| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 2,542,1602.5M | $64M | — | ADD 5% |
| 2 | Mid-American Wealth Advisory Group, Inc. | 154,728154,728 | $4M | — | — |
| 3 | Wellment Financial | 138,627138,627 | $3M | — | ADD 4% |
| 4 | SMART Wealth LLC | 122,673122,673 | $3M | — | TRIM -6% |
| 5 | FWG Investments, LLC. | 87,91787,917 | $2M | — | — |
| 6 | Elevated Capital Advisors, LLC | 87,02987,029 | $2M | — | NEW |
| 7 | B.O.S.S. Retirement Advisors, LLC | 74,17174,171 | $2M | — | TRIM -5% |
| 8 | HOWARD BAILEY SECURITIES, LLC | 69,22269,222 | $2M | — | TRIM -2% |
| 9 | Integrated Wealth Management | 55,09455,094 | $1M | — | ADD 15% |
| 10 | FSA Advisors, Inc. | 50,37650,376 | $1M | — | NEW |
| 11 | POM Investment Strategies, LLC | 46,99546,995 | $1M | — | NEW |
| 12 | LifeWealth Investments, LLC | 37,58037,580 | $940,884 | — | TRIM -25% |
| 13 | Great Lakes Retirement, Inc. | 36,94936,949 | $925,071 | — | TRIM -7% |
| 14 | Aegis Wealth Management, Inc. | 30,34830,348 | $759,808 | — | ADD 26% |
| 15 | Csenge Advisory Group | 30,07530,075 | $752,978 | — | — |
| 16 | Quest 10 Wealth Builders, Inc. | 28,74328,743 | $719,624 | — | ADD 4% |
| 17 | Centennial Advisors, LLC | 28,58428,584 | $715,655 | — | TRIM -4% |
| 18 | Outlook Wealth Advisors, LLC | 26,10726,107 | $653,627 | — | TRIM -49% |
| 19 | Golden Reserve Retirement LLC | 20,66720,667 | $517,429 | — | ADD 155% |
| 20 | Networth Advisors, LLC | 18,92218,922 | $473,749 | — | — |
| 21 | Authentikos Wealth Advisory, LLC | 15,18015,180 | $380,065 | — | ADD 12% |
| 22 | Lloyd Advisory Services, LLC. | 14,90514,905 | $373,161 | — | TRIM -95% |
| 23 | Kingdom Financial Group LLC. | 14,90514,905 | $373,161 | — | TRIM -10% |
| 24 | Weaver Consulting Group | 11,95011,950 | $299,186 | — | — |
| 25 | JANE STREET GROUP, LLC | 10,56110,561 | $264,410 | — | NEW |
| 26 | Triad Wealth Partners, LLC | 8,4178,417 | $210,732 | — | NEW |
| 27 | Mosley Wealth Management | 3,7253,725 | $98,750 | — | NEW |
| 28 | EVOLUTION WEALTH MANAGEMENT INC. | 2,4172,417 | $60,513 | — | — |
| 29 | Key Capital Management, INC | 2,3752,375 | $59,462 | — | ADD 102% |
| 30 | UBS Group AG | 1,2841,284 | $32,148 | — | NEW |
| 31 | Decker Retirement Planning Inc. | 701701 | $17,551 | — | ADD 63% |
| 32 | GeoWealth Management, LLC | 279279 | $6,985 | — | NEW |
| 33 | US BANCORP \DE\ | 8080 | $2,003 | — | NEW |
| 34 | Triumph Capital Management | 5050 | $1,252 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | — | 784K | 1.5M | 2.3M | 2.4M | 2.5M | $64M |
| Mid-American Wealth Advisory Group, Inc. | — | — | — | 160K | 155K | 155K | $4M |
| Wellment Financial | — | 55K | 87K | 132K | 133K | 139K | $3M |
| SMART Wealth LLC | — | 53K | 70K | 111K | 130K | 123K | $3M |
| FWG Investments, LLC. | — | 42K | 56K | 83K | 86K | 88K | $2M |
| Elevated Capital Advisors, LLC | — | — | — | — | — | 87K | $2M |
| B.O.S.S. Retirement Advisors, LLC | — | — | 75K | 132K | 78K | 74K | $2M |
| HOWARD BAILEY SECURITIES, LLC | — | — | 39K | 79K | 71K | 69K | $2M |
| Integrated Wealth Management | — | — | — | — | 48K | 55K | $1M |
| FSA Advisors, Inc. | — | 11K | 21K | 35K | — | 50K | $1M |
| POM Investment Strategies, LLC | — | — | — | — | — | 47K | $1M |
| LifeWealth Investments, LLC | — | 9K | 60K | 107K | 50K | 38K | $940,884 |
| Great Lakes Retirement, Inc. | — | — | 23K | 42K | 40K | 37K | $925,071 |
| Aegis Wealth Management, Inc. | — | — | — | — | 24K | 30K | $759,808 |
| Csenge Advisory Group | — | 12K | 20K | 29K | 30K | 30K | $752,978 |
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 | 34 | 3,773,796 | — | $95M |
| 2025-Q4 | 25 | 3,769,130 | — | $98M |
| 2025-Q3 | 25 | 3,616,537 | — | $96M |
| 2025-Q2 | 26 | 2,137,177 | — | $54M |
| 2025-Q1 | 10 | 992,965 | — | $24M |
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.
