| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 1,505,3671.5M | $43M | — | — |
| 2 | Allianz SE | 397,822397,822 | $11M | — | ADD 7856% |
| 3 | Sanctuary Advisors, LLC | 263,333263,333 | $8M | — | TRIM -30% |
| 4 | Authentikos Wealth Advisory, LLC | 246,061246,061 | $7M | — | TRIM -3% |
| 5 | RFG Advisory, LLC | 194,431194,431 | $6M | — | — |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 169,901169,901 | $5M | — | — |
| 7 | Wellment Financial | 135,571135,571 | $4M | — | — |
| 8 | STEPHENS INC /AR/ | 115,318115,318 | $3M | — | — |
| 9 | POM Investment Strategies, LLC | 103,778103,778 | $3M | — | NEW |
| 10 | SMART Wealth LLC | 75,36075,360 | $2M | — | TRIM -5% |
| 11 | USA FINANCIAL FORMULAS | 65,96665,966 | $2M | — | TRIM -6% |
| 12 | FWG Investments, LLC. | 59,08159,081 | $2M | — | — |
| 13 | Outlook Wealth Advisors, LLC | 58,46058,460 | $2M | — | TRIM -50% |
| 14 | OSAIC HOLDINGS, INC. | 56,31156,311 | $2M | — | TRIM -2% |
| 15 | Golden Reserve Retirement LLC | 42,09842,098 | $1M | — | ADD 23% |
| 16 | FSA Advisors, Inc. | 39,53839,538 | $1M | — | ADD 13% |
| 17 | Integrated Wealth Management | 37,81037,810 | $1M | — | ADD 12% |
| 18 | Networth Advisors, LLC | 32,95332,953 | $940,808 | — | — |
| 19 | Csenge Advisory Group | 30,00430,004 | $856,614 | — | ADD 4% |
| 20 | Aegis Wealth Management, Inc. | 25,04325,043 | $714,978 | — | — |
| 21 | HOWARD BAILEY SECURITIES, LLC | 23,92923,929 | $683,163 | — | — |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 22,34722,347 | $638,007 | — | TRIM -59% |
| 23 | NBZ Investment Advisors LLC | 20,45720,457 | $584,047 | — | — |
| 24 | Elevated Capital Advisors, LLC | 20,03620,036 | $572,028 | — | NEW |
| 25 | Quest 10 Wealth Builders, Inc. | 19,82619,826 | $566,032 | — | — |
| 26 | Kestra Advisory Services, LLC | 19,39919,399 | $553,841 | — | — |
| 27 | CITADEL ADVISORS LLC | 18,24118,241 | $520,781 | — | NEW |
| 28 | PARK AVENUE SECURITIES LLC | 18,07018,070 | $516,000 | — | — |
| 29 | World Investment Advisors | 17,99117,991 | $513,644 | — | NEW |
| 30 | B.O.S.S. Retirement Advisors, LLC | 17,50417,504 | $499,739 | — | TRIM -8% |
| 31 | LifeWealth Investments, LLC | 15,70315,703 | $448,321 | — | TRIM -26% |
| 32 | Cetera Investment Advisers | 15,36715,367 | $438,728 | — | TRIM -5% |
| 33 | Grantvest Financial Group LLC | 14,93714,937 | $426,451 | — | TRIM -31% |
| 34 | Arax Advisory Partners | 14,77414,774 | $421,798 | — | — |
| 35 | Transcendent Capital Group LLC | 14,67414,674 | $418,943 | — | TRIM -16% |
| 36 | Blackston Financial Advisory Group, LLC | 13,14313,143 | $375,233 | — | ADD 3% |
| 37 | Range Financial Group LLC | 10,79510,795 | $308,197 | — | TRIM -21% |
| 38 | Centennial Advisors, LLC | 9,6979,697 | $276,849 | — | TRIM -8% |
| 39 | Southland Equity Partners LLC | 8,6978,697 | $248,299 | — | — |
| 40 | Great Lakes Retirement, Inc. | 8,4328,432 | $240,734 | — | TRIM -8% |
| 41 | CENTAURUS FINANCIAL, INC. | 4,3414,341 | $124,000 | — | — |
| 42 | Lloyd Advisory Services, LLC. | 4,2484,248 | $121,280 | — | TRIM -95% |
| 43 | Kingdom Financial Group LLC. | 4,2484,248 | $121,280 | — | TRIM -11% |
| 44 | IFP Advisors, Inc | 4,1914,191 | $119,653 | — | — |
| 45 | Key Capital Management, INC | 4,0784,078 | $116,427 | — | ADD 40% |
| 46 | Advisory Services Network, LLC | 2,8382,838 | $81,025 | — | NEW |
| 47 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,0001,000 | $28,550 | — | — |
| 48 | HARBOUR INVESTMENTS, INC. | 986986 | $28,150 | — | — |
| 49 | Decker Retirement Planning Inc. | 701701 | $20,014 | — | ADD 16% |
| 50 | Mosley Wealth Management | 219219 | $6,408 | — | NEW |
| 51 | BARCLAYS PLC | 198198 | $5,653 | — | NEW |
| 52 | Geneos Wealth Management Inc. | 5959 | $1,684 | — | — |
| 53 | US BANCORP \DE\ | 5353 | $1,513 | — | NEW |
| 54 | ASSETMARK, INC | 1313 | $371 | — | — |
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 | — | 341K | 334K | 1.5M | 1.5M | 1.5M | $43M |
| Allianz SE | — | — | — | — | 5K | 398K | $11M |
| Sanctuary Advisors, LLC | 388K | 379K | 378K | 755K | 376K | 263K | $8M |
| Authentikos Wealth Advisory, LLC | — | — | — | 265K | 254K | 246K | $7M |
| RFG Advisory, LLC | 100K | 124K | 190K | 201K | 192K | 194K | $6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 173K | 172K | 176K | 181K | 171K | 170K | $5M |
| Wellment Financial | — | — | — | 139K | 137K | 136K | $4M |
| STEPHENS INC /AR/ | 87K | 94K | 96K | 100K | 116K | 115K | $3M |
| POM Investment Strategies, LLC | — | — | — | — | — | 104K | $3M |
| SMART Wealth LLC | — | — | 7K | — | 79K | 75K | $2M |
| USA FINANCIAL FORMULAS | — | 47 | 102K | 84K | 70K | 66K | $2M |
| FWG Investments, LLC. | — | — | — | 57K | 58K | 59K | $2M |
| Outlook Wealth Advisors, LLC | — | — | — | 61K | 117K | 58K | $2M |
| OSAIC HOLDINGS, INC. | 2K | 79K | 61K | 61K | 58K | 56K | $2M |
| Golden Reserve Retirement LLC | — | — | — | 14K | 34K | 42K | $1M |
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 | 54 | 4,005,398 | — | $114M |
| 2025-Q4 | 51 | 4,089,174 | — | $121M |
| 2025-Q3 | 43 | 3,969,258 | — | $115M |
| 2025-Q2 | 35 | 2,414,300 | — | $66M |
| 2025-Q1 | 36 | 2,528,509 | — | $64M |
| 2024-Q4 | 18 | 1,566,078 | — | $42M |
| 2024-Q3 | 13 | 1,414,043 | — | $37M |
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.
