| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | 9,548,3099.5M | $260M | — | — |
| 2 | Orion Porfolio Solutions, LLC | 1,077,5941.1M | $38M | — | TRIM -52% |
| 3 | Discipline Wealth Solutions, LLC | 1,057,9831.1M | $37M | — | ADD 302% |
| 4 | Wealth Watch Advisors, INC | 392,248392,248 | $14M | — | ADD 9% |
| 5 | LPL Financial LLC | 382,715382,715 | $13M | — | ADD 12% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 195,130195,130 | $7M | — | TRIM -16% |
| 7 | Foundations Investment Advisors, LLC | 184,127184,127 | $6M | — | TRIM -4% |
| 8 | WealthTrak Capital Management LLC | 153,237153,237 | $5M | — | ADD 2% |
| 9 | Arete Wealth Advisors, LLC | 132,580132,580 | $5M | — | TRIM -8% |
| 10 | Delta Investment Management, LLC | 112,180112,180 | $4M | — | — |
| 11 | CPR Investments Inc. | 95,54495,544 | $3M | — | TRIM -52% |
| 12 | Aegis Wealth Management, Inc. | 65,73465,734 | $2M | — | — |
| 13 | CROSSPOINT FINANCIAL, LLC | 44,15844,158 | $2M | — | — |
| 14 | Bison Wealth, LLC | 37,72437,724 | $2M | — | ADD 23% |
| 15 | GTS SECURITIES LLC | 37,85037,850 | $1M | — | — |
| 16 | Optivise Advisory Services LLC | 24,81224,812 | $873,128 | — | TRIM -44% |
| 17 | Cambridge Investment Research Advisors, Inc. | 24,80424,804 | $873,000 | — | TRIM -74% |
| 18 | Atria Investments, Inc | 18,69218,692 | $657,773 | — | TRIM -29% |
| 19 | VestGen Advisors, LLC | 11,38211,382 | $451,524 | — | NEW |
| 20 | VestGen Investment Management | 12,01512,015 | $422,808 | — | TRIM -4% |
| 21 | IFP Advisors, Inc | 12,00212,002 | $422,350 | — | — |
| 22 | OSAIC HOLDINGS, INC. | 9,9049,904 | $348,511 | — | ADD 440% |
| 23 | TRUIST FINANCIAL CORP | 9,1399,139 | $321,601 | — | — |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 8,6798,679 | $305,420 | — | ADD 18% |
| 25 | Summit Financial, LLC | 8,3418,341 | $293,508 | — | TRIM -4% |
| 26 | JANE STREET GROUP, LLC | 8,2878,287 | $291,620 | — | NEW |
| 27 | World Investment Advisors | 7,9227,922 | $278,776 | — | ADD 37% |
| 28 | Lifestyle Asset Management, Inc. | 7,4167,416 | $260,969 | — | — |
| 29 | NewEdge Advisors, LLC | 233,646233,646 | $233,646 | — | ADD 110% |
| 30 | CWM, LLC | 2,0002,000 | $70,380 | — | ADD 43% |
| 31 | Smartleaf Asset Management LLC | 1,1121,112 | $39,142 | — | NEW |
| 32 | NFSG Corp | 950950 | $33,431 | — | NEW |
| 33 | UBS Group AG | 914914 | $32,164 | — | NEW |
| 34 | BROWN BROTHERS HARRIMAN & CO | 788788 | $27,730 | — | NEW |
| 35 | Rossby Financial, LCC | 325325 | $11,447 | — | — |
| 36 | Sound Income Strategies, LLC | 217217 | $7,643 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | 8.3M | 8.5M | 9.2M | 9.6M | 9.4M | 9.5M | $260M |
| Orion Porfolio Solutions, LLC | 1.6M | 1.8M | 2.2M | 2.3M | 2.3M | 1.1M | $38M |
| Discipline Wealth Solutions, LLC | 209K | 178K | 271K | 245K | 263K | 1.1M | $37M |
| Wealth Watch Advisors, INC | 449K | 440K | 462K | 345K | 361K | 392K | $14M |
| LPL Financial LLC | — | 131K | 246K | 304K | 343K | 383K | $13M |
| ENVESTNET ASSET MANAGEMENT INC | 129K | 171K | 196K | 226K | 232K | 195K | $7M |
| Foundations Investment Advisors, LLC | 183K | 180K | 221K | 212K | 192K | 184K | $6M |
| WealthTrak Capital Management LLC | 126K | 130K | 163K | 157K | 150K | 153K | $5M |
| Arete Wealth Advisors, LLC | 53K | 68K | 81K | 135K | 145K | 133K | $5M |
| Delta Investment Management, LLC | 91K | 92K | 121K | 121K | 113K | 112K | $4M |
| CPR Investments Inc. | 115K | 108K | 170K | 148K | 200K | 96K | $3M |
| Aegis Wealth Management, Inc. | — | — | — | — | 65K | 66K | $2M |
| CROSSPOINT FINANCIAL, LLC | — | 41K | 43K | 45K | 44K | 44K | $2M |
| Bison Wealth, LLC | — | — | — | — | 31K | 38K | $2M |
| GTS SECURITIES LLC | 50K | 76K | 97K | 45K | 38K | 38K | $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 | 13,920,460 | — | $406M |
| 2025-Q4 | 42 | 14,494,133 | — | $475M |
| 2025-Q3 | 36 | 14,374,228 | — | $457M |
| 2025-Q2 | 39 | 14,193,244 | — | $392M |
| 2025-Q1 | 35 | 15,789,451 | — | $421M |
| 2024-Q4 | 33 | 13,554,941 | — | $411M |
| 2024-Q3 | 30 | 12,158,228 | — | $352M |
| 2024-Q2 | 31 | 9,164,102 | — | $312M |
| 2024-Q1 | 21 | 8,669,894 | — | $268M |
| 2023-Q4 | 22 | 8,671,525 | — | $230M |
| 2023-Q3 | 19 | 6,800,608 | — | $162M |
| 2023-Q2 | 18 | 6,122,866 | — | $159M |
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.
