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 | — | — | — | 289K | 576K | 1.7M | $54M |
| Bank of New York Mellon Corp | — | — | — | — | 1.4M | 1.5M | $48M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | — | 663K | $21M |
| Pinnacle Wealth Management, LLC | — | — | — | — | — | 453K | $14M |
| DENVER WEALTH MANAGEMENT, INC. | — | — | — | — | — | 431K | $14M |
| JONES FINANCIAL COMPANIES LLLP | — | — | — | 56K | 175K | 298K | $9M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 21K | 271K | $9M |
| Meridian Financial Partners LLC | — | — | — | — | — | 246K | $8M |
| Prosperity Bancshares Inc | — | — | — | — | 145K | 237K | $8M |
| Independent Advisor Alliance | — | — | — | — | — | 227K | $7M |
| Western Wealth Management, LLC | — | — | — | — | — | 200K | $6M |
| Members Advisory Group LLC | — | — | — | — | — | 174K | $6M |
| Provident Wealth Management, LLC | — | — | — | 128K | 140K | 156K | $5M |
| Sigma Planning Corp | — | — | — | — | — | 148K | $5M |
| TRUIST FINANCIAL CORP | — | — | — | 94K | 107K | 141K | $4M |
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 | 57 | 8,529,819 | — | $271M |
| 2025-Q4 | 20 | 3,041,359 | — | $92M |
| 2025-Q3 | 14 | 1,246,741 | — | $35M |
| 2025-Q2 | 4 | 1,087,306 | — | $29M |
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.
