| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Sterling Manor Financial, LLC | 518,639518,639 | $14M | — | TRIM -20% |
| 2 | Allianz SE | 491,717491,717 | $13M | — | ADD 434% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 314,366314,366 | $9M | — | NEW |
| 4 | VanWeelden Wealth Management, LLC | 226,897226,897 | $6M | — | NEW |
| 5 | Discipline Wealth Solutions, LLC | 215,123215,123 | $6M | — | ADD 6% |
| 6 | RFG Advisory, LLC | 206,742206,742 | $6M | — | — |
| 7 | STEPHENS INC /AR/ | 201,444201,444 | $6M | — | ADD 51% |
| 8 | Kestra Advisory Services, LLC | 149,818149,818 | $4M | — | ADD 73% |
| 9 | Authentikos Wealth Advisory, LLC | 96,34096,340 | $3M | — | — |
| 10 | USA FINANCIAL FORMULAS | 69,58969,589 | $2M | — | TRIM -6% |
| 11 | ARS Wealth Advisors Group, LLC | 53,03453,034 | $1M | — | TRIM -7% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 40,12740,127 | $1M | — | ADD 12% |
| 13 | OLD MISSION CAPITAL LLC | 35,25435,254 | $963,639 | — | ADD 85% |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | 30,96730,967 | $846,458 | — | TRIM -20% |
| 15 | Cetera Investment Advisers | 26,40126,401 | $721,650 | — | ADD 14% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,64623,646 | $646,344 | — | ADD 21% |
| 17 | Savant Capital, LLC | 22,30722,307 | $609,745 | — | TRIM -26% |
| 18 | Arax Advisory Partners | 17,97517,975 | $491,333 | — | ADD 19% |
| 19 | OSAIC HOLDINGS, INC. | 16,09016,090 | $439,783 | — | ADD 6336% |
| 20 | Transcendent Capital Group LLC | 13,96913,969 | $381,831 | — | TRIM -10% |
| 21 | Aegis Wealth Management, Inc. | 11,03811,038 | $301,715 | — | ADD 2% |
| 22 | MML INVESTORS SERVICES, LLC | 10,42510,425 | $284,959 | — | NEW |
| 23 | Stratos Wealth Advisors, LLC | 9,2209,220 | $252,021 | — | NEW |
| 24 | Grantvest Financial Group LLC | 8,4478,447 | $230,892 | — | NEW |
| 25 | NBZ Investment Advisors LLC | 8,4158,415 | $230,017 | — | — |
| 26 | Creative Planning | 8,0298,029 | $219,466 | — | — |
| 27 | Southland Equity Partners LLC | 7,8857,885 | $215,530 | — | — |
| 28 | Visionary Wealth Advisors | 7,8647,864 | $214,957 | — | — |
| 29 | CENTAURUS FINANCIAL, INC. | 6,6256,625 | $181,000 | — | — |
| 30 | HARBOUR INVESTMENTS, INC. | 6,5226,522 | $178,274 | — | ADD 145% |
| 31 | FMR LLC | 2,2602,260 | $61,775 | — | NEW |
| 32 | Sound Income Strategies, LLC | 1,3871,387 | $38,043 | — | NEW |
| 33 | IFP Advisors, Inc | 625625 | $17,084 | — | ADD 363% |
| 34 | Steward Partners Investment Advisory, LLC | 267267 | $7,298 | — | — |
| 35 | BARCLAYS PLC | 200200 | $5,467 | — | NEW |
| 36 | GeoWealth Management, LLC | 129129 | $3,526 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Sterling Manor Financial, LLC | — | 732K | 751K | 660K | 649K | 519K | $14M |
| Allianz SE | — | — | — | — | 92K | 492K | $13M |
| ENVESTNET ASSET MANAGEMENT INC | — | 10K | — | — | — | 314K | $9M |
| VanWeelden Wealth Management, LLC | — | — | — | — | — | 227K | $6M |
| Discipline Wealth Solutions, LLC | — | 195K | 195K | 202K | 204K | 215K | $6M |
| RFG Advisory, LLC | — | — | 203K | 214K | 204K | 207K | $6M |
| STEPHENS INC /AR/ | — | 106K | 109K | 114K | 134K | 201K | $6M |
| Kestra Advisory Services, LLC | — | 22K | 140K | 87K | 87K | 150K | $4M |
| Authentikos Wealth Advisory, LLC | — | — | 105K | 101K | 97K | 96K | $3M |
| USA FINANCIAL FORMULAS | — | 49 | 107K | 89K | 74K | 70K | $2M |
| ARS Wealth Advisors Group, LLC | — | 60K | 60K | 57K | 57K | 53K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 37K | 42K | 36K | 36K | 40K | $1M |
| OLD MISSION CAPITAL LLC | — | 33K | 9K | — | 19K | 35K | $963,639 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | — | — | 37K | 47K | 39K | 31K | $846,458 |
| Cetera Investment Advisers | — | 25K | 25K | 23K | 23K | 26K | $721,650 |
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 | 36 | 2,859,783 | — | $78M |
| 2025-Q4 | 30 | 2,063,909 | — | $58M |
| 2025-Q3 | 27 | 1,892,650 | — | $52M |
| 2025-Q2 | 27 | 2,282,175 | — | $59M |
| 2025-Q1 | 23 | 1,726,544 | — | $42M |
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.
