| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1,239,6411.2M | $36M | — | ADD 3% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 107,722107,722 | $3M | — | TRIM -3% |
| 3 | Cetera Investment Advisers | 88,30288,302 | $3M | — | ADD 8% |
| 4 | HighTower Advisors, LLC | 72,62672,626 | $2M | — | — |
| 5 | CORRADO ADVISORS, LLC | 65,02665,026 | $2M | — | TRIM -2% |
| 6 | Kestra Advisory Services, LLC | 52,96052,960 | $2M | — | ADD 102% |
| 7 | Sherry Group, Inc. | 39,68739,687 | $1M | — | — |
| 8 | Cornerstone Wealth, LLC/TN | 37,02137,021 | $1M | — | NEW |
| 9 | RAYMOND JAMES FINANCIAL INC | 31,84231,842 | $921,759 | — | TRIM -4% |
| 10 | TRUIST FINANCIAL CORP | 29,14129,141 | $843,574 | — | — |
| 11 | OSAIC HOLDINGS, INC. | 27,41927,419 | $793,720 | — | TRIM -24% |
| 12 | AE Wealth Management LLC | 24,31624,316 | $703,897 | — | — |
| 13 | OLD MISSION CAPITAL LLC | 19,45419,454 | $563,152 | — | ADD 8% |
| 14 | Brown Financial Advisors | 14,60214,602 | $422,697 | — | — |
| 15 | CITADEL ADVISORS LLC | 13,93013,930 | $403,244 | — | NEW |
| 16 | Merit Financial Group, LLC | 13,23013,230 | $382,981 | — | TRIM -8% |
| 17 | Trek Financial, LLC | 12,07712,077 | $349,604 | — | — |
| 18 | ALTERNA WEALTH MANAGEMENT, INC | 9,6919,691 | $280,534 | — | — |
| 19 | Paladin Wealth, LLC | 9,6069,606 | $278,074 | — | TRIM -14% |
| 20 | BLAIR WILLIAM & CO/IL | 9,0549,054 | $262,094 | — | — |
| 21 | Cambridge Investment Research Advisors, Inc. | 9,0029,002 | $261,000 | — | TRIM -19% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 8,9148,914 | $258,042 | — | ADD 9% |
| 23 | Phoenix Financial Ltd. | 8,7308,730 | $252,721 | — | TRIM -17% |
| 24 | CWC Advisors, LLC. | 8,6978,697 | $251,760 | — | TRIM -14% |
| 25 | Mattson Financial Services, LLC | 8,4868,486 | $245,652 | — | — |
| 26 | Diligent Investors, LLC | 7,7007,700 | $222,899 | — | — |
| 27 | Cresset Asset Management, LLC | 7,2307,230 | $209,293 | — | — |
| 28 | A4 Wealth Advisors LLC | 7,1357,135 | $206,543 | — | TRIM -9% |
| 29 | Tradition Wealth Management, LLC | 7,0017,001 | $202,664 | — | TRIM -43% |
| 30 | DHJJ Financial Advisors, Ltd. | 5,6855,685 | $164,569 | — | — |
| 31 | TopTier Wealth Management, LLC | 3,3643,364 | $97,381 | — | NEW |
| 32 | NBC SECURITIES, INC. | 2,3872,387 | $69,098 | — | — |
| 33 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,3002,300 | $66,580 | — | — |
| 34 | IFP Advisors, Inc | 898898 | $25,995 | — | TRIM -21% |
| 35 | Advisory Services Network, LLC | 650650 | $18,816 | — | NEW |
| 36 | Keating Financial Advisory Services, Inc. | 620620 | $17,948 | — | — |
| 37 | CoreCap Advisors, LLC | 470470 | $13,606 | — | TRIM -13% |
| 38 | HARBOUR INVESTMENTS, INC. | 391391 | $11,319 | — | — |
| 39 | UBS Group AG | 275275 | $7,961 | — | ADD 80% |
| 40 | JPMORGAN CHASE & CO | 186186 | $5,283 | — | NEW |
| 41 | MORGAN STANLEY | 100100 | $2,895 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | — | — | — | 1.2M | 1.2M | 1.2M | $36M |
| COMMONWEALTH EQUITY SERVICES, LLC | 24K | 24K | 34K | 110K | 111K | 108K | $3M |
| Cetera Investment Advisers | 21K | 23K | 23K | 79K | 82K | 88K | $3M |
| HighTower Advisors, LLC | 71K | 71K | 71K | 74K | 73K | 73K | $2M |
| CORRADO ADVISORS, LLC | 62K | 61K | 61K | 67K | 67K | 65K | $2M |
| Kestra Advisory Services, LLC | 30K | 14K | 27K | 26K | 26K | 53K | $2M |
| Sherry Group, Inc. | — | — | — | — | 40K | 40K | $1M |
| Cornerstone Wealth, LLC/TN | — | — | — | — | — | 37K | $1M |
| RAYMOND JAMES FINANCIAL INC | — | — | 3K | 33K | 33K | 32K | $921,759 |
| TRUIST FINANCIAL CORP | — | — | — | 30K | 30K | 29K | $843,574 |
| OSAIC HOLDINGS, INC. | 17K | 27K | 24K | 38K | 36K | 27K | $793,720 |
| AE Wealth Management LLC | 26K | 26K | 26K | 27K | 24K | 24K | $703,897 |
| OLD MISSION CAPITAL LLC | 18K | — | 13K | — | 18K | 19K | $563,152 |
| Brown Financial Advisors | — | — | — | 16K | 15K | 15K | $422,697 |
| CITADEL ADVISORS LLC | — | — | — | 7K | — | 14K | $403,244 |
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 | 41 | 2,007,568 | — | $58M |
| 2025-Q4 | 47 | 2,313,945 | — | $68M |
| 2025-Q3 | 49 | 2,107,659 | — | $61M |
| 2025-Q2 | 23 | 388,412 | — | $11M |
| 2025-Q1 | 21 | 335,552 | — | $8M |
| 2024-Q4 | 24 | 361,594 | — | $9M |
| 2024-Q3 | 19 | 334,288 | — | $8M |
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.
