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 |
|---|---|---|---|---|---|---|---|
| Inspire Advisors, LLC | 680K | 743K | 731K | 717K | 723K | 767K | $28M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4K | 7K | 151K | 157K | 172K | 271K | $10M |
| Strategic Equity Management | — | — | — | — | 108K | 136K | $5M |
| LPL Financial LLC | — | 8K | 13K | 35K | 52K | 129K | $5M |
| PAX Financial Group, LLC | 186K | 172K | 108K | 102K | 102K | 102K | $4M |
| AE Wealth Management LLC | 15K | 22K | 26K | 36K | 58K | 93K | $3M |
| Inspire Investing, LLC | 142K | 134K | 122K | 122K | 108K | 89K | $3M |
| Belpointe Asset Management LLC | — | — | — | 69K | 70K | 78K | $3M |
| MONEYWISE, INC. | — | — | — | — | 47K | 73K | $3M |
| Frontier Asset Management, LLC | 48K | 56K | 53K | 51K | 64K | 65K | $2M |
| OneAscent Financial Services LLC | 78K | 74K | 75K | 72K | 67K | 65K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 34K | 34K | 36K | 40K | 47K | 62K | $2M |
| Cambridge Investment Research Advisors, Inc. | — | — | 7K | 12K | 23K | 53K | $2M |
| GTS SECURITIES LLC | — | 17K | — | 29K | 36K | 46K | $2M |
| Valmark Advisers, Inc. | — | — | — | — | 35K | 36K | $1M |
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 | 37 | 2,273,725 | — | $84M |
| 2025-Q4 | 34 | 1,832,061 | — | $66M |
| 2025-Q3 | 25 | 1,512,328 | — | $53M |
| 2025-Q2 | 23 | 1,391,787 | — | $44M |
| 2025-Q1 | 18 | 1,296,340 | — | $37M |
| 2024-Q4 | 15 | 1,211,666 | — | $36M |
| 2024-Q3 | 15 | 1,186,031 | — | $37M |
| 2024-Q2 | 17 | 1,143,482 | — | $34M |
| 2024-Q1 | 12 | 1,332,219 | — | $41M |
| 2023-Q4 | 10 | 1,144,245 | — | $34M |
| 2023-Q3 | 11 | 1,004,835 | — | $27M |
| 2023-Q2 | 9 | 952,559 | — | $26M |
| 2023-Q1 | 8 | 880,484 | — | $22M |
| 2022-Q4 | 5 | 942,427 |
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.
| — |
| $23M |
| 2022-Q3 | 5 | 905,946 | — | $20M |
