| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Encompass More Asset Management | 405,214405,214 | $14M | — | ADD 298% |
| 2 | Longview Financial Advisors, Inc. | 229,783229,783 | $8M | — | ADD 6% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 203,946203,946 | $7M | — | ADD 1616% |
| 4 | LPL Financial LLC | 189,518189,518 | $7M | — | NEW |
| 5 | MML INVESTORS SERVICES, LLC | 177,393177,393 | $6M | — | NEW |
| 6 | AE Wealth Management LLC | 120,037120,037 | $4M | — | TRIM -12% |
| 7 | BLVD Private Wealth, LLC | 66,80866,808 | $2M | — | NEW |
| 8 | Park Edge Advisors, LLC | 53,49253,492 | $2M | — | ADD 8% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,39634,396 | $1M | — | NEW |
| 10 | CreativeOne Wealth, LLC | 33,26133,261 | $1M | — | TRIM -36% |
| 11 | Private Advisor Group, LLC | 32,81032,810 | $1M | — | ADD 25% |
| 12 | Global View Capital Management LLC | 31,78831,788 | $1M | — | ADD 20% |
| 13 | HighTower Advisors, LLC | 24,92524,925 | $881,547 | — | TRIM -3% |
| 14 | Orion Porfolio Solutions, LLC | 24,61224,612 | $870,511 | — | ADD 18% |
| 15 | Tidal Investments LLC | 20,00020,000 | $717,400 | — | NEW |
| 16 | Stratos Wealth Partners, LTD. | 14,23714,237 | $503,563 | — | TRIM -7% |
| 17 | Summit Global Investments | 11,82111,821 | $418,000 | — | NEW |
| 18 | Bluesphere Advisors LLC | 10,34410,344 | $365,867 | — | — |
| 19 | Straight Path Wealth Management | 9,7509,750 | $344,858 | — | — |
| 20 | CWM, LLC | 9,0139,013 | $318,792 | — | ADD 135% |
| 21 | RAYMOND JAMES FINANCIAL INC | 6,1486,148 | $217,455 | — | NEW |
| 22 | OSAIC HOLDINGS, INC. | 4,5134,513 | $159,625 | — | ADD 80% |
| 23 | MATHER GROUP, LLC. | 1,9361,936 | $68,476 | — | NEW |
| 24 | MORGAN STANLEY | 122122 | $4,316 | — | ADD 12100% |
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 |
|---|---|---|---|---|---|---|---|
| Encompass More Asset Management | — | 119K | 94K | 90K | 102K | 405K | $14M |
| Longview Financial Advisors, Inc. | — | — | 15K | 211K | 217K | 230K | $8M |
| ENVESTNET ASSET MANAGEMENT INC | — | 11K | 11K | 12K | 12K | 204K | $7M |
| LPL Financial LLC | — | — | — | — | — | 190K | $7M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | — | 177K | $6M |
| AE Wealth Management LLC | 34 | 34 | 34 | 2K | 136K | 120K | $4M |
| BLVD Private Wealth, LLC | — | — | — | — | — | 67K | $2M |
| Park Edge Advisors, LLC | 56K | 44K | 45K | 51K | 49K | 53K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | — | 34K | $1M |
| CreativeOne Wealth, LLC | — | — | 8K | 49K | 52K | 33K | $1M |
| Private Advisor Group, LLC | — | 29K | 28K | 22K | 26K | 33K | $1M |
| Global View Capital Management LLC | — | 26K | 23K | 27K | 26K | 32K | $1M |
| HighTower Advisors, LLC | — | — | — | — | 26K | 25K | $881,547 |
| Orion Porfolio Solutions, LLC | 12K | 14K | 14K | 15K | 21K | 25K | $870,511 |
| Tidal Investments LLC | — | — | — | — | — | 20K | $717,400 |
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 | 24 | 1,715,867 | — | $61M |
| 2025-Q4 | 23 | 791,538 | — | $23M |
| 2025-Q3 | 22 | 612,761 | — | $19M |
| 2025-Q2 | 24 | 661,554 | — | $19M |
| 2025-Q1 | 22 | 852,639 | — | $26M |
| 2024-Q4 | 9 | 86,272 | — | $2M |
| 2024-Q3 | 6 | 79,128 | — | $2M |
| 2024-Q2 | 10 | 261,858 | — | $6M |
| 2024-Q1 | 6 | 201,762 | — | $5M |
| 2023-Q4 | 8 | 285,640 | — | $7M |
| 2023-Q3 | 6 | 252,251 | — | $6M |
| 2023-Q2 | 3 | 131,519 | — | $3M |
| 2023-Q1 | 2 | 114,805 | — | $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.
