| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Kathmere Capital Management, LLC | 577,309577,309 | $22M | — | ADD 4% |
| 2 | Resonant Capital Advisors, LLC | 295,376295,376 | $11M | — | TRIM -15% |
| 3 | Rothschild Wealth LLC | 246,950246,950 | $9M | — | — |
| 4 | Rockefeller Capital Management L.P. | 211,962211,962 | $8M | — | — |
| 5 | Indivisible Partners | 199,723199,723 | $7M | — | ADD 5% |
| 6 | Aspect Partners, LLC | 165,061165,061 | $6M | — | ADD 7% |
| 7 | Berkeley, Inc | 146,193146,193 | $5M | — | — |
| 8 | Madison Asset Management, LLC | 62,06662,066 | $2M | — | ADD 3% |
| 9 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 44,39744,397 | $2M | — | ADD 3% |
| 10 | Accurate Wealth Management, LLC | 25,91125,911 | $974,277 | — | TRIM -48% |
| 11 | Tidal Investments LLC | 24,95924,959 | $934,043 | — | TRIM -14% |
| 12 | LPL Financial LLC | 18,63818,638 | $697,498 | — | TRIM -11% |
| 13 | National Philanthropic Trust | 17,00017,000 | $636,191 | — | — |
| 14 | Crumly & Associates Inc. | 15,06815,068 | $563,891 | — | TRIM -7% |
| 15 | Global View Capital Management LLC | 13,80813,808 | $516,739 | — | TRIM -10% |
| 16 | Focus Partners Wealth | 11,74611,746 | $439,590 | — | TRIM -10% |
| 17 | GTS SECURITIES LLC | 10,41310,413 | $389,686 | — | TRIM -25% |
| 18 | Legacy Wealth Managment, LLC/ID | 7,4047,404 | $277,081 | — | TRIM -3% |
| 19 | WealthCare Investment Partners, LLC | 5,8565,856 | $220,240 | — | — |
| 20 | Opal Wealth Advisors, LLC | 1,6801,680 | $62,861 | — | NEW |
| 21 | US BANCORP \DE\ | 1,3581,358 | $50,821 | — | TRIM -23% |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,1491,149 | $42,999 | — | TRIM -40% |
| 23 | Orion Capital Management LLC | 628628 | $23,502 | — | — |
| 24 | Essential Partners LLC | 359359 | $13,435 | — | — |
| 25 | HARBOUR INVESTMENTS, INC. | 308308 | $11,526 | — | NEW |
| 26 | UBS Group AG | 209209 | $7,822 | — | ADD 190% |
| 27 | Geneos Wealth Management Inc. | 200200 | $7,484 | — | — |
| 28 | WELLS FARGO & COMPANY/MN | 7272 | $2,694 | — | NEW |
| 29 | MORGAN STANLEY | 11 | $39 | — | TRIM -99% |
| 30 | FMR LLC | 11 | $37 | — | 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 |
|---|---|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 396K | 420K | 483K | 508K | 557K | 577K | $22M |
| Resonant Capital Advisors, LLC | 289K | 306K | 326K | 334K | 348K | 295K | $11M |
| Rothschild Wealth LLC | — | — | — | — | 243K | 247K | $9M |
| Rockefeller Capital Management L.P. | 181K | 196K | 400K | 210K | 212K | 212K | $8M |
| Indivisible Partners | — | — | — | — | 189K | 200K | $7M |
| Aspect Partners, LLC | 124K | 124K | 131K | 142K | 155K | 165K | $6M |
| Berkeley, Inc | 191K | 179K | 170K | 158K | 147K | 146K | $5M |
| Madison Asset Management, LLC | 60K | 65K | 60K | 71K | 61K | 62K | $2M |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | — | — | — | 11K | 43K | 44K | $2M |
| Accurate Wealth Management, LLC | 14K | 62K | 62K | 55K | 50K | 26K | $974,277 |
| Tidal Investments LLC | — | — | — | 6K | 29K | 25K | $934,043 |
| LPL Financial LLC | 62K | 56K | 37K | 24K | 21K | 19K | $697,498 |
| National Philanthropic Trust | 9K | 14K | 15K | 15K | 17K | 17K | $636,191 |
| Crumly & Associates Inc. | 182K | 188K | 32K | 34K | 16K | 15K | $563,891 |
| Global View Capital Management LLC | 18K | 14K | 14K | 17K | 15K | 14K | $516,739 |
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 | 30 | 2,105,805 | — | $79M |
| 2025-Q4 | 31 | 2,196,926 | — | $78M |
| 2025-Q3 | 29 | 1,898,257 | — | $68M |
| 2025-Q2 | 27 | 2,095,632 | — | $68M |
| 2025-Q1 | 30 | 2,018,612 | — | $64M |
| 2024-Q4 | 29 | 1,955,589 | — | $68M |
| 2024-Q3 | 29 | 1,992,679 | — | $72M |
| 2024-Q2 | 26 | 1,763,761 | — | $61M |
| 2024-Q1 | 14 | 786,710 | — | $29M |
| 2023-Q4 | 11 | 609,816 | — | $21M |
| 2023-Q3 | 7 | 250,952 | — | $8M |
| 2023-Q2 | 5 | 225,734 | — | $7M |
| 2023-Q1 | 5 | 66,534 | — | $2M |
| 2022-Q4 | 1 | 41,675 | — | $1M |
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.
