% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Strid Group, LLC | 3,279,5763.3M | $91M | — | TRIM -8% |
| 2 | Prospera Financial Services Inc | 146,950146,950 | $4M | — | TRIM -3% |
| 3 | LPL Financial LLC | 72,44972,449 | $2M | — | TRIM -3% |
| 4 | Pathstone Holdings, LLC | 46,34646,346 | $1M | — | — |
| 5 | JANE STREET GROUP, LLC | 22,12522,125 | $615,591 | — | NEW |
| 6 | CITADEL ADVISORS LLC | 15,85615,856 | $441,166 | — | TRIM -41% |
| 7 | RAYMOND JAMES FINANCIAL INC | 9,1449,144 | $254,427 | — | — |
| 8 | STIFEL FINANCIAL CORP | 8,0158,015 | $223,003 | — | TRIM -8% |
| 9 | MORGAN STANLEY | 3,5483,548 | $98,744 | — | TRIM -6% |
| 10 | Western Wealth Management, LLC | 2,8712,871 | $79,881 | — | NEW |
| 11 | Holos Integrated Wealth LLC | 2,6502,650 | $74,648 | — | — |
| 12 | Cherry Tree Wealth Management, LLC | 2,4672,467 | $68,641 | — | — |
| 13 | Advisory Services Network, LLC | 783783 | $21,775 | — | NEW |
| 14 | ADVISORTRUST PARTNERS, LLC | 436436 | $12,131 | — | NEW |
| 15 | UBS Group AG | 383383 | $10,656 | — | ADD 258% |
| 16 | Founders Financial Alliance, LLC | 5050 | $1,396 | — | — |
| 17 | WELLS FARGO & COMPANY/MN | 22 | $47 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Strid Group, LLC | 3.6M | 3.7M | 3.7M | 3.6M | 3.6M | 3.3M | $91M |
| Prospera Financial Services Inc | 165K | 163K | 166K | 160K | 151K | 147K | $4M |
| LPL Financial LLC | 86K | 83K | 82K | 75K | 75K | 72K | $2M |
| Pathstone Holdings, LLC | 45K | 45K | 46K | 46K | 46K | 46K | $1M |
| JANE STREET GROUP, LLC | — | — | — | — | — | 22K | $615,591 |
| CITADEL ADVISORS LLC | — | — | — | 41K | 27K | 16K | $441,166 |
| RAYMOND JAMES FINANCIAL INC | 18K | 17K | 11K | 10K | 9K | 9K | $254,427 |
| STIFEL FINANCIAL CORP | — | — | — | — | 9K | 8K | $223,003 |
| MORGAN STANLEY | 1K | 1K | 160 | 160 | 4K | 4K | $98,744 |
| Western Wealth Management, LLC | — | — | — | — | — | 3K | $79,881 |
| Holos Integrated Wealth LLC | 3K | 3K | 3K | 3K | 3K | 3K | $74,648 |
| Cherry Tree Wealth Management, LLC | 2K | 2K | 2K | 2K | 2K | 2K | $68,641 |
| Advisory Services Network, LLC | — | — | — | 793 | — | 783 | $21,775 |
| ADVISORTRUST PARTNERS, LLC | — | — | — | — | — | 436 | $12,131 |
| UBS Group AG | — | 6K | 2K | — | 107 | 383 | $10,656 |
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.
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 17 | 3,613,651 | — | $101M |
| 2025-Q4 | 18 | 3,955,396 | — | $114M |
| 2025-Q3 | 15 | 4,025,404 | — | $113M |
| 2025-Q2 | 16 | 4,017,986 | — | $106M |
| 2025-Q1 | 17 | 4,054,218 | — | $97M |
| 2024-Q4 | 19 | 4,006,310 | — | $103M |
| 2024-Q3 | 19 | 3,995,202 | — | $101M |
| 2024-Q2 | 19 | 4,055,574 | — | $98M |
| 2024-Q1 | 21 | 4,673,646 | — | $113M |
| 2023-Q4 | 23 | 5,051,296 | — | $109M |
| 2023-Q3 | 19 | 5,605,082 | — | $139M |
| 2023-Q2 | 25 | 5,510,538 | — | $142M |
| 2023-Q1 | 22 | 5,337,124 | — | $133M |
| 2022-Q4 | 27 | 5,177,713 | — | $126M |
| 2022-Q3 | 26 | 5,382,867 | — | $129M |
| 2022-Q2 | 25 | 5,585,609 | — | $142M |
| 2022-Q1 | 20 | 4,927,221 | — | $133M |
| 2021-Q4 | 20 | 4,649,179 | — | $123M |
| 2021-Q3 | 20 | 4,441,093 | — | $110M |
| 2021-Q2 | 17 | 4,247,429 | — | $104M |
| 2021-Q1 | 16 | 2,930,321 | — | $70M |
| 2020-Q4 | 11 | 2,645,973 | — | $58M |
| 2020-Q3 | 12 | 434,838 | — | $8M |
| 2020-Q2 | 11 | 446,974 | — | $8M |
| 2020-Q1 | 16 | 556,725 | — | $9M |
| 2019-Q4 | 19 | 3,138,836 | — | $66M |
| 2019-Q3 | 17 | 3,109,339 | — | $62M |
| 2019-Q2 | 17 | 2,901,961 | — | $59M |
| 2019-Q1 | 15 | 2,587,452 | — | $53M |
| 2018-Q4 | 16 | 1,875,724 | — | $32M |
| 2018-Q3 | 13 | 1,822,546 | — | $38M |
| 2018-Q2 | 6 | 1,508,792 | — | $30M |
| 2016-Q1 | 1 | 2,100 | — | $42,000 |
