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 |
|---|---|---|---|---|---|---|---|
| Berger Financial Group, Inc | — | 497K | 508K | 519K | 537K | 579K | $15M |
| CWM, LLC | 3K | 3K | 3K | 38K | 67K | 84K | $2M |
| Astoria Portfolio Advisors LLC. | — | — | — | — | — | 68K | $2M |
| Integrated Wealth Concepts LLC | — | — | — | 62K | 62K | 63K | $2M |
| LPL Financial LLC | — | — | — | — | — | 47K | $1M |
| Krilogy Financial LLC | — | — | — | 41K | 39K | 39K | $1M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | 22K | 31K | $804,014 |
| Jefferies Financial Group Inc. | — | — | — | — | — | 25K | $655,742 |
| Buckley Wealth Management, LLC | — | — | — | — | — | 20K | $513,689 |
| JANE STREET GROUP, LLC | 20K | — | 8K | 24K | 11K | 14K | $363,288 |
| MassMutual Private Wealth & Trust, FSB | — | — | — | — | 14K | 14K | $348,781 |
| MBL Wealth, LLC | — | — | — | — | — | 13K | $334,970 |
| Centurion Wealth Management LLC | 245K | 245K | 44K | 37K | 31K | 10K | $247,316 |
| MML INVESTORS SERVICES, LLC | — | — | — | — | 9K | 9K | $226,128 |
| Arkadios Wealth Advisors | — | — | — | — | — | 9K | $223,286 |
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 | 20 | 1,035,866 | — | $27M |
| 2025-Q4 | 12 | 805,731 | — | $21M |
| 2025-Q3 | 10 | 876,431 | — | $23M |
| 2025-Q2 | 7 | 566,344 | — | $15M |
| 2025-Q1 | 5 | 2,280,239 | — | $59M |
| 2024-Q4 | 4 | 1,802,335 | — | $46M |
| 2024-Q3 | 4 | 1,540,202 | — | $40M |
| 2024-Q2 | 2 | 669,226 | — | $17M |
| 2024-Q1 | 1 | 590,000 | — | $15M |
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.
