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 |
|---|---|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | 148K | 1.3M | 1.4M | 1.4M | 1.8M | 1.4M | $38M |
| Client First Capital LLC | — | 187K | 187K | 187K | 187K | 145K | $4M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 95K | 92K | $2M |
| FC Advisory LLC | — | — | — | 26K | 81K | 81K | $2M |
| Grantvest Financial Group LLC | 75K | 69K | 65K | 55K | 81K | 74K | $2M |
| BIP Wealth, LLC | — | — | — | — | 165K | 57K | $2M |
| Amplius Wealth Advisors, LLC | — | — | 50K | 48K | 48K | 48K | $1M |
| ENVESTNET ASSET MANAGEMENT INC | 10K | 11K | 26K | 25K | 30K | 44K | $1M |
| Crewe Advisors LLC | — | 34K | 34K | 34K | 38K | 38K | $1M |
| JIM SAULNIER & ASSOCIATES, LLC | 37K | 37K | 36K | 36K | 36K | 36K | $969,378 |
| OLD MISSION CAPITAL LLC | 11K | 21K | 35K | 25K | — | 30K | $810,537 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 87K | 74K | 38K | — | 51K | 29K | $773,898 |
| COMMONWEALTH EQUITY SERVICES, LLC | 26K | 26K | 26K | 26K | 28K | 28K | $745,070 |
| Blue Sky Capital Consultants Group, Inc. | — | — | — | — | 23K | 23K | $625,143 |
| Kestra Advisory Services, LLC | — | — | — | — | 16K | 21K | $576,483 |
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 | 34 | 2,312,183 | — | $62M |
| 2025-Q4 | 32 | 2,938,474 | — | $79M |
| 2025-Q3 | 26 | 2,119,550 | — | $57M |
| 2025-Q2 | 25 | 2,395,537 | — | $62M |
| 2025-Q1 | 38 | 3,386,814 | — | $85M |
| 2024-Q4 | 46 | 3,419,652 | — | $86M |
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.
