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 |
|---|---|---|---|---|---|---|---|
| Briaud Financial Planning Inc | — | — | — | — | — | 595K | $22M |
| LPL Financial LLC | — | — | — | — | 9K | 403K | $15M |
| Clark Capital Management Group, Inc. | — | — | — | — | — | 215K | $8M |
| FLAGSHIP HARBOR ADVISORS, LLC | — | — | — | — | — | 197K | $7M |
| Private Wealth Advisors, LLC | 118K | 119K | 120K | 123K | 121K | 186K | $7M |
| Perissos Private Wealth Management, LLC | — | 76K | 70K | 71K | 70K | 156K | $6M |
| Proficio Capital Partners LLC | — | — | — | — | — | 146K | $5M |
| Foundations Investment Advisors, LLC | — | — | — | — | — | 142K | $5M |
| Walser Wealth Management Company, A Ltd Liability Co | — | — | — | — | — | 142K | $5M |
| Guild Investment Management, Inc. | — | — | — | — | — | 132K | $5M |
| Farther Finance Advisors, LLC | — | — | — | — | — | 122K | $4M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 96K | $3M |
| Capital Wealth Alliance, LLC | 86K | 112K | 113K | 118K | 121K | 88K | $3M |
| 3EDGE Asset Management, LP | — | 249K | 506K | 412K | 60K | 86K | $3M |
| Plan Group Financial, LLC | — | 31K | 27K | 30K | 30K | 81K | $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 | 49 | 3,331,335 | — | $121M |
| 2025-Q4 | 27 | 753,370 | — | $26M |
| 2025-Q3 | 24 | 1,060,563 | — | $38M |
| 2025-Q2 | 19 | 1,344,864 | — | $47M |
| 2025-Q1 | 25 | 906,451 | — | $32M |
| 2024-Q4 | 18 | 397,113 | — | $14M |
| 2024-Q3 | 17 | 383,445 | — | $14M |
| 2024-Q2 | 16 | 413,249 | — | $14M |
| 2024-Q1 | 15 | 514,176 | — | $18M |
| 2023-Q4 | 17 | 706,902 | — | $21M |
| 2023-Q3 | 7 | 63,153 | — | $2M |
| 2023-Q2 | 7 | 110,227 | — | $3M |
| 2023-Q1 | 2 | 26,049 | — | $776,881 |
| 2022-Q4 | 3 | 43,137 | — |
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.
| $1M |
| 2022-Q3 | 3 | 29,564 | — | $870,000 |
