| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 257,157257,157 | $4M | 1.76% | ADD 38% |
| 2 | Clear Creek Financial Management, LLC | 242,221242,221 | $4M | 1.65% | ADD 63% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 219,003219,003 | $3M | 1.50% | NEW |
| 4 | BEAM WEALTH ADVISORS, INC. | 216,676216,676 | $3M | 1.48% | ADD 11% |
| 5 | Focus Partners Wealth | 145,485145,485 | $2M | 0.99% | — |
| 6 | Snowden Capital Advisors LLC | 136,512136,512 | $2M | 0.93% | NEW |
| 7 | Betterment LLC | 135,281135,281 | $2M | 0.92% | ADD 9% |
| 8 | Wiser Wealth Management, Inc | 108,395108,395 | $2M | 0.74% | ADD 79% |
| 9 | IEQ CAPITAL, LLC | 104,349104,349 | $2M | 0.71% | — |
| 10 | U.S. Capital Wealth Advisors, LLC | 91,41491,414 | $1M | 0.62% | ADD 17% |
| 11 | Soltis Investment Advisors LLC | 76,70176,701 | $1M | 0.52% | — |
| 12 | Lido Advisors, LLC | 71,34171,341 | $1M | 0.49% | NEW |
| 13 | MAGNOLIA CAPITAL ADVISORS LLC | 66,52266,522 | $997,830 | 0.45% | ADD 99% |
| 14 | UNIQUE WEALTH, LLC | 60,28660,286 | $904,290 | 0.41% | ADD 16% |
| 15 | Atria Investments, Inc | 58,90858,908 | $883,620 | 0.40% | ADD 82% |
| 16 | MEITAV INVESTMENT HOUSE LTD | 56,00756,007 | $840,105 | 0.38% | ADD 11% |
| 17 | Claro Advisors Inc. | 54,55454,554 | $818,310 | 0.37% | TRIM -13% |
| 18 | Steward Partners Investment Advisory, LLC | 50,86750,867 | $763,005 | 0.35% | ADD 2% |
| 19 | CWA Asset Management Group, LLC | 49,96549,965 | $749,475 | 0.34% | TRIM -12% |
| 20 | HIGHLINE WEALTH PARTNERS LLC | 48,63048,630 | $729,450 | 0.33% | ADD 28% |
| 21 | RFG Advisory, LLC | 36,90936,909 | $553,635 | 0.25% | NEW |
| 22 | Harbour Wealth Management Group, Inc. | 36,17136,171 | $542,565 | 0.25% | NEW |
| 23 | JPMORGAN CHASE & CO | 37,48137,481 | $542,350 | 0.26% | ADD 1830% |
| 24 | Sanctuary Advisors, LLC | 33,47833,478 | $502,170 | 0.23% | ADD 41% |
| 25 | BRANDYWINE OAK PRIVATE WEALTH LLC | 32,67332,673 | $490,091 | 0.22% | ADD 20% |
| 26 | OPTIMA CAPITAL LLC | 31,66931,669 | $475,035 | 0.22% | ADD 16% |
| 27 | ROMAN BUTLER FULLERTON & CO | 26,05126,051 | $412,392 | 0.18% | ADD 89% |
| 28 | Twelve Points Wealth Management LLC | 27,46827,468 | $412,020 | 0.19% | ADD 58% |
| 29 | RENAISSANCE TECHNOLOGIES LLC | 24,40024,400 | $366,000 | 0.17% | TRIM -72% |
| 30 | Belpointe Asset Management LLC | 24,17224,172 | $362,580 | 0.17% | ADD 14% |
| 31 | Brown Miller Wealth Management, LLC | 24,00824,008 | $360,120 | 0.16% | ADD 14% |
| 32 | Arete Wealth Advisors, LLC | 23,91023,910 | $358,650 | 0.16% | — |
| 33 | Perigon Wealth Management, LLC | 23,65623,656 | $354,840 | 0.16% | — |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 23,62523,625 | $354,370 | 0.16% | ADD 36% |
| 35 | Daviman Financial, LLC | 23,54723,547 | $353,205 | 0.16% | ADD 81% |
| 36 | COLUMBIA ADVISORY PARTNERS LLC | 23,33923,339 | $350,085 | 0.16% | ADD 111% |
| 37 | Coastline Trust Co | 22,29722,297 | $334,455 | 0.15% | NEW |
| 38 | a16z Perennial Management, L.P. | 22,19722,197 | $332,955 | 0.15% | — |
