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 |
|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 100K | 83K | 119K | 125K | 113K | 179K | $4M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 171K | 176K | 176K | 172K | $4M |
| TRUIST FINANCIAL CORP | — | — | 173K | 178K | 177K | 169K | $4M |
| Migdal Insurance & Financial Holdings Ltd. | — | — | 341K | 170K | 159K | 137K | $3M |
| Sequent Planning LLC | 91K | 89K | 141K | 115K | 108K | 102K | $3M |
| Cetera Investment Advisers | 59K | 53K | 255K | 137K | 123K | 102K | $3M |
| Avantra Family Wealth, Inc. | — | — | 191K | 73K | 76K | 78K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 41K | 42K | 110K | 90K | 77K | 71K | $2M |
| OSAIC HOLDINGS, INC. | 41K | 19K | 23K | 31K | 31K | 55K | $1M |
| RAYMOND JAMES FINANCIAL INC | 65K | 48K | 90K | 62K | 57K | 52K | $1M |
| Clear Creek Financial Management, LLC | — | — | 114K | 113K | 112K | 36K | $903,205 |
| Capital Analysts, LLC | 24K | 30K | 31K | 32K | 32K | 30K | $757,000 |
| Cambridge Investment Research Advisors, Inc. | 31K | 30K | 38K | 38K | 30K | 23K | $575,000 |
| Foundations Investment Advisors, LLC | 17K | 16K | 27K | 24K | 24K | 23K | $569,721 |
| LPL Financial LLC | — | — | — | 18K | 21K | 23K | $561,129 |
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 | 40 | 1,491,898 | — | $37M |
| 2025-Q4 | 42 | 1,816,925 | — | $45M |
| 2025-Q3 | 42 | 2,051,985 | — | $50M |
| 2025-Q2 | 33 | 2,089,386 | — | $49M |
| 2025-Q1 | 31 | 876,312 | — | $18M |
| 2024-Q4 | 37 | 1,159,554 | — | $25M |
| 2024-Q3 | 35 | 1,437,501 | — | $30M |
| 2024-Q2 | 21 | 4,070,490 | — | $84M |
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.
