| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 1,598,4191.6M | $61M | — | — |
| 2 | RAYMOND JAMES FINANCIAL INC | 706,385706,385 | $27M | — | TRIM -3% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 460,685460,685 | $18M | — | TRIM -15% |
| 4 | OSAIC HOLDINGS, INC. | 326,707326,707 | $12M | — | TRIM -16% |
| 5 | MAI Capital Management | 295,751295,751 | $11M | — | TRIM -35% |
| 6 | Kestra Advisory Services, LLC | 293,761293,761 | $11M | — | ADD 6% |
| 7 | POM Investment Strategies, LLC | 234,124234,124 | $9M | — | NEW |
| 8 | Cetera Investment Advisers | 217,632217,632 | $8M | — | ADD 4% |
| 9 | Wellment Financial | 191,928191,928 | $7M | — | — |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 168,653168,653 | $6M | — | — |
| 11 | First International Bank of Israel Ltd. | 144,500144,500 | $6M | — | — |
| 12 | Wood Tarver Financial Group, LLC | 140,961140,961 | $5M | — | ADD 10% |
| 13 | Outlook Wealth Advisors, LLC | 135,262135,262 | $5M | — | TRIM -50% |
| 14 | US BANCORP \DE\ | 128,514128,514 | $5M | — | TRIM -10% |
| 15 | LPL Financial LLC | 120,152120,152 | $5M | — | ADD 20% |
| 16 | MML INVESTORS SERVICES, LLC | 116,353116,353 | $4M | — | TRIM -29% |
| 17 | HBW ADVISORY SERVICES LLC | 102,244102,244 | $4M | — | — |
| 18 | Americana Partners, LLC | 89,39589,395 | $3M | — | TRIM -45% |
| 19 | Networth Advisors, LLC | 71,56871,568 | $3M | — | — |
| 20 | Integrated Wealth Management | 62,84062,840 | $2M | — | ADD 16% |
| 21 | Sunbelt Securities, Inc. | 62,51762,517 | $2M | — | TRIM -6% |
| 22 | CITY HOLDING CO | 54,29554,295 | $2M | — | TRIM -10% |
| 23 | SMART Wealth LLC | 52,81552,815 | $2M | — | ADD 9% |
| 24 | FSA Advisors, Inc. | 51,19051,190 | $2M | — | ADD 19% |
| 25 | KRAEMATON INVESTMENT ADVISORS, INC | 49,62249,622 | $2M | — | TRIM -6% |
| 26 | Archer Investment Corp | 48,02448,024 | $2M | — | — |
| 27 | FOUNDERS FINANCIAL SECURITIES LLC | 45,94245,942 | $2M | — | ADD 14% |
| 28 | Cambridge Investment Research Advisors, Inc. | 46,16446,164 | $2M | — | TRIM -5% |
| 29 | NEW WAVE WEALTH ADVISORS LLC | 44,17144,171 | $2M | — | NEW |
| 30 | KESTRA PRIVATE WEALTH SERVICES, LLC | 32,14032,140 | $1M | — | — |
| 31 | OLD MISSION CAPITAL LLC | 30,66530,665 | $1M | — | ADD 247% |
| 32 | Kovack Advisors, Inc. | 30,38030,380 | $1M | — | TRIM -5% |
| 33 | FWG Investments, LLC. | 27,70927,709 | $1M | — | ADD 5% |
| 34 | Blackston Financial Advisory Group, LLC | 27,01127,011 | $1M | — | ADD 2% |
| 35 | Csenge Advisory Group | 25,19925,199 | $960,334 | — | ADD 19% |
| 36 | CreativeOne Wealth, LLC | 25,13225,132 | $957,781 | — | — |
| 37 | Sanctuary Advisors, LLC | 24,85224,852 | $947,110 | — | TRIM -7% |
| 38 | Prospera Financial Services Inc | 24,82124,821 | $945,905 | — | TRIM -4% |
| 39 | TRUIST FINANCIAL CORP | 24,62724,627 | $938,535 | — | — |
| 40 | UPTICK PARTNERS, LLC | 23,97223,972 | $913,573 | — | TRIM -6% |
| 41 | NorthCrest Asset Manangement, LLC | 23,11223,112 | $884,279 | — | TRIM -17% |
