| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | 468,971468,971 | $15M | — | ADD 7% |
| 2 | Financial Concepts Unlimited, Inc. | 310,863310,863 | $10M | — | NEW |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 157,216157,216 | $5M | — | TRIM -4% |
| 4 | LPL Financial LLC | 129,817129,817 | $4M | — | NEW |
| 5 | EASTERN BANK | 93,36893,368 | $3M | — | ADD 10% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 50,34250,342 | $2M | — | ADD 22% |
| 7 | Allegheny Financial Group | 45,38045,380 | $1M | — | ADD 9% |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | 33,37533,375 | $1M | — | ADD 14% |
| 9 | Prosperity Financial Group, Inc. | 31,62231,622 | $996,174 | — | — |
| 10 | Comprehensive Financial Planning, Inc./PA | 17,06417,064 | $537,585 | — | ADD 105% |
| 11 | LRI Investments, LLC | 13,63113,631 | $429,415 | — | NEW |
| 12 | Capital Analysts, LLC | 9,4759,475 | $298,000 | — | ADD 9% |
| 13 | Stonebridge Financial Group, LLC / MO | 7,0077,007 | $220,746 | — | NEW |
| 14 | JPMORGAN CHASE & CO | 419419 | $12,946 | — | NEW |
| 15 | Parkside Financial Bank & Trust | 241241 | $7,593 | — | 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 |
|---|---|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 46K | 301K | 300K | 373K | 436K | 469K | $15M |
| Financial Concepts Unlimited, Inc. | — | — | — | — | — | 311K | $10M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | 162K | 164K | 164K | 157K | $5M |
| LPL Financial LLC | — | — | — | — | — | 130K | $4M |
| EASTERN BANK | — | 75K | 83K | 83K | 85K | 93K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | 22K | 31K | 41K | 50K | $2M |
| Allegheny Financial Group | — | — | — | — | 42K | 45K | $1M |
| KINGSWOOD WEALTH ADVISORS, LLC | 29K | 29K | 29K | 33K | 29K | 33K | $1M |
| Prosperity Financial Group, Inc. | 25K | 32K | 31K | 31K | 31K | 32K | $996,174 |
| Comprehensive Financial Planning, Inc./PA | — | — | 6K | 6K | 8K | 17K | $537,585 |
| LRI Investments, LLC | — | — | — | — | — | 14K | $429,415 |
| Capital Analysts, LLC | — | — | — | 2K | 9K | 9K | $298,000 |
| Stonebridge Financial Group, LLC / MO | — | — | — | — | — | 7K | $220,746 |
| JPMORGAN CHASE & CO | — | — | — | 400 | — | 419 | $12,946 |
| Parkside Financial Bank & Trust | — | — | — | — | — | 241 | $7,593 |
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 | 15 | 1,368,791 | — | $43M |
| 2025-Q4 | 13 | 1,081,371 | — | $34M |
| 2025-Q3 | 11 | 824,940 | — | $25M |
| 2025-Q2 | 9 | 738,911 | — | $22M |
| 2025-Q1 | 5 | 531,515 | — | $15M |
| 2024-Q4 | 4 | 195,073 | — | $5M |
| 2024-Q3 | 2 | 97,807 | — | $3M |
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.
