| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | 6,107,2826.1M | $231M | — | — |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 783,936783,936 | $45M | — | ADD 4% |
| 3 | Cetera Investment Advisers | 583,494583,494 | $33M | — | — |
| 4 | Wealth Watch Advisors, INC | 339,788339,788 | $19M | — | ADD 3% |
| 5 | Orion Porfolio Solutions, LLC | 276,621276,621 | $16M | — | TRIM -51% |
| 6 | Cambridge Investment Research Advisors, Inc. | 255,789255,789 | $15M | — | TRIM -2% |
| 7 | Aegis Wealth Management, Inc. | 251,057251,057 | $14M | — | ADD 6% |
| 8 | LPL Financial LLC | 179,840179,840 | $10M | — | ADD 64% |
| 9 | Discipline Wealth Solutions, LLC | 179,545179,545 | $10M | — | ADD 181% |
| 10 | Lifestyle Asset Management, Inc. | 117,464117,464 | $7M | — | ADD 39% |
| 11 | Optivise Advisory Services LLC | 108,137108,137 | $6M | — | TRIM -3% |
| 12 | HighPoint Advisor Group LLC | 60,25660,256 | $3M | — | TRIM -22% |
| 13 | J2 Capital Management Inc | 59,22659,226 | $3M | — | TRIM -45% |
| 14 | Simplicity Wealth,LLC | 45,43345,433 | $3M | — | — |
| 15 | J.W. COLE ADVISORS, INC. | 41,83941,839 | $2M | — | TRIM -90% |
| 16 | GTS SECURITIES LLC | 35,93935,939 | $2M | — | TRIM -57% |
| 17 | IFP Advisors, Inc | 26,54826,548 | $2M | — | — |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,53026,530 | $2M | — | NEW |
| 19 | Foundations Investment Advisors, LLC | 25,72525,725 | $1M | — | TRIM -2% |
| 20 | PANORAMIC INVESTMENT ADVISORS, LLC | 25,04625,046 | $1M | — | TRIM -7% |
| 21 | Brookstone Capital Management | 24,80524,805 | $1M | — | TRIM -6% |
| 22 | Brooklyn Investment Group | 19,15319,153 | $1M | — | — |
| 23 | Fiduciary Alliance LLC | 10,73910,739 | $634,031 | — | TRIM -33% |
| 24 | Integrated Wealth Concepts LLC | 9,4259,425 | $536,835 | — | NEW |
| 25 | JANE STREET GROUP, LLC | 7,9867,986 | $454,871 | — | ADD 78% |
| 26 | McKinney Capital Management, LLC | 7,3457,345 | $418,361 | — | NEW |
| 27 | INTEGRITY ALLIANCE, LLC. | 7,2557,255 | $413,235 | — | TRIM -26% |
| 28 | RAYMOND JAMES FINANCIAL INC | 7,1767,176 | $408,735 | — | ADD 47% |
| 29 | Mariner, LLC | 7,1027,102 | $404,520 | — | — |
| 30 | GDS Wealth Management | 6,9966,996 | $398,482 | — | NEW |
| 31 | TRUIST FINANCIAL CORP | 6,6796,679 | $380,427 | — | — |
| 32 | VestGen Advisors, LLC | 5,5545,554 | $350,069 | — | NEW |
| 33 | Atria Investments, Inc | 6,1206,120 | $348,562 | — | ADD 49% |
| 34 | VestGen Investment Management | 6,0086,008 | $342,207 | — | — |
| 35 | Bison Wealth, LLC | 5,2115,211 | $331,628 | — | ADD 25% |
| 36 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 5,2525,252 | $299,147 | — | ADD 3% |
| 37 | KEYBANK NATIONAL ASSOCIATION/OH | 4,3934,393 | $250,220 | — | NEW |
| 38 | OSAIC HOLDINGS, INC. | 3,7313,731 | $212,517 | — | ADD 30% |
