View Capital Management LLC | 40,17740,177 | $2M | — | — |
| 39 | Arax Advisory Partners | 39,58139,581 | $2M | — | TRIM -61% |
| 40 | WT Wealth Management | 39,31939,319 | $2M | — | TRIM -6% |
| 41 | Bright Futures Wealth Management, LLC. | 37,42237,422 | $2M | — | TRIM -48% |
| 42 | CITADEL ADVISORS LLC | 35,23535,235 | $2M | — | ADD 399% |
| 43 | MERCER GLOBAL ADVISORS INC /ADV | 35,13735,137 | $2M | — | TRIM -6% |
| 44 | Impact Partnership Wealth, LLC | 34,82734,827 | $2M | — | ADD 17% |
| 45 | Prospera Financial Services Inc | 33,07233,072 | $2M | — | ADD 94% |
| 46 | RiverTree Advisors, LLC | 31,88331,883 | $2M | — | TRIM -9% |
| 47 | Mason & Associates Inc | 29,85229,852 | $1M | — | TRIM -16% |
| 48 | Dynamic Advisor Solutions LLC | 28,54028,540 | $1M | — | — |
| 49 | Camarda Financial Advisors, LLC | 27,57827,578 | $1M | — | — |
| 50 | Belpointe Asset Management LLC | 23,67923,679 | $1M | — | ADD 9% |
| 51 | CoreCap Advisors, LLC | 23,37723,377 | $1M | — | ADD 11% |
| 52 | Heck Capital Advisors, LLC | 23,35623,356 | $1M | — | TRIM -3% |
| 53 | ARQ WEALTH ADVISORS, LLC | 23,17423,174 | $1M | — | NEW |
| 54 | Cherry Creek Investment Advisors, Inc. | 22,05622,056 | $1M | — | ADD 43% |
| 55 | Orion Porfolio Solutions, LLC | 21,88021,880 | $1M | — | TRIM -36% |
| 56 | Latitude Advisors, LLC | 20,52020,520 | $1M | — | TRIM -3% |
| 57 | Cannon Advisors, Inc. | 20,13920,139 | $1M | — | ADD 15% |
| 58 | Ashton Thomas Private Wealth, LLC | 20,10620,106 | $1M | — | TRIM -10% |
| 59 | Paladin Wealth, LLC | 18,59618,596 | $925,709 | — | ADD 3% |
| 60 | Valmark Advisers, Inc. | 17,83117,831 | $887,627 | — | NEW |
| 61 | JPMORGAN CHASE & CO | 17,25817,258 | $857,574 | — | NEW |
| 62 | Brown Financial Advisors | 16,78716,787 | $835,657 | — | TRIM -4% |
| 63 | High Net Worth Advisory Group LLC | 15,80015,800 | $786,524 | — | ADD 26% |
| 64 | ENVESTNET ASSET MANAGEMENT INC | 15,60015,600 | $776,563 | — | ADD 9% |
| 65 | Brookwood Investment Group LLC | 15,20615,206 | $756,955 | — | NEW |
| 66 | Balboa Wealth Partners | 15,01115,011 | $747,248 | — | NEW |
| 67 | Empire Financial Management Company, LLC | 14,49814,498 | $721,712 | — | ADD 12% |
| 68 | Comprehensive Money Management Services LLC | 13,71013,710 | $682,484 | — | ADD 19% |
| 69 | Gateway Wealth Partners, LLC | 12,86812,868 | $640,610 | — | NEW |
| 70 | WEST MICHIGAN ADVISORS, LLC | 11,26411,264 | $560,722 | — | NEW |
| 71 | Allworth Financial LP | 11,00211,002 | $547,702 | — | — |
| 72 | Madison Wealth Partners, Inc | 10,89410,894 | $542,293 | — | TRIM -9% |
| 73 | Essex Financial Services, Inc. | 10,75910,759 | $535,568 | — | ADD 51% |
| 74 | Cambridge Investment Research Advisors, Inc. | 10,40910,409 | $518,000 | — | TRIM -30% |
| 75 | Cetera Investment Advisers | 10,39510,395 | $517,481 | — | NEW |
| 76 | Carter Financial Group, INC. | 10,15910,159 | $505,698 | — | ADD 8% |
| 77 | OSAIC HOLDINGS, INC. | 10,01610,016 | $498,595 | — | TRIM -48% |
| 78 | Mattson Financial Services, LLC | 9,4019,401 | $467,982 | — | ADD 6% |
| 79 | Berger Financial Group, Inc | 9,0809,080 | $452,001 | — | TRIM -7% |
| 80 | Clearstead Advisors, LLC | 9,0349,034 | $449,713 | — | ADD 84% |
| 81 | Redhawk Wealth Advisors, Inc. | 8,7658,765 | $436,328 | — | TRIM -5% |
