% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
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 |
|---|---|---|---|---|---|---|---|
| Main Management LLC | 2.9M | 2.9M | 2.9M | 2.9M | 2.9M | 2.9M | $67M |
| Orion Porfolio Solutions, LLC | 2.5M | 2.5M | 2.5M | 2.5M | 2.4M | 2.4M | $55M |
| OSAIC HOLDINGS, INC. | 1.1M | 26K | 957K | 882K | 763K | 723K | $17M |
| LPL Financial LLC | 83K | 156K | 306K | 426K | 459K | 664K | $15M |
| ENVESTNET ASSET MANAGEMENT INC | 79K | 91K | 108K | 138K | 133K | 135K | $3M |
| POTOMAC FUND MANAGEMENT INC /ADV | 102K | 104K | 108K | 105K | 105K | 104K | $2M |
| Echo45 Advisors LLC | — | — | — | — | 84K | 87K | $2M |
| CreativeOne Wealth, LLC | 70K | 72K | 73K | 73K | 67K | 68K | $2M |
| GeoWealth Management, LLC | 59K | 61K | 74K | 76K | 63K | 65K | $2M |
| U.S. Capital Wealth Advisors, LLC | 30K | 30K | 30K | 47K | 50K | 50K | $1M |
| Mutual Advisors, LLC | 32K | 33K | 33K | 32K | 29K | 30K | $686,336 |
| Copley Financial Group, Inc. | 33K | 31K | 28K | 25K | 24K | 22K | $517,531 |
| Gibbs Wealth Management | 24K | 24K | — | 20K | 16K | 22K | $514,537 |
| San Luis Wealth Advisors LLC | — | — | — | — | 17K | 21K | $491,412 |
| Envestnet Portfolio Solutions, Inc. | 54K | 62K | 33K | 20K | 19K | 20K | $463,522 |
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.
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 40 | 7,409,545 | — | $172M |
| 2025-Q4 | 42 | 7,339,358 | — | $184M |
| 2025-Q3 | 36 | 7,387,788 | — | $200M |
| 2025-Q2 | 30 | 7,271,057 | — | $170M |
| 2025-Q1 | 38 | 11,329,576 | — | $208M |
| 2024-Q4 | 37 | 9,795,974 | — | $203M |
| 2024-Q3 | 31 | 10,968,984 | — | $195M |
| 2024-Q2 | 32 | 11,111,540 | — | $191M |
| 2024-Q1 | 26 | 10,245,087 | — | $180M |
| 2023-Q4 | 27 | 9,802,587 | — | $158M |
| 2023-Q3 | 22 | 8,061,043 | — | $109M |
| 2023-Q2 | 24 | 7,649,917 | — | $114M |
| 2023-Q1 | 20 | 7,000,151 | — | $99M |
| 2022-Q4 | 21 | 3,992,986 | — | $50M |
| 2022-Q3 | 14 | 3,879,491 | — | $49M |
| 2022-Q2 | 14 | 3,752,659 | — | $50M |
| 2022-Q1 | 16 | 3,766,340 | — | $65M |
| 2021-Q4 | 17 | 3,102,098 | — | $63M |
| 2021-Q3 | 15 | 2,840,727 | — | $62M |
| 2021-Q2 | 18 | 2,743,486 | — | $66M |
| 2021-Q1 | 12 | 2,360,293 | — | $55M |
