| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Strategic Equity Management | 413,836413,836 | $11M | — | ADD 173% |
| 2 | MONEYWISE, INC. | 193,800193,800 | $5M | — | ADD 199% |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 111,985111,985 | $3M | — | ADD 46% |
| 4 | PAX Financial Group, LLC | 48,12848,128 | $1M | — | — |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 38,33338,333 | $1M | — | NEW |
| 6 | CreativeOne Wealth, LLC | 35,64735,647 | $932,526 | — | NEW |
| 7 | EverSource Wealth Advisors, LLC | 19,89319,893 | $520,401 | — | ADD 77% |
| 8 | First Heartland Consultants, Inc. | 13,61513,615 | $356,168 | — | ADD 4% |
| 9 | 49 WEALTH MANAGEMENT, LLC | 13,19013,190 | $345,050 | — | NEW |
| 10 | Whitaker-Myers Wealth Managers, LTD. | 12,26412,264 | $320,826 | — | ADD 21% |
| 11 | Values First Advisors, Inc. | 4,1764,176 | $109,223 | — | — |
| 12 | OSAIC HOLDINGS, INC. | 9797 | $2,536 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Strategic Equity Management | — | — | — | — | 151K | 414K | $11M |
| MONEYWISE, INC. | — | — | — | — | 65K | 194K | $5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | — | — | 77K | 112K | $3M |
| PAX Financial Group, LLC | — | — | — | — | 48K | 48K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | — | 38K | $1M |
| CreativeOne Wealth, LLC | — | — | — | — | — | 36K | $932,526 |
| EverSource Wealth Advisors, LLC | — | — | — | — | 11K | 20K | $520,401 |
| First Heartland Consultants, Inc. | — | — | — | — | 13K | 14K | $356,168 |
| 49 WEALTH MANAGEMENT, LLC | — | — | — | — | — | 13K | $345,050 |
| Whitaker-Myers Wealth Managers, LTD. | — | — | — | — | 10K | 12K | $320,826 |
| Values First Advisors, Inc. | — | — | — | — | 4K | 4K | $109,223 |
| OSAIC HOLDINGS, INC. | — | — | — | — | — | 97 | $2,536 |
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 | 12 | 904,964 | — | $24M |
| 2025-Q4 | 9 | 379,239 | — | $10M |
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.
