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 |
|---|---|---|---|---|---|---|---|
| PERSONAL CFO SOLUTIONS, LLC | — | — | — | — | — | 541K | $16M |
| HARBOUR INVESTMENTS, INC. | — | 5K | 300 | 300 | 300 | 114K | $3M |
| Americana Partners, LLC | — | 185K | 179K | 175K | 164K | 108K | $3M |
| Bright Futures Wealth Management, LLC. | — | — | — | — | — | 107K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 14K | 14K | 13K | 13K | 88K | $3M |
| SYON CAPITAL LLC | — | — | — | — | — | 80K | $2M |
| IHT Wealth Management, LLC | — | — | — | — | 63K | 71K | $2M |
| WPWealth LLP | — | 103K | 103K | 103K | 65K | 63K | $2M |
| OSAIC HOLDINGS, INC. | 93K | 85K | 103K | 101K | 100K | 59K | $2M |
| CORRADO ADVISORS, LLC | 35K | 51K | 51K | 17K | 17K | 58K | $2M |
| RAYMOND JAMES FINANCIAL INC | — | 24K | 18K | — | — | 58K | $2M |
| Private Advisor Group, LLC | — | — | — | — | — | 49K | $1M |
| Cetera Investment Advisers | — | 25K | 9K | — | 7K | 48K | $1M |
| Cornerstone Wealth, LLC/TN | — | — | — | — | — | 42K | $1M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 37K | $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 | 73 | 2,099,704 | — | $63M |
| 2025-Q4 | 30 | 597,698 | — | $18M |
| 2025-Q3 | 28 | 609,113 | — | $18M |
| 2025-Q2 | 30 | 677,887 | — | $19M |
| 2025-Q1 | 24 | 643,979 | — | $17M |
| 2024-Q4 | 14 | 252,725 | — | $6M |
| 2024-Q3 | 14 | 216,495 | — | $6M |
| 2024-Q2 | 14 | 262,625 | — | $7M |
| 2024-Q1 | 12 | 187,442 | — | $5M |
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.
