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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 1.5M | 1.3M | 1.5M | 2.4M | 2.8M | 2.8M | $105M |
| Wagner Wealth Management, LLC | 523K | 558K | 569K | 605K | 647K | 661K | $25M |
| Arkadios Wealth Advisors | — | — | — | — | — | 656K | $24M |
| RAYMOND JAMES FINANCIAL INC | 254K | 255K | 264K | 298K | 470K | 591K | $22M |
| ASSETMARK, INC | — | — | — | 263K | 446K | 450K | $17M |
| Bank of New York Mellon Corp | — | — | — | 328K | 318K | 313K | $12M |
| ALLIANCEBERNSTEIN L.P. | 274K | 250K | 285K | 281K | 291K | 296K | $11M |
| ENVESTNET ASSET MANAGEMENT INC | 62K | 70K | 98K | 211K | 241K | 267K | $10M |
| Anderson Financial Strategies, LLC | 232K | 216K | 212K | 231K | 235K | 244K | $9M |
| IHT Wealth Management, LLC | 129K | 139K | 139K | 145K | 144K | 152K | $6M |
| Advisory Resource Group | 90K | 97K | — | 121K | 128K | 131K | $5M |
| Stratos Wealth Partners, LTD. | — | 68K | 87K | 97K | 100K | 130K | $5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 34K | 116K | 114K | 134K | 142K | 117K | $4M |
| OSAIC HOLDINGS, INC. | 80K | 78K | 65K | 80K | 78K | 88K | $3M |
| Western Wealth Management, LLC | 40K | — | — | 25K | 25K | 69K | $3M |
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 | 56 | 7,497,701 | — | $279M |
| 2025-Q4 | 58 | 6,584,275 | — | $247M |
| 2025-Q3 | 54 | 5,727,779 | — | $217M |
| 2025-Q2 | 45 | 4,071,887 | — | $153M |
| 2025-Q1 | 45 | 3,901,023 | — | $144M |
| 2024-Q4 | 44 | 3,809,882 | — | $141M |
| 2024-Q3 | 38 | 2,913,825 | — | $110M |
| 2024-Q2 | 35 | 2,695,533 | — | $98M |
| 2024-Q1 | 28 | 2,235,538 | — | $82M |
| 2023-Q4 | 29 | 1,575,484 | — | $57M |
| 2023-Q3 | 19 | 1,872,246 | — | $65M |
| 2023-Q2 | 19 | 1,465,992 | — | $52M |
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.
