| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 12,291,89812.3M | $307M | — | ADD 5491% |
| 2 | Heartwood Wealth Advisors LLC | 392,668392,668 | $10M | — | ADD 16% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86,66286,662 | $2M | — | NEW |
| 4 | LPL Financial LLC | 84,34484,344 | $2M | — | ADD 17% |
| 5 | GOLDMAN SACHS GROUP INC | 77,00477,004 | $2M | — | NEW |
| 6 | Gryphon Financial Partners LLC | 76,38476,384 | $2M | — | NEW |
| 7 | L2 Asset Management, LLC | 67,62767,627 | $2M | — | ADD 7% |
| 8 | CITADEL ADVISORS LLC | 46,65346,653 | $1M | — | NEW |
| 9 | JANE STREET GROUP, LLC | 38,37438,374 | $957,623 | — | NEW |
| 10 | Proficio Capital Partners LLC | 29,76729,767 | $742,827 | — | NEW |
| 11 | Gradient Investments LLC | 27,93627,936 | $697,150 | — | TRIM -4% |
| 12 | Sanctuary Advisors, LLC | 27,28627,286 | $680,914 | — | — |
| 13 | WOODMONT INVESTMENT COUNSEL LLC | 24,20724,207 | $604,086 | — | — |
| 14 | Private Advisor Group, LLC | 23,90523,905 | $596,552 | — | ADD 7% |
| 15 | Farther Finance Advisors, LLC | 20,83020,830 | $518,042 | — | TRIM -35% |
| 16 | Belpointe Asset Management LLC | 17,86817,868 | $445,896 | — | NEW |
| 17 | Global Financial Private Client, LLC | 16,20416,204 | $404,371 | — | — |
| 18 | Fourth Dimension Wealth, LLC | 12,13712,137 | $302,880 | — | ADD 6% |
| 19 | FLOW TRADERS U.S. LLC | 10,85810,858 | $271,000 | — | NEW |
| 20 | MONECO ADVISORS, LLC | 10,00610,006 | $249,700 | — | NEW |
| 21 | Equitable Holdings, Inc. | 9,0859,085 | $227,897 | — | TRIM -91% |
| 22 | Blossom Wealth Management | 8,3708,370 | $208,873 | — | NEW |
| 23 | JPMORGAN CHASE & CO | 4,3024,302 | $107,141 | — | NEW |
| 24 | MORGAN STANLEY | 2,3542,354 | $58,744 | — | NEW |
| 25 | CWM, LLC | 625625 | $15,597 | — | NEW |
| 26 | UBS Group AG | 367367 | $9,158 | — | ADD 206% |
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 |
|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | — | — | — | — | 220K | 12.3M | $307M |
| Heartwood Wealth Advisors LLC | — | 326K | 329K | 336K | 340K | 393K | $10M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | — | 87K | $2M |
| LPL Financial LLC | — | — | 41K | 64K | 72K | 84K | $2M |
| GOLDMAN SACHS GROUP INC | — | — | — | — | — | 77K | $2M |
| Gryphon Financial Partners LLC | — | — | — | — | — | 76K | $2M |
| L2 Asset Management, LLC | — | — | — | 60K | 63K | 68K | $2M |
| CITADEL ADVISORS LLC | — | — | 21K | 17K | — | 47K | $1M |
| JANE STREET GROUP, LLC | 164K | 31K | — | 27K | — | 38K | $957,623 |
| Proficio Capital Partners LLC | — | — | — | — | — | 30K | $742,827 |
| Gradient Investments LLC | — | — | — | — | 29K | 28K | $697,150 |
| Sanctuary Advisors, LLC | — | 12K | 22K | 37K | 27K | 27K | $680,914 |
| WOODMONT INVESTMENT COUNSEL LLC | 24K | 24K | 24K | 24K | 24K | 24K | $604,086 |
| Private Advisor Group, LLC | — | — | 14K | 17K | 22K | 24K | $596,552 |
| Farther Finance Advisors, LLC | — | — | — | — | 32K | 21K | $518,042 |
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 | 26 | 13,407,721 | — | $335M |
| 2025-Q4 | 14 | 978,958 | — | $25M |
| 2025-Q3 | 12 | 752,593 | — | $19M |
| 2025-Q2 | 11 | 812,033 | — | $20M |
| 2025-Q1 | 7 | 578,633 | — | $14M |
| 2024-Q4 | 4 | 221,723 | — | $5M |
| 2024-Q3 | 1 | 199,977 | — | $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.
