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 |
|---|---|---|---|---|---|---|---|
| World Investment Advisors | 100K | 92K | 89K | 84K | 86K | 81K | $2M |
| RPg Family Wealth Advisory, LLC | 66K | 73K | 75K | 75K | 75K | 77K | $2M |
| Brookstone Capital Management | 64K | 53K | 50K | 57K | 57K | 57K | $1M |
| OLD MISSION CAPITAL LLC | 14K | — | 18K | 21K | 37K | 40K | $988,185 |
| STEPHENS INC /AR/ | 39K | 39K | 38K | 37K | 37K | 37K | $911,492 |
| Maia Wealth LLC | 49K | 41K | 33K | 33K | 34K | 34K | $828,418 |
| Whipplewood Advisors, LLC | — | 29K | 28K | 30K | 30K | 31K | $772,894 |
| RAYMOND JAMES FINANCIAL INC | — | — | — | 29K | 26K | 26K | $642,049 |
| COMMONWEALTH EQUITY SERVICES, LLC | 18K | 18K | 18K | 23K | 24K | 23K | $564,810 |
| Accurate Wealth Management, LLC | 10K | 10K | 13K | 13K | 13K | 13K | $320,282 |
| Sunbelt Securities, Inc. | 5K | 5K | 5K | 11K | 9K | 9K | $232,061 |
| LPL Financial LLC | — | — | — | — | — | 9K | $222,626 |
| HARBOR INVESTMENT ADVISORY, LLC | 2K | 2K | 2K | 2K | 2K | 2K | $49,878 |
| Luminist Capital LLC | 2K | 2K | 2K | 2K | 2K | 2K | $38,757 |
| MORGAN STANLEY | — | — | — | — | — | 1K | $26,248 |
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 | 24 | 445,161 | — | $11M |
| 2025-Q4 | 26 | 464,375 | — | $12M |
| 2025-Q3 | 24 | 462,934 | — | $12M |
| 2025-Q2 | 22 | 461,682 | — | $11M |
| 2025-Q1 | 22 | 496,895 | — | $12M |
| 2024-Q4 | 20 | 480,979 | — | $12M |
| 2024-Q3 | 20 | 489,750 | — | $12M |
| 2024-Q2 | 22 | 526,339 | — | $13M |
| 2024-Q1 | 20 | 519,499 | — | $13M |
| 2023-Q4 | 22 | 655,289 | — | $16M |
| 2023-Q3 | 16 | 505,573 | — | $12M |
| 2023-Q2 | 1 | 50,000 | — | $0 |
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.
