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 | 3.4M | 3.5M | 3.5M | 3.2M | 887K | 887K | $30M |
| COMMONWEALTH EQUITY SERVICES, LLC | 631K | 640K | 677K | 553K | 638K | 628K | $21M |
| OSAIC HOLDINGS, INC. | 312K | 461K | 454K | 323K | 343K | 305K | $10M |
| ACCESS FINANCIAL SERVICES, INC. | 317K | 758K | 650K | 219K | 223K | 245K | $8M |
| LPL Financial LLC | 11K | 12K | 27K | 120K | 236K | 234K | $8M |
| Authentikos Wealth Advisory, LLC | 81K | 25K | 247K | 219K | 210K | 199K | $7M |
| POM Investment Strategies, LLC | 21K | 19K | — | — | — | 178K | $6M |
| AMERICAN ASSET MANAGEMENT INC. | 193K | 186K | 175K | 170K | 167K | 165K | $6M |
| Allianz SE | — | — | — | — | 5K | 158K | $5M |
| RAYMOND JAMES FINANCIAL INC | 72K | 240K | 93K | 116K | 148K | 148K | $5M |
| Kestra Advisory Services, LLC | 139K | 139K | 136K | 120K | 132K | 144K | $5M |
| Wellment Financial | 279K | 292K | 292K | 306K | 129K | 128K | $4M |
| Cetera Investment Advisers | 62K | 84K | 82K | 94K | 111K | 109K | $4M |
| Outlook Wealth Advisors, LLC | 250K | 245K | 242K | 238K | 203K | 101K | $3M |
| Spire Wealth Management | 90K | 84K | 59K | 44K | 84K | 74K | $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 | 81 | 4,692,238 | — | $157M |
| 2025-Q4 | 74 | 4,501,111 | — | $153M |
| 2025-Q3 | 69 | 7,568,041 | — | $250M |
| 2025-Q2 | 74 | 8,925,897 | — | $282M |
| 2025-Q1 | 76 | 8,996,106 | — | $269M |
| 2024-Q4 | 73 | 7,875,174 | — | $240M |
| 2024-Q3 | 36 | 1,298,958 | — | $39M |
| 2024-Q2 | 38 | 1,557,419 | — | $46M |
| 2024-Q1 | 38 | 1,630,687 | — | $47M |
| 2023-Q4 | 47 | 2,601,266 | — | $74M |
| 2023-Q3 | 28 | 1,607,441 | — | $42M |
| 2023-Q2 | 31 | 3,243,349 | — | $87M |
| 2023-Q1 | 29 | 4,119,311 | — | $105M |
| 2022-Q4 | 25 | 3,275,927 | — |
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.
| $80M |
