| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 3,368,9313.4M | $94M | — | ADD 4% |
| 2 | Allianz SE | 441,294441,294 | $12M | — | ADD 289% |
| 3 | AE Wealth Management LLC | 234,594234,594 | $7M | — | NEW |
| 4 | STEPHENS INC /AR/ | 129,833129,833 | $4M | — | ADD 9% |
| 5 | ARS Wealth Advisors Group, LLC | 122,394122,394 | $3M | — | — |
| 6 | Brown Financial Advisors | 100,290100,290 | $3M | — | — |
| 7 | Paladin Wealth, LLC | 68,64668,646 | $2M | — | ADD 6% |
| 8 | Mattson Financial Services, LLC | 51,66051,660 | $1M | — | — |
| 9 | OSAIC HOLDINGS, INC. | 34,27534,275 | $959,700 | — | — |
| 10 | Wellment Financial | 25,07825,078 | $702,184 | — | NEW |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 23,30123,301 | $652,430 | — | TRIM -2% |
| 12 | POM Investment Strategies, LLC | 20,82020,820 | $582,960 | — | NEW |
| 13 | A4 Wealth Advisors LLC | 19,44819,448 | $544,544 | — | TRIM -26% |
| 14 | Arax Advisory Partners | 17,64217,642 | $493,976 | — | — |
| 15 | CENTAURUS FINANCIAL, INC. | 13,98913,989 | $392,000 | — | — |
| 16 | SMART Wealth LLC | 12,20112,201 | $341,628 | — | NEW |
| 17 | Cetera Investment Advisers | 12,01312,013 | $336,364 | — | ADD 7% |
| 18 | Outlook Wealth Advisors, LLC | 11,78811,788 | $330,064 | — | NEW |
| 19 | FWG Investments, LLC. | 9,8799,879 | $276,612 | — | NEW |
| 20 | Copley Financial Group, Inc. | 9,1229,122 | $255,416 | — | TRIM -2% |
| 21 | Kestra Advisory Services, LLC | 8,6608,660 | $242,480 | — | ADD 7% |
| 22 | Stratos Wealth Advisors, LLC | 8,5708,570 | $239,960 | — | TRIM -94% |
| 23 | Cypress Wealth Services, LLC | 7,7267,726 | $216,328 | — | — |
| 24 | Networth Advisors, LLC | 6,3916,391 | $178,948 | — | NEW |
| 25 | Quest 10 Wealth Builders, Inc. | 3,3223,322 | $93,016 | — | NEW |
| 26 | NBZ Investment Advisors LLC | 2,0832,083 | $58,324 | — | — |
| 27 | IFP Advisors, Inc | 892892 | $24,976 | — | ADD 2% |
| 28 | JPMORGAN CHASE & CO | 332332 | $9,150 | — | NEW |
| 29 | Lloyd Advisory Services, LLC. | 234234 | $6,552 | — | NEW |
| 30 | Kingdom Financial Group LLC. | 234234 | $6,552 | — | NEW |
| 31 | Key Capital Management, INC | 230230 | $6,440 | — | NEW |
| 32 | Decker Retirement Planning Inc. | 128128 | $3,584 | — | NEW |
| 33 | MORGAN STANLEY | 3838 | $1,064 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | — | — | — | 3.1M | 3.2M | 3.4M | $94M |
| Allianz SE | — | — | — | — | 113K | 441K | $12M |
| AE Wealth Management LLC | — | 112 | 112 | 112 | — | 235K | $7M |
| STEPHENS INC /AR/ | 95K | 99K | 99K | 103K | 119K | 130K | $4M |
| ARS Wealth Advisors Group, LLC | 128K | 125K | 125K | 123K | 123K | 122K | $3M |
| Brown Financial Advisors | — | — | — | 103K | 101K | 100K | $3M |
| Paladin Wealth, LLC | — | — | — | 58K | 65K | 69K | $2M |
| Mattson Financial Services, LLC | — | — | — | 56K | 52K | 52K | $1M |
| OSAIC HOLDINGS, INC. | — | 4K | 4K | 4K | 34K | 34K | $959,700 |
| Wellment Financial | — | — | — | — | — | 25K | $702,184 |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | 8K | 24K | 24K | 23K | $652,430 |
| POM Investment Strategies, LLC | — | — | — | — | — | 21K | $582,960 |
| A4 Wealth Advisors LLC | — | — | — | 34K | 26K | 19K | $544,544 |
| Arax Advisory Partners | — | 16K | 17K | — | 18K | 18K | $493,976 |
| CENTAURUS FINANCIAL, INC. | — | 14K | 14K | 14K | 14K | 14K | $392,000 |
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 | 33 | 4,766,038 | — | $133M |
| 2025-Q4 | 25 | 4,706,314 | — | $136M |
| 2025-Q3 | 27 | 4,132,379 | — | $118M |
| 2025-Q2 | 17 | 567,115 | — | $15M |
| 2025-Q1 | 15 | 542,585 | — | $13M |
| 2024-Q4 | 9 | 485,335 | — | $13M |
| 2024-Q3 | 7 | 505,583 | — | $13M |
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.
