| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AWM CAPITAL, LLC | 760,676760,676 | $32M | — | ADD 6% |
| 2 | MASECO LLP | 588,403588,403 | $25M | — | ADD 3% |
| 3 | Pathstone Holdings, LLC | 570,391570,391 | $24M | — | ADD 11% |
| 4 | Focus Partners Wealth | 536,976536,976 | $24M | — | — |
| 5 | Quantum Financial Advisors, LLC | 546,242546,242 | $23M | — | — |
| 6 | Five Oceans Advisors | 438,287438,287 | $19M | — | — |
| 7 | Forum Financial Management, LP | 374,559374,559 | $16M | — | TRIM -5% |
| 8 | Abacus Wealth Partners, LLC | 340,438340,438 | $14M | — | — |
| 9 | Citrine Capital LLC | 328,652328,652 | $14M | — | ADD 3% |
| 10 | EP Wealth Advisors, LLC | 307,238307,238 | $13M | — | ADD 2730% |
| 11 | Retirement Solution LLC | 260,449260,449 | $11M | — | — |
| 12 | Savant Capital, LLC | 214,628214,628 | $9M | — | ADD 56% |
| 13 | Wealth Architects, LLC | 156,151156,151 | $7M | — | — |
| 14 | Greenspring Advisors, LLC | 150,393150,393 | $6M | — | — |
| 15 | SACHEM HILL LLC | 136,088136,088 | $6M | — | ADD 7% |
| 16 | Elser Financial Planning, Inc | 126,714126,714 | $5M | — | NEW |
| 17 | Pure Financial Advisors, LLC | 107,826107,826 | $5M | — | — |
| 18 | Apella Capital, LLC | 95,54795,547 | $5M | — | ADD 22% |
| 19 | Francis Financial, Inc. | 104,993104,993 | $4M | — | TRIM -2% |
| 20 | Balanced Rock Investment Advisors LLC | 88,90588,905 | $4M | — | — |
| 21 | JANE STREET GROUP, LLC | 86,47686,476 | $4M | — | ADD 272% |
| 22 | TCI Wealth Advisors, Inc. | 85,00385,003 | $4M | — | — |
| 23 | Allodium Investment Consultants, LLC | 77,43977,439 | $3M | — | — |
| 24 | DRIVE WEALTH MANAGEMENT, LLC | 74,38874,388 | $3M | — | ADD 13% |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 73,00773,007 | $3M | — | TRIM -14% |
| 26 | MERCER GLOBAL ADVISORS INC /ADV | 72,00272,002 | $3M | — | ADD 37% |
| 27 | RAM Investment Partners, LLC | 71,04571,045 | $3M | — | ADD 5% |
| 28 | New Capital Management LP | 68,27768,277 | $3M | — | TRIM -8% |
| 29 | Asset Dedication, LLC | 65,54065,540 | $3M | — | TRIM -23% |
| 30 | OneDigital Investment Advisors LLC | 64,67364,673 | $3M | — | — |
| 31 | Perigon Wealth Management, LLC | 59,53559,535 | $3M | — | ADD 13% |
| 32 | QUARRY HILL ADVISORS, LLC | 50,03350,033 | $2M | — | ADD 4% |
| 33 | HILL ISLAND FINANCIAL LLC | 55,20455,204 | $2M | — | — |
| 34 | Focus Partners Advisor Solutions, LLC | 55,14055,140 | $2M | — | — |
| 35 | Navigoe, LLC | 55,13255,132 | $2M | — | — |
| 36 | GOLDMAN SACHS GROUP INC | 50,00050,000 | $2M | — | NEW |
| 37 | Beacon Pointe Advisors, LLC | 49,78949,789 | $2M | — | ADD 9% |
| 38 | Klaas Financial Asset Advisors, LLC | 48,07848,078 | $2M | — | — |
| 39 | Corient Private Wealth LLC | 54,39254,392 | $2M | — | TRIM -39% |
| 40 | Triune Financial Partners, LLC | 45,30745,307 | $2M | — | — |
| 41 | Equita Financial Network, Inc. | 44,32744,327 | $2M | — | ADD 56% |
| 42 | Longview Financial Advisors LLC | 37,48337,483 | $2M | — | ADD 4% |
| 43 | Planning Center, Inc. | 36,37336,373 | $2M | — | TRIM -3% |
