| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Souders Financial Advisors | 187,750187,750 | $10M | — | ADD 2% |
| 2 | Strategic Financial Concepts, LLC | 124,071124,071 | $6M | — | NEW |
| 3 | Cetera Investment Advisers | 75,25575,255 | $4M | — | ADD 6% |
| 4 | Sunrise Financial Services, LLC | 49,96349,963 | $3M | — | — |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 47,02847,028 | $2M | — | TRIM -42% |
| 6 | PFG Advisors | 33,87733,877 | $2M | — | ADD 11% |
| 7 | Intergy Private Wealth, LLC | 31,81431,814 | $2M | — | ADD 6% |
| 8 | Elm3 Financial Group, LLC | 28,82428,824 | $1M | — | — |
| 9 | JANE STREET GROUP, LLC | 22,58522,585 | $1M | — | NEW |
| 10 | Allworth Financial LP | 16,62516,625 | $847,972 | — | TRIM -11% |
| 11 | Heritage Wealth Management, Inc. | 16,31716,317 | $832,249 | — | ADD 14% |
| 12 | RAYMOND JAMES FINANCIAL INC | 15,23115,231 | $776,857 | — | ADD 77% |
| 13 | AdvisorNet Financial, Inc | 14,61114,611 | $745,254 | — | TRIM -6% |
| 14 | Mariner, LLC | 14,18914,189 | $723,710 | — | ADD 9% |
| 15 | N.E.W. Advisory Services LLC | 13,73613,736 | $700,584 | — | TRIM -90% |
| 16 | Vines Capital Management, LLC | 13,53013,530 | $690,098 | — | — |
| 17 | JONES FINANCIAL COMPANIES LLLP | 10,82210,822 | $546,143 | — | ADD 130% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 10,51210,512 | $536,141 | — | TRIM -27% |
| 19 | Tactive Advisors, LLC | 7,2857,285 | $371,587 | — | TRIM -3% |
| 20 | Regal Investment Advisors LLC | 5,8345,834 | $297,582 | — | ADD 4% |
| 21 | HighTower Advisors, LLC | 4,7004,700 | $239,724 | — | NEW |
| 22 | Steward Partners Investment Advisory, LLC | 1,7901,790 | $91,299 | — | NEW |
| 23 | OSAIC HOLDINGS, INC. | 735735 | $37,508 | — | ADD 3% |
| 24 | UBS Group AG | 157157 | $8,008 | — | NEW |
| 25 | Root Financial Partners, LLC | 100100 | $5,101 | — | — |
| 26 | Farther Finance Advisors, LLC | 5050 | $2,561 | — | — |
| 27 | FMR LLC | 11 | $51 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Souders Financial Advisors | 142K | 157K | 167K | 176K | 183K | 188K | $10M |
| Strategic Financial Concepts, LLC | 69K | 79K | 80K | 94K | — | 124K | $6M |
| Cetera Investment Advisers | 24K | 57K | 59K | 67K | 71K | 75K | $4M |
| Sunrise Financial Services, LLC | — | — | — | — | 50K | 50K | $3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79K | 94K | 90K | 95K | 82K | 47K | $2M |
| PFG Advisors | 16K | 23K | 26K | 30K | 31K | 34K | $2M |
| Intergy Private Wealth, LLC | 30K | 30K | 29K | 30K | 30K | 32K | $2M |
| Elm3 Financial Group, LLC | 31K | 35K | 34K | 32K | 29K | 29K | $1M |
| JANE STREET GROUP, LLC | 14K | 9K | 21K | 12K | — | 23K | $1M |
| Allworth Financial LP | 20K | 19K | 19K | 21K | 19K | 17K | $847,972 |
| Heritage Wealth Management, Inc. | — | — | — | — | 14K | 16K | $832,249 |
| RAYMOND JAMES FINANCIAL INC | — | — | 400 | — | 9K | 15K | $776,857 |
| AdvisorNet Financial, Inc | 11K | 13K | 14K | 15K | 16K | 15K | $745,254 |
| Mariner, LLC | — | 9K | 14K | 14K | 13K | 14K | $723,710 |
| N.E.W. Advisory Services LLC | — | — | — | 21K | 142K | 14K | $700,584 |
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 | 27 | 747,392 | — | $38M |
| 2025-Q4 | 21 | 734,063 | — | $38M |
| 2025-Q3 | 19 | 623,777 | — | $33M |
| 2025-Q2 | 17 | 565,626 | — | $30M |
| 2025-Q1 | 16 | 535,142 | — | $27M |
| 2024-Q4 | 14 | 441,509 | — | $23M |
| 2024-Q3 | 9 | 227,287 | — | $12M |
| 2024-Q2 | 7 | 192,364 | — | $9M |
| 2024-Q1 | 7 | 148,572 | — | $8M |
| 2023-Q4 | 4 | 113,139 | — | $6M |
| 2023-Q3 | 4 | 118,422 | — | $6M |
| 2023-Q2 | 3 | 17,871 | — | $907,080 |
| 2023-Q1 | 2 | 104 | — | $5,310 |
| 2022-Q4 | 1 | 16,121 | — | $812,310 |
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.