| 39 | MORGAN STANLEY | 1,1451,145 | $65,231 | — | — |
| 40 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,1301,130 | $64,384 | — | ADD 15% |
| 41 | UBS Group AG | 857857 | $48,814 | — | TRIM -30% |
| 42 | NewEdge Advisors, LLC | 45,99545,995 | $45,995 | — | ADD 112% |
| 43 | ASSETMARK, INC | 408408 | $23,239 | — | TRIM -29% |
| 44 | Spire Wealth Management | 200200 | $11,392 | — | — |
| 45 | JPMORGAN CHASE & CO | 11 | $56 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | 6.1M | 6.0M | 6.0M | 6.2M | 6.2M | 6.1M | $231M |
| ENVESTNET ASSET MANAGEMENT INC | 587K | 659K | 747K | 813K | 757K | 784K | $45M |
| Cetera Investment Advisers | 418K | 502K | 593K | 640K | 589K | 583K | $33M |
| Wealth Watch Advisors, INC | 341K | 330K | 327K | 324K | 329K | 340K | $19M |
| Orion Porfolio Solutions, LLC | 462K | 524K | 567K | 592K | 564K | 277K | $16M |
| Cambridge Investment Research Advisors, Inc. | 310K | 304K | 228K | 260K | 261K | 256K | $15M |
| Aegis Wealth Management, Inc. | — | — | — | — | 237K | 251K | $14M |
| LPL Financial LLC | 58K | 63K | 61K | 102K | 110K | 180K | $10M |
| Discipline Wealth Solutions, LLC | 48K | 42K | 42K | 47K | 64K | 180K | $10M |
| Lifestyle Asset Management, Inc. | 44K | 54K | 76K | 87K | 85K | 117K | $7M |
| Optivise Advisory Services LLC | 172K | 106K | 148K | 145K | 112K | 108K | $6M |
| HighPoint Advisor Group LLC | — | — | — | — | 77K | 60K | $3M |
| J2 Capital Management Inc | — | — | 106K | 106K | 108K | 59K | $3M |
| Simplicity Wealth,LLC | — | 58K | 100K | 49K | 46K | 45K | $3M |
| J.W. COLE ADVISORS, INC. | 236K | 282K | 382K | 397K | 402K | 42K | $2M |
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 | 45 | 9,730,161 | — | $435M |
| 2025-Q4 | 47 | 10,270,265 | — | $504M |
| 2025-Q3 | 43 | 10,112,808 | — | $486M |
| 2025-Q2 | 40 | 9,783,930 | — | $421M |
| 2025-Q1 | 38 | 10,323,968 | — | $401M |
| 2024-Q4 | 34 | 9,477,918 | — | $387M |
| 2024-Q3 | 30 | 8,793,907 | — | $342M |
| 2024-Q2 | 24 | 6,355,188 | — | $314M |
| 2024-Q1 | 23 | 6,111,579 | — | $284M |
| 2023-Q4 | 24 | 6,006,775 | — | $247M |
| 2023-Q3 | 28 | 6,065,374 | — | $227M |
| 2023-Q2 |
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.
| 26 |
| 5,842,654 |
| — |
| $229M |
| 2023-Q1 | 28 | 5,656,509 | — | $198M |
| 2022-Q4 | 28 | 5,359,590 | — | $178M |
| 2022-Q3 | 30 | 5,417,004 | — | $179M |
| 2022-Q2 | 28 | 5,551,915 | — | $192M |
| 2022-Q1 | 33 | 6,130,596 | — | $253M |
| 2021-Q4 | 36 | 5,457,432 | — | $265M |
| 2021-Q3 | 21 | 4,075,572 | — | $165M |
| 2021-Q2 | 17 | 3,358,485 | — | $118M |
| 2021-Q1 | 11 | 3,022,620 | — | $113M |
| 2020-Q4 | 11 | 3,021,928 | — | $100M |
| 2020-Q3 | 10 | 2,879,840 | — | $83M |
| 2020-Q2 | 9 | 2,844,533 | — | $74M |
| 2020-Q1 | 9 | 2,600,769 | — | $59M |
| 2019-Q4 | 7 | 1,948,071 | — | $56M |
