| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | TECTONIC ADVISORS LLC | 2,909,2792.9M | $78M | — | ADD 3% |
| 2 | BENJAMIN EDWARDS INC | 1,928,0761.9M | $52M | — | NEW |
| 3 | RWA WEALTH PARTNERS, LLC | 1,658,6761.7M | $45M | — | NEW |
| 4 | Opal Wealth Advisors, LLC | 1,527,7181.5M | $41M | — | ADD 4341% |
| 5 | Legacy Advisors, LLC | 958,094958,094 | $26M | — | ADD 15% |
| 6 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 875,949875,949 | $24M | — | TRIM -3% |
| 7 | RAYMOND JAMES FINANCIAL INC | 803,738803,738 | $22M | — | ADD 116% |
| 8 | Forvis Mazars Wealth Advisors, LLC | 616,138616,138 | $17M | — | ADD 504% |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 346,352346,352 | $9M | — | — |
| 10 | EVOKE WEALTH, LLC | 113,266113,266 | $3M | — | — |
| 11 | Waverly Advisors, LLC | 95,28495,284 | $3M | — | — |
| 12 | IFP Advisors, Inc | 85,75885,758 | $2M | — | ADD 2% |
| 13 | Essex Financial Services, Inc. | 73,57673,576 | $2M | — | ADD 21% |
| 14 | NCM Capital Management, LLC | 64,42364,423 | $2M | — | NEW |
| 15 | United Advisor Group, LLC | 48,47048,470 | $1M | — | NEW |
| 16 | Well Done, LLC | 36,39736,397 | $979,444 | — | NEW |
| 17 | Jefferies Financial Group Inc. | 36,30136,301 | $976,860 | — | NEW |
| 18 | PITTENGER & ANDERSON INC | 29,30029,300 | $788,463 | — | — |
| 19 | BANK OF MONTREAL /CAN/ | 28,97028,970 | $779,583 | — | NEW |
| 20 | Stratos Wealth Partners, LTD. | 24,13324,133 | $649,419 | — | ADD 174% |
| 21 | TPG Advisors LLC | 20,68220,682 | $556,553 | — | ADD 75% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 20,20020,200 | $543,582 | — | NEW |
| 23 | Mutual Advisors, LLC | 19,98419,984 | $537,769 | — | NEW |
| 24 | Steward Partners Investment Advisory, LLC | 13,52413,524 | $363,931 | — | ADD 75% |
| 25 | JANE STREET GROUP, LLC | 12,80112,801 | $344,475 | — | ADD 39% |
| 26 | &PARTNERS | 12,53412,534 | $337,278 | — | NEW |
| 27 | Prostatis Group LLC | 12,07812,078 | $325,019 | — | ADD 46% |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 11,06511,065 | $297,759 | — | NEW |
| 29 | CWC Advisors, LLC. | 10,47910,479 | $281,990 | — | ADD 22% |
| 30 | SITTNER & NELSON, LLC | 9,1289,128 | $245,635 | — | NEW |
| 31 | AXXCESS WEALTH MANAGEMENT, LLC | 8,8958,895 | $239,361 | — | TRIM -8% |
| 32 | IHT Wealth Management, LLC | 8,0868,086 | $217,594 | — | NEW |
| 33 | one8zero8, LLC | 8,0008,000 | $215,280 | — | NEW |
| 34 | LPL Financial LLC | 7,5727,572 | $203,763 | — | NEW |
| 35 | Aptus Capital Advisors, LLC | 7575 | $2,018 | — | NEW |
| 36 | MORGAN STANLEY | 7070 | $1,884 | — | 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 |
|---|---|---|---|---|---|---|---|
| TECTONIC ADVISORS LLC | — | — | — | 2.7M | 2.8M | 2.9M | $78M |
| BENJAMIN EDWARDS INC | — | — | — | — | — | 1.9M | $52M |
| RWA WEALTH PARTNERS, LLC | — | — | — | — | — | 1.7M | $45M |
| Opal Wealth Advisors, LLC | — | — | — | — | 34K | 1.5M | $41M |
| Legacy Advisors, LLC | — | — | — | 134K | 835K | 958K | $26M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | — | — | — | 905K | 905K | 876K | $24M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 373K | 804K | $22M |
| Forvis Mazars Wealth Advisors, LLC | — | — | — | — | 102K | 616K | $17M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | — | 276K | 344K | 346K | $9M |
| EVOKE WEALTH, LLC | — | — | — | — | 112K | 113K | $3M |
| Waverly Advisors, LLC | — | — | — | — | 95K | 95K | $3M |
| IFP Advisors, Inc | — | — | — | 998 | 84K | 86K | $2M |
| Essex Financial Services, Inc. | — | — | — | 14K | 61K | 74K | $2M |
| NCM Capital Management, LLC | — | — | — | — | — | 64K | $2M |
| United Advisor Group, LLC | — | — | — | — | — | 48K | $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 | 36 | 12,435,071 | — | $335M |
| 2025-Q4 | 23 | 5,919,683 | — | $145M |
| 2025-Q3 | 16 | 4,708,281 | — | $119M |
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.
