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 |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | — | — | — | — | 311K | 324K | $22M |
| BCR Wealth Strategies, LLC | 267K | 268K | 257K | 258K | 262K | 264K | $18M |
| FMB WEALTH MANAGEMENT | 227K | 210K | 208K | 208K | 204K | 203K | $14M |
| Pure Financial Advisors, LLC | 36K | 87K | 110K | 126K | 142K | 152K | $10M |
| Cordant, Inc. | 10K | 25K | 28K | 34K | 66K | 82K | $6M |
| CITADEL ADVISORS LLC | — | — | — | 22K | 9K | 74K | $5M |
| ASSETMARK, INC | — | — | 46K | 59K | 62K | 67K | $5M |
| JANE STREET GROUP, LLC | 126K | 58K | 69K | 37K | — | 57K | $4M |
| Versant Capital Management, Inc | 8K | 34K | 32K | 34K | 43K | 49K | $3M |
| MML INVESTORS SERVICES, LLC | — | 22K | 30K | 37K | 39K | 31K | $2M |
| Evanson Asset Management, LLC | 17K | 17K | 17K | 21K | 24K | 25K | $2M |
| BIP Wealth, LLC | — | — | 8K | 11K | 12K | 13K | $860,977 |
| ROYAL BANK OF CANADA | — | — | 4K | 4K | 4K | 11K | $729,000 |
| Discipline Wealth Solutions, LLC | — | — | — | — | — | 8K | $507,484 |
| VESTIA PERSONAL WEALTH ADVISORS | — | — | — | 6K | 5K | 7K | $466,924 |
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 | 31 | 1,416,336 | — | $96M |
| 2025-Q4 | 33 | 1,499,316 | — | $96M |
| 2025-Q3 | 29 | 1,379,874 | — | $85M |
| 2025-Q2 | 21 | 1,312,310 | — | $76M |
| 2025-Q1 | 14 | 1,222,500 | — | $63M |
| 2024-Q4 | 11 | 920,592 | — | $44M |
| 2024-Q3 | 6 | 789,733 | — | $41M |
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.
