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 |
|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | — | — | — | 467K | 478K | 491K | $13M |
| Berkshire Money Management, Inc. | 2.1M | 2.4M | 2.4M | 2.4M | 2.5M | 485K | $13M |
| Creative Planning | — | — | — | — | — | 217K | $6M |
| First Heartland Consultants, Inc. | — | 152K | 168K | 182K | 191K | 201K | $5M |
| BLAIR WILLIAM & CO/IL | 131K | 113K | 113K | 141K | 139K | 138K | $4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 89K | 92K | 93K | 124K | 124K | 122K | $3M |
| HighTower Advisors, LLC | 115K | 117K | 108K | 98K | 96K | 93K | $2M |
| Cornerstone Wealth, LLC/TN | — | — | — | — | — | 72K | $2M |
| OSAIC HOLDINGS, INC. | 37K | 26K | 70K | 88K | 87K | 66K | $2M |
| Kestra Advisory Services, LLC | 46K | 40K | 45K | 39K | 42K | 54K | $1M |
| OLD MISSION CAPITAL LLC | 18K | — | 10K | 8K | — | 40K | $1M |
| JPMORGAN CHASE & CO | — | 7K | — | — | — | 34K | $886,051 |
| Miller Financial Services LLC | 25K | 32K | 30K | 29K | 29K | 28K | $742,196 |
| Cetera Investment Advisers | — | 9K | 11K | 23K | 23K | 21K | $551,935 |
| Foundations Investment Advisors, LLC | 15K | 18K | 19K | 19K | 20K | 20K | $528,317 |
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 | 43 | 2,324,917 | — | $62M |
| 2025-Q4 | 43 | 4,370,602 | — | $116M |
| 2025-Q3 | 39 | 4,115,771 | — | $107M |
| 2025-Q2 | 33 | 3,687,828 | — | $92M |
| 2025-Q1 | 36 | 3,347,437 | — | $80M |
| 2024-Q4 | 39 | 2,976,531 | — | $75M |
| 2024-Q3 | 27 | 818,851 | — | $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.
