| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 582,995582,995 | $17M | — | — |
| 2 | Legacy CG, LLC | 551,992551,992 | $16M | — | NEW |
| 3 | Brookstone Capital Management | 181,094181,094 | $5M | — | TRIM -3% |
| 4 | OSAIC HOLDINGS, INC. | 103,036103,036 | $3M | — | TRIM -2% |
| 5 | Cambridge Investment Research Advisors, Inc. | 89,95189,951 | $3M | — | — |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 89,84989,849 | $3M | — | TRIM -88% |
| 7 | KFG WEALTH MANAGEMENT, LLC | 80,23180,231 | $2M | — | TRIM -3% |
| 8 | Cetera Investment Advisers | 69,82869,828 | $2M | — | TRIM -3% |
| 9 | Kestra Advisory Services, LLC | 69,82069,820 | $2M | — | ADD 23% |
| 10 | AE Wealth Management LLC | 61,14961,149 | $2M | — | TRIM -3% |
| 11 | Syntegra Private Wealth Group, LLC | 58,94758,947 | $2M | — | TRIM -6% |
| 12 | LPL Financial LLC | 54,95954,959 | $2M | — | TRIM -4% |
| 13 | Diligent Investors, LLC | 50,31550,315 | $1M | — | TRIM -4% |
| 14 | HighTower Advisors, LLC | 41,26541,265 | $1M | — | — |
| 15 | OLD MISSION CAPITAL LLC | 40,16340,163 | $1M | — | NEW |
| 16 | Waverly Advisors, LLC | 36,47936,479 | $1M | — | — |
| 17 | MGO ONE SEVEN LLC | 35,26335,263 | $1M | — | TRIM -11% |
| 18 | Cypress Wealth Services, LLC | 34,86734,867 | $1M | — | — |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 32,61932,619 | $957,746 | — | TRIM -8% |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | 31,75531,755 | $932,378 | — | TRIM -4% |
| 21 | Farther Finance Advisors, LLC | 25,58725,587 | $753,409 | — | TRIM -5% |
| 22 | Csenge Advisory Group | 24,78624,786 | $727,757 | — | — |
| 23 | Trek Financial, LLC | 24,21024,210 | $710,844 | — | TRIM -4% |
| 24 | MML INVESTORS SERVICES, LLC | 23,03323,033 | $676,276 | — | TRIM -19% |
| 25 | Atlantic Private Wealth, LLC | 22,79522,795 | $669,298 | — | — |
| 26 | Spire Wealth Management | 22,68422,684 | $665,999 | — | — |
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22,00022,000 | $648,292 | — | TRIM -12% |
| 28 | HOWARD BAILEY SECURITIES, LLC | 21,84821,848 | $641,492 | — | ADD 3% |
| 29 | CENTRAL VALLEY ADVISORS, LLC | 21,65821,658 | $635,914 | — | — |
| 30 | Tempo Wealth, LLC | 21,36621,366 | $627,340 | — | TRIM -17% |
| 31 | RAYMOND JAMES FINANCIAL INC | 18,20918,209 | $534,646 | — | TRIM -42% |
| 32 | Patriot Financial Group Insurance Agency, LLC | 16,20016,200 | $475,658 | — | ADD 93% |
| 33 | Focus Partners Wealth | 16,09316,093 | $472,516 | — | — |
| 34 | INTEGRITY ALLIANCE, LLC. | 15,67915,679 | $460,361 | — | TRIM -42% |
| 35 | GWN SECURITIES INC. | 15,10115,101 | $443,404 | — | — |
| 36 | Sound Income Strategies, LLC | 14,28814,288 | $420,710 | — | — |
| 37 | Three Seasons Wealth, LLC | 13,58313,583 | $398,819 | — | — |
| 38 | Maia Wealth LLC | 12,89112,891 | $378,500 | — | — |
| 39 | Beacon Financial Advisory LLC | 11,93011,930 | $350,284 | — | — |
| 40 | Sunbelt Securities, Inc. | 11,91511,915 | $349,843 | — | — |
| 41 | JPMORGAN CHASE & CO | 11,98311,983 | $349,826 | — | ADD 206% |
| 42 | Castle Rock Wealth Management, LLC | 10,56410,564 | $311,298 | — | — |
| 43 | Integrated Wealth Management | 10,30010,300 | $302,424 | — | TRIM -2% |
| 44 | CWM, LLC | 10,15310,153 | $298,108 | — | ADD 1436% |
| 45 | Tradition Wealth Management, LLC | 10,09210,092 | $296,317 | — | — |
| 46 | Janney Montgomery Scott LLC | 9,7949,794 | $288,000 | — | TRIM -5% |
| 47 | Pine Harbor Wealth Management, LLC | 9,4149,414 | $276,410 | — | TRIM -2% |
| 48 | Prostatis Group LLC | 9,2439,243 | $271,383 | — | TRIM -5% |
| 49 | HRT FINANCIAL LP | 9,2419,241 | $271,000 | — | NEW |
| 50 | Opus Financial Solutions LLC | 8,9008,900 | $261,318 | — | TRIM -13% |
| 51 | Mutual Advisors, LLC | 8,6298,629 | $253,361 | — | — |
