| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | 2,399,6482.4M | $79M | — | ADD 78% |
| 2 | LifeGuide Financial Advisors, LLC | 145,219145,219 | $5M | — | ADD 6% |
| 3 | Smartleaf Asset Management LLC | 94,42094,420 | $3M | — | ADD 4% |
| 4 | Kestra Advisory Services, LLC | 87,61087,610 | $3M | — | ADD 9% |
| 5 | Cornerstone Financial Management LLC | 51,82851,828 | $2M | — | ADD 152% |
| 6 | NATURAL INVESTMENTS, LLC | 29,86229,862 | $981,000 | — | ADD 6% |
| 7 | TrustWell Financial Advisors, LLC | 13,23713,237 | $434,978 | — | ADD 4% |
| 8 | Strategic Blueprint, LLC | 12,18512,185 | $400,397 | — | — |
| 9 | Brand Asset Management Group, Inc. | 9,2929,292 | $305,325 | — | NEW |
| 10 | LGT Financial Advisors LLC | 2,7702,770 | $91,022 | — | ADD 23% |
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 |
|---|---|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | — | — | 853K | 1.0M | 1.3M | 2.4M | $79M |
| LifeGuide Financial Advisors, LLC | — | — | 102K | 102K | 137K | 145K | $5M |
| Smartleaf Asset Management LLC | — | — | 92K | 92K | 91K | 94K | $3M |
| Kestra Advisory Services, LLC | — | — | 62K | 72K | 80K | 88K | $3M |
| Cornerstone Financial Management LLC | — | — | — | — | 21K | 52K | $2M |
| NATURAL INVESTMENTS, LLC | — | — | — | 14K | 28K | 30K | $981,000 |
| TrustWell Financial Advisors, LLC | — | — | — | — | 13K | 13K | $434,978 |
| Strategic Blueprint, LLC | — | — | 9K | 11K | 12K | 12K | $400,397 |
| Brand Asset Management Group, Inc. | — | — | — | — | — | 9K | $305,325 |
| LGT Financial Advisors LLC | — | — | — | 2K | 2K | 3K | $91,022 |
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 | 10 | 2,846,071 | — | $93M |
| 2025-Q4 | 11 | 1,748,811 | — | $64M |
| 2025-Q3 | 8 | 1,337,828 | — | $48M |
| 2025-Q2 | 6 | 1,117,840 | — | $37M |
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.
