| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | TRUIST FINANCIAL CORP | 47,88947,889 | $2M | — | ADD 7% |
| 2 | JANE STREET GROUP, LLC | 34,48934,489 | $1M | — | TRIM -48% |
| 3 | OSAIC HOLDINGS, INC. | 22,31622,316 | $927,569 | — | ADD 5% |
| 4 | IFP Advisors, Inc | 15,49415,494 | $643,985 | — | NEW |
| 5 | Kestra Advisory Services, LLC | 13,21113,211 | $549,108 | — | ADD 4% |
| 6 | LIBERTY SQUARE WEALTH PARTNERS LLC | 12,00012,000 | $498,762 | — | — |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 8,6358,635 | $358,918 | — | ADD 17% |
| 8 | Grantvest Financial Group LLC | 8,2518,251 | $342,924 | — | ADD 13% |
| 9 | Aurora Private Wealth, Inc. | 5,2545,254 | $200,000 | — | — |
| 10 | Realta Investment Advisors | 4,8004,800 | $199,505 | — | NEW |
| 11 | Advisory Services Network, LLC | 1,7891,789 | $74,357 | — | NEW |
| 12 | NBC SECURITIES, INC. | 200200 | $8,312 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 9K | 9K | 9K | 14K | 45K | 48K | $2M |
| JANE STREET GROUP, LLC | 65K | 70K | 28K | 16K | 66K | 34K | $1M |
| OSAIC HOLDINGS, INC. | 5K | 22K | 22K | 22K | 21K | 22K | $927,569 |
| IFP Advisors, Inc | — | — | — | — | — | 15K | $643,985 |
| Kestra Advisory Services, LLC | 9K | 9K | 9K | 13K | 13K | 13K | $549,108 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 12K | 12K | 12K | 12K | 12K | 12K | $498,762 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | 7K | 7K | 9K | $358,918 |
| Grantvest Financial Group LLC | — | — | — | — | 7K | 8K | $342,924 |
| Aurora Private Wealth, Inc. | 9K | — | — | — | 5K | 5K | $200,000 |
| Realta Investment Advisors | — | — | — | — | — | 5K | $199,505 |
| Advisory Services Network, LLC | — | — | — | 500 | — | 2K | $74,357 |
| NBC SECURITIES, INC. | — | 200 | 200 | 200 | 200 | 200 | $8,312 |
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 | 12 | 174,328 | — | $7M |
| 2025-Q4 | 10 | 178,715 | — | $7M |
| 2025-Q3 | 13 | 100,864 | — | $4M |
| 2025-Q2 | 13 | 131,140 | — | $4M |
| 2025-Q1 | 11 | 243,061 | — | $7M |
| 2024-Q4 | 11 | 151,039 | — | $5M |
| 2024-Q3 | 6 | 115,891 | — | $3M |
| 2024-Q2 | 6 | 281,770 | — | $8M |
| 2024-Q1 | 6 | 308,345 | — | $9M |
| 2023-Q4 | 3 | 51,824 | — | $1M |
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.