| 39 | Orion Porfolio Solutions, LLC | 22,14422,144 | $332,160 | 0.15% | TRIM -13% |
| 40 | MONETA GROUP INVESTMENT ADVISORS LLC | 21,61221,612 | $324,180 | 0.15% | — |
| 41 | Schonfeld Strategic Advisors LLC | 20,70020,700 | $310,500 | 0.14% | NEW |
| 42 | Clearwater Capital Advisors, LLC | 19,65619,656 | $294,840 | 0.13% | — |
| 43 | Concentrum Wealth Management | 19,07619,076 | $286,140 | 0.13% | TRIM -7% |
| 44 | Fielder Capital Group LLC | 18,38718,387 | $275,805 | 0.13% | — |
| 45 | Mariner, LLC | 18,17418,174 | $272,610 | 0.12% | NEW |
| 46 | Cresset Asset Management, LLC | 17,55917,559 | $263,385 | 0.12% | ADD 8% |
| 47 | Cambridge Investment Research Advisors, Inc. | 17,54217,542 | $263,000 | 0.12% | ADD 28% |
| 48 | OxenFree Capital LLC | 14,14814,148 | $240,799 | 0.10% | — |
| 49 | CreativeOne Wealth, LLC | 15,90215,902 | $238,530 | 0.11% | — |
| 50 | Quaker Wealth Management, LLC | 13,98313,983 | $209,745 | 0.10% | ADD 1412% |
| 51 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,90113,901 | $205,457 | 0.09% | TRIM -24% |
| 52 | MML INVESTORS SERVICES, LLC | 13,63413,634 | $204,510 | 0.09% | TRIM -18% |
| 53 | Brookstone Capital Management | 13,15213,152 | $197,280 | 0.09% | TRIM -15% |
| 54 | Wealthcare Advisory Partners LLC | 12,22012,220 | $183,300 | 0.08% | NEW |
| 55 | TritonPoint Partners, LLC | 11,91611,916 | $178,740 | 0.08% | NEW |
| 56 | CITADEL ADVISORS LLC | 11,69611,696 | $175,440 | 0.08% | TRIM -82% |
| 57 | Visionary Wealth Advisors | 11,36811,368 | $170,520 | 0.08% | ADD 8% |
| 58 | Spectrum Planning & Advisory Services Inc. | 11,36711,367 | $170,505 | 0.08% | — |
| 59 | CAPITAL ADVISORS INC/OK | 10,37510,375 | $155,625 | 0.07% | — |
| 60 | HighTower Advisors, LLC | 10,09410,094 | $151,400 | 0.07% | TRIM -17% |
| 61 | Summit Financial, LLC | 10,07510,075 | $151,126 | 0.07% | NEW |
| 62 | ROTHSCHILD INVESTMENT LLC | 9,0009,000 | $135,000 | 0.06% | — |
| 63 | MRP Capital Investments, LLC | 7,2527,252 | $108,780 | 0.05% | ADD 18% |
| 64 | Wealth Preservation Advisors, LLC | 5,3005,300 | $79,500 | 0.04% | NEW |
| 65 | OSAIC HOLDINGS, INC. | 3,9713,971 | $59,565 | 0.03% | ADD 21% |
| 66 | Arax Advisory Partners | 3,8513,851 | $57,765 | 0.03% | TRIM -69% |
| 67 | Farther Finance Advisors, LLC | 3,7583,758 | $57,535 | 0.03% | ADD 768% |
| 68 | Center for Financial Planning, Inc. | 2,6002,600 | $39,000 | 0.02% | NEW |
| 69 | BROWN BROTHERS HARRIMAN & CO | 2,3782,378 | $35,670 | 0.02% | NEW |
| 70 | EverSource Wealth Advisors, LLC | 2,1642,164 | $32,465 | 0.01% | ADD 81% |
| 71 | MAI Capital Management | 2,1332,133 | $31,995 | 0.01% | — |
| 72 | Private Wealth Asset Management, LLC | 2,0002,000 | $30,000 | 0.01% | ADD 33% |
| 73 | Sound Income Strategies, LLC | 1,8661,866 | $28,568 | 0.01% | ADD 37% |
| 74 | Lodestone Wealth Management LLC | 1,7381,738 | $26,070 | 0.01% | — |
| 75 | Sankala Group LLC | 1,7121,712 | $24,464 | 0.01% | TRIM -34% |
| 76 | Ankerstar Wealth, LLC | 1,5741,574 | $23,610 | 0.01% | TRIM -83% |