| 44 | Cordant, Inc. | 34,96434,964 | $1M | — | ADD 10% |
| 45 | Simplicity Wealth,LLC | 34,67434,674 | $1M | — | TRIM -4% |
| 46 | RW Investment Management LLC | 32,96132,961 | $1M | — | NEW |
| 47 | FLOW TRADERS U.S. LLC | 32,59932,599 | $1M | — | NEW |
| 48 | Truepoint, Inc. | 31,97131,971 | $1M | — | — |
| 49 | OLD MISSION CAPITAL LLC | 31,85631,856 | $1M | — | NEW |
| 50 | Betterment LLC | 30,90230,902 | $1M | — | ADD 3% |
| 51 | Cerity Partners LLC | 28,04128,041 | $1M | — | — |
| 52 | Addison Advisors LLC | 27,32927,329 | $1M | — | ADD 15% |
| 53 | Burton Enright Welch | 26,81026,810 | $1M | — | — |
| 54 | Cambridge Financial Group, LLC | 25,71025,710 | $1M | — | TRIM -24% |
| 55 | SOL Capital Management CO | 30,15330,153 | $1M | — | NEW |
| 56 | Rockbridge Investment Management, LCC | 24,13424,134 | $1M | — | — |
| 57 | Broadhurst Jeffrey B | 22,99922,999 | $974,475 | — | ADD 5% |
| 58 | HighTower Advisors, LLC | 22,14322,143 | $938,192 | — | ADD 84% |
| 59 | SEVEN MILE ADVISORY | 20,47920,479 | $867,689 | — | TRIM -9% |
| 60 | Henrickson Nauta Wealth Advisors, Inc. | 20,27820,278 | $859,173 | — | TRIM -47% |
| 61 | Meritas Wealth Management, LLC | 20,22820,228 | $857,054 | — | ADD 26% |
| 62 | Momentous Wealth Management, Inc. | 20,20620,206 | $856,117 | — | TRIM -4% |
| 63 | HARBOUR INVESTMENTS, INC. | 20,11320,113 | $852,182 | — | ADD 144% |
| 64 | Aspen Capital Management, LLC | 20,08720,087 | $851,093 | — | ADD 6% |
| 65 | Cardinal Point Capital Management ULC | 19,97619,976 | $846,394 | — | — |
| 66 | MB Generational Wealth, LLC | 19,74419,744 | $836,547 | — | ADD 7% |
| 67 | Morling Financial Advisors, LLC | 18,48218,482 | $783,077 | — | TRIM -8% |
| 68 | NWAM LLC | 17,96617,966 | $761,220 | — | — |
| 69 | Northland Capital Management LLC | 17,35917,359 | $735,496 | — | TRIM -23% |
| 70 | Wheels Up Wealth, Inc. | 16,77316,773 | $710,667 | — | TRIM -9% |
| 71 | BROWN ADVISORY INC | 16,64416,644 | $705,201 | — | NEW |
| 72 | Modera Wealth Management, LLC | 16,42416,424 | $695,880 | — | TRIM -3% |
| 73 | Sequoia Financial Advisors, LLC | 16,09416,094 | $681,881 | — | — |
| 74 | Mariner, LLC | 15,97315,973 | $676,781 | — | ADD 50% |
| 75 | EXENCIAL WEALTH ADVISORS, LLC | 15,52615,526 | $657,832 | — | ADD 12% |
| 76 | NewEdge Wealth, LLC | 15,51315,513 | $657,281 | — | ADD 4% |
| 77 | Creative Capital Management Investments LLC | 15,14315,143 | $641,604 | — | ADD 87% |
| 78 | Farther Finance Advisors, LLC | 14,28814,288 | $610,468 | — | ADD 10% |
| 79 | Foster Group, Inc. | 14,36414,364 | $608,590 | — | TRIM -5% |
| 80 | Syverson Strege & Co | 13,38413,384 | $567,092 | — | TRIM -2% |
| 81 | North Ridge Wealth Advisors, Inc. | 13,05713,057 | $553,210 | — | — |
| 82 | Root Financial Partners, LLC | 12,95112,951 | $548,740 | — | ADD 86% |
| 83 | Sensenig Capital Advisors, Inc | 12,88012,880 | $545,722 | — | TRIM -9% |
| 84 | Trellis Wealth Advisors LLC | 12,87112,871 | $545,359 | — | TRIM -18% |
| 85 | LPL Financial LLC | 12,85412,854 | $544,609 | — | ADD 6% |
