| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 3,270,7473.3M | $96M | — | ADD 13% |
| 2 | WBI INVESTMENTS, LLC | 54,27654,276 | $2M | — | NEW |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 52,16152,161 | $2M | — | NEW |
| 4 | WEST MICHIGAN ADVISORS, LLC | 11,88811,888 | $348,437 | — | ADD 55% |
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 |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 1.9M | 2.7M | 2.7M | 2.8M | 2.9M | 3.3M | $96M |
| WBI INVESTMENTS, LLC | — | — | — | — | — | 54K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 52K | $2M |
| WEST MICHIGAN ADVISORS, LLC | — | 11K | — | — | 8K | 12K | $348,437 |
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 | 4 | 3,389,072 | — | $99M |
| 2025-Q4 | 3 | 2,905,569 | — | $82M |
| 2025-Q3 | 2 | 2,761,979 | — | $75M |
| 2025-Q2 | 1 | 2,672,236 | — | $69M |
| 2025-Q1 | 2 | 2,675,838 | — | $69M |
| 2024-Q4 | 2 | 1,949,430 | — | $51M |
| 2024-Q3 | 2 | 1,868,137 | — | $49M |
| 2024-Q2 | 2 | 1,631,470 | — | $40M |
| 2024-Q1 | 3 | 1,361,232 | — | $35M |
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.