| 77 | ROSS\JOHNSON & Associates LLC | 1,5001,500 | $22,500 | 0.01% | — |
| 78 | Geneos Wealth Management Inc. | 1,3571,357 | $20,355 | 0.01% | ADD 55% |
| 79 | Parallel Advisors, LLC | 1,1851,185 | $17,776 | 0.01% | ADD 52% |
| 80 | CWM, LLC | 1,0691,069 | $16,035 | 0.01% | TRIM -62% |
| 81 | Beaird Harris Wealth Management, LLC | 1,0671,067 | $16,005 | 0.01% | — |
| 82 | IFP Advisors, Inc | 1,0551,055 | $15,825 | 0.01% | ADD 83% |
| 83 | MORGAN STANLEY | 1,0001,000 | $15,000 | 0.01% | ADD 285% |
| 84 | HOLLENCREST CAPITAL MANAGEMENT | 874874 | $13,110 | 0.01% | ADD 72% |
| 85 | PlanVest Financial, Inc | 694694 | $10,410 | 0.00% | NEW |
| 86 | PNC FINANCIAL SERVICES GROUP, INC. | 658658 | $9,870 | 0.00% | ADD 45% |
| 87 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 650650 | $9,750 | 0.00% | ADD 55% |
| 88 | McIlrath & Eck, LLC | 510510 | $7,650 | 0.00% | — |
| 89 | Physician Wealth Advisors, Inc. | 475475 | $7,125 | 0.00% | — |
| 90 | Larson Financial Group LLC | 400400 | $6,000 | 0.00% | ADD 33% |
| 91 | Allworth Financial LP | 339339 | $5,085 | 0.00% | NEW |
| 92 | My Portfolio Guide, LLC | 265265 | $3,975 | 0.00% | NEW |
| 93 | Abound Wealth Management | 200200 | $3,000 | 0.00% | — |
| 94 | JPL Wealth Management, LLC | 125125 | $1,875 | 0.00% | NEW |
| 95 | BESSEMER GROUP INC | 6565 | $1,000 | 0.00% | NEW |
| 96 | Tower Research Capital LLC (TRC) | 4343 | $645 | 0.00% | 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 |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | — | — | — | 50 | 187K | 257K | $4M |
| Clear Creek Financial Management, LLC | 13K | 14K | 83K | 114K | 149K | 242K | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20K | 45K | 171K | 289K | — | 219K | $3M |
| BEAM WEALTH ADVISORS, INC. | 151K | 156K | 168K | 183K | 195K | 217K | $3M |
| Focus Partners Wealth | — | — | — | — | 145K | 145K | $2M |
| Snowden Capital Advisors LLC | — | — | — | — | — | 137K | $2M |
| Betterment LLC | 90K | 62K | 126K | 124K | 124K | 135K | $2M |
| Wiser Wealth Management, Inc | 24K | 33K | 47K | 49K | 60K | 108K | $2M |
| IEQ CAPITAL, LLC | 54K | 83K | 83K | 85K | 106K | 104K | $2M |
| U.S. Capital Wealth Advisors, LLC | — | 21K | 48K | 71K | 78K | 91K | $1M |
| Soltis Investment Advisors LLC | 20K | 40K | 47K | 60K | 77K | 77K | $1M |
| Lido Advisors, LLC | — | — | — | — | — | 71K | $1M |
| MAGNOLIA CAPITAL ADVISORS LLC | 29K | 53K | 42K | 31K | 33K | 67K | $997,830 |
| UNIQUE WEALTH, LLC | — | — | — | 35K | 52K | 60K | $904,290 |
| Atria Investments, Inc | 21K | 36K | 30K | 24K | 32K | 59K | $883,620 |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 96 | 3,160,834 | 21.6% | $47M |
| 2025-Q4 | 90 | 3,630,238 | 24.8% | $77M |
| 2025-Q3 | 87 | 4,146,757 | 28.3% | $124M |
| 2025-Q2 | 60 | 4,995,776 | 34.1% | $90M |
| 2025-Q1 | 46 | 4,296,603 | 29.3% | $56M |
| 2024-Q4 | 45 | 8,504,083 | 58.1% | $204M |
| 2024-Q3 | 27 | 1,816,643 | 12.4% | $34M |
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.
