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 |
|---|---|---|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | 2.0M | 1.9M | 2K | 1.3M | 1.4M | 1.4M | $40M |
| CENTRAL VALLEY ADVISORS, LLC | 350K | 383K | 393K | 395K | 403K | 428K | $12M |
| Prasad Wealth Partners, LLC | — | — | — | 298K | 311K | 319K | $9M |
| Mutual Advisors, LLC | 213K | 283K | 310K | 248K | 300K | 299K | $9M |
| RAYMOND JAMES FINANCIAL INC | 35K | 222K | 326K | 369K | 342K | 280K | $8M |
| SMART Wealth LLC | — | 450K | 269K | 236K | 214K | 209K | $6M |
| Cetera Investment Advisers | 11K | 11K | 15K | 177K | 185K | 196K | $6M |
| Sovran Advisors, LLC | — | 24K | 81K | 112K | 140K | 146K | $4M |
| CENTAURUS FINANCIAL, INC. | 6K | 76K | 81K | 138K | 126K | 145K | $4M |
| Farther Finance Advisors, LLC | — | — | — | 79K | 107K | 109K | $3M |
| CARY STREET PARTNERS FINANCIAL LLC | — | 11K | 10K | 10K | 50K | 103K | $3M |
| Beacon Pointe Advisors, LLC | — | — | — | — | — | 100K | $3M |
| Kestra Advisory Services, LLC | 50K | 70K | 86K | 87K | 84K | 89K | $3M |
| INDEPENDENT FINANCIAL GROUP, LLC | — | — | 14K | 123K | 142K | 69K | $2M |
| CreativeOne Wealth, LLC | — | — | — | — | 26K | 68K | $2M |
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 | 57 | 4,741,826 | — | $139M |
| 2025-Q4 | 50 | 4,536,848 | — | $133M |
| 2025-Q3 | 42 | 4,093,631 | — | $118M |
| 2025-Q2 | 35 | 2,335,477 | — | $64M |
| 2025-Q1 | 34 | 4,124,609 | — | $109M |
| 2024-Q4 | 23 | 2,754,285 | — | $73M |
| 2024-Q3 | 13 | 295,768 | — | $8M |
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.
