| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 4,738,7334.7M | $126M | — | — |
| 2 | Allianz SE | 429,839429,839 | $11M | — | ADD 8497% |
| 3 | Wellment Financial | 380,467380,467 | $10M | — | — |
| 4 | POM Investment Strategies, LLC | 267,720267,720 | $7M | — | NEW |
| 5 | SMART Wealth LLC | 234,110234,110 | $6M | — | TRIM -6% |
| 6 | STEPHENS INC /AR/ | 207,768207,768 | $6M | — | ADD 50% |
| 7 | FWG Investments, LLC. | 176,586176,586 | $5M | — | — |
| 8 | Outlook Wealth Advisors, LLC | 150,604150,604 | $4M | — | TRIM -50% |
| 9 | Aegis Wealth Management, Inc. | 126,827126,827 | $3M | — | ADD 6% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 125,198125,198 | $3M | — | TRIM -22% |
| 11 | Elevated Capital Advisors, LLC | 110,769110,769 | $3M | — | NEW |
| 12 | Integrated Wealth Management | 107,245107,245 | $3M | — | ADD 9% |
| 13 | FSA Advisors, Inc. | 105,828105,828 | $3M | — | ADD 13% |
| 14 | MML INVESTORS SERVICES, LLC | 101,603101,603 | $3M | — | TRIM -37% |
| 15 | B.O.S.S. Retirement Advisors, LLC | 89,96089,960 | $2M | — | TRIM -6% |
| 16 | HOWARD BAILEY SECURITIES, LLC | 87,71687,716 | $2M | — | TRIM -4% |
| 17 | Networth Advisors, LLC | 86,84286,842 | $2M | — | — |
| 18 | Csenge Advisory Group | 65,06265,062 | $2M | — | ADD 2% |
| 19 | Great Lakes Retirement, Inc. | 61,21761,217 | $2M | — | TRIM -10% |
| 20 | Quest 10 Wealth Builders, Inc. | 60,77160,771 | $2M | — | — |
| 21 | LifeWealth Investments, LLC | 60,53960,539 | $2M | — | TRIM -26% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59,41359,413 | $2M | — | ADD 37% |
| 23 | Savant Capital, LLC | 58,63258,632 | $2M | — | TRIM -3% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 53,96053,960 | $1M | — | — |
| 25 | Centennial Advisors, LLC | 36,11536,115 | $959,937 | — | TRIM -7% |
| 26 | Golden Reserve Retirement LLC | 35,46735,467 | $942,713 | — | ADD 21% |
| 27 | Blackston Financial Advisory Group, LLC | 34,77934,779 | $924,426 | — | — |
| 28 | Kestra Advisory Services, LLC | 32,62032,620 | $867,040 | — | ADD 11% |
| 29 | OLD MISSION CAPITAL LLC | 29,51829,518 | $784,588 | — | NEW |
| 30 | Grantvest Financial Group LLC | 22,74922,749 | $604,668 | — | TRIM -12% |
| 31 | Lloyd Advisory Services, LLC. | 21,63021,630 | $574,925 | — | TRIM -94% |
| 32 | Kingdom Financial Group LLC. | 21,63021,630 | $574,925 | — | TRIM -9% |
| 33 | Stonebridge Financial Group, LLC / MO | 19,43219,432 | $516,503 | — | TRIM -22% |
| 34 | ARS Wealth Advisors Group, LLC | 16,93616,936 | $450,159 | — | TRIM -3% |
| 35 | Arax Advisory Partners | 16,88416,884 | $448,777 | — | ADD 6% |
| 36 | Cetera Investment Advisers | 14,35614,356 | $381,582 | — | ADD 5% |
| 37 | Cypress Wealth Services, LLC | 12,62812,628 | $335,652 | — | — |
| 38 | HARBOUR INVESTMENTS, INC. | 9,9889,988 | $265,481 | — | TRIM -2% |
| 39 | Stratos Wealth Advisors, LLC | 8,3188,318 | $221,092 | — | TRIM -20% |
| 40 | Triad Wealth Partners, LLC | 7,6947,694 | $204,507 | — | NEW |
| 41 | Key Capital Management, INC | 3,5923,592 | $95,475 | — | ADD 189% |
| 42 | GeoWealth Management, LLC | 3,4263,426 | $91,063 | — | — |
| 43 | OSAIC HOLDINGS, INC. | 2,9742,974 | $79,049 | — | TRIM -49% |
| 44 | Decker Retirement Planning Inc. | 1,9731,973 | $52,442 | — | ADD 20% |
| 45 | MORGAN STANLEY | 1,2301,230 | $32,693 | — | ADD 3414% |
| 46 | IFP Advisors, Inc | 1,0961,096 | $29,132 | — | ADD 5% |
| 47 | MAI Capital Management | 431431 | $11,456 | — | — |
| 48 | Geneos Wealth Management Inc. | 413413 | $10,978 | — | — |
| 49 | Mosley Wealth Management | 365365 | $9,811 | — | NEW |
| 50 | NBZ Investment Advisors LLC | 347347 | $9,223 | — | — |
| 51 | Ankerstar Wealth, LLC | 330330 | $8,771 | — | — |
| 52 | US BANCORP \DE\ | 161161 | $4,279 | — | NEW |
| 53 | UBS Group AG | 6060 | $1,595 | — | 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 |
|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | — | 112 | 112 | 4.7M | 4.7M | 4.7M | $126M |
| Allianz SE | — | — | — | — | 5K | 430K | $11M |
| Wellment Financial | — | — | — | 393K | 386K | 380K | $10M |
| POM Investment Strategies, LLC | — | — | — | — | — | 268K | $7M |
| SMART Wealth LLC | — | — | — | — | 249K | 234K | $6M |
| STEPHENS INC /AR/ | 102K | 106K | 109K | 113K | 139K | 208K | $6M |
| FWG Investments, LLC. | — | — | — | 174K | 175K | 177K | $5M |
| Outlook Wealth Advisors, LLC | — | — | — | 158K | 302K | 151K | $4M |
| Aegis Wealth Management, Inc. | — | — | — | — | 120K | 127K | $3M |
| ENVESTNET ASSET MANAGEMENT INC | 17K | 122K | 147K | 165K | 161K | 125K | $3M |
| Elevated Capital Advisors, LLC | — | — | — | — | — | 111K | $3M |
| Integrated Wealth Management | — | — | — | — | 98K | 107K | $3M |
| FSA Advisors, Inc. | — | — | — | 91K | 94K | 106K | $3M |
| MML INVESTORS SERVICES, LLC | — | 105K | 128K | 141K | 161K | 102K | $3M |
| B.O.S.S. Retirement Advisors, LLC | — | — | — | 169K | 96K | 90K | $2M |
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 | 53 | 8,304,551 | — | $221M |
| 2025-Q4 | 50 | 8,340,540 | — | $228M |
| 2025-Q3 | 44 | 7,269,781 | — | $195M |
| 2025-Q2 | 21 | 933,417 | — | $24M |
| 2025-Q1 | 25 | 1,012,330 | — | $24M |
| 2024-Q4 | 18 | 653,955 | — | $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.