| 42 | First Heartland Consultants, Inc. | 20,71020,710 | $789,258 | — | TRIM -19% |
| 43 | HARBOUR INVESTMENTS, INC. | 20,25720,257 | $771,994 | — | ADD 64% |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,25720,257 | $771,994 | — | NEW |
| 45 | HighTower Advisors, LLC | 18,55018,550 | $706,941 | — | — |
| 46 | Concurrent Investment Advisors, LLC | 16,46016,460 | $627,291 | — | NEW |
| 47 | Keystone Wealth Services, LLC | 16,44916,449 | $626,871 | — | NEW |
| 48 | American Alpha Advisors, LLC | 15,81515,815 | $602,710 | — | ADD 7% |
| 49 | Diligent Investors, LLC | 15,20015,200 | $579,272 | — | — |
| 50 | REAP Financial Group, LLC | 15,19215,192 | $578,967 | — | — |
| 51 | Janney Montgomery Scott LLC | 15,17815,178 | $578,000 | — | TRIM -3% |
| 52 | Elevated Capital Advisors, LLC | 15,15415,154 | $577,519 | — | NEW |
| 53 | CITADEL ADVISORS LLC | 14,96014,960 | $570,126 | — | ADD 36% |
| 54 | Waverly Advisors, LLC | 14,85014,850 | $565,934 | — | TRIM -7% |
| 55 | NWF Advisory Services Inc. | 14,40014,400 | $548,785 | — | — |
| 56 | HOWARD BAILEY SECURITIES, LLC | 14,11214,112 | $537,808 | — | TRIM -18% |
| 57 | Mutual Advisors, LLC | 13,85213,852 | $527,900 | — | — |
| 58 | Snowden Capital Advisors LLC | 13,71713,717 | $522,755 | — | ADD 43% |
| 59 | Quest 10 Wealth Builders, Inc. | 13,41313,413 | $511,169 | — | TRIM -3% |
| 60 | LifeWealth Investments, LLC | 13,26213,262 | $505,415 | — | TRIM -17% |
| 61 | Gallagher Fiduciary Advisors, LLC | 12,78312,783 | $487,178 | — | — |
| 62 | Tanglewood Legacy Advisors, LLC | 11,37311,373 | $433,425 | — | — |
| 63 | Grantvest Financial Group LLC | 10,97510,975 | $418,257 | — | TRIM -12% |
| 64 | MGO ONE SEVEN LLC | 10,77910,779 | $410,788 | — | — |
| 65 | DHJJ Financial Advisors, Ltd. | 10,62510,625 | $404,919 | — | — |
| 66 | NBC SECURITIES, INC. | 10,60710,607 | $404,232 | — | — |
| 67 | CoreCap Advisors, LLC | 10,57710,577 | $403,089 | — | ADD 2% |
| 68 | Kinloch Capital, LLC | 10,08610,086 | $384,377 | — | — |
| 69 | Arkadios Wealth Advisors | 9,6479,647 | $367,648 | — | — |
| 70 | Arax Advisory Partners | 9,2789,278 | $353,585 | — | NEW |
| 71 | Advyzon Investment Management, LLC | 9,0569,056 | $345,128 | — | TRIM -11% |
| 72 | Clear Creek Financial Management, LLC | 9,0309,030 | $344,133 | — | NEW |
| 73 | FSB PREMIER WEALTH MANAGEMENT, INC. | 8,7418,741 | $333,120 | — | TRIM -2% |
| 74 | Noble Wealth Management PBC | 8,7208,720 | $332,319 | — | TRIM -18% |
| 75 | Integrity Financial Corp /WA | 8,5538,553 | $325,955 | — | TRIM -17% |
| 76 | Synergy Asset Management, LLC | 8,5338,533 | $325,193 | — | TRIM -3% |
| 77 | Savvy Advisors, Inc. | 7,9627,962 | $303,432 | — | — |
| 78 | GOLDMAN SACHS GROUP INC | 7,7247,724 | $294,362 | — | TRIM -60% |
| 79 | BFI Wealth Solutions, LLC | 7,3957,395 | $283,229 | — | TRIM -10% |
| 80 | STEPHENS INC /AR/ | 7,3657,365 | $280,680 | — | — |
| 81 | Merit Financial Group, LLC | 7,1167,116 | $271,191 | — | TRIM -22% |
| 82 | Ausdal Financial Partners, Inc. | 6,6606,660 | $253,813 | — | — |
