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 |
|---|---|---|---|---|---|---|---|
| MGO ONE SEVEN LLC | — | — | 118K | 118K | 118K | 115K | $3M |
| Cetera Investment Advisers | 82K | 56K | 122K | 155K | 149K | 100K | $3M |
| Lionshead Wealth Management, LLC | — | — | 158K | 84K | 83K | 81K | $2M |
| LPL Financial LLC | 55K | 48K | 69K | 65K | 66K | 70K | $2M |
| OSAIC HOLDINGS, INC. | 211K | 234K | 204K | 191K | 190K | 64K | $2M |
| SMART Wealth LLC | — | — | 89K | 76K | 69K | 62K | $2M |
| Cambridge Investment Research Advisors, Inc. | 40K | 40K | 81K | 71K | 61K | 58K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 41K | 44K | 48K | 45K | 45K | 44K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 72K | 65K | 98K | 61K | 57K | 40K | $1M |
| BFI Wealth Solutions, LLC | — | — | — | — | 31K | 39K | $1M |
| Kestra Advisory Services, LLC | 29K | 26K | 29K | 25K | 25K | 36K | $950,199 |
| NorthCrest Asset Manangement, LLC | 35K | 35K | 36K | 39K | 39K | 35K | $918,687 |
| First Heartland Consultants, Inc. | 35K | 35K | 37K | 32K | 33K | 32K | $841,885 |
| RAYMOND JAMES FINANCIAL INC | 33K | 41K | 39K | 35K | 30K | 29K | $769,904 |
| Arkadios Wealth Advisors | — | — | — | — | 27K | 27K | $711,814 |
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 | 57 | 1,173,886 | — | $30M |
| 2025-Q4 | 62 | 1,663,105 | — | $43M |
| 2025-Q3 | 54 | 1,607,062 | — | $41M |
| 2025-Q2 | 58 | 2,386,499 | — | $57M |
| 2025-Q1 | 52 | 1,570,560 | — | $37M |
| 2024-Q4 | 55 | 1,541,220 | — | $38M |
| 2024-Q3 | 54 | 1,815,284 | — | $45M |
| 2024-Q2 | 44 | 1,643,960 | — | $38M |
| 2024-Q1 | 27 | 656,934 | — | $15M |
| 2023-Q4 | 28 | 746,174 | — | $16M |
| 2023-Q3 | 24 | 1,129,696 | — | $23M |
| 2023-Q2 | 14 | 692,255 | — | $14M |
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.
