| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 665,679665,679 | $24M | — | — |
| 2 | TrueMark Investments, LLC | 263,668263,668 | $10M | — | — |
| 3 | Authentikos Wealth Advisory, LLC | 238,664238,664 | $9M | — | — |
| 4 | Wellment Financial | 39,98639,986 | $1M | — | — |
| 5 | Elevated Capital Advisors, LLC | 32,39232,392 | $1M | — | ADD 161% |
| 6 | POM Investment Strategies, LLC | 31,85631,856 | $1M | — | NEW |
| 7 | SMART Wealth LLC | 26,24426,244 | $964,762 | — | TRIM -3% |
| 8 | HOWARD BAILEY SECURITIES, LLC | 25,99625,996 | $955,631 | — | TRIM -4% |
| 9 | B.O.S.S. Retirement Advisors, LLC | 25,49525,495 | $937,207 | — | TRIM -8% |
| 10 | Integrated Wealth Management | 19,17919,179 | $705,041 | — | ADD 6% |
| 11 | Outlook Wealth Advisors, LLC | 17,84717,847 | $656,069 | — | TRIM -50% |
| 12 | Weaver Consulting Group | 16,25016,250 | $597,347 | — | ADD 12% |
| 13 | FWG Investments, LLC. | 15,53415,534 | $571,044 | — | ADD 4% |
| 14 | Great Lakes Retirement, Inc. | 12,89112,891 | $473,878 | — | TRIM -9% |
| 15 | LifeWealth Investments, LLC | 12,78012,780 | $469,798 | — | TRIM -22% |
| 16 | FSA Advisors, Inc. | 11,66911,669 | $428,944 | — | NEW |
| 17 | Networth Advisors, LLC | 11,17911,179 | $410,948 | — | — |
| 18 | Centennial Advisors, LLC | 9,5789,578 | $352,084 | — | TRIM -5% |
| 19 | Csenge Advisory Group | 7,8407,840 | $288,196 | — | ADD 12% |
| 20 | OLD MISSION CAPITAL LLC | 6,6416,641 | $244,128 | — | NEW |
| 21 | Quest 10 Wealth Builders, Inc. | 6,1576,157 | $226,336 | — | — |
| 22 | Lloyd Advisory Services, LLC. | 5,2715,271 | $193,775 | — | TRIM -95% |
| 23 | Kingdom Financial Group LLC. | 5,2715,271 | $193,775 | — | TRIM -5% |
| 24 | Capital Investment Advisory Services, LLC | 3,5773,577 | $131,476 | — | ADD 2% |
| 25 | HARBOUR INVESTMENTS, INC. | 879879 | $32,313 | — | TRIM -6% |
| 26 | Aptus Capital Advisors, LLC | 856856 | $31,467 | — | — |
| 27 | Key Capital Management, INC | 355355 | $13,050 | — | ADD 157% |
| 28 | Decker Retirement Planning Inc. | 196196 | $7,205 | — | ADD 15% |
| 29 | UBS Group AG | 5353 | $1,948 | — | NEW |
| 30 | OSAIC HOLDINGS, INC. | 3535 | $1,286 | — | NEW |
| 31 | DHJJ Financial Advisors, Ltd. | 3030 | $1,103 | — | — |
| 32 | ASSETMARK, INC | 1010 | $368 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | — | — | — | 7K | 657K | 666K | $24M |
| TrueMark Investments, LLC | — | — | — | 231K | 262K | 264K | $10M |
| Authentikos Wealth Advisory, LLC | — | — | — | 252K | 243K | 239K | $9M |
| Wellment Financial | — | — | — | — | 40K | 40K | $1M |
| Elevated Capital Advisors, LLC | — | — | — | 13K | 12K | 32K | $1M |
| POM Investment Strategies, LLC | — | — | — | — | — | 32K | $1M |
| SMART Wealth LLC | — | — | — | — | 27K | 26K | $964,762 |
| HOWARD BAILEY SECURITIES, LLC | — | — | — | — | 27K | 26K | $955,631 |
| B.O.S.S. Retirement Advisors, LLC | — | — | — | — | 28K | 25K | $937,207 |
| Integrated Wealth Management | — | — | — | — | 18K | 19K | $705,041 |
| Outlook Wealth Advisors, LLC | — | — | — | — | 36K | 18K | $656,069 |
| Weaver Consulting Group | — | — | — | 15K | 15K | 16K | $597,347 |
| FWG Investments, LLC. | — | — | — | — | 15K | 16K | $571,044 |
| Great Lakes Retirement, Inc. | — | — | — | — | 14K | 13K | $473,878 |
| LifeWealth Investments, LLC | — | — | — | — | 16K | 13K | $469,798 |
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 | 32 | 1,514,058 | — | $56M |
| 2025-Q4 | 28 | 1,563,321 | — | $60M |
| 2025-Q3 | 12 | 557,595 | — | $21M |
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.
