| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | 824,998824,998 | $32M | — | TRIM -7% |
| 2 | Chicago Partners Investment Group LLC | 333,381333,381 | $15M | — | TRIM -3% |
| 3 | OxenFree Capital LLC | 173,576173,576 | $8M | — | ADD 5% |
| 4 | Cambridge Investment Research Advisors, Inc. | 118,439118,439 | $5M | — | TRIM -2% |
| 5 | OLD MISSION CAPITAL LLC | 101,972101,972 | $4M | — | ADD 53% |
| 6 | GTS SECURITIES LLC | 81,44481,444 | $3M | — | ADD 51% |
| 7 | UBS Group AG | 77,91077,910 | $3M | — | — |
| 8 | STIFEL FINANCIAL CORP | 67,64867,648 | $3M | — | ADD 8% |
| 9 | SECURED RETIREMENT ADVISORS, LLC | 33,93433,934 | $1M | — | TRIM -5% |
| 10 | Parallel Advisors, LLC | 33,85633,856 | $1M | — | — |
| 11 | JONES FINANCIAL COMPANIES LLLP | 32,41832,418 | $1M | — | ADD 31% |
| 12 | WealthPlan Investment Management, LLC | 28,36828,368 | $1M | — | NEW |
| 13 | Concurrent Investment Advisors, LLC | 27,93027,930 | $1M | — | ADD 5% |
| 14 | FINANCIAL MANAGEMENT NETWORK INC | 25,40425,404 | $1M | — | — |
| 15 | LPL Financial LLC | 25,11725,117 | $981,572 | — | — |
| 16 | Stratos Wealth Advisors, LLC | 22,06422,064 | $862,285 | — | — |
| 17 | Hegarty Advisors, LLC | 16,60316,603 | $648,855 | — | TRIM -37% |
| 18 | PARAGON CAPITAL MANAGEMENT INC | 13,28513,285 | $519,178 | — | — |
| 19 | Kestra Advisory Services, LLC | 12,72212,722 | $497,177 | — | ADD 7% |
| 20 | RAYMOND JAMES FINANCIAL INC | 12,37212,372 | $483,498 | — | TRIM -4% |
| 21 | GWN SECURITIES INC. | 12,30412,304 | $480,856 | — | — |
| 22 | OSAIC HOLDINGS, INC. | 12,17112,171 | $476,125 | — | TRIM -8% |
| 23 | Belpointe Asset Management LLC | 11,46111,461 | $447,932 | — | ADD 2% |
| 24 | JANE STREET GROUP, LLC | 10,42010,420 | $407,214 | — | TRIM -6% |
| 25 | PDS Planning, Inc | 9,6329,632 | $376,411 | — | TRIM -20% |
| 26 | Creative Planning | 8,8308,830 | $345,076 | — | — |
| 27 | Betterment LLC | 8,6958,695 | $340,000 | — | — |
| 28 | GOLDMAN SACHS GROUP INC | 8,0148,014 | $313,187 | — | TRIM -31% |
| 29 | Cetera Investment Advisers | 7,1487,148 | $279,344 | — | TRIM -37% |
| 30 | Farther Finance Advisors, LLC | 3,7363,736 | $148,945 | — | — |
| 31 | Washington Trust Advisors, Inc. | 2,2542,254 | $88,088 | — | — |
| 32 | JNBA Financial Advisors | 1,0431,043 | $40,761 | — | TRIM -11% |
| 33 | Advisory Services Network, LLC | 875875 | $34,195 | — | NEW |
| 34 | MCGUIRE CAPITAL ADVISORS INC | 750750 | $29,310 | — | NEW |
| 35 | Geneos Wealth Management Inc. | 200200 | $7,816 | — | — |
| 36 | FMR LLC | 176176 | $6,864 | — | — |
| 37 | MORGAN STANLEY | 11 | $73 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 888K | 898K | 884K | 889K | 885K | 825K | $32M |
| Chicago Partners Investment Group LLC | 358K | 339K | 334K | 344K | 343K | 333K | $15M |
| OxenFree Capital LLC | 124K | 139K | 147K | 157K | 165K | 174K | $8M |
| Cambridge Investment Research Advisors, Inc. | 146K | 125K | 124K | 122K | 121K | 118K | $5M |
| OLD MISSION CAPITAL LLC | 37K | 201K | 225K | 84K | 67K | 102K | $4M |
| GTS SECURITIES LLC | 90K | 179K | — | 26K | 54K | 81K | $3M |
| UBS Group AG | 51K | 53K | 67K | 76K | 76K | 78K | $3M |
| STIFEL FINANCIAL CORP | 65K | 62K | 61K | 63K | 63K | 68K | $3M |
| SECURED RETIREMENT ADVISORS, LLC | 68K | 53K | 51K | 39K | 36K | 34K | $1M |
| Parallel Advisors, LLC | 36K | 37K | 37K | 34K | 34K | 34K | $1M |
| JONES FINANCIAL COMPANIES LLLP | 4K | 13K | 19K | 21K | 25K | 32K | $1M |
| WealthPlan Investment Management, LLC | — | — | — | — | — | 28K | $1M |
| Concurrent Investment Advisors, LLC | 79K | 27K | 26K | 26K | 27K | 28K | $1M |
| FINANCIAL MANAGEMENT NETWORK INC | 54K | 32K | 26K | 26K | 25K | 25K | $1M |
| LPL Financial LLC | 23K | 25K | 26K | 24K | 26K | 25K | $981,572 |
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 | 37 | 2,161,151 | — | $87M |
| 2025-Q4 | 36 | 2,176,178 | — | $79M |
| 2025-Q3 | 35 | 2,158,164 | — | $72M |
| 2025-Q2 | 34 | 2,303,738 | — | $72M |
| 2025-Q1 | 37 | 2,429,381 | — | $67M |
| 2024-Q4 | 35 | 2,431,364 | — | $67M |
| 2024-Q3 | 30 | 2,396,605 | — | $73M |
| 2024-Q2 | 33 | 2,304,951 | — | $69M |
| 2024-Q1 | 32 | 2,269,410 | — | $65M |
| 2023-Q4 | 25 | 1,934,720 | — | $54M |
| 2023-Q3 | 25 | 5,472,199 | — | $136M |
| 2023-Q2 | 23 | 5,266,670 | — | $139M |
| 2023-Q1 | 11 | 4,262,868 | — | $106M |
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.
