| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | 968,737968,737 | $28M | — | TRIM -10% |
| 2 | Faithward Advisors, LLC | 545,800545,800 | $16M | — | — |
| 3 | Bare Financial Services, Inc | 440,015440,015 | $13M | — | ADD 6% |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | 348,832348,832 | $10M | — | TRIM -38% |
| 5 | LPL Financial LLC | 275,970275,970 | $8M | — | ADD 11% |
| 6 | CreativeOne Wealth, LLC | 254,471254,471 | $7M | — | NEW |
| 7 | OneAscent Wealth Management LLC | 243,321243,321 | $7M | — | TRIM -14% |
| 8 | O'Connor Financial Group LLC | 204,591204,591 | $6M | — | — |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 191,307191,307 | $6M | — | TRIM -52% |
| 10 | LVZ, Inc. | 152,754152,754 | $4M | — | TRIM -4% |
| 11 | PAX Financial Group, LLC | 137,113137,113 | $4M | — | — |
| 12 | Cambridge Investment Research Advisors, Inc. | 91,77591,775 | $3M | — | ADD 19% |
| 13 | Atria Investments, Inc | 85,74285,742 | $2M | — | TRIM -10% |
| 14 | Valmark Advisers, Inc. | 83,97183,971 | $2M | — | ADD 6% |
| 15 | Strategic Equity Management | 74,01474,014 | $2M | — | ADD 7% |
| 16 | EverSource Wealth Advisors, LLC | 60,99360,993 | $2M | — | ADD 67% |
| 17 | MONEYWISE, INC. | 57,72057,720 | $2M | — | ADD 5% |
| 18 | JONES FINANCIAL COMPANIES LLLP | 53,47653,476 | $2M | — | ADD 200% |
| 19 | Sound Financial Strategies Group, LLC | 50,90950,909 | $1M | — | ADD 19% |
| 20 | 49 WEALTH MANAGEMENT, LLC | 40,36440,364 | $1M | — | TRIM -3% |
| 21 | First Heartland Consultants, Inc. | 37,82637,826 | $1M | — | — |
| 22 | SageOak Financial, LLC | 31,89631,896 | $924,979 | — | — |
| 23 | Discipline Wealth Solutions, LLC | 27,68327,683 | $802,807 | — | NEW |
| 24 | Tulsa Wealth Advisors, INC | 26,99926,999 | $782,971 | — | NEW |
| 25 | OneAscent Family Office, LLC | 25,91225,912 | $751,445 | — | TRIM -16% |
| 26 | IFP Advisors, Inc | 22,20522,205 | $643,945 | — | — |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 21,88521,885 | $634,680 | — | NEW |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 20,48320,483 | $594,014 | — | ADD 37% |
| 29 | Merit Financial Group, LLC | 18,98718,987 | $550,630 | — | ADD 2% |
| 30 | GTS SECURITIES LLC | 17,67517,675 | $512,575 | — | TRIM -34% |
| 31 | Values First Advisors, Inc. | 15,25615,256 | $442,408 | — | ADD 17% |
| 32 | HARBOUR INVESTMENTS, INC. | 15,15615,156 | $439,538 | — | ADD 6215% |
| 33 | Foundations Investment Advisors, LLC | 13,79913,799 | $400,171 | — | ADD 18% |
| 34 | ROYAL BANK OF CANADA | 12,05712,057 | $350,000 | — | TRIM -54% |
| 35 | Equitable Holdings, Inc. | 12,72312,723 | $337,668 | — | ADD 3% |
| 36 | Betterment LLC | 11,25411,254 | $326,000 | — | TRIM -3% |
| 37 | Security Financial Services, INC. | 11,16611,166 | $323,814 | — | ADD 6% |
| 38 | Bedel Financial Consulting, Inc. | 10,29710,297 | $298,613 | — | ADD 21% |
| 39 | HighTower Advisors, LLC | 10,11310,113 | $293,272 | — | — |
| 40 | RAYMOND JAMES FINANCIAL INC | 8,7898,789 | $254,881 | — | NEW |
| 41 | Cornerstone Wealth Management, LLC | 8,7648,764 | $254,161 | — | — |
| 42 | Schwallier Wealth Management LLC | 8,1228,122 | $235,542 | — | NEW |
| 43 | Plan A Wealth LLC | 8,1098,109 | $235,161 | — | ADD 3% |
| 44 | Clarity Asset Management, Inc. | 5,4465,446 | $157,934 | — | NEW |
| 45 | OSAIC HOLDINGS, INC. | 3,9403,940 | $114,410 | — | TRIM -4% |
| 46 | Blue Trust, Inc. | 3,0883,088 | $89,552 | — | ADD 2% |
| 47 | CX Institutional | 2,9172,917 | $85,000 | — | TRIM -69% |
| 48 | AdvisorNet Financial, Inc | 1,0851,085 | $31,465 | — | NEW |
| 49 | Aptus Capital Advisors, LLC | 698698 | $20,242 | — | TRIM -28% |
| 50 | ASSETMARK, INC | 311311 | $9,019 | — | — |
| 51 | GeoWealth Management, LLC | 11 | $29 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 591K | 708K | 901K | 807K | 1.1M | 969K | $28M |
| Faithward Advisors, LLC | 843K | 857K | 908K | 544K | 538K | 546K | $16M |
| Bare Financial Services, Inc | — | 899 | — | 345K | 415K | 440K | $13M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11K | 15K | 511K | 539K | 563K | 349K | $10M |
| LPL Financial LLC | — | 43K | 124K | 191K | 248K | 276K | $8M |
| CreativeOne Wealth, LLC | 74K | 263K | 274K | 274K | — | 254K | $7M |
| OneAscent Wealth Management LLC | 194K | 239K | 265K | 279K | 284K | 243K | $7M |
| O'Connor Financial Group LLC | — | — | 210K | 207K | 207K | 205K | $6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15K | 143K | 170K | 173K | 395K | 191K | $6M |
| LVZ, Inc. | — | 121K | 118K | 158K | 158K | 153K | $4M |
| PAX Financial Group, LLC | 152K | 160K | 130K | 131K | 138K | 137K | $4M |
| Cambridge Investment Research Advisors, Inc. | 94K | 116K | 131K | 57K | 77K | 92K | $3M |
| Atria Investments, Inc | 552K | 278K | 334K | 316K | 95K | 86K | $2M |
| Valmark Advisers, Inc. | 23K | 28K | 68K | 75K | 79K | 84K | $2M |
| Strategic Equity Management | — | 31K | 38K | 60K | 69K | 74K | $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 | 51 | 4,776,517 | — | $138M |
| 2025-Q4 | 51 | 4,929,997 | — | $131M |
| 2025-Q3 | 54 | 4,697,677 | — | $126M |
| 2025-Q2 | 42 | 4,730,610 | — | $120M |
| 2025-Q1 | 33 | 3,360,672 | — | $84M |
| 2024-Q4 | 27 | 2,799,510 | — | $69M |
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.
