| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | GeoWealth Management, LLC | 335,209335,209 | $9M | — | ADD 114% |
| 2 | CONTINENTAL INVESTORS SERVICES, INC. | 258,680258,680 | $8M | — | ADD 110% |
| 3 | TRUE Private Wealth Advisors | 156,360156,360 | $4M | — | ADD 7% |
| 4 | M1 Capital Management LLC | 98,69098,690 | $3M | — | ADD 444% |
| 5 | Balboa Wealth Partners | 97,28397,283 | $3M | — | ADD 12% |
| 6 | Navigation Wealth Management, Inc. | 87,98587,985 | $2M | — | TRIM -3% |
| 7 | Advisory Services Network, LLC | 86,85186,851 | $2M | — | TRIM -4% |
| 8 | Arete Wealth Advisors, LLC | 86,10586,105 | $2M | — | TRIM -23% |
| 9 | Strategic Blueprint, LLC | 78,29978,299 | $2M | — | ADD 26% |
| 10 | Advyzon Investment Management, LLC | 59,24959,249 | $2M | — | ADD 28% |
| 11 | Paragon Private Wealth Management, LLC | 46,87746,877 | $1M | — | TRIM -4% |
| 12 | Cambridge Investment Research Advisors, Inc. | 39,40439,404 | $1M | — | NEW |
| 13 | Alteri Wealth LLC | 33,93533,935 | $914,879 | — | — |
| 14 | JANE STREET GROUP, LLC | 30,85230,852 | $831,770 | — | ADD 85% |
| 15 | Koshinski Asset Management, Inc. | 29,24829,248 | $788,526 | — | ADD 29% |
| 16 | Simplicity Wealth,LLC | 29,21829,218 | $787,717 | — | — |
| 17 | EJMK Ventures LLC | 28,04328,043 | $756,039 | — | TRIM -11% |
| 18 | Stirlingshire Investments, Inc. | 26,62026,620 | $717,670 | — | — |
| 19 | CreativeOne Wealth, LLC | 22,75322,753 | $613,421 | — | ADD 27% |
| 20 | Ignite Planners, LLC | 22,99522,995 | $612,208 | — | TRIM -2% |
| 21 | UNIQUE WEALTH, LLC | 22,28322,283 | $600,750 | — | ADD 3% |
| 22 | Faithward Advisors, LLC | 21,44421,444 | $578,130 | — | ADD 42% |
| 23 | Creative Planning | 21,05421,054 | $567,604 | — | TRIM -10% |
| 24 | Vise Technologies, Inc. | 20,95620,956 | $555,822 | — | — |
| 25 | Integrity Wealth Partners, LLC | 18,87018,870 | $508,735 | — | NEW |
| 26 | Carter Financial Group, INC. | 18,49818,498 | $498,715 | — | — |
| 27 | VICTORY FINANCIAL GROUP, LLC | 15,03515,035 | $405,344 | — | TRIM -31% |
| 28 | Axim Planning & Wealth | 14,70914,709 | $396,555 | — | ADD 9% |
| 29 | GTS SECURITIES LLC | 11,86711,867 | $319,934 | — | NEW |
| 30 | Revisor Wealth Management LLC | 10,92210,922 | $294,457 | — | NEW |
| 31 | Rothschild Wealth LLC | 8,8798,879 | $239,378 | — | NEW |
| 32 | Ethos Financial Group, LLC | 8,5178,517 | $229,618 | — | — |
| 33 | CoreCap Advisors, LLC | 8,4858,485 | $228,756 | — | ADD 73% |
| 34 | IHT Wealth Management, LLC | 8,3488,348 | $225,062 | — | ADD 3% |
| 35 | Wayfinding Financial, LLC | 8,2068,206 | $221,000 | — | NEW |
| 36 | Independent Wealth Network Inc. | 8,1888,188 | $220,748 | — | — |
| 37 | Latitude Advisors, LLC | 7,4377,437 | $200,493 | — | NEW |
| 38 | Arax Advisory Partners | 6,4906,490 | $174,971 | — | — |
| 39 | HARBOUR INVESTMENTS, INC. | 5,6065,606 | $151,138 | — | ADD 175% |
| 40 | Rossby Financial, LCC | 4,8704,870 | $133,535 | — | — |
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 2,2542,254 | $60,768 | — | NEW |
| 42 | Cornerstone Planning Group LLC | 1,1951,195 | $34,094 | — | ADD 17% |
| 43 | IFP Advisors, Inc | 151151 | $4,071 | — | — |
| 44 | ASSETMARK, INC | 150150 | $4,044 | — | NEW |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9292 | $2,480 | — | 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 |
|---|---|---|---|---|---|---|---|
| GeoWealth Management, LLC | — | — | — | — | 157K | 335K | $9M |
| CONTINENTAL INVESTORS SERVICES, INC. | — | — | — | 68K | 123K | 259K | $8M |
| TRUE Private Wealth Advisors | — | — | — | — | 146K | 156K | $4M |
| M1 Capital Management LLC | — | — | — | — | 18K | 99K | $3M |
| Balboa Wealth Partners | — | — | — | 67K | 87K | 97K | $3M |
| Navigation Wealth Management, Inc. | — | — | — | 81K | 91K | 88K | $2M |
| Advisory Services Network, LLC | — | — | — | 86K | 91K | 87K | $2M |
| Arete Wealth Advisors, LLC | — | — | — | 40K | 112K | 86K | $2M |
| Strategic Blueprint, LLC | — | — | — | — | 62K | 78K | $2M |
| Advyzon Investment Management, LLC | — | — | — | — | 46K | 59K | $2M |
| Paragon Private Wealth Management, LLC | — | — | — | 40K | 49K | 47K | $1M |
| Cambridge Investment Research Advisors, Inc. | — | — | — | — | — | 39K | $1M |
| Alteri Wealth LLC | — | — | — | — | 34K | 34K | $914,879 |
| JANE STREET GROUP, LLC | — | — | — | — | 17K | 31K | $831,770 |
| Koshinski Asset Management, Inc. | — | — | — | — | 23K | 29K | $788,526 |
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 | 45 | 1,909,162 | — | $52M |
| 2025-Q4 | 42 | 2,003,649 | — | $54M |
| 2025-Q3 | 17 | 583,221 | — | $15M |
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.
