| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Allegheny Financial Group | 620,374620,374 | $15M | — | ADD 41% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 300,645300,645 | $7M | — | TRIM -6% |
| 3 | New Insight Wealth Advisors | 240,487240,487 | $6M | — | — |
| 4 | Keystone Financial Services, LLC | 191,202191,202 | $5M | — | ADD 6% |
| 5 | LPL Financial LLC | 16,07116,071 | $383,133 | — | NEW |
| 6 | STEPHENS INC /AR/ | 12,43012,430 | $296,331 | — | ADD 44% |
| 7 | Vestmark Advisory Solutions, Inc. | 10,33810,338 | $246,458 | — | NEW |
| 8 | World Investment Advisors | 10,15010,150 | $241,977 | — | NEW |
| 9 | Advisory Resource Group | 8,6478,647 | $206,144 | — | TRIM -76% |
| 10 | EverSource Wealth Advisors, LLC | 7,8227,822 | $186,481 | — | TRIM -10% |
| 11 | Steward Partners Investment Advisory, LLC | 1,7001,700 | $40,528 | — | — |
| 12 | ARVEST INVESTMENTS, INC. | 849849 | $20,240 | — | — |
| 13 | MORGAN STANLEY | 804804 | $19,167 | — | TRIM -94% |
| 14 | CWM, LLC | 487487 | $11,610 | — | TRIM -30% |
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 |
|---|---|---|---|---|---|---|---|
| Allegheny Financial Group | — | — | 70K | 159K | 441K | 620K | $15M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 93K | 260K | 271K | 285K | 320K | 301K | $7M |
| New Insight Wealth Advisors | 67K | 156K | 227K | 238K | 242K | 240K | $6M |
| Keystone Financial Services, LLC | 151K | 161K | 170K | 176K | 181K | 191K | $5M |
| LPL Financial LLC | — | — | — | — | — | 16K | $383,133 |
| STEPHENS INC /AR/ | — | — | — | — | 9K | 12K | $296,331 |
| Vestmark Advisory Solutions, Inc. | — | — | — | — | — | 10K | $246,458 |
| World Investment Advisors | — | — | — | — | — | 10K | $241,977 |
| Advisory Resource Group | 45K | 41K | 35K | 34K | 36K | 9K | $206,144 |
| EverSource Wealth Advisors, LLC | 1 | 71 | 71 | 9K | 9K | 8K | $186,481 |
| Steward Partners Investment Advisory, LLC | — | — | 2K | 2K | 2K | 2K | $40,528 |
| ARVEST INVESTMENTS, INC. | — | — | — | — | 849 | 849 | $20,240 |
| MORGAN STANLEY | — | — | — | — | 13K | 804 | $19,167 |
| CWM, LLC | — | 3K | 2K | 826 | 695 | 487 | $11,610 |
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 | 14 | 1,422,006 | — | $34M |
| 2025-Q4 | 13 | 1,254,310 | — | $31M |
| 2025-Q3 | 11 | 947,001 | — | $23M |
| 2025-Q2 | 12 | 880,334 | — | $22M |
| 2025-Q1 | 9 | 651,178 | — | $15M |
| 2024-Q4 | 9 | 413,157 | — | $10M |
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.
