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 |
|---|---|---|---|---|---|---|---|
| CreativeOne Wealth, LLC | 335K | 1.3M | 1.4M | 1.4M | 37K | 1.4M | $37M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | 14K | 14K | 66K | 1.5M | 956K | $25M |
| Strategic Equity Management | — | 64K | 474K | 488K | 530K | 524K | $14M |
| O'Connor Financial Group LLC | — | 19K | 494K | 489K | 498K | 496K | $13M |
| MONEYWISE, INC. | — | 59K | 222K | 249K | 269K | 278K | $7M |
| Legacy Wealth Asset Management, LLC | — | — | 222K | 228K | 234K | 250K | $7M |
| PAX Financial Group, LLC | — | 220K | 169K | 170K | 157K | 161K | $4M |
| LPL Financial LLC | — | — | — | 50K | 119K | 141K | $4M |
| Geneos Wealth Management Inc. | — | — | 96K | 100K | 123K | 118K | $3M |
| Cambridge Investment Research Advisors, Inc. | — | 17K | 42K | 69K | 98K | 113K | $3M |
| Kestra Advisory Services, LLC | — | — | 69K | 89K | 101K | 108K | $3M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | — | 8K | 31K | 43K | 69K | 89K | $2M |
| EverSource Wealth Advisors, LLC | — | 42K | 43K | 48K | 48K | 85K | $2M |
| JONES FINANCIAL COMPANIES LLLP | — | — | — | 7K | 33K | 83K | $2M |
| OneAscent Financial Services LLC | — | 10K | 23K | 32K | 64K | 71K | $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 | 38 | 5,340,343 | — | $140M |
| 2025-Q4 | 39 | 4,387,032 | — | $120M |
| 2025-Q3 | 38 | 3,976,209 | — | $108M |
| 2025-Q2 | 31 | 3,735,873 | — | $97M |
| 2025-Q1 | 16 | 1,833,687 | — | $43M |
| 2024-Q4 | 3 | 373,624 | — | $9M |
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.
