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 |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 1.1M | 1.0M | 976K | 995K | 977K | 927K | $51M |
| ORRSTOWN FINANCIAL SERVICES INC | 338K | 437K | 461K | 434K | 440K | 439K | $24M |
| Sanctuary Advisors, LLC | 84K | 85K | 59K | 170K | 88K | 116K | $6M |
| LPL Financial LLC | 30K | 30K | 102K | 112K | 107K | 110K | $6M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 106K | $6M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | — | — | — | — | 52K | 104K | $6M |
| COMPASS CAPITAL CORP /MA/ /ADV | 48K | 52K | 52K | 52K | 53K | 53K | $3M |
| OSAIC HOLDINGS, INC. | — | — | — | — | 35K | 39K | $2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12K | 27K | 8K | 16K | 31K | 30K | $2M |
| GGM Financial LLC | 4K | 8K | 13K | 19K | 23K | 28K | $2M |
| Coastal Bridge Advisors, LLC | — | 36K | 29K | 28K | 27K | 26K | $1M |
| MGO ONE SEVEN LLC | 54K | 7K | — | — | 14K | 19K | $1M |
| BROWN ADVISORY INC | 16K | 16K | 16K | 16K | 16K | 16K | $878,266 |
| Vise Technologies, Inc. | — | — | — | — | 13K | 13K | $689,176 |
| Visionary Wealth Advisors | 20K | 12K | 12K | 12K | 12K | 11K | $623,584 |
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 | 32 | 2,388,372 | — | $117M |
| 2025-Q4 | 32 | 2,246,524 | — | $123M |
| 2025-Q3 | 26 | 2,290,877 | — | $122M |
| 2025-Q2 | 28 | 2,275,323 | — | $115M |
| 2025-Q1 | 30 | 2,185,843 | — | $102M |
| 2024-Q4 | 32 | 2,296,405 | — | $118M |
| 2024-Q3 | 20 | 1,534,625 | — | $81M |
| 2024-Q2 | 10 | 527,691 | — | $26M |
| 2024-Q1 | 6 | 397,338 | — | $20M |
| 2023-Q4 | 4 | 238,562 | — | $11M |
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.
