| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | 415,766415,766 | $11M | — | NEW |
| 2 | RAYMOND JAMES FINANCIAL INC | 386,581386,581 | $10M | — | ADD 4% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 161,279161,279 | $4M | — | — |
| 4 | MAI Capital Management | 125,757125,757 | $3M | — | TRIM -13% |
| 5 | OSAIC HOLDINGS, INC. | 92,54092,540 | $2M | — | TRIM -5% |
| 6 | Cetera Investment Advisers | 91,23091,230 | $2M | — | ADD 7% |
| 7 | CORRADO ADVISORS, LLC | 48,49648,496 | $1M | — | — |
| 8 | LPL Financial LLC | 37,44637,446 | $1M | — | TRIM -3% |
| 9 | Kestra Advisory Services, LLC | 31,62431,624 | $852,162 | — | ADD 20% |
| 10 | Liberty Atlantic Advisors LLC | 31,53031,530 | $849,629 | — | — |
| 11 | Phoenix Financial Ltd. | 31,19531,195 | $835,816 | — | TRIM -16% |
| 12 | SECURED RETIREMENT ADVISORS, LLC | 24,67524,675 | $664,910 | — | — |
| 13 | BLAIR WILLIAM & CO/IL | 23,49623,496 | $633,140 | — | TRIM -3% |
| 14 | Diligent Investors, LLC | 22,75022,750 | $613,037 | — | TRIM -2% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,45322,453 | $605,034 | — | TRIM -21% |
| 16 | Cambridge Investment Research Advisors, Inc. | 19,37419,374 | $522,000 | — | TRIM -7% |
| 17 | Beacon Financial Advisory LLC | 19,23419,234 | $518,293 | — | — |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 19,06219,062 | $513,658 | — | ADD 49% |
| 19 | FSA Advisors, Inc. | 17,42417,424 | $469,519 | — | ADD 5% |
| 20 | TrustBank | 17,22517,225 | $464,157 | — | — |
| 21 | TRUIST FINANCIAL CORP | 14,87014,870 | $400,697 | — | — |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | 14,50014,500 | $390,727 | — | ADD 7% |
| 23 | CALTON & ASSOCIATES, INC. | 13,55813,558 | $365,343 | — | TRIM -40% |
| 24 | MML INVESTORS SERVICES, LLC | 13,11613,116 | $353,433 | — | ADD 70% |
| 25 | MGO ONE SEVEN LLC | 11,51311,513 | $310,237 | — | TRIM -9% |
| 26 | GILL CAPITAL PARTNERS, LLC | 11,27011,270 | $303,689 | — | ADD 11% |
| 27 | Fortune Financial Group, Inc. | 10,00010,000 | $269,467 | — | — |
| 28 | GOLDMAN SACHS GROUP INC | 9,8099,809 | $264,320 | — | NEW |
| 29 | Mutual Advisors, LLC | 9,4399,439 | $254,350 | — | — |
| 30 | AE Wealth Management LLC | 9,2359,235 | $248,853 | — | TRIM -3% |
| 31 | FWG Investments, LLC. | 8,8428,842 | $238,263 | — | TRIM -9% |
| 32 | HighTower Advisors, LLC | 8,4318,431 | $227,188 | — | — |
| 33 | HARBOUR INVESTMENTS, INC. | 8,2838,283 | $223,200 | — | TRIM -3% |
| 34 | CREATIVE FINANCIAL DESIGNS INC /ADV | 5,9505,950 | $160,333 | — | ADD 3% |
| 35 | DHJJ Financial Advisors, Ltd. | 4,7634,763 | $128,348 | — | — |
| 36 | AdvisorNet Financial, Inc | 4,0944,094 | $110,320 | — | — |
| 37 | Keating Financial Advisory Services, Inc. | 2,6872,687 | $72,406 | — | — |
| 38 | Capital Investment Advisory Services, LLC | 2,1192,119 | $57,100 | — | TRIM -13% |
| 39 | NBC SECURITIES, INC. | 1,3341,334 | $35,946 | — | TRIM -8% |
| 40 | Noble Wealth Management PBC | 1,2601,260 | $33,953 | — | — |
| 41 | Capital Analysts, LLC | 719719 | $19,000 | — | — |
| 42 | IFP Advisors, Inc | 450450 | $12,126 | — | TRIM -47% |
| 43 | Advisory Services Network, LLC | 400400 | $10,779 | — | NEW |
| 44 | UBS Group AG | 8585 | $2,290 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| SMI Advisory Services, LLC | — | — | — | — | — | 416K | $11M |
| RAYMOND JAMES FINANCIAL INC | 28K | 34K | 408K | 349K | 372K | 387K | $10M |
| COMMONWEALTH EQUITY SERVICES, LLC | 90K | 108K | 103K | 85K | 161K | 161K | $4M |
| MAI Capital Management | — | — | — | — | 145K | 126K | $3M |
| OSAIC HOLDINGS, INC. | 12K | 12K | 20K | 20K | 97K | 93K | $2M |
| Cetera Investment Advisers | 58K | 58K | 53K | 50K | 85K | 91K | $2M |
| CORRADO ADVISORS, LLC | 45K | 45K | 44K | 44K | 49K | 48K | $1M |
| LPL Financial LLC | — | — | — | 9K | 39K | 37K | $1M |
| Kestra Advisory Services, LLC | 68K | 61K | 46K | 31K | 26K | 32K | $852,162 |
| Liberty Atlantic Advisors LLC | — | — | — | — | 32K | 32K | $849,629 |
| Phoenix Financial Ltd. | 58K | 53K | 43K | 86K | 37K | 31K | $835,816 |
| SECURED RETIREMENT ADVISORS, LLC | 31K | 34K | 34K | 31K | 25K | 25K | $664,910 |
| BLAIR WILLIAM & CO/IL | 18K | 18K | 18K | 18K | 24K | 23K | $633,140 |
| Diligent Investors, LLC | 11K | 10K | 11K | 11K | 23K | 23K | $613,037 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | 13K | — | 22K | 28K | 22K | $605,034 |
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 | 44 | 1,805,864 | — | $49M |
| 2025-Q4 | 48 | 1,556,266 | — | $43M |
| 2025-Q3 | 38 | 2,065,695 | — | $56M |
| 2025-Q2 | 32 | 2,080,517 | — | $54M |
| 2025-Q1 | 32 | 658,765 | — | $16M |
| 2024-Q4 | 24 | 550,930 | — | $13M |
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.
