| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3,900,4133.9M | $101M | — | — |
| 2 | Retirement Planning Group, LLC | 366,584366,584 | $9M | — | ADD 367% |
| 3 | Brookwood Investment Group LLC | 161,186161,186 | $4M | — | NEW |
| 4 | OSAIC HOLDINGS, INC. | 108,594108,594 | $3M | — | ADD 675% |
| 5 | STIFEL FINANCIAL CORP | 75,15975,159 | $2M | — | ADD 584% |
| 6 | Steward Partners Investment Advisory, LLC | 64,71264,712 | $2M | — | ADD 233% |
| 7 | WINEBRENNER CAPITAL MANAGEMENT LLC | 58,82758,827 | $2M | — | ADD 6% |
| 8 | Alteri Wealth LLC | 32,72132,721 | $843,876 | — | NEW |
| 9 | Atlas Wealth LLC | 22,66122,661 | $584,427 | — | ADD 107% |
| 10 | Vestmark Advisory Solutions, Inc. | 15,98415,984 | $412,227 | — | NEW |
| 11 | ELEVATION POINT WEALTH PARTNERS, LLC | 15,98415,984 | $412,227 | — | NEW |
| 12 | Mission Creek Capital Partners, Inc. | 12,64512,645 | $326,122 | — | TRIM -25% |
| 13 | CITADEL ADVISORS LLC | 9,8509,850 | $254,032 | — | TRIM -71% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 4,9854,985 | $128,763 | — | ADD 82% |
| 15 | UBS Group AG | 221221 | $5,700 | — | NEW |
| 16 | DHJJ Financial Advisors, Ltd. | 2020 | $516 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3.9M | 3.8M | 3.9M | 3.9M | 3.9M | 3.9M | $101M |
| Retirement Planning Group, LLC | 46K | 47K | 49K | 70K | 78K | 367K | $9M |
| Brookwood Investment Group LLC | — | — | — | — | — | 161K | $4M |
| OSAIC HOLDINGS, INC. | — | — | — | 20K | 14K | 109K | $3M |
| STIFEL FINANCIAL CORP | — | — | — | 11K | 11K | 75K | $2M |
| Steward Partners Investment Advisory, LLC | 6K | 84K | 40K | 20K | 19K | 65K | $2M |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 23K | 18K | 28K | 36K | 55K | 59K | $2M |
| Alteri Wealth LLC | — | — | — | — | — | 33K | $843,876 |
| Atlas Wealth LLC | — | — | — | — | 11K | 23K | $584,427 |
| Vestmark Advisory Solutions, Inc. | — | — | — | — | — | 16K | $412,227 |
| ELEVATION POINT WEALTH PARTNERS, LLC | — | — | — | — | — | 16K | $412,227 |
| Mission Creek Capital Partners, Inc. | 16K | 16K | 16K | 17K | 17K | 13K | $326,122 |
| CITADEL ADVISORS LLC | 40K | 33K | 32K | 32K | 34K | 10K | $254,032 |
| JONES FINANCIAL COMPANIES LLLP | — | — | 59 | 59 | 3K | 5K | $128,763 |
| UBS Group AG | — | — | 151 | 340 | — | 221 | $5,700 |
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 | 16 | 4,850,546 | — | $125M |
| 2025-Q4 | 12 | 4,136,870 | — | $108M |
| 2025-Q3 | 14 | 4,152,228 | — | $109M |
| 2025-Q2 | 14 | 4,191,168 | — | $110M |
| 2025-Q1 | 9 | 4,195,395 | — | $110M |
| 2024-Q4 | 10 | 4,107,404 | — | $107M |
| 2024-Q3 | 6 | 3,990,359 | — | $106M |
| 2024-Q2 | 6 | 2,873,528 | — | $74M |
| 2024-Q1 | 3 | 1,876,689 | — | $49M |
| 2023-Q4 | 3 | 879,919 | — | $23M |
| 2023-Q3 | 3 | 834,633 | — | $21M |
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.