| 52 | CITADEL ADVISORS LLC | 8,4648,464 | $248,517 | — | TRIM -65% |
| 53 | Sigma Planning Corp | 8,3378,337 | $244,788 | — | — |
| 54 | Key Capital Management, INC | 8,2058,205 | $240,912 | — | ADD 14% |
| 55 | BIP Wealth, LLC | 8,2008,200 | $240,765 | — | — |
| 56 | Gradient Investments LLC | 7,8267,826 | $229,784 | — | TRIM -99% |
| 57 | Selby Wealth Management, LLC | 7,6807,680 | $225,497 | — | — |
| 58 | HARBOUR INVESTMENTS, INC. | 7,6237,623 | $223,823 | — | TRIM -8% |
| 59 | Intentional Wealth Strategies, LLC | 7,1067,106 | $208,644 | — | NEW |
| 60 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,8376,837 | $200,745 | — | TRIM -48% |
| 61 | BARCLAYS PLC | 5,8335,833 | $171,266 | — | ADD 157% |
| 62 | IFG Advisory, LLC | 4,8274,827 | $141,728 | — | NEW |
| 63 | Financial Network Wealth Advisors LLC | 4,8114,811 | $141,259 | — | — |
| 64 | IFP Advisors, Inc | 4,7624,762 | $139,820 | — | — |
| 65 | AdvisorNet Financial, Inc | 4,0204,020 | $118,034 | — | — |
| 66 | Capital Investment Advisory Services, LLC | 4,0004,000 | $117,446 | — | — |
| 67 | RED REEF ADVISORS LLC | 3,1023,102 | $91,080 | — | TRIM -18% |
| 68 | Keating Financial Advisory Services, Inc. | 2,6942,694 | $79,100 | — | — |
| 69 | Parallel Advisors, LLC | 2,3002,300 | $67,532 | — | ADD 360% |
| 70 | CoreCap Advisors, LLC | 1,7401,740 | $51,089 | — | TRIM -48% |
| 71 | MORGAN STANLEY | 1,6421,642 | $48,212 | — | — |
| 72 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 594594 | $17,490 | — | — |
| 73 | Capital Analysts, LLC | 523523 | $15,000 | — | — |
| 74 | Networth Advisors, LLC | 466466 | $13,683 | — | TRIM -6% |
| 75 | Noble Wealth Management PBC | 426426 | $12,508 | — | — |
| 76 | NewEdge Advisors, LLC | 11,99711,997 | $11,997 | — | TRIM -28% |
| 77 | Mosley Wealth Management | 213213 | $6,238 | — | NEW |
| 78 | ASSETMARK, INC | 183183 | $5,373 | — | ADD 382% |
| 79 | Pinnacle Wealth Planning Services, Inc. | 156156 | $4,580 | — | — |
| 80 | UBS Group AG | 105105 | $3,083 | — | NEW |
| 81 | Triumph Capital Management | 4040 | $1,174 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 683K | 694K | 684K | 608K | 587K | 583K | $17M |
| Legacy CG, LLC | — | — | — | — | — | 552K | $16M |
| Brookstone Capital Management | 90K | 90K | 90K | 184K | 186K | 181K | $5M |
| OSAIC HOLDINGS, INC. | 16K | 102K | 96K | 107K | 105K | 103K | $3M |
| Cambridge Investment Research Advisors, Inc. | 101K | 95K | 96K | 91K | 90K | 90K | $3M |
| MERCER GLOBAL ADVISORS INC /ADV | — | — | — | — | 756K | 90K | $3M |
| KFG WEALTH MANAGEMENT, LLC | 106K | 104K | 98K | 84K | 83K | 80K | $2M |
| Cetera Investment Advisers | 87K | 47K | 44K | 72K | 72K | 70K | $2M |
| Kestra Advisory Services, LLC | 100K | 75K | 90K | 57K | 57K | 70K | $2M |
| AE Wealth Management LLC | 15K | 15K | 16K | 65K | 63K | 61K | $2M |
| Syntegra Private Wealth Group, LLC | 62K | 61K | 61K | 63K | 63K | 59K | $2M |
| LPL Financial LLC | 13K | 52K | 59K | 60K | 57K | 55K | $2M |
| Diligent Investors, LLC | 57K | 57K | 57K | 52K | 52K | 50K | $1M |
| HighTower Advisors, LLC | 36K | 36K | 36K | 42K | 42K | 41K | $1M |
| OLD MISSION CAPITAL LLC | 26K | — | 60K | 14K | — | 40K | $1M |
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 | 81 | 2,905,458 | — | $85M |
| 2025-Q4 | 91 | 4,331,025 | — | $128M |
| 2025-Q3 | 79 | 4,161,027 | — | $122M |
| 2025-Q2 | 77 | 4,011,625 | — | $115M |
| 2025-Q1 | 82 | 4,352,748 | — | $122M |
| 2024-Q4 | 90 | 5,542,272 | — | $154M |
| 2024-Q3 | 88 | 6,967,861 | — | $189M |
| 2024-Q2 | 89 | 4,948,733 | — | $132M |
| 2024-Q1 | 89 | 5,646,868 | — | $149M |
| 2023-Q4 | 85 | 5,025,892 | — | $126M |
| 2023-Q3 | 61 | 3,429,054 | — | $84M |
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.
