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 |
|---|---|---|---|---|---|---|---|
| CWM, LLC | 121K | 349K | 460K | 464K | 503K | 573K | $19M |
| COMMONWEALTH EQUITY SERVICES, LLC | 85K | 281K | 100K | 120K | 335K | 350K | $12M |
| Orion Porfolio Solutions, LLC | — | 77K | 203K | 234K | 260K | 295K | $10M |
| Brookstone Capital Management | 9K | 8K | 12K | 109K | 197K | 216K | $7M |
| SMART Wealth LLC | 430K | 416K | 239K | 211K | 192K | 188K | $6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 80K | 16K | 8K | 42K | 22K | 180K | $6M |
| RAYMOND JAMES FINANCIAL INC | 136K | 180K | 95K | 168K | 172K | 128K | $4M |
| OSAIC HOLDINGS, INC. | 37K | 101K | 40K | 52K | 66K | 107K | $4M |
| Triad Wealth Partners, LLC | — | 14K | 28K | 53K | 64K | 106K | $4M |
| Farther Finance Advisors, LLC | — | — | 290 | 48K | 65K | 82K | $3M |
| Cetera Investment Advisers | 45K | 94K | 103K | 115K | 116K | 74K | $2M |
| Atria Investments, Inc | — | — | — | 57K | 61K | 72K | $2M |
| Mutual Advisors, LLC | 64K | 71K | 110K | 246K | 259K | 71K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 10K | 12K | 35K | 50K | 54K | 68K | $2M |
| IHT Wealth Management, LLC | — | — | — | 67K | 57K | 59K | $2M |
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 | 61 | 3,263,230 | — | $110M |
| 2025-Q4 | 56 | 3,122,343 | — | $110M |
| 2025-Q3 | 52 | 3,462,145 | — | $116M |
| 2025-Q2 | 49 | 3,132,172 | — | $101M |
| 2025-Q1 | 45 | 3,426,740 | — | $105M |
| 2024-Q4 | 29 | 2,105,877 | — | $68M |
| 2024-Q3 | 26 | 2,315,118 | — | $74M |
| 2024-Q2 | 22 | 2,076,576 | — | $62M |
| 2024-Q1 | 12 | 991,765 | — | $29M |
| 2023-Q4 | 5 | 483,675 | — | $13M |
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.
