| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 513,587513,587 | $14M | — | ADD 21% |
| 2 | Private Advisor Group, LLC | 409,120409,120 | $11M | — | NEW |
| 3 | Ball & Co Wealth Management Inc. | 373,902373,902 | $10M | — | NEW |
| 4 | Brookwood Investment Group LLC | 259,126259,126 | $7M | — | — |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 227,191227,191 | $6M | — | ADD 30% |
| 6 | Cetera Investment Advisers | 217,557217,557 | $6M | — | ADD 33% |
| 7 | Sound Financial Strategies Group, LLC | 110,977110,977 | $3M | — | — |
| 8 | Stratos Wealth Advisors, LLC | 41,31541,315 | $1M | — | ADD 18% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,82038,820 | $1M | — | TRIM -8% |
| 10 | OLD MISSION CAPITAL LLC | 30,02630,026 | $823,312 | — | NEW |
| 11 | Summit Financial, LLC | 21,02321,023 | $576,451 | — | NEW |
| 12 | Ascentis Independent Advisors | 17,07917,079 | $468,306 | — | NEW |
| 13 | TRUIST FINANCIAL CORP | 15,42615,426 | $422,973 | — | — |
| 14 | PRIVATE TRUST CO NA | 13,91413,914 | $381,522 | — | ADD 22% |
| 15 | JANE STREET GROUP, LLC | 13,07313,073 | $358,462 | — | TRIM -49% |
| 16 | Centric Wealth Management | 10,69210,692 | $303,493 | — | TRIM -6% |
| 17 | HighTower Advisors, LLC | 8,1908,190 | $224,570 | — | — |
| 18 | OSAIC HOLDINGS, INC. | 4,5004,500 | $123,390 | — | — |
| 19 | UBS Group AG | 2,0672,067 | $56,677 | — | ADD 346% |
| 20 | ROYAL BANK OF CANADA | 1,2651,265 | $35,000 | — | TRIM -14% |
| 21 | Global Wealth Strategies & Associates | 227227 | $6,224 | — | TRIM -13% |
| 22 | DHJJ Financial Advisors, Ltd. | 3333 | $905 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | — | — | — | — | 426K | 514K | $14M |
| Private Advisor Group, LLC | — | — | — | — | — | 409K | $11M |
| Ball & Co Wealth Management Inc. | — | — | — | — | — | 374K | $10M |
| Brookwood Investment Group LLC | — | — | — | 352K | 262K | 259K | $7M |
| ENVESTNET ASSET MANAGEMENT INC | — | 41K | 141K | 141K | 174K | 227K | $6M |
| Cetera Investment Advisers | — | 41K | 141K | 142K | 164K | 218K | $6M |
| Sound Financial Strategies Group, LLC | — | — | — | 89K | 111K | 111K | $3M |
| Stratos Wealth Advisors, LLC | — | — | — | 8K | 35K | 41K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | 46K | 64K | 42K | 39K | $1M |
| OLD MISSION CAPITAL LLC | — | — | — | 42K | — | 30K | $823,312 |
| Summit Financial, LLC | — | — | — | — | — | 21K | $576,451 |
| Ascentis Independent Advisors | — | — | — | — | — | 17K | $468,306 |
| TRUIST FINANCIAL CORP | — | — | — | — | 15K | 15K | $422,973 |
| PRIVATE TRUST CO NA | — | — | — | — | 11K | 14K | $381,522 |
| JANE STREET GROUP, LLC | — | — | 14K | — | 26K | 13K | $358,462 |
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 | 22 | 2,329,110 | — | $64M |
| 2025-Q4 | 18 | 1,309,370 | — | $36M |
| 2025-Q3 | 12 | 977,775 | — | $28M |
| 2025-Q2 | 9 | 593,827 | — | $16M |
| 2025-Q1 | 7 | 334,060 | — | $8M |
| 2024-Q4 | 5 | 59,861 | — | $2M |
| 2024-Q3 | 3 | 26,268 | — | $662,216 |
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.
