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 |
|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | — | 519K | 552K | 594K | 665K | 793K | $39M |
| Oasis Advisors, LLC | — | — | — | — | 99K | 4.7M | $16M |
| Carrera Capital Advisors | — | 582K | 547K | 591K | 338K | 236K | $12M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 14K | 149K | 161K | 198K | $10M |
| &PARTNERS | — | — | — | 122K | 139K | 167K | $8M |
| NewEdge Wealth, LLC | — | — | 71K | 91K | 91K | 97K | $5M |
| Mattson Financial Services, LLC | — | 59K | 63K | 66K | 76K | 86K | $4M |
| WT Wealth Management | — | — | — | — | 36K | 85K | $4M |
| Foundations Investment Advisors, LLC | — | 21K | 23K | 25K | 28K | 73K | $4M |
| Orion Porfolio Solutions, LLC | — | 66K | 114K | 124K | 110K | 71K | $3M |
| STIFEL FINANCIAL CORP | — | — | 37K | 48K | 60K | 70K | $3M |
| Compound Planning, Inc. | — | — | — | — | 72K | 67K | $3M |
| Balance Wealth, LLC | — | 14K | 50K | 63K | 57K | 59K | $3M |
| Impact Partnership Wealth, LLC | — | — | — | 13K | 38K | 56K | $3M |
| Brown Financial Advisors | — | 38K | 38K | 39K | 40K | 53K | $3M |
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 | 69 | 7,739,288 | — | $163M |
| 2025-Q4 | 66 | 3,019,101 | — | $151M |
| 2025-Q3 | 55 | 2,768,214 | — | $140M |
| 2025-Q2 | 43 | 2,094,724 | — | $106M |
| 2025-Q1 | 27 | 1,720,896 | — | $88M |
| 2024-Q4 | 7 | 280,655 | — | $14M |
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.
