| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Robertson Stephens Wealth Management, LLC | 462,380462,380 | $16M | — | ADD 140% |
| 2 | STANCE CAPITAL LLC | 440,642440,642 | $15M | — | — |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60,69060,690 | $2M | — | — |
| 4 | BlackRock, Inc. | 27,42627,426 | $931,442 | — | TRIM -87% |
| 5 | GTS SECURITIES LLC | 22,06622,066 | $749,405 | — | TRIM -58% |
| 6 | LPL Financial LLC | 17,67117,671 | $600,142 | — | ADD 14% |
| 7 | Ausdal Financial Partners, Inc. | 17,16117,161 | $582,822 | — | NEW |
| 8 | Cetera Investment Advisers | 12,47512,475 | $423,691 | — | — |
| 9 | Mesirow Financial Investment Management, Inc. | 10,00010,000 | $339,625 | — | ADD 53% |
| 10 | HRT FINANCIAL LP | 7,4367,436 | $252,000 | — | NEW |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 6,0006,000 | $203,770 | — | NEW |
| 12 | MORGAN STANLEY | 5,0835,083 | $172,629 | — | — |
| 13 | NBC SECURITIES, INC. | 4,8804,880 | $165,765 | — | — |
| 14 | FMR LLC | 3,6943,694 | $125,456 | — | — |
| 15 | HORIZON FINANCIAL SERVICES, LLC | 2,2482,248 | $76,347 | — | — |
| 16 | WELLS FARGO & COMPANY/MN | 748748 | $25,404 | — | NEW |
| 17 | Geneos Wealth Management Inc. | 656656 | $22,278 | — | — |
| 18 | CWM, LLC | 638638 | $21,652 | — | — |
| 19 | Arax Advisory Partners | 588588 | $19,981 | — | NEW |
| 20 | Golden State Wealth Management, LLC | 522522 | $17,728 | — | — |
| 21 | OSAIC HOLDINGS, INC. | 436436 | $14,829 | — | TRIM -8% |
| 22 | UBS Group AG | 7070 | $2,377 | — | TRIM -49% |
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 |
|---|---|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 653K | 596K | 230K | 215K | 193K | 462K | $16M |
| STANCE CAPITAL LLC | 480K | 481K | 473K | 470K | 441K | 441K | $15M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 67K | 64K | 61K | 61K | 61K | 61K | $2M |
| BlackRock, Inc. | — | — | 424K | 424K | 205K | 27K | $931,442 |
| GTS SECURITIES LLC | 35K | 33K | 1.3M | 28K | 52K | 22K | $749,405 |
| LPL Financial LLC | 20K | 19K | 18K | 16K | 16K | 18K | $600,142 |
| Ausdal Financial Partners, Inc. | — | — | — | — | — | 17K | $582,822 |
| Cetera Investment Advisers | 10K | 7K | 12K | 13K | 12K | 12K | $423,691 |
| Mesirow Financial Investment Management, Inc. | — | 8K | 10K | 10K | 7K | 10K | $339,625 |
| HRT FINANCIAL LP | — | — | — | — | — | 7K | $252,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12K | — | — | — | — | 6K | $203,770 |
| MORGAN STANLEY | 5K | 5K | 5K | 5K | 5K | 5K | $172,629 |
| NBC SECURITIES, INC. | — | — | 5K | 5K | 5K | 5K | $165,765 |
| FMR LLC | 4K | 4K | 4K | 4K | 4K | 4K | $125,456 |
| HORIZON FINANCIAL SERVICES, LLC | 2K | 2K | 2K | 2K | 2K | 2K | $76,347 |
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 | 22 | 1,103,510 | — | $38M |
| 2025-Q4 | 20 | 1,018,884 | — | $34M |
| 2025-Q3 | 20 | 1,262,400 | — | $41M |
| 2025-Q2 | 23 | 2,555,424 | — | $79M |
| 2025-Q1 | 19 | 1,248,339 | — | $37M |
| 2024-Q4 | 21 | 1,317,480 | — | $40M |
| 2024-Q3 | 18 | 863,480 | — | $27M |
| 2024-Q2 | 20 | 1,083,615 | — | $32M |
| 2024-Q1 | 23 | 1,171,586 | — | $35M |
| 2023-Q4 | 12 | 851,995 | — | $24M |
| 2023-Q3 | 5 | 816,352 | — | $21M |
| 2023-Q2 | 5 | 856,618 | — | $23M |
| 2023-Q1 | 6 | 873,419 | — | $23M |
| 2022-Q4 | 4 | 846,123 | — |
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.
| $21M |
