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 |
|---|---|---|---|---|---|---|---|
| Tencap Wealth Coaching, LLC | — | — | — | — | 1.2M | 1.2M | $71M |
| BCR Wealth Strategies, LLC | 645K | 672K | 708K | 728K | 743K | 789K | $47M |
| Beacon Pointe Advisors, LLC | — | — | — | — | 684K | 753K | $45M |
| FMB WEALTH MANAGEMENT | 360K | 340K | 339K | 339K | 329K | 328K | $19M |
| RFG Advisory, LLC | — | 352K | 252K | 253K | 257K | 304K | $18M |
| American Trust | — | — | — | — | 252K | 263K | $16M |
| Pure Financial Advisors, LLC | 40K | 100K | 156K | 183K | 200K | 231K | $14M |
| Corus Family Wealth Advisors | — | — | 37K | 61K | 80K | 112K | $7M |
| LVZ, Inc. | — | 65K | 68K | 81K | 92K | 104K | $6M |
| STAGE HARBOR FINANCIAL, LLC | 6K | 19K | 45K | 52K | 64K | 76K | $5M |
| MML INVESTORS SERVICES, LLC | — | 68K | 81K | 89K | 90K | 75K | $4M |
| Financial Harvest, LLC | 6K | — | 39K | 51K | 62K | 74K | $4M |
| ASSETMARK, INC | — | — | 40K | 52K | 60K | 64K | $4M |
| Private Advisor Group, LLC | — | — | 13K | 21K | 50K | 56K | $3M |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | — | 51K | $3M |
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 | 50 | 4,809,961 | — | $286M |
| 2025-Q4 | 50 | 4,520,006 | — | $270M |
| 2025-Q3 | 42 | 2,922,269 | — | $171M |
| 2025-Q2 | 35 | 2,682,946 | — | $146M |
| 2025-Q1 | 23 | 2,388,264 | — | $120M |
| 2024-Q4 | 14 | 1,216,225 | — | $64M |
| 2024-Q3 | 6 | 1,149,332 | — | $61M |
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.
