| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Allianz SE | 485,852485,852 | $13M | — | ADD 499% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 447,344447,344 | $12M | — | TRIM -10% |
| 3 | STEPHENS INC /AR/ | 208,551208,551 | $6M | — | ADD 45% |
| 4 | RFG Advisory, LLC | 203,007203,007 | $6M | — | — |
| 5 | AE Wealth Management LLC | 148,013148,013 | $4M | — | — |
| 6 | OSAIC HOLDINGS, INC. | 75,04275,042 | $2M | — | ADD 18% |
| 7 | USA FINANCIAL FORMULAS | 68,73368,733 | $2M | — | TRIM -6% |
| 8 | OneDigital Investment Advisors LLC | 63,85363,853 | $2M | — | — |
| 9 | Savant Capital, LLC | 43,25943,259 | $1M | — | — |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,62430,624 | $845,394 | — | TRIM -28% |
| 11 | Sterling Manor Financial, LLC | 25,68125,681 | $708,939 | — | ADD 52% |
| 12 | Cypress Wealth Services, LLC | 25,49425,494 | $703,777 | — | TRIM -4% |
| 13 | Cetera Investment Advisers | 23,73423,734 | $655,191 | — | TRIM -4% |
| 14 | AMERIPRISE FINANCIAL INC | 17,36917,369 | $479,481 | — | NEW |
| 15 | Kestra Advisory Services, LLC | 16,18316,183 | $446,741 | — | ADD 20% |
| 16 | Patriot Financial Group Insurance Agency, LLC | 15,84615,846 | $437,438 | — | ADD 100% |
| 17 | Arax Advisory Partners | 15,45415,454 | $426,617 | — | ADD 9% |
| 18 | OLD MISSION CAPITAL LLC | 14,41514,415 | $397,934 | — | NEW |
| 19 | NBZ Investment Advisors LLC | 14,31814,318 | $395,257 | — | — |
| 20 | MML INVESTORS SERVICES, LLC | 11,93211,932 | $329,390 | — | — |
| 21 | Wellment Financial | 10,49310,493 | $289,666 | — | TRIM -2% |
| 22 | SMART Wealth LLC | 10,29310,293 | $284,144 | — | TRIM -11% |
| 23 | FWG Investments, LLC. | 10,26010,260 | $283,233 | — | — |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | 10,23010,230 | $282,405 | — | NEW |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 9,8379,837 | $271,556 | — | — |
| 26 | Foundations Investment Advisors, LLC | 9,8319,831 | $271,391 | — | TRIM -7% |
| 27 | BCGM Wealth Management, LLC | 9,2409,240 | $255,076 | — | — |
| 28 | JPMORGAN CHASE & CO | 8,5558,555 | $232,354 | — | ADD 258% |
| 29 | IFP Advisors, Inc | 6,5016,501 | $179,464 | — | — |
| 30 | HARBOUR INVESTMENTS, INC. | 6,3896,389 | $176,372 | — | — |
| 31 | CENTAURUS FINANCIAL, INC. | 6,2416,241 | $172,000 | — | TRIM -32% |
| 32 | Quest 10 Wealth Builders, Inc. | 2,9062,906 | $80,222 | — | ADD 3% |
| 33 | DHJJ Financial Advisors, Ltd. | 1,6951,695 | $46,792 | — | — |
| 34 | UBS Group AG | 339339 | $9,358 | — | ADD 335% |
| 35 | Elevated Capital Advisors, LLC | 301301 | $8,309 | — | NEW |
| 36 | Lloyd Advisory Services, LLC. | 220220 | $6,073 | — | TRIM -93% |
| 37 | Kingdom Financial Group LLC. | 220220 | $6,073 | — | TRIM -17% |
| 38 | Networth Advisors, LLC | 207207 | $5,714 | — | — |
| 39 | Key Capital Management, INC | 116116 | $3,202 | — | ADD 2800% |
| 40 | Decker Retirement Planning Inc. | 6262 | $1,712 | — | ADD 59% |
| 41 | US BANCORP \DE\ | 99 | $248 | — | 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 | — | — | — | — | 81K | 486K | $13M |
| COMMONWEALTH EQUITY SERVICES, LLC | 137K | 200K | 179K | 166K | 497K | 447K | $12M |
| STEPHENS INC /AR/ | 116K | 118K | 121K | 121K | 143K | 209K | $6M |
| RFG Advisory, LLC | — | 133K | 200K | 211K | 201K | 203K | $6M |
| AE Wealth Management LLC | — | 112 | 321K | 149K | 147K | 148K | $4M |
| OSAIC HOLDINGS, INC. | — | — | — | 360 | 64K | 75K | $2M |
| USA FINANCIAL FORMULAS | — | 49 | 106K | 88K | 73K | 69K | $2M |
| OneDigital Investment Advisors LLC | 73K | 113K | 134K | 108K | 64K | 64K | $2M |
| Savant Capital, LLC | 20K | 10K | 44K | 44K | 44K | 43K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | 22K | 26K | 21K | 43K | 31K | $845,394 |
| Sterling Manor Financial, LLC | — | — | — | 10K | 17K | 26K | $708,939 |
| Cypress Wealth Services, LLC | 30K | 30K | 30K | 30K | 27K | 25K | $703,777 |
| Cetera Investment Advisers | 13K | 16K | 18K | 19K | 25K | 24K | $655,191 |
| AMERIPRISE FINANCIAL INC | — | — | — | — | — | 17K | $479,481 |
| Kestra Advisory Services, LLC | — | — | — | — | 14K | 16K | $446,741 |
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 | 2,058,649 | — | $57M |
| 2025-Q4 | 39 | 1,825,451 | — | $52M |
| 2025-Q3 | 27 | 1,150,708 | — | $32M |
| 2025-Q2 | 37 | 1,888,164 | — | $50M |
| 2025-Q1 | 21 | 917,362 | — | $23M |
| 2024-Q4 | 15 | 668,192 | — | $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.
