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 |
|---|---|---|---|---|---|---|---|
| CWM, LLC | 3.2M | 3.4M | 3.5M | 3.6M | 3.8M | 4.0M | $109M |
| Ferguson Shapiro LLC | — | — | — | — | 1.6M | 1.7M | $47M |
| WJ Interests, LLC | 1.4M | 1.6M | 1.7M | 1.6M | 1.5M | 1.6M | $44M |
| Integrated Wealth Concepts LLC | 1.1M | 913K | 850K | 912K | 1.2M | 1.1M | $29M |
| Wright Wealth LLC | — | — | — | — | 550K | 594K | $16M |
| COMMONWEALTH EQUITY SERVICES, LLC | 349K | 352K | 363K | 439K | 472K | 487K | $13M |
| Professional Financial Advisors, LLC | 80K | 80K | 84K | 87K | 89K | 427K | $12M |
| World Investment Advisors | 81K | 128K | 170K | 170K | 287K | 307K | $8M |
| Aspect Partners, LLC | 255K | 250K | 261K | 264K | 262K | 280K | $8M |
| BLVD Private Wealth, LLC | — | — | 193K | 195K | 192K | 173K | $5M |
| Wealthcare Advisory Partners LLC | 64K | 106K | 123K | 121K | 123K | 142K | $4M |
| Fermata Advisors, LLC | 9K | 25K | 40K | 48K | 68K | 137K | $4M |
| JANE STREET GROUP, LLC | 23K | 17K | 27K | — | — | 105K | $3M |
| Accurate Wealth Management, LLC | 17K | 108K | 113K | 115K | 114K | 98K | $3M |
| First Business Financial Services, Inc. | — | — | — | — | — | 78K | $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 | 44 | 11,747,284 | — | $320M |
| 2025-Q4 | 39 | 10,749,409 | — | $302M |
| 2025-Q3 | 27 | 7,983,678 | — | $225M |
| 2025-Q2 | 29 | 7,873,705 | — | $206M |
| 2025-Q1 | 23 | 7,882,982 | — | $185M |
| 2024-Q4 | 19 | 7,135,728 | — | $166M |
| 2024-Q3 | 14 | 6,511,114 | — | $163M |
| 2024-Q2 | 9 | 5,051,491 | — | $115M |
| 2024-Q1 | 7 | 2,165,156 | — | $49M |
| 2023-Q4 | 4 | 1,104,060 | — | $23M |
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.
