| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | 3,439,0413.4M | $96M | — | ADD 2% |
| 2 | Blueprint Financial Advisors LLC | 3,018,1733.0M | $84M | — | ADD 2% |
| 3 | STAPP WEALTH MANAGEMENT, PLLC | 234,195234,195 | $7M | — | — |
| 4 | Brightwater Advisory LLC | 211,091211,091 | $6M | — | ADD 3% |
| 5 | Ausdal Financial Partners, Inc. | 206,620206,620 | $6M | — | — |
| 6 | Spartan Planning & Wealth Management | 185,637185,637 | $5M | — | ADD 4% |
| 7 | Cetera Investment Advisers | 23,15523,155 | $643,978 | — | NEW |
| 8 | Bellecapital International Ltd. | 16,58416,584 | $461,228 | — | ADD 15% |
| 9 | Mutual Advisors, LLC | 12,60212,602 | $350,479 | — | — |
| 10 | Prosperity Financial Group, Inc. | 9,2359,235 | $256,840 | — | ADD 17% |
| 11 | STEPHENS INC /AR/ | 8,0458,045 | $223,744 | — | TRIM -17% |
| 12 | Colonial Trust Co / SC | 2,5272,527 | $70,280 | — | ADD 5% |
| 13 | Ascentis Wealth Management, LLC | 1,6741,674 | $46,556 | — | — |
| 14 | FIFTH THIRD BANCORP | 1,3901,390 | $38,658 | — | NEW |
| 15 | MORGAN STANLEY | 239239 | $6,647 | — | — |
| 16 | CWM, LLC | 234234 | $6,508 | — | — |
| 17 | Solstein Capital, LLC | 2424 | $667 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Blueprint Investment Partners LLC | 3.3M | 3.2M | 3.3M | 3.4M | 3.4M | 3.4M | $96M |
| Blueprint Financial Advisors LLC | — | 2.9M | 2.9M | 3.0M | 3.0M | 3.0M | $84M |
| STAPP WEALTH MANAGEMENT, PLLC | 207K | 229K | 225K | 229K | 233K | 234K | $7M |
| Brightwater Advisory LLC | 178K | 183K | 193K | 201K | 205K | 211K | $6M |
| Ausdal Financial Partners, Inc. | 19K | 160K | 188K | 202K | 209K | 207K | $6M |
| Spartan Planning & Wealth Management | 156K | 155K | 167K | 174K | 179K | 186K | $5M |
| Cetera Investment Advisers | — | — | — | — | — | 23K | $643,978 |
| Bellecapital International Ltd. | 16K | 13K | 13K | 15K | 14K | 17K | $461,228 |
| Mutual Advisors, LLC | 14K | 16K | 17K | 12K | 13K | 13K | $350,479 |
| Prosperity Financial Group, Inc. | — | — | — | — | 8K | 9K | $256,840 |
| STEPHENS INC /AR/ | — | — | — | 9K | 10K | 8K | $223,744 |
| Colonial Trust Co / SC | 3K | 3K | 4K | 4K | 2K | 3K | $70,280 |
| Ascentis Wealth Management, LLC | 49K | 25K | 3K | 2K | 2K | 2K | $46,556 |
| FIFTH THIRD BANCORP | — | — | — | — | — | 1K | $38,658 |
| MORGAN STANLEY | 488 | 488 | 488 | 488 | 239 | 239 | $6,647 |
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 | 17 | 7,370,466 | — | $205M |
| 2025-Q4 | 16 | 7,221,136 | — | $186M |
| 2025-Q3 | 16 | 7,210,991 | — | $179M |
| 2025-Q2 | 18 | 7,094,422 | — | $163M |
| 2025-Q1 | 22 | 7,101,401 | — | $160M |
| 2024-Q4 | 24 | 4,545,871 | — | $113M |
| 2024-Q3 | 22 | 4,357,438 | — | $108M |
| 2024-Q2 | 18 | 3,239,425 | — | $82M |
| 2024-Q1 | 14 | 2,143,827 | — | $56M |
| 2023-Q4 | 16 | 2,353,236 | — | $57M |
| 2023-Q3 | 13 | 1,517,395 | — | $38M |
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.