| 83 | BCGM Wealth Management, LLC | 6,6156,615 | $252,098 | — | — |
| 84 | HOLLENCREST CAPITAL MANAGEMENT | 6,5726,572 | $250,459 | — | — |
| 85 | Ignite Planners, LLC | 6,4526,452 | $245,885 | — | TRIM -13% |
| 86 | LEGACY SOLUTIONS, LLC | 6,4506,450 | $245,810 | — | — |
| 87 | OneDigital Investment Advisors LLC | 6,4476,447 | $245,695 | — | — |
| 88 | MBL Wealth, LLC | 6,4006,400 | $243,904 | — | — |
| 89 | Keating Financial Advisory Services, Inc. | 6,1356,135 | $233,805 | — | — |
| 90 | Lifestyle Asset Management, Inc. | 6,0506,050 | $230,566 | — | — |
| 91 | Mariner, LLC | 5,8805,880 | $224,087 | — | — |
| 92 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5,3055,305 | $202,174 | — | — |
| 93 | RFG Advisory, LLC | 5,2525,252 | $200,167 | — | — |
| 94 | Lloyd Advisory Services, LLC. | 4,4044,404 | $167,836 | — | TRIM -97% |
| 95 | Kingdom Financial Group LLC. | 4,4044,404 | $167,836 | — | TRIM -25% |
| 96 | Aptus Capital Advisors, LLC | 4,3074,307 | $164,140 | — | — |
| 97 | REICON WEALTH ADVISORS, LLC | 3,5193,519 | $134,109 | — | ADD 21% |
| 98 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3,3003,300 | $125,763 | — | — |
| 99 | BARCLAYS PLC | 3,1793,179 | $121,152 | — | TRIM -32% |
| 100 | AdvisorNet Financial, Inc | 3,1273,127 | $119,170 | — | — |
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 | 5K | 5K | 2K | 2K | 1.6M | 1.6M | $61M |
| RAYMOND JAMES FINANCIAL INC | 1.2M | 455K | 370K | 550K | 728K | 706K | $27M |
| COMMONWEALTH EQUITY SERVICES, LLC | 585K | 462K | 461K | 563K | 542K | 461K | $18M |
| OSAIC HOLDINGS, INC. | 242K | 265K | 233K | 317K | 389K | 327K | $12M |
| MAI Capital Management | 86K | 20K | 19K | 492K | 455K | 296K | $11M |
| Kestra Advisory Services, LLC | 297K | 279K | 260K | 261K | 277K | 294K | $11M |
| POM Investment Strategies, LLC | — | — | — | — | — | 234K | $9M |
| Cetera Investment Advisers | 114K | 114K | 132K | 417K | 210K | 218K | $8M |
| Wellment Financial | — | — | — | — | 193K | 192K | $7M |
| ENVESTNET ASSET MANAGEMENT INC | 52K | 54K | 63K | 508K | 168K | 169K | $6M |
| First International Bank of Israel Ltd. | — | — | 145K | 145K | 145K | 145K | $6M |
| Wood Tarver Financial Group, LLC | 34K | 52K | 56K | 69K | 128K | 141K | $5M |
| Outlook Wealth Advisors, LLC | — | — | — | — | 268K | 135K | $5M |
| US BANCORP \DE\ | — | — | — | 106K | 143K | 129K | $5M |
| LPL Financial LLC | 61K | 67K | 74K | 84K | 100K | 120K | $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 | 119 | 7,024,561 | — | $267M |
| 2025-Q4 | 127 | 7,753,438 | — | $300M |
| 2025-Q3 | 101 | 5,983,767 | — | $228M |
| 2025-Q2 | 79 | 2,772,059 | — | $102M |
| 2025-Q1 | 71 | 2,799,583 | — | $97M |
| 2024-Q4 | 73 | 3,974,971 | — | $139M |
| 2024-Q3 | 62 | 3,727,394 | — | $129M |
| 2024-Q2 | 55 | 2,457,149 | — | $83M |
| 2024-Q1 | 52 | 2,474,302 | — | $82M |
| 2023-Q4 | 51 | 2,012,038 | — | $64M |
| 2023-Q3 | 22 | 507,105 | — | $15M |
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.
