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 |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 187K | 240K | 278K | 345K | 421K | 439K | $22M |
| Capital Asset Advisory Services LLC | — | — | — | — | — | 166K | $8M |
| LPL Financial LLC | 105K | 135K | 113K | 123K | 146K | 143K | $7M |
| Prentice Wealth Management LLC | 103K | 113K | 122K | 122K | 126K | 108K | $5M |
| JONES FINANCIAL COMPANIES LLLP | 6K | 13K | 44K | 62K | 72K | 95K | $5M |
| SEEDS INVESTOR LLC | 69K | 84K | 54K | 69K | 78K | 91K | $5M |
| Stewardship Advisors, LLC | — | — | — | — | — | 83K | $4M |
| UBS Group AG | 12K | 17K | 2K | 12K | 44K | 71K | $4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42K | 104K | 127K | 91K | 110K | 70K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 33K | 38K | 51K | 57K | 62K | 66K | $3M |
| AdvisorNet Financial, Inc | 41K | 42K | 46K | 51K | 58K | 58K | $3M |
| ROYAL BANK OF CANADA | 32K | 18K | 77K | 32K | 11K | 58K | $3M |
| BOYUM WEALTH ARCHITECTS LLC | — | — | 5K | 40K | 54K | 57K | $3M |
| GGM Financial LLC | — | 7K | 37K | 52K | 53K | 56K | $3M |
| JPMORGAN CHASE & CO | 135K | 139K | 138K | 347K | 55K | 54K | $3M |
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 | 65 | 2,187,782 | — | $109M |
| 2025-Q4 | 63 | 1,954,168 | — | $98M |
| 2025-Q3 | 58 | 2,089,546 | — | $105M |
| 2025-Q2 | 51 | 1,718,146 | — | $86M |
| 2025-Q1 | 50 | 1,463,508 | — | $74M |
| 2024-Q4 | 43 | 1,096,165 | — | $55M |
| 2024-Q3 | 40 | 870,387 | — | $44M |
| 2024-Q2 | 45 | 1,009,769 | — | $50M |
| 2024-Q1 | 39 | 915,719 | — | $46M |
| 2023-Q4 | 39 | 961,572 | — | $48M |
| 2023-Q3 | 27 | 641,465 | — | $30M |
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.
