| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Faithward Advisors, LLC | 870,735870,735 | $20M | — | ADD 11% |
| 2 | Compound Planning, Inc. | 426,949426,949 | $10M | — | TRIM -10% |
| 3 | PALLADIEM, LLC | 255,110255,110 | $6M | — | — |
| 4 | Blueprint Investment Partners LLC | 253,946253,946 | $6M | — | ADD 5% |
| 5 | Blueprint Financial Advisors LLC | 253,946253,946 | $6M | — | ADD 5% |
| 6 | WealthTrak Capital Management LLC | 123,373123,373 | $3M | — | ADD 13% |
| 7 | International Private Wealth Advisors LLC | 84,82284,822 | $2M | — | ADD 4% |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | 43,54743,547 | $989,950 | — | ADD 6% |
| 9 | Kingsview Wealth Management, LLC | 39,23139,231 | $891,834 | — | ADD 12% |
| 10 | Ashton Thomas Private Wealth, LLC | 27,58827,588 | $627,146 | — | ADD 69% |
| 11 | Encompass More Asset Management | 17,48517,485 | $397,485 | — | TRIM -6% |
| 12 | Atlas Wealth Partners, LLC | 16,45016,450 | $373,956 | — | ADD 6% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,90312,903 | $293,323 | — | NEW |
| 14 | Farther Finance Advisors, LLC | 10,76110,761 | $244,920 | — | NEW |
| 15 | Aptus Capital Advisors, LLC | 9,1149,114 | $207,188 | — | — |
| 16 | McIlrath & Eck, LLC | 4,1004,100 | $93,205 | — | — |
| 17 | CoreCap Advisors, LLC | 776776 | $17,641 | — | — |
| 18 | AE Wealth Management LLC | 389389 | $8,843 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Faithward Advisors, LLC | — | — | — | 731K | 784K | 871K | $20M |
| Compound Planning, Inc. | 393K | 469K | 517K | 537K | 473K | 427K | $10M |
| PALLADIEM, LLC | — | — | — | — | 256K | 255K | $6M |
| Blueprint Investment Partners LLC | 169K | 139K | — | 44K | 241K | 254K | $6M |
| Blueprint Financial Advisors LLC | — | — | — | 44K | 241K | 254K | $6M |
| WealthTrak Capital Management LLC | 79K | 80K | 98K | 103K | 109K | 123K | $3M |
| International Private Wealth Advisors LLC | 138K | 140K | 124K | 117K | 82K | 85K | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 70K | 71K | 63K | 59K | 41K | 44K | $989,950 |
| Kingsview Wealth Management, LLC | — | — | — | — | 35K | 39K | $891,834 |
| Ashton Thomas Private Wealth, LLC | 17K | 19K | 19K | 19K | 16K | 28K | $627,146 |
| Encompass More Asset Management | 22K | 21K | 21K | 20K | 19K | 17K | $397,485 |
| Atlas Wealth Partners, LLC | — | — | — | 11K | 15K | 16K | $373,956 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | — | 13K | $293,323 |
| Farther Finance Advisors, LLC | — | — | — | — | — | 11K | $244,920 |
| Aptus Capital Advisors, LLC | 9K | 9K | 9K | 9K | 9K | 9K | $207,188 |
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 | 18 | 2,451,225 | — | $56M |
| 2025-Q4 | 21 | 2,490,501 | — | $57M |
| 2025-Q3 | 19 | 1,856,307 | — | $43M |
| 2025-Q2 | 16 | 1,030,069 | — | $24M |
| 2025-Q1 | 17 | 1,146,001 | — | $26M |
| 2024-Q4 | 19 | 1,346,805 | — | $31M |
| 2024-Q3 | 18 | 1,085,561 | — | $26M |
| 2024-Q2 | 13 | 1,042,145 | — | $25M |
| 2024-Q1 | 11 | 1,066,628 | — | $27M |
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.
