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 |
|---|---|---|---|---|---|---|---|
| Compass Advisory Group LLC | 760K | 908K | 912K | 164K | 170K | 306K | $9M |
| PRUDENTIAL FINANCIAL INC | 98K | 116K | 155K | 174K | 225K | 285K | $9M |
| Long Island Wealth Management, Inc. | — | 282K | 76K | 84K | 84K | 163K | $5M |
| Blue Water Asset Management | — | — | — | — | 165K | 160K | $5M |
| LeClair Wealth Partners LLC | — | — | — | — | — | 160K | $5M |
| AMERICAN ASSET MANAGEMENT INC. | — | — | — | — | 136K | 147K | $4M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 24K | 24K | 25K | 42K | 111K | $3M |
| JIM SAULNIER & ASSOCIATES, LLC | — | 38K | 38K | 38K | 41K | 90K | $3M |
| Spire Wealth Management | — | — | — | — | — | 81K | $2M |
| CENTAURUS FINANCIAL, INC. | — | 57K | 57K | 58K | 47K | 71K | $2M |
| Kestra Advisory Services, LLC | 19K | 28K | 28K | 28K | 27K | 29K | $884,252 |
| Cetera Investment Advisers | — | 9K | 9K | 8K | 10K | 13K | $384,620 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | 8K | 12K | $355,350 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | — | 9K | 9K | 9K | 9K | 11K | $347,378 |
| KINTRA WEALTH, LLC | — | — | — | — | — | 9K | $265,075 |
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 | 23 | 1,663,800 | — | $51M |
| 2025-Q4 | 14 | 972,083 | — | $30M |
| 2025-Q3 | 13 | 602,539 | — | $18M |
| 2025-Q2 | 13 | 1,324,817 | — | $39M |
| 2025-Q1 | 11 | 1,483,214 | — | $41M |
| 2024-Q4 | 5 | 878,215 | — | $25M |
| 2024-Q3 | 2 | 49,600 | — | $1M |
| 2024-Q2 | 2 | 43,352 | — | $1M |
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.
