% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 936,998936,998 | $23M | — | TRIM -70% |
| 2 | TrueMark Investments, LLC | 372,048372,048 | $9M | — | ADD 199% |
| 3 | Mid-American Wealth Advisory Group, Inc. | 337,316337,316 | $8M | — | — |
| 4 | Authentikos Wealth Advisory, LLC | 173,808173,808 | $4M | — | TRIM -6% |
| 5 | Elevated Capital Advisors, LLC | 111,442111,442 | $3M | — | ADD 185% |
| 6 | Wellment Financial | 89,06689,066 | $2M | — | TRIM -59% |
| 7 | POM Investment Strategies, LLC | 73,39673,396 | $2M | — | NEW |
| 8 | SMART Wealth LLC | 44,14544,145 | $1M | — | TRIM -67% |
| 9 | Outlook Wealth Advisors, LLC | 41,35041,350 | $997,907 | — | TRIM -78% |
| 10 | Csenge Advisory Group | 38,93538,935 | $939,629 | — | TRIM -58% |
| 11 | FWG Investments, LLC. | 36,62836,628 | $883,941 | — | TRIM -57% |
| 12 | FSA Advisors, Inc. | 29,34629,346 | $708,206 | — | NEW |
| 13 | GOLDMAN SACHS GROUP INC | 29,17129,171 | $703,990 | — | NEW |
| 14 | Integrated Wealth Management | 27,56027,560 | $665,110 | — | TRIM -72% |
| 15 | Networth Advisors, LLC | 23,30623,306 | $562,448 | — | TRIM -60% |
| 16 | HOWARD BAILEY SECURITIES, LLC | 18,77818,778 | $453,162 | — | TRIM -86% |
| 17 | Quest 10 Wealth Builders, Inc. | 11,50511,505 | $277,652 | — | TRIM -62% |
| 18 | Aegis Wealth Management, Inc. | 10,52210,522 | $253,929 | — | TRIM -82% |
| 19 | Blackston Financial Advisory Group, LLC | 9,3379,337 | $225,332 | — | TRIM -56% |
| 20 | Key Capital Management, INC | 7,3757,375 | $177,982 | — | TRIM -46% |
| 21 | JPMORGAN CHASE & CO | 4,9684,968 | $120,375 | — | NEW |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. | 2,9882,988 | $72,110 | — | TRIM -71% |
| 23 | MORGAN STANLEY | 2,3592,359 | $56,930 | — | — |
| 24 | UBS Group AG | 1,7141,714 | $41,364 | — | ADD 368% |
| 25 | Mosley Wealth Management | 1,0781,078 | $26,562 | — | NEW |
| 26 | Lloyd Advisory Services, LLC. | 950950 | $22,920 | — | TRIM -100% |
| 27 | Kingdom Financial Group LLC. | 950950 | $22,920 | — | TRIM -96% |
| 28 | Geneos Wealth Management Inc. | 476476 | $11,479 | — | — |
| 29 | Decker Retirement Planning Inc. | 448448 | $10,812 | — | TRIM -51% |
| 30 | OSAIC HOLDINGS, INC. | 200200 | $4,826 | — | — |
| 31 | US BANCORP \DE\ | 8484 | $2,027 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | 1.7M | 1.7M | 2.6M | 3.7M | 3.1M | 937K | $23M |
| TrueMark Investments, LLC | — | 70K | 125K | 548K | 124K | 372K | $9M |
| Mid-American Wealth Advisory Group, Inc. | 157K | 167K | 180K | 319K | 337K | 337K | $8M |
| Authentikos Wealth Advisory, LLC | 37K | 128K | 180K | 188K | 185K | 174K | $4M |
| Elevated Capital Advisors, LLC | 44K | 46K | 46K | 40K | 39K | 111K | $3M |
| Wellment Financial | 110K | 112K | 167K | 245K | 215K | 89K | $2M |
| POM Investment Strategies, LLC | 7K | 6K | — | — | — | 73K | $2M |
| SMART Wealth LLC | 53K | 59K | 88K | 139K | 133K | 44K | $1M |
| Outlook Wealth Advisors, LLC | 55K | 54K | 79K | 110K | 191K | 41K | $997,907 |
| Csenge Advisory Group | 27K | 32K | 55K | 93K | 93K | 39K | $939,629 |
| FWG Investments, LLC. | 27K | 35K | 58K | 91K | 84K | 37K | $883,941 |
| FSA Advisors, Inc. | 18K | 22K | 41K | 69K | — | 29K | $708,206 |
| GOLDMAN SACHS GROUP INC | — | — | — | — | — | 29K | $703,990 |
| Integrated Wealth Management | — | — | — | — | 98K | 28K | $665,110 |
| Networth Advisors, LLC | — | — | — | — | 58K | 23K | $562,448 |
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 | 31 | 2,438,247 | — | $59M |
| 2025-Q4 | 31 | 5,687,307 | — | $136M |
| 2025-Q3 | 31 | 6,788,725 | — | $167M |
| 2025-Q2 | 31 | 4,628,177 | — | $114M |
| 2025-Q1 | 33 | 4,256,814 | — | $106M |
| 2024-Q4 | 30 | 3,664,804 | — | $91M |
| 2024-Q3 | 17 | 2,127,607 | — | $53M |
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.
