% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Pinnacle Financial Partners, Inc. | 925,365925,365 | $27M | — | ADD 166% |
| 2 | LPL Financial LLC | 833,545833,545 | $25M | — | NEW |
| 3 | Intellus Advisors LLC | 777,023777,023 | $23M | — | ADD 113% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 670,594670,594 | $20M | — | ADD 21% |
| 5 | Frederick Financial Consultants, LLC | 367,839367,839 | $11M | — | NEW |
| 6 | TRUIST FINANCIAL CORP | 366,564366,564 | $11M | — | ADD 4% |
| 7 | NICOLET BANKSHARES INC | 341,598341,598 | $10M | — | NEW |
| 8 | ELEVATION POINT WEALTH PARTNERS, LLC | 268,441268,441 | $8M | — | NEW |
| 9 | Lifestyle Asset Management, Inc. | 217,725217,725 | $6M | — | ADD 430% |
| 10 | Financial Concepts Unlimited, Inc. | 200,955200,955 | $6M | — | NEW |
| 11 | MML INVESTORS SERVICES, LLC | 198,783198,783 | $6M | — | ADD 37% |
| 12 | &PARTNERS | 123,461123,461 | $4M | — | ADD 45% |
| 13 | Heritage Trust Co | 59,11059,110 | $2M | — | ADD 50% |
| 14 | Cedrus Wealth Group LLC | 55,43755,437 | $2M | — | ADD 9% |
| 15 | Argent Trust Co | 50,19150,191 | $1M | — | ADD 94% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 42,01342,013 | $1M | — | ADD 37% |
| 17 | Intrua Financial, LLC | 36,62736,627 | $1M | — | NEW |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | 31,90931,909 | $947,365 | — | ADD 57% |
| 19 | Arkadios Wealth Advisors | 31,76331,763 | $943,043 | — | NEW |
| 20 | Towerpoint Wealth, LLC | 30,42830,428 | $903,421 | — | ADD 19% |
| 21 | Essex Financial Services, Inc. | 27,41427,414 | $813,916 | — | ADD 6% |
| 22 | HANCOCK WHITNEY CORP | 22,14122,141 | $747,254 | — | ADD 38% |
| 23 | Gladstone Institutional Advisory LLC | 24,69224,692 | $733,105 | — | NEW |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,71522,715 | $674,408 | — | ADD 30% |
| 25 | Americana Partners, LLC | 22,67522,675 | $673,221 | — | NEW |
| 26 | Steward Partners Investment Advisory, LLC | 18,74518,745 | $556,539 | — | ADD 16% |
| 27 | Cambridge Investment Research Advisors, Inc. | 17,22017,220 | $511,000 | — | ADD 45% |
| 28 | DAVENPORT & Co LLC | 16,56116,561 | $491,694 | — | ADD 37% |
| 29 | Sanctuary Advisors, LLC | 13,29013,290 | $394,580 | — | ADD 27% |
| 30 | Johnson Financial Group, Inc. | 12,20012,200 | $362,218 | — | NEW |
| 31 | JANE STREET GROUP, LLC | 10,89710,897 | $323,532 | — | NEW |
| 32 | Waverly Advisors, LLC | 7,0597,059 | $209,582 | — | NEW |
| 33 | MORGAN STANLEY | 99 | $267 | — | 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 |
|---|---|---|---|---|---|---|---|
| Pinnacle Financial Partners, Inc. | — | — | — | — | 348K | 925K | $27M |
| LPL Financial LLC | — | — | — | — | — | 834K | $25M |
| Intellus Advisors LLC | — | — | — | 301K | 364K | 777K | $23M |
| ENVESTNET ASSET MANAGEMENT INC | 43K | 50K | 92K | 417K | 555K | 671K | $20M |
| Frederick Financial Consultants, LLC | — | — | — | — | — | 368K | $11M |
| TRUIST FINANCIAL CORP | — | — | — | 329K | 352K | 367K | $11M |
| NICOLET BANKSHARES INC | — | — | — | — | — | 342K | $10M |
| ELEVATION POINT WEALTH PARTNERS, LLC | — | — | — | 284K | — | 268K | $8M |
| Lifestyle Asset Management, Inc. | — | — | — | — | 41K | 218K | $6M |
| Financial Concepts Unlimited, Inc. | — | — | — | — | — | 201K | $6M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | 145K | 199K | $6M |
| &PARTNERS | 49K | 56K | 82K | 106K | 85K | 123K | $4M |
| Heritage Trust Co | — | — | — | — | 40K | 59K | $2M |
| Cedrus Wealth Group LLC | — | — | — | — | 51K | 55K | $2M |
| Argent Trust Co | — | — | — | — | 26K | 50K | $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 | 33 | 5,844,989 | — | $174M |
| 2025-Q4 | 23 | 2,201,087 | — | $66M |
| 2025-Q3 | 12 | 1,654,013 | — | $49M |
| 2025-Q2 | 7 | 351,409 | — | $10M |
| 2025-Q1 | 6 | 239,602 | — | $6M |
| 2024-Q4 | 6 | 204,416 | — | $5M |
| 2024-Q3 | 2 | 111,538 | — | $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.
