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 |
|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 15K | 13K | 18K | 17K | 16K | 165K | $4M |
| OSAIC HOLDINGS, INC. | 42K | 115K | 318K | 257K | 112K | 143K | $3M |
| RAYMOND JAMES FINANCIAL INC | 280K | 289K | 234K | 146K | 111K | 143K | $3M |
| BFI Wealth Solutions, LLC | — | — | — | — | 145K | 139K | $3M |
| Cetera Investment Advisers | 35K | 51K | 57K | 71K | 72K | 106K | $3M |
| MGO ONE SEVEN LLC | — | — | — | — | — | 105K | $2M |
| Diligent Investors, LLC | 77K | 83K | 87K | 87K | 86K | 104K | $2M |
| Maia Wealth LLC | — | — | — | — | — | 103K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 85K | 79K | 77K | 70K | 70K | 91K | $2M |
| Kestra Advisory Services, LLC | 39K | 44K | 49K | 46K | 41K | 81K | $2M |
| LPL Financial LLC | — | 10K | 27K | 28K | 29K | 77K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 75K | 81K | 70K | 49K | 49K | 76K | $2M |
| TRUIST FINANCIAL CORP | 82K | 81K | 72K | 64K | 64K | 60K | $1M |
| HARBOUR INVESTMENTS, INC. | 130K | 155K | 168K | 39K | 23K | 36K | $854,478 |
| Grantvest Financial Group LLC | 25K | 29K | 38K | 37K | 32K | 32K | $759,787 |
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 | 53 | 1,881,017 | — | $44M |
| 2025-Q4 | 38 | 1,118,529 | — | $26M |
| 2025-Q3 | 35 | 1,200,347 | — | $27M |
| 2025-Q2 | 37 | 1,626,321 | — | $35M |
| 2025-Q1 | 37 | 1,484,314 | — | $30M |
| 2024-Q4 | 41 | 1,478,955 | — | $32M |
| 2024-Q3 | 38 | 2,057,990 | — | $44M |
| 2024-Q2 | 42 | 2,178,752 | — | $44M |
| 2024-Q1 | 25 | 1,839,466 | — | $37M |
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.
