| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 512,020512,020 | $15M | — | ADD 26% |
| 2 | BNP PARIBAS FINANCIAL MARKETS | 426,687426,687 | $12M | — | ADD 71% |
| 3 | BANK OF AMERICA CORP /DE/ | 276,000276,000 | $8M | — | ADD 441% |
| 4 | Elevated Capital Advisors, LLC | 243,929243,929 | $7M | — | NEW |
| 5 | CITIGROUP INC | 177,600177,600 | $5M | — | ADD 82% |
| 6 | PRINCIPAL SECURITIES, INC. | 146,122146,122 | $4M | — | NEW |
| 7 | Key Capital Management, INC | 135,453135,453 | $4M | — | ADD 69% |
| 8 | Encompass More Asset Management | 130,010130,010 | $4M | — | ADD 386% |
| 9 | Park Edge Advisors, LLC | 128,359128,359 | $4M | — | ADD 65% |
| 10 | CreativeOne Wealth, LLC | 111,364111,364 | $3M | — | ADD 124% |
| 11 | HOWARD BAILEY SECURITIES, LLC | 103,529103,529 | $3M | — | ADD 62% |
| 12 | B.O.S.S. Retirement Advisors, LLC | 79,79979,799 | $2M | — | ADD 56% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 77,21177,211 | $2M | — | NEW |
| 14 | Pekin Hardy Strauss, Inc. | 74,79074,790 | $2M | — | ADD 91% |
| 15 | FSA Advisors, Inc. | 70,42270,422 | $2M | — | ADD 45% |
| 16 | Beacon Capital Management, LLC | 56,00556,005 | $2M | — | TRIM -7% |
| 17 | Authentikos Wealth Advisory, LLC | 51,91751,917 | $2M | — | ADD 32% |
| 18 | Blackston Financial Advisory Group, LLC | 40,92240,922 | $1M | — | ADD 66% |
| 19 | MATHER GROUP, LLC. | 37,38237,382 | $1M | — | NEW |
| 20 | Networth Advisors, LLC | 30,08930,089 | $879,802 | — | ADD 74% |
| 21 | CWM, LLC | 19,89219,892 | $581,632 | — | ADD 140% |
| 22 | Belpointe Asset Management LLC | 19,25219,252 | $562,928 | — | NEW |
| 23 | WealthCare Asset Management, LLC | 13,15513,155 | $384,660 | — | NEW |
| 24 | Altiora Financial Group, LLC | 13,07713,077 | $382,368 | — | NEW |
| 25 | Summit Global Investments | 10,95410,954 | $320,000 | — | NEW |
| 26 | Decker Retirement Planning Inc. | 8,9518,951 | $261,740 | — | ADD 29% |
| 27 | KESTRA PRIVATE WEALTH SERVICES, LLC | 7,8157,815 | $228,502 | — | ADD 2% |
| 28 | POM Investment Strategies, LLC | 6,2046,204 | $181,405 | — | TRIM -95% |
| 29 | NBC SECURITIES, INC. | 2,5472,547 | $74,474 | — | NEW |
| 30 | Sound Income Strategies, LLC | 315315 | $9,422 | — | TRIM -66% |
| 31 | Realta Investment Advisors | 4545 | $1,316 | — | 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 |
|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | — | — | — | — | 407K | 512K | $15M |
| BNP PARIBAS FINANCIAL MARKETS | — | — | — | 125K | 250K | 427K | $12M |
| BANK OF AMERICA CORP /DE/ | — | 50K | 50K | 51K | 51K | 276K | $8M |
| Elevated Capital Advisors, LLC | — | — | — | — | — | 244K | $7M |
| CITIGROUP INC | — | — | 29K | 29K | 98K | 178K | $5M |
| PRINCIPAL SECURITIES, INC. | — | — | 275 | 275 | — | 146K | $4M |
| Key Capital Management, INC | — | — | — | — | 80K | 135K | $4M |
| Encompass More Asset Management | — | 27K | 34K | 25K | 27K | 130K | $4M |
| Park Edge Advisors, LLC | — | — | — | 80K | 78K | 128K | $4M |
| CreativeOne Wealth, LLC | — | — | 11K | 50K | 50K | 111K | $3M |
| HOWARD BAILEY SECURITIES, LLC | — | — | — | — | 64K | 104K | $3M |
| B.O.S.S. Retirement Advisors, LLC | — | — | — | — | 51K | 80K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 77K | $2M |
| Pekin Hardy Strauss, Inc. | — | — | — | 13K | 39K | 75K | $2M |
| FSA Advisors, Inc. | — | — | — | — | 48K | 70K | $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 | 31 | 3,011,817 | — | $88M |
| 2025-Q4 | 22 | 1,536,586 | — | $42M |
| 2025-Q3 | 10 | 710,668 | — | $20M |
| 2025-Q2 | 7 | 414,197 | — | $11M |
| 2025-Q1 | 6 | 582,741 | — | $16M |
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.
