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 |
|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | — | — | — | 275K | 276K | 281K | $6M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | 220K | 224K | 187K | $4M |
| Welch Financial Planning, LLC | — | — | — | — | 162K | 163K | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | 11K | 111K | 106K | $2M |
| INDEPENDENT FINANCIAL GROUP, LLC | — | — | — | 12K | 75K | 69K | $1M |
| Cetera Investment Advisers | — | — | — | 60K | 61K | 61K | $1M |
| ROTHSCHILD INVESTMENT LLC | — | — | — | 58K | 58K | 58K | $1M |
| Composition Wealth, LLC | — | — | — | 51K | 51K | 51K | $1M |
| OLD MISSION CAPITAL LLC | — | — | — | — | 39K | 48K | $1M |
| KINGSWOOD WEALTH ADVISORS, LLC | — | — | — | 43K | 43K | 41K | $869,118 |
| Clearstead Advisors, LLC | — | — | — | 49K | 39K | 39K | $813,393 |
| HARBOUR INVESTMENTS, INC. | — | — | — | 48K | 49K | 32K | $682,515 |
| Visionary Wealth Advisors | — | — | — | 31K | 33K | 31K | $662,180 |
| CENTAURUS FINANCIAL, INC. | — | — | — | 37K | 29K | 29K | $614,000 |
| Brookstone Capital Management | — | — | — | 28K | 30K | 29K | $613,359 |
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 | 45 | 1,531,205 | — | $32M |
| 2025-Q4 | 48 | 1,727,713 | — | $37M |
| 2025-Q3 | 39 | 1,351,762 | — | $28M |
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.
