| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | 130,632130,632 | $5M | — | ADD 10% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 67,88167,881 | $3M | — | ADD 7% |
| 3 | OSAIC HOLDINGS, INC. | 65,40365,403 | $3M | — | TRIM -24% |
| 4 | LPL Financial LLC | 48,04348,043 | $2M | — | ADD 80% |
| 5 | Nvest Financial, LLC | 36,17436,174 | $1M | — | ADD 18% |
| 6 | OLD MISSION CAPITAL LLC | 26,08526,085 | $1M | — | TRIM -24% |
| 7 | RAYMOND JAMES FINANCIAL INC | 18,66718,667 | $716,074 | — | ADD 143% |
| 8 | HARBOUR INVESTMENTS, INC. | 15,75515,755 | $604,368 | — | ADD 32% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 13,31013,310 | $510,577 | — | TRIM -66% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,43112,431 | $476,858 | — | TRIM -67% |
| 11 | Kestra Advisory Services, LLC | 11,62111,621 | $445,786 | — | ADD 205% |
| 12 | Cetera Investment Advisers | 10,05610,056 | $385,752 | — | TRIM -72% |
| 13 | CENTAURUS FINANCIAL, INC. | 8,2858,285 | $318,000 | — | — |
| 14 | Cypress Wealth Services, LLC | 7,1987,198 | $276,118 | — | — |
| 15 | CWM, LLC | 6,0246,024 | $231,083 | — | — |
| 16 | Focus Financial Network, Inc. | 5,4815,481 | $210,253 | — | NEW |
| 17 | Allianz SE | 5,0005,000 | $191,802 | — | — |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,9194,919 | $188,695 | — | ADD 29% |
| 19 | ASSETMARK, INC | 2,5262,526 | $96,898 | — | — |
| 20 | AE Wealth Management LLC | 700700 | $26,852 | — | ADD 133% |
| 21 | BARCLAYS PLC | 131131 | $5,025 | — | TRIM -97% |
| 22 | JPMORGAN CHASE & CO | 100100 | $3,758 | — | NEW |
| 23 | IFP Advisors, Inc | 7070 | $2,685 | — | ADD 40% |
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 |
|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 171K | 169K | 141K | 126K | 118K | 131K | $5M |
| COMMONWEALTH EQUITY SERVICES, LLC | 30K | 25K | 80K | 68K | 63K | 68K | $3M |
| OSAIC HOLDINGS, INC. | 391K | 157K | 110K | 112K | 86K | 65K | $3M |
| LPL Financial LLC | — | — | 6K | 28K | 27K | 48K | $2M |
| Nvest Financial, LLC | 28K | 32K | 31K | 15K | 31K | 36K | $1M |
| OLD MISSION CAPITAL LLC | 30K | — | — | 47K | 35K | 26K | $1M |
| RAYMOND JAMES FINANCIAL INC | — | — | 5K | — | 8K | 19K | $716,074 |
| HARBOUR INVESTMENTS, INC. | 18K | 16K | 15K | 14K | 12K | 16K | $604,368 |
| ENVESTNET ASSET MANAGEMENT INC | 10K | 22K | 34K | 40K | 40K | 13K | $510,577 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30K | — | 6K | 24K | 38K | 12K | $476,858 |
| Kestra Advisory Services, LLC | — | — | 10K | — | 4K | 12K | $445,786 |
| Cetera Investment Advisers | — | 18K | 30K | 37K | 37K | 10K | $385,752 |
| CENTAURUS FINANCIAL, INC. | — | 8K | 8K | 8K | 8K | 8K | $318,000 |
| Cypress Wealth Services, LLC | — | — | 7K | 7K | 7K | 7K | $276,118 |
| CWM, LLC | 10K | 8K | 8K | 8K | 6K | 6K | $231,083 |
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 | 23 | 496,492 | — | $19M |
| 2025-Q4 | 22 | 534,125 | — | $21M |
| 2025-Q3 | 20 | 559,420 | — | $21M |
| 2025-Q2 | 22 | 530,867 | — | $19M |
| 2025-Q1 | 15 | 506,426 | — | $17M |
| 2024-Q4 | 14 | 743,533 | — | $25M |
| 2024-Q3 | 14 | 772,234 | — | $25M |
| 2024-Q2 | 16 | 2,735,938 | — | $86M |
| 2024-Q1 | 17 | 2,635,925 | — | $80M |
| 2023-Q4 | 6 | 246,384 | — | $7M |
| 2023-Q3 | 7 | 262,666 | — | $7M |
| 2023-Q2 | 9 | 291,625 | — | $8M |
| 2023-Q1 | 7 | 287,684 | — | $7M |
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.
