| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Allianz SE | 494,139494,139 | $14M | — | ADD 450% |
| 2 | STEPHENS INC /AR/ | 156,146156,146 | $4M | — | ADD 10% |
| 3 | AE Wealth Management LLC | 145,708145,708 | $4M | — | — |
| 4 | Cypress Wealth Services, LLC | 95,67995,679 | $3M | — | — |
| 5 | Savant Capital, LLC | 57,03857,038 | $2M | — | TRIM -9% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 51,09651,096 | $1M | — | TRIM -33% |
| 7 | SECURED RETIREMENT ADVISORS, LLC | 21,49721,497 | $605,332 | — | — |
| 8 | Arax Advisory Partners | 17,12517,125 | $482,222 | — | ADD 4% |
| 9 | MONEY CONCEPTS CAPITAL CORP | 11,26811,268 | $317,294 | — | ADD 2% |
| 10 | Creative Planning | 11,13111,131 | $313,437 | — | — |
| 11 | Cetera Investment Advisers | 10,78810,788 | $303,778 | — | TRIM -3% |
| 12 | Wellment Financial | 10,31010,310 | $290,318 | — | TRIM -3% |
| 13 | SMART Wealth LLC | 10,13410,134 | $285,362 | — | TRIM -11% |
| 14 | Foundations Investment Advisors, LLC | 10,06310,063 | $283,363 | — | ADD 16% |
| 15 | FWG Investments, LLC. | 10,04110,041 | $282,744 | — | — |
| 16 | Kestra Advisory Services, LLC | 9,5159,515 | $267,932 | — | ADD 95% |
| 17 | Grantvest Financial Group LLC | 9,4209,420 | $265,257 | — | — |
| 18 | PFG Investments, LLC | 9,2109,210 | $259,343 | — | — |
| 19 | JPMORGAN CHASE & CO | 9,0339,033 | $250,694 | — | TRIM -3% |
| 20 | AMERIPRISE FINANCIAL INC | 7,1347,134 | $200,886 | — | NEW |
| 21 | HARBOUR INVESTMENTS, INC. | 5,7005,700 | $160,506 | — | ADD 80% |
| 22 | Quest 10 Wealth Builders, Inc. | 2,8732,873 | $80,900 | — | ADD 3% |
| 23 | IFP Advisors, Inc | 1,7701,770 | $49,841 | — | ADD 8% |
| 24 | Elevated Capital Advisors, LLC | 296296 | $8,335 | — | NEW |
| 25 | Lloyd Advisory Services, LLC. | 219219 | $6,167 | — | TRIM -93% |
| 26 | Kingdom Financial Group LLC. | 219219 | $6,167 | — | TRIM -17% |
| 27 | Networth Advisors, LLC | 205205 | $5,773 | — | — |
| 28 | UBS Group AG | 161161 | $4,534 | — | ADD 58% |
| 29 | Key Capital Management, INC | 114114 | $3,210 | — | ADD 2750% |
| 30 | OSAIC HOLDINGS, INC. | 100100 | $2,816 | — | TRIM -20% |
| 31 | Decker Retirement Planning Inc. | 6363 | $1,774 | — | ADD 62% |
| 32 | US BANCORP \DE\ | 99 | $253 | — | 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 |
|---|---|---|---|---|---|---|---|
| Allianz SE | — | — | — | — | 90K | 494K | $14M |
| STEPHENS INC /AR/ | 116K | 118K | 120K | 121K | 142K | 156K | $4M |
| AE Wealth Management LLC | — | 112 | 317K | 146K | 145K | 146K | $4M |
| Cypress Wealth Services, LLC | 100K | 100K | 100K | 100K | 96K | 96K | $3M |
| Savant Capital, LLC | — | 58K | 62K | 63K | 63K | 57K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 63K | 53K | 53K | 48K | 77K | 51K | $1M |
| SECURED RETIREMENT ADVISORS, LLC | 25K | 27K | 28K | 26K | 22K | 21K | $605,332 |
| Arax Advisory Partners | — | 15K | 16K | — | 16K | 17K | $482,222 |
| MONEY CONCEPTS CAPITAL CORP | — | — | — | — | 11K | 11K | $317,294 |
| Creative Planning | — | 12K | 11K | 11K | 11K | 11K | $313,437 |
| Cetera Investment Advisers | — | — | — | — | 11K | 11K | $303,778 |
| Wellment Financial | — | — | 12K | 11K | 11K | 10K | $290,318 |
| SMART Wealth LLC | — | — | 13K | — | 11K | 10K | $285,362 |
| Foundations Investment Advisors, LLC | — | — | — | — | 9K | 10K | $283,363 |
| FWG Investments, LLC. | — | — | 9K | 10K | 10K | 10K | $282,744 |
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 | 32 | 1,168,204 | — | $33M |
| 2025-Q4 | 33 | 1,072,285 | — | $31M |
| 2025-Q3 | 20 | 744,326 | — | $21M |
| 2025-Q2 | 30 | 1,078,099 | — | $29M |
| 2025-Q1 | 16 | 583,576 | — | $14M |
| 2024-Q4 | 14 | 665,108 | — | $17M |
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.
