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 | — | 16K | 11K | 8K | 15K | 569K | $23M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 277K | $11M |
| Bison Wealth, LLC | — | — | 166K | 172K | 211K | 223K | $10M |
| Welch Financial Planning, LLC | — | — | — | — | 197K | 205K | $8M |
| Cetera Investment Advisers | — | — | — | — | — | 179K | $7M |
| CoreCap Advisors, LLC | — | — | — | — | — | 162K | $7M |
| Cambridge Investment Research Advisors, Inc. | — | — | — | 8K | 53K | 137K | $6M |
| Castleview Partners, LLC | — | 50K | 49K | 104K | 113K | 119K | $5M |
| Atria Investments, Inc | — | — | — | — | — | 114K | $5M |
| Sigma Planning Corp | — | — | — | — | 72K | 102K | $4M |
| Coastal Bridge Advisors, LLC | — | 31K | 53K | 53K | 71K | 101K | $4M |
| HERITAGE OAK WEALTH ADVISORS LLC | — | — | — | — | — | 100K | $4M |
| LEUTHOLD GROUP, LLC | — | 8K | 23K | 23K | 23K | 55K | $2M |
| Ashton Thomas Private Wealth, LLC | — | — | 16K | 33K | 34K | 42K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 33K | 33K | $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 | 55 | 2,854,301 | — | $116M |
| 2025-Q4 | 19 | 938,489 | — | $38M |
| 2025-Q3 | 15 | 505,163 | — | $20M |
| 2025-Q2 | 14 | 395,127 | — | $14M |
| 2025-Q1 | 9 | 161,450 | — | $5M |
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.
