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 |
|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | — | — | — | 151K | 153K | 163K | $8M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | — | — | — | — | 28K | 139K | $7M |
| Cascade Wealth Advisors, Inc | — | — | — | 13K | 107K | 128K | $6M |
| MADDEN SECURITIES Corp | — | — | 78K | 91K | 99K | 101K | $5M |
| RFG Advisory, LLC | — | — | 16K | 28K | 46K | 52K | $2M |
| Cherry Creek Investment Advisors, Inc. | — | — | — | — | — | 41K | $2M |
| Moran Wealth Management, LLC | — | — | — | — | 9K | 36K | $2M |
| JANE STREET GROUP, LLC | — | 10K | 30K | 39K | 32K | 22K | $1M |
| Summit Financial, LLC | — | — | — | — | 4K | 22K | $1M |
| STIFEL FINANCIAL CORP | — | — | — | — | — | 17K | $797,474 |
| High Net Worth Advisory Group LLC | — | — | 13K | 20K | 16K | 16K | $765,956 |
| World Investment Advisors | — | — | — | — | 13K | 16K | $745,390 |
| CAP Partners, LLC | — | — | — | — | 10K | 15K | $711,051 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | 5K | 10K | 11K | $500,352 |
| Core Wealth Advisors, Inc. | — | — | — | — | — | 8K | $396,669 |
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 | 35 | 817,754 | — | $39M |
| 2025-Q4 | 29 | 572,738 | — | $28M |
| 2025-Q3 | 21 | 410,025 | — | $21M |
| 2025-Q2 | 11 | 166,142 | — | $8M |
| 2025-Q1 | 3 | 15,908 | — | $806,868 |
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.
