| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | 2,385,0792.4M | $49M | — | NEW |
| 2 | ATWOOD & PALMER INC | 2,019,2392.0M | $41M | — | ADD 6% |
| 3 | Mariner, LLC | 1,253,7841.3M | $26M | — | ADD 43% |
| 4 | Advisory Resource Group | 949,382949,382 | $19M | — | TRIM -14% |
| 5 | LAKE STREET PRIVATE WEALTH, LLC | 724,769724,769 | $15M | — | ADD 18% |
| 6 | Providence Financial Advisors, LLC | 509,141509,141 | $10M | — | ADD 2484% |
| 7 | BlackDiamond Wealth Management, LLC | 87,23287,232 | $2M | — | TRIM -3% |
| 8 | Accurate Wealth Management, LLC | 73,94573,945 | $2M | — | ADD 32% |
| 9 | Savvy Advisors, Inc. | 65,71665,716 | $1M | — | ADD 5% |
| 10 | OneDigital Investment Advisors LLC | 34,06534,065 | $699,014 | — | TRIM -4% |
| 11 | GOLDMAN SACHS GROUP INC | 30,86730,867 | $633,391 | — | NEW |
| 12 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 30,38930,389 | $623,582 | — | ADD 6% |
| 13 | AE Wealth Management LLC | 28,41828,418 | $583,138 | — | NEW |
| 14 | JANE STREET GROUP, LLC | 18,17718,177 | $372,992 | — | TRIM -40% |
| 15 | ENDEAVOR PRIVATE WEALTH, INC. | 13,62513,625 | $279,585 | — | ADD 21% |
| 16 | Navis Wealth Advisors, LLC | 12,61112,611 | $258,785 | — | NEW |
| 17 | MGO ONE SEVEN LLC | 9,9359,935 | $203,866 | — | NEW |
| 18 | JPMORGAN CHASE & CO | 1,9651,965 | $40,292 | — | NEW |
| 19 | Farther Finance Advisors, LLC | 785785 | $16,155 | — | ADD 52% |
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 |
|---|---|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | — | — | — | — | — | 2.4M | $49M |
| ATWOOD & PALMER INC | 183K | 398K | 1.8M | 1.8M | 1.9M | 2.0M | $41M |
| Mariner, LLC | 14K | 24K | 24K | 263K | 879K | 1.3M | $26M |
| Advisory Resource Group | 798K | 832K | 840K | 869K | 1.1M | 949K | $19M |
| LAKE STREET PRIVATE WEALTH, LLC | — | 277K | 430K | 495K | 612K | 725K | $15M |
| Providence Financial Advisors, LLC | — | — | — | 14K | 20K | 509K | $10M |
| BlackDiamond Wealth Management, LLC | 26K | 101K | 106K | 111K | 90K | 87K | $2M |
| Accurate Wealth Management, LLC | — | 41K | 44K | 45K | 56K | 74K | $2M |
| Savvy Advisors, Inc. | — | — | 10K | 52K | 62K | 66K | $1M |
| OneDigital Investment Advisors LLC | — | — | — | — | 35K | 34K | $699,014 |
| GOLDMAN SACHS GROUP INC | — | — | — | — | — | 31K | $633,391 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | — | 16K | 14K | 33K | 29K | 30K | $623,582 |
| AE Wealth Management LLC | — | — | — | — | — | 28K | $583,138 |
| JANE STREET GROUP, LLC | 11K | — | 20K | — | 31K | 18K | $372,992 |
| ENDEAVOR PRIVATE WEALTH, INC. | — | — | — | 10K | 11K | 14K | $279,585 |
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 | 19 | 8,249,124 | — | $169M |
| 2025-Q4 | 19 | 4,868,463 | — | $100M |
| 2025-Q3 | 13 | 3,757,945 | — | $77M |
| 2025-Q2 | 10 | 3,285,605 | — | $67M |
| 2025-Q1 | 10 | 1,711,345 | — | $35M |
| 2024-Q4 | 7 | 1,200,174 | — | $24M |
| 2024-Q3 | 9 | 661,895 | — | $13M |
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.
