| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Motley Fool Wealth Management, LLC | 616,725616,725 | $15M | — | TRIM -24% |
| 2 | LPL Financial LLC | 219,288219,288 | $5M | — | ADD 10% |
| 3 | KINTRA WEALTH, LLC | 172,440172,440 | $4M | — | TRIM -10% |
| 4 | Lido Advisors, LLC | 113,967113,967 | $3M | — | ADD 16% |
| 5 | Gradient Investments LLC | 104,487104,487 | $3M | — | TRIM -13% |
| 6 | Sanctuary Advisors, LLC | 86,53786,537 | $2M | — | TRIM -3% |
| 7 | Hobbs Group Advisors, LLC | 75,92475,924 | $2M | — | ADD 231% |
| 8 | WOODMONT INVESTMENT COUNSEL LLC | 45,79245,792 | $1M | — | — |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,96642,966 | $1M | — | ADD 44% |
| 10 | Mayflower Financial Advisors, LLC | 25,82325,823 | $646,995 | — | — |
| 11 | MARATHON CAPITAL MANAGEMENT | 19,58719,587 | $490,752 | — | TRIM -3% |
| 12 | Belpointe Asset Management LLC | 17,19617,196 | $430,846 | — | NEW |
| 13 | CITADEL ADVISORS LLC | 16,18116,181 | $405,415 | — | TRIM -13% |
| 14 | Opulen Financial Group LLC | 15,91315,913 | $398,688 | — | TRIM -3% |
| 15 | GOLDMAN SACHS GROUP INC | 10,77210,772 | $269,892 | — | NEW |
| 16 | Rockefeller Capital Management L.P. | 3,8553,855 | $96,587 | — | NEW |
| 17 | WELLS FARGO & COMPANY/MN | 1,4881,488 | $37,282 | — | NEW |
| 18 | FIFTH THIRD BANCORP | 237237 | $5,938 | — | NEW |
| 19 | CWM, LLC | 157157 | $3,934 | — | ADD 220% |
| 20 | UBS Group AG | 133133 | $3,332 | — | NEW |
| 21 | JONES FINANCIAL COMPANIES LLLP | 8080 | $2,004 | — | NEW |
| 22 | Golden State Wealth Management, LLC | 2727 | $676 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Motley Fool Wealth Management, LLC | — | — | 297K | 464K | 811K | 617K | $15M |
| LPL Financial LLC | — | — | 137K | 163K | 200K | 219K | $5M |
| KINTRA WEALTH, LLC | — | — | — | — | 192K | 172K | $4M |
| Lido Advisors, LLC | — | — | — | — | 98K | 114K | $3M |
| Gradient Investments LLC | 157K | 141K | 146K | 132K | 120K | 104K | $3M |
| Sanctuary Advisors, LLC | 10K | 42K | 62K | 132K | 89K | 87K | $2M |
| Hobbs Group Advisors, LLC | — | — | — | — | 23K | 76K | $2M |
| WOODMONT INVESTMENT COUNSEL LLC | 46K | 46K | 46K | 46K | 46K | 46K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | 37K | 41K | 30K | 43K | $1M |
| Mayflower Financial Advisors, LLC | 28K | 28K | 28K | 26K | 26K | 26K | $646,995 |
| MARATHON CAPITAL MANAGEMENT | 10K | 11K | 22K | 20K | 20K | 20K | $490,752 |
| Belpointe Asset Management LLC | — | — | — | — | — | 17K | $430,846 |
| CITADEL ADVISORS LLC | 39K | 39K | 38K | 8K | 19K | 16K | $405,415 |
| Opulen Financial Group LLC | 15K | 15K | 10K | 10K | 16K | 16K | $398,688 |
| GOLDMAN SACHS GROUP INC | — | — | — | — | — | 11K | $269,892 |
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 | 1,589,575 | — | $40M |
| 2025-Q4 | 15 | 1,690,857 | — | $42M |
| 2025-Q3 | 15 | 1,291,050 | — | $32M |
| 2025-Q2 | 14 | 1,189,965 | — | $30M |
| 2025-Q1 | 10 | 359,458 | — | $9M |
| 2024-Q4 | 9 | 350,333 | — | $9M |
| 2024-Q3 | 1 | 200,000 | — | $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.
