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 |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | — | — | — | — | 306K | 292K | $6M |
| BARD ASSOCIATES INC | 473K | 292K | 290K | 286K | 260K | 255K | $6M |
| Cetera Investment Advisers | 16K | 14K | 10K | 11K | 11K | 136K | $3M |
| Advisors Asset Management, Inc. | 122K | 123K | 122K | 121K | 120K | 120K | $3M |
| LPL Financial LLC | 98K | 97K | 96K | 96K | 92K | 99K | $2M |
| Rockefeller Capital Management L.P. | 108K | 100K | 199K | 101K | 101K | 95K | $2M |
| D.A. DAVIDSON & CO. | 108K | 124K | 130K | 132K | 117K | 82K | $2M |
| MORGAN STANLEY | 150K | 122K | 111K | 105K | 88K | 82K | $2M |
| UHLMANN PRICE SECURITIES, LLC | 109K | 81K | 54K | 75K | 76K | 74K | $2M |
| Cambridge Investment Research Advisors, Inc. | 79K | 79K | 78K | 78K | 75K | 70K | $2M |
| EVOLVE PRIVATE WEALTH, LLC | — | — | — | — | 43K | 40K | $874,453 |
| GTS SECURITIES LLC | 22K | 31K | 32K | 43K | 26K | 37K | $819,603 |
| JANE STREET GROUP, LLC | 351K | 73K | — | 89K | 12K | 27K | $580,148 |
| OSAIC HOLDINGS, INC. | 53K | 25K | 27K | 25K | 24K | 26K | $567,431 |
| TRUIST FINANCIAL CORP | 28K | 29K | 29K | 28K | 28K | 26K | $558,897 |
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 | 38 | 1,619,414 | — | $35M |
| 2025-Q4 | 41 | 1,689,042 | — | $34M |
| 2025-Q3 | 39 | 2,793,494 | — | $57M |
| 2025-Q2 | 38 | 2,545,899 | — | $51M |
| 2025-Q1 | 39 | 2,744,865 | — | $55M |
| 2024-Q4 | 52 | 5,283,348 | — | $106M |
| 2024-Q3 | 1 | 47,473 | — | $859,736 |
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.