| 86 | BetterWealth, LLC | 12,35712,357 | $523,569 | — | — |
| 87 | COMMONWEALTH EQUITY SERVICES, LLC | 11,71511,715 | $496,360 | — | — |
| 88 | Flagstone Financial Management | 11,71211,712 | $496,220 | — | TRIM -7% |
| 89 | Babb Wealth Advisors LLC | 11,10411,104 | $470,472 | — | — |
| 90 | FIDUCIARY FINANCIAL GROUP, LLC | 11,07411,074 | $469,202 | — | ADD 5% |
| 91 | Freedom Financial Partners LLC | 10,87210,872 | $460,664 | — | ADD 5% |
| 92 | Heck Capital Advisors, LLC | 10,59010,590 | $448,696 | — | TRIM -4% |
| 93 | Parcion Private Wealth LLC | 10,57110,571 | $447,890 | — | ADD 3% |
| 94 | Rehmann Capital Advisory Group | 9,8559,855 | $417,553 | — | — |
| 95 | Hill Investment Group Partners, LLC | 9,5429,542 | $404,292 | — | ADD 13% |
| 96 | Caprock Group, LLC | 9,5319,531 | $403,826 | — | TRIM -8% |
| 97 | RHS Financial, LLC | 9,2829,282 | $393,276 | — | TRIM -8% |
| 98 | Chicago Partners Investment Group LLC | 8,0768,076 | $381,753 | — | — |
| 99 | Wealth Management Strategies, Inc. | 8,9328,932 | $378,463 | — | — |
| 100 | AdvisorNet Financial, Inc | 8,9118,911 | $377,556 | — | TRIM -13% |
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 |
|---|---|---|---|---|---|---|---|
| AWM CAPITAL, LLC | 852K | 882K | 627K | 676K | 717K | 761K | $32M |
| MASECO LLP | — | — | 548K | 558K | 574K | 588K | $25M |
| Pathstone Holdings, LLC | 166K | 166K | 222K | 341K | 515K | 570K | $24M |
| Focus Partners Wealth | 32K | 313K | 538K | 542K | 533K | 537K | $24M |
| Quantum Financial Advisors, LLC | 551K | 584K | 574K | 563K | 557K | 546K | $23M |
| Five Oceans Advisors | 330K | 332K | 352K | 417K | 434K | 438K | $19M |
| Forum Financial Management, LP | 389K | 396K | 396K | 397K | 395K | 375K | $16M |
| Abacus Wealth Partners, LLC | 521K | 526K | 337K | 341K | 341K | 340K | $14M |
| Citrine Capital LLC | 285K | 303K | 306K | 313K | 318K | 329K | $14M |
| EP Wealth Advisors, LLC | 19K | 21K | 17K | — | 11K | 307K | $13M |
| Retirement Solution LLC | 209K | 265K | 265K | 262K | 263K | 260K | $11M |
| Savant Capital, LLC | 120K | 123K | 127K | 124K | 137K | 215K | $9M |
| Wealth Architects, LLC | 108K | 121K | 142K | 146K | 158K | 156K | $7M |
| Greenspring Advisors, LLC | 133K | 74K | — | 133K | 150K | 150K | $6M |
| SACHEM HILL LLC | 70K | 58K | 148K | 128K | 128K | 136K | $6M |
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 | 173 | 8,952,337 | — | $380M |
| 2025-Q4 | 163 | 8,532,100 | — | $354M |
| 2025-Q3 | 148 | 8,127,905 | — | $334M |
| 2025-Q2 | 141 | 7,787,580 | — | $296M |
| 2025-Q1 | 139 | 7,252,660 | — | $244M |
| 2024-Q4 | 128 | 6,862,008 | — | $227M |
| 2024-Q3 | 111 | 5,979,206 | — | $212M |
| 2024-Q2 | 101 | 5,604,685 | — | $188M |
| 2024-Q1 | 90 | 4,730,404 | — | $152M |
| 2023-Q4 | 87 | 4,517,554 | — | $143M |
| 2023-Q3 | 70 | 4,134,075 | — | $122M |
| 2023-Q2 | 59 | 3,907,000 | — | $107M |
| 2023-Q1 | 50 | 2,895,990 | — | $87M |
| 2022-Q4 | 33 | 2,479,627 |
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.
| — |
| $70M |
