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 |
|---|---|---|---|---|---|---|---|
| Sequent Planning LLC | 266K | 271K | 268K | 262K | 352K | 351K | $8M |
| Cetera Investment Advisers | 78K | 81K | 87K | 91K | 243K | 236K | $5M |
| SAGESPRING WEALTH PARTNERS, LLC | — | — | — | — | 241K | 234K | $5M |
| Prosperity Financial Group, Inc. | — | — | — | — | 284K | 217K | $5M |
| LPL Financial LLC | — | — | — | 12K | 126K | 126K | $3M |
| Kestra Advisory Services, LLC | 47K | 29K | 37K | 26K | 38K | 91K | $2M |
| RAYMOND JAMES FINANCIAL INC | 337K | 183K | 223K | 127K | 323K | 71K | $2M |
| Maia Wealth LLC | — | — | — | — | 67K | 65K | $1M |
| SILVER OAK SECURITIES, INCORPORATED | — | — | — | — | 69K | 64K | $1M |
| TRUIST FINANCIAL CORP | 64K | 64K | 65K | 65K | 66K | 59K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 79K | 66K | 46K | 32K | 57K | 52K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10K | 20K | 32K | 49K | 42K | 49K | $1M |
| Sigma Planning Corp | — | — | — | — | 65K | 42K | $926,508 |
| First Heartland Consultants, Inc. | — | — | — | — | 23K | 41K | $910,148 |
| Falcon Wealth Planning | — | — | — | — | 38K | 38K | $832,105 |
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 | 51 | 2,148,776 | — | $47M |
| 2025-Q4 | 46 | 2,432,508 | — | $55M |
| 2025-Q3 | 32 | 993,200 | — | $22M |
| 2025-Q2 | 28 | 1,094,928 | — | $23M |
| 2025-Q1 | 26 | 1,091,534 | — | $21M |
| 2024-Q4 | 29 | 1,260,568 | — | $25M |
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.
