| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | 588,013588,013 | $13M | — | — |
| 2 | LPL Financial LLC | 285,784285,784 | $6M | — | TRIM -3% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 267,617267,617 | $6M | — | TRIM -7% |
| 4 | Altiora Financial Group, LLC | 229,662229,662 | $5M | — | ADD 159% |
| 5 | OSAIC HOLDINGS, INC. | 119,424119,424 | $3M | — | TRIM -12% |
| 6 | WealthPlan Investment Management, LLC | 119,357119,357 | $3M | — | TRIM -66% |
| 7 | WealthPLAN Partners, LLC | 71,56871,568 | $2M | — | TRIM -23% |
| 8 | TME FINANCIAL, INC. | 44,24544,245 | $944,191 | — | TRIM -6% |
| 9 | Legacy Wealth Managment, LLC/ID | 42,23342,233 | $901,264 | — | TRIM -17% |
| 10 | OLD MISSION CAPITAL LLC | 41,10641,106 | $877,202 | — | ADD 210% |
| 11 | Stegent Equity Advisors, Inc. | 34,91034,910 | $744,979 | — | TRIM -58% |
| 12 | MATHER GROUP, LLC. | 32,78632,786 | $699,653 | — | NEW |
| 13 | Summit Financial, LLC | 32,71432,714 | $698,118 | — | TRIM -7% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,51231,512 | $672,466 | — | ADD 170% |
| 15 | AE Wealth Management LLC | 27,88727,887 | $595,105 | — | TRIM -95% |
| 16 | Elevated Capital Advisors, LLC | 16,74616,746 | $357,350 | — | TRIM -96% |
| 17 | JANE STREET GROUP, LLC | 15,44515,445 | $329,596 | — | NEW |
| 18 | Integrated Advisors Network LLC | 13,41513,415 | $286,275 | — | TRIM -10% |
| 19 | MML INVESTORS SERVICES, LLC | 13,04013,040 | $278,280 | — | NEW |
| 20 | PANORAMIC INVESTMENT ADVISORS, LLC | 11,85011,850 | $252,879 | — | ADD 14% |
| 21 | Redhawk Wealth Advisors, Inc. | 11,72411,724 | $250,197 | — | TRIM -34% |
| 22 | IFP Advisors, Inc | 11,50211,502 | $245,453 | — | TRIM -2% |
| 23 | Foundations Investment Advisors, LLC | 10,22810,228 | $218,261 | — | TRIM -17% |
| 24 | Kestra Advisory Services, LLC | 10,08210,082 | $215,149 | — | TRIM -16% |
| 25 | Mosley Wealth Management | 8,0308,030 | $185,419 | — | NEW |
| 26 | Arax Advisory Partners | 3,7813,781 | $80,683 | — | — |
| 27 | ROYAL BANK OF CANADA | 3,6153,615 | $77,000 | — | TRIM -70% |
| 28 | Steward Partners Investment Advisory, LLC | 3,3013,301 | $70,443 | — | TRIM -82% |
| 29 | Whipplewood Advisors, LLC | 2,9092,909 | $62,078 | — | — |
| 30 | Parkside Financial Bank & Trust | 2,7962,796 | $59,671 | — | — |
| 31 | Larson Financial Group LLC | 2,3972,397 | $51,153 | — | — |
| 32 | Luminist Capital LLC | 1,5481,548 | $33,038 | — | — |
| 33 | Key Capital Management, INC | 1,4811,481 | $31,605 | — | TRIM -99% |
| 34 | UBS Group AG | 1,2781,278 | $27,273 | — | TRIM -40% |
| 35 | NBC SECURITIES, INC. | 874874 | $18,651 | — | TRIM -68% |
| 36 | HARBOUR INVESTMENTS, INC. | 333333 | $7,106 | — | ADD 32% |
| 37 | MOTCO | 287287 | $6,125 | — | NEW |
| 38 | NATIONAL BANK OF CANADA /FI/ | 133133 | $2,822 | — | — |
| 39 | BlackRock, Inc. | 105105 | $2,241 | — | NEW |
| 40 | MORGAN STANLEY | 11 | $31 | — | — |
| 41 | WELLS FARGO & COMPANY/MN | 11 | $23 | — | — |
| 42 | Farther Finance Advisors, LLC | 11 | $20 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 327K | 327K | 463K | 521K | 600K | 588K | $13M |
| LPL Financial LLC | 360K | 243K | 253K | 288K | 296K | 286K | $6M |
| ENVESTNET ASSET MANAGEMENT INC | 514K | 214K | 219K | 242K | 288K | 268K | $6M |
| Altiora Financial Group, LLC | — | — | — | — | 89K | 230K | $5M |
| OSAIC HOLDINGS, INC. | 128K | 151K | 158K | 159K | 136K | 119K | $3M |
| WealthPlan Investment Management, LLC | 498K | 486K | 556K | 560K | 354K | 119K | $3M |
| WealthPLAN Partners, LLC | 156K | 161K | 107K | 108K | 93K | 72K | $2M |
| TME FINANCIAL, INC. | 72K | 65K | 61K | 67K | 47K | 44K | $944,191 |
| Legacy Wealth Managment, LLC/ID | 178K | 140K | 182K | 83K | 51K | 42K | $901,264 |
| OLD MISSION CAPITAL LLC | 39K | 17K | — | 55K | 13K | 41K | $877,202 |
| Stegent Equity Advisors, Inc. | 103K | 99K | 96K | 95K | 84K | 35K | $744,979 |
| MATHER GROUP, LLC. | — | — | — | — | — | 33K | $699,653 |
| Summit Financial, LLC | — | — | — | 37K | 35K | 33K | $698,118 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56K | 138K | — | — | 12K | 32K | $672,466 |
| AE Wealth Management LLC | 574K | 620K | 828K | 846K | 536K | 28K | $595,105 |
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 | 42 | 2,115,721 | — | $45M |
| 2025-Q4 | 51 | 3,978,716 | — | $89M |
| 2025-Q3 | 52 | 5,174,283 | — | $119M |
| 2025-Q2 | 56 | 5,005,793 | — | $121M |
| 2025-Q1 | 59 | 5,071,166 | — | $112M |
| 2024-Q4 | 90 | 7,713,572 | — | $178M |
| 2024-Q3 | 85 | 8,645,990 | — | $203M |
| 2024-Q2 | 82 | 9,320,604 | — | $226M |
| 2024-Q1 | 75 | 9,562,999 | — | $225M |
| 2023-Q4 | 58 | 5,427,476 | — | $133M |
| 2023-Q3 | 19 | 1,350,677 | — | $34M |
| 2023-Q2 | 8 | 584,566 | — | $15M |
| 2023-Q1 | 2 | 72,258 | — | $2M |
| 2022-Q4 | 4 | 52,624 | — |
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.
| $1M |
