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 |
|---|---|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | — | 200K | 224K | 240K | 275K | 255K | $7M |
| CENTAURUS FINANCIAL, INC. | 6K | 78K | 80K | 132K | 119K | 131K | $4M |
| RAYMOND JAMES FINANCIAL INC | 18K | 126K | 127K | 142K | 131K | 131K | $4M |
| Mutual Advisors, LLC | 26K | 29K | 15K | — | — | 126K | $4M |
| CAPTRUST FINANCIAL ADVISORS | — | 104K | 93K | 92K | 114K | 116K | $3M |
| Cetera Investment Advisers | — | — | 20K | 43K | 93K | 116K | $3M |
| Clear Creek Financial Management, LLC | — | — | — | — | — | 83K | $2M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 35K | 43K | 43K | 45K | 47K | 48K | $1M |
| Farther Finance Advisors, LLC | — | — | 28K | 37K | 38K | 36K | $1M |
| INDEPENDENT FINANCIAL GROUP, LLC | — | — | 11K | 49K | 64K | 32K | $931,949 |
| Brookstone Capital Management | — | 48K | — | — | 24K | 25K | $729,672 |
| NewEdge Wealth, LLC | — | — | — | — | — | 25K | $720,396 |
| Sugar Maple Asset Management, LLC | 10K | 16K | 15K | 16K | 17K | 21K | $609,876 |
| Beacon Pointe Advisors, LLC | — | — | — | — | — | 19K | $562,954 |
| AE Wealth Management LLC | — | 265 | 22K | 16K | 16K | 19K | $551,619 |
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 | 36 | 1,346,439 | — | $39M |
| 2025-Q4 | 33 | 1,074,471 | — | $31M |
| 2025-Q3 | 28 | 1,018,847 | — | $29M |
| 2025-Q2 | 26 | 1,031,072 | — | $28M |
| 2025-Q1 | 24 | 932,340 | — | $24M |
| 2024-Q4 | 14 | 504,115 | — | $13M |
| 2024-Q3 | 6 | 98,083 | — | $3M |
| 2024-Q2 | 1 | 50,000 | — | $0 |
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.