| 82 | Occidental Asset Management, LLC | 8,5368,536 | $424,922 | — | NEW |
| 83 | Tactive Advisors, LLC | 8,4098,409 | $418,613 | — | TRIM -56% |
| 84 | Mariner, LLC | 8,2278,227 | $409,546 | — | TRIM -19% |
| 85 | FLAGSHIP HARBOR ADVISORS, LLC | 6,8666,866 | $341,790 | — | TRIM -10% |
| 86 | INSIGNEO ADVISORY SERVICES, LLC | 6,7406,740 | $335,517 | — | TRIM -69% |
| 87 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6,5826,582 | $327,652 | — | ADD 16% |
| 88 | Savvy Advisors, Inc. | 6,0996,099 | $303,588 | — | TRIM -11% |
| 89 | IFP Advisors, Inc | 5,9605,960 | $296,689 | — | NEW |
| 90 | Krilogy Financial LLC | 5,7745,774 | $287,199 | — | ADD 6% |
| 91 | Invst, LLC | 5,6075,607 | $279,116 | — | NEW |
| 92 | NBC SECURITIES, INC. | 5,5095,509 | $274,238 | — | ADD 7% |
| 93 | KESTRA PRIVATE WEALTH SERVICES, LLC | 5,3455,345 | $266,091 | — | — |
| 94 | RPS ADVISORY SOLUTIONS LLC | 5,0625,062 | $251,986 | — | TRIM -74% |
| 95 | PMV Capital Advisers, LLC | 4,5744,574 | $227,681 | — | TRIM -23% |
| 96 | Ausdal Financial Partners, Inc. | 4,3604,360 | $217,041 | — | NEW |
| 97 | STEPHENS INC /AR/ | 4,0304,030 | $200,613 | — | NEW |
| 98 | Steward Partners Investment Advisory, LLC | 2,1002,100 | $104,538 | — | ADD 9% |
| 99 | PRIVATE TRUST CO NA | 2,0002,000 | $99,560 | — | — |
| 100 | MATHER GROUP, LLC. | 1,9131,913 | $95,229 | — | 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 |
|---|---|---|---|---|---|---|---|
| Richard P Slaughter Associates Inc | 738K | 587K | 600K | 681K | 687K | 691K | $34M |
| Gradient Investments LLC | 529K | 433K | 430K | 462K | 482K | 510K | $25M |
| LPL Financial LLC | 169K | 320K | 415K | 321K | 325K | 418K | $21M |
| COMMONWEALTH EQUITY SERVICES, LLC | 6K | 4K | 271K | 372K | 383K | 394K | $20M |
| Arkadios Wealth Advisors | — | — | — | — | 343K | 344K | $17M |
| ATTICUS WEALTH MANAGEMENT, LLC | 400K | 375K | 336K | 378K | 381K | 337K | $17M |
| Retirement Planning Group, LLC | 404K | 267K | 242K | 238K | 245K | 288K | $14M |
| Owen LaRue, LLC | — | 15K | 29K | 39K | 66K | 280K | $14M |
| MADDEN SECURITIES Corp | — | — | 26K | 112K | 256K | 260K | $13M |
| New England Private Wealth Advisors LLC | — | — | — | — | 56K | 240K | $12M |
| Stratos Wealth Partners, LTD. | — | 118K | 157K | 160K | 163K | 185K | $9M |
| Able Wealth Management LLC | — | — | 18K | 114K | 129K | 179K | $9M |
| Gainplan LLC | 121K | 165K | 177K | 180K | 184K | 177K | $9M |
| Grantvest Financial Group LLC | 69K | 137K | 162K | 170K | 176K | 176K | $9M |
| Summit Financial, LLC | — | — | — | 140K | 136K | 174K | $9M |
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 | 113 | 7,753,074 | — | $386M |
| 2025-Q4 | 108 | 6,736,546 | — | $335M |
| 2025-Q3 | 92 | 5,348,780 | — | $266M |
| 2025-Q2 | 94 | 4,781,832 | — | $238M |
| 2025-Q1 | 85 | 4,790,416 | — | $238M |
| 2024-Q4 | 78 | 5,295,846 | — | $264M |
| 2024-Q3 | 67 | 5,915,404 | — | $276M |
| 2024-Q2 | 64 | 4,823,353 | — | $221M |
| 2024-Q1 | 51 | 3,000,660 | — | $149M |
| 2023-Q4 | 50 | 2,723,454 | — | $136M |
| 2023-Q3 | 33 | 1,416,777 | — | $71M |
| 2023-Q2 | 20 | 1,421,173 | — | $71M |
| 2023-Q1 | 8 | 112,821 | — | $6M |
| 2022-Q4 | 1 | 563 | — |
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.
| $28,139 |
