| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 389,152389,152 | $12M | — | ADD 6% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 130,878130,878 | $4M | — | ADD 46% |
| 3 | Archford Capital Strategies, LLC | 57,27757,277 | $2M | — | NEW |
| 4 | Jaffetilchin Investment Partners, LLC | 48,27548,275 | $1M | — | ADD 3% |
| 5 | HighTower Advisors, LLC | 29,24129,241 | $883,173 | — | ADD 5% |
| 6 | Hilltop Holdings Inc. | 8,5008,500 | $256,727 | — | — |
| 7 | QUANTIFY CHAOS ADVISORS, LLC | 7,4817,481 | $225,961 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 326K | 339K | 226K | 329K | 366K | 389K | $12M |
| ENVESTNET ASSET MANAGEMENT INC | 16K | 36K | 36K | 68K | 89K | 131K | $4M |
| Archford Capital Strategies, LLC | — | — | — | — | — | 57K | $2M |
| Jaffetilchin Investment Partners, LLC | — | 56K | 50K | 52K | 47K | 48K | $1M |
| HighTower Advisors, LLC | 19K | 20K | 25K | 27K | 28K | 29K | $883,173 |
| Hilltop Holdings Inc. | 9K | 9K | 9K | 9K | 9K | 9K | $256,727 |
| QUANTIFY CHAOS ADVISORS, LLC | — | — | — | — | 7K | 7K | $225,961 |
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 | 7 | 670,804 | — | $20M |
| 2025-Q4 | 7 | 553,871 | — | $17M |
| 2025-Q3 | 6 | 483,703 | — | $14M |
| 2025-Q2 | 6 | 345,019 | — | $10M |
| 2025-Q1 | 6 | 459,928 | — | $11M |
| 2024-Q4 | 5 | 369,817 | — | $10M |
| 2024-Q3 | 3 | 240,833 | — | $6M |
| 2024-Q2 | 3 | 200,839 | — | $5M |
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.
