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 |
|---|---|---|---|---|---|---|---|
| Betterment LLC | — | — | 530K | 776K | 832K | 938K | $48M |
| Composition Wealth, LLC | — | — | — | — | — | 718K | $37M |
| Heartwood Wealth Advisors LLC | — | — | — | — | — | 442K | $23M |
| STIFEL FINANCIAL CORP | — | — | — | 348K | 339K | 334K | $17M |
| GoalVest Advisory LLC | — | — | — | 157K | 272K | 307K | $16M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 265K | $13M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | — | — | — | — | 98K | 265K | $13M |
| Asio Capital, LLC | — | — | — | — | 14K | 178K | $9M |
| Mariner, LLC | — | — | — | — | — | 163K | $8M |
| Pinion Investment Advisors, LLC | — | — | — | 80K | 136K | 142K | $7M |
| Capital Advisors Wealth Management, LLC | — | — | — | 17K | 95K | 123K | $6M |
| Retirement Planning Group, LLC | — | 13K | 56K | 73K | 89K | 122K | $6M |
| GENTRY PRIVATE WEALTH, LLC | — | — | — | 50K | 86K | 104K | $5M |
| MIRAE ASSET SECURITIES (USA) INC. | — | — | — | — | — | 100K | $5M |
| GOLDMAN SACHS GROUP INC | 87K | 121K | 68K | 47K | 77K | 90K | $5M |
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 | 52 | 5,064,224 | — | $258M |
| 2025-Q4 | 39 | 2,538,738 | — | $130M |
| 2025-Q3 | 22 | 2,004,669 | — | $102M |
| 2025-Q2 | 8 | 806,053 | — | $40M |
| 2025-Q1 | 5 | 174,503 | — | $9M |
| 2024-Q4 | 3 | 149,181 | — | $7M |
| 2024-Q3 | 4 | 119,585 | — | $6M |
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.
