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 |
|---|---|---|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | — | — | — | — | — | 682K | $24M |
| Hobbs Group Advisors, LLC | 1.0M | 1.0M | 994K | 686K | 662K | 668K | $24M |
| WELLS FARGO & COMPANY/MN | 602K | 797K | 783K | 754K | 641K | 602K | $21M |
| Janney Montgomery Scott LLC | — | 7K | — | — | 291K | 294K | $10M |
| ENVESTNET ASSET MANAGEMENT INC | 249K | 351K | 347K | 340K | 272K | 293K | $10M |
| Vermillion & White Wealth Management Group, LLC | 437K | 213K | 222K | 267K | 278K | 291K | $10M |
| Beacon Capital Management, Inc. | — | — | — | 386K | 277K | 291K | $10M |
| Greenwich Wealth Management LLC | — | 59K | 64K | 117K | 195K | 290K | $10M |
| Belpointe Asset Management LLC | — | 273K | 270K | 267K | 96K | 122K | $4M |
| Oregon Pacific Wealth Management, LLC | — | 165K | 176K | 182K | 131K | 117K | $4M |
| Atria Investments, Inc | 90K | 127K | 128K | 112K | 108K | 105K | $4M |
| EXCHANGE TRADED CONCEPTS, LLC | — | — | — | — | — | 92K | $3M |
| Legacy Capital Group California, Inc. | 63K | 91K | 88K | 87K | 83K | 74K | $3M |
| HighTower Advisors, LLC | 25K | 24K | 23K | 27K | 34K | 63K | $2M |
| World Investment Advisors | — | — | — | — | 60K | 60K | $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 | 54 | 4,618,686 | — | $164M |
| 2025-Q4 | 56 | 3,752,039 | — | $132M |
| 2025-Q3 | 48 | 3,787,984 | — | $131M |
| 2025-Q2 | 52 | 4,110,609 | — | $132M |
| 2025-Q1 | 53 | 4,174,382 | — | $122M |
| 2024-Q4 | 41 | 3,292,439 | — | $100M |
| 2024-Q3 | 30 | 3,248,568 | — | $100M |
| 2024-Q2 | 12 | 1,760,764 | — | $51M |
| 2024-Q1 | 7 | 701,770 | — | $20M |
| 2023-Q4 | 6 | 1,544,032 | — | $40M |
| 2023-Q3 | 6 | 168,989 | — | $4M |
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.
