| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | New Perspectives, Inc | 2,866,9412.9M | $73M | — | ADD 3% |
| 2 | SMI Advisory Services, LLC | 814,050814,050 | $21M | — | ADD 12% |
| 3 | Clear Trail Advisors, LLC | 582,927582,927 | $15M | — | NEW |
| 4 | PFW Advisors LLC | 332,721332,721 | $8M | — | NEW |
| 5 | STAPP WEALTH MANAGEMENT, PLLC | 321,115321,115 | $8M | — | NEW |
| 6 | LexAurum Advisors, LLC | 192,909192,909 | $5M | — | NEW |
| 7 | Farther Finance Advisors, LLC | 180,476180,476 | $5M | — | TRIM -3% |
| 8 | Sigma Planning Corp | 129,647129,647 | $3M | — | ADD 3% |
| 9 | RAINIER FAMILY WEALTH INC | 83,51983,519 | $2M | — | ADD 308% |
| 10 | HighTower Advisors, LLC | 62,94562,945 | $2M | — | NEW |
| 11 | GOLDMAN SACHS GROUP INC | 58,01158,011 | $1M | — | ADD 196% |
| 12 | TOTH FINANCIAL ADVISORY CORP | 14,21114,211 | $359,397 | — | ADD 784% |
| 13 | Trademark Financial Management, LLC | 13,09413,094 | $331,147 | — | NEW |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 12,74812,748 | $322,400 | — | ADD 16% |
| 15 | Brookwood Investment Group LLC | 9,2579,257 | $234,110 | — | 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 |
|---|---|---|---|---|---|---|---|
| New Perspectives, Inc | — | — | — | 569K | 2.8M | 2.9M | $73M |
| SMI Advisory Services, LLC | — | — | — | — | 726K | 814K | $21M |
| Clear Trail Advisors, LLC | — | — | — | — | — | 583K | $15M |
| PFW Advisors LLC | — | — | — | — | — | 333K | $8M |
| STAPP WEALTH MANAGEMENT, PLLC | — | — | — | — | — | 321K | $8M |
| LexAurum Advisors, LLC | — | — | — | — | — | 193K | $5M |
| Farther Finance Advisors, LLC | — | — | — | — | 185K | 180K | $5M |
| Sigma Planning Corp | — | — | — | 119K | 126K | 130K | $3M |
| RAINIER FAMILY WEALTH INC | — | — | — | — | 20K | 84K | $2M |
| HighTower Advisors, LLC | — | — | — | — | — | 63K | $2M |
| GOLDMAN SACHS GROUP INC | — | — | — | — | 20K | 58K | $1M |
| TOTH FINANCIAL ADVISORY CORP | — | — | — | — | 2K | 14K | $359,397 |
| Trademark Financial Management, LLC | — | — | — | — | — | 13K | $331,147 |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 11K | 13K | $322,400 |
| Brookwood Investment Group LLC | — | — | — | — | — | 9K | $234,110 |
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 | 15 | 5,674,571 | — | $144M |
| 2025-Q4 | 9 | 3,881,054 | — | $99M |
| 2025-Q3 | 3 | 716,567 | — | $18M |
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.
