| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 421,348421,348 | $13M | — | NEW |
| 2 | OARSMAN CAPITAL, INC. | 354,790354,790 | $11M | — | ADD 5142% |
| 3 | Aprio Wealth Management, LLC | 321,683321,683 | $10M | — | ADD 8% |
| 4 | Clearwater Capital Advisors, LLC | 224,509224,509 | $7M | — | TRIM -51% |
| 5 | Sterling Manor Financial, LLC | 209,878209,878 | $7M | — | NEW |
| 6 | tru Independence LLC | 205,292205,292 | $6M | — | ADD 15% |
| 7 | LPL Financial LLC | 160,309160,309 | $5M | — | ADD 23% |
| 8 | Noble Wealth Management PBC | 119,064119,064 | $4M | — | ADD 4% |
| 9 | CITADEL ADVISORS LLC | 105,371105,371 | $3M | — | TRIM -29% |
| 10 | Chicago Partners Investment Group LLC | 98,76398,763 | $3M | — | — |
| 11 | OLD MISSION CAPITAL LLC | 98,02498,024 | $3M | — | NEW |
| 12 | GOLDMAN SACHS GROUP INC | 40,01540,015 | $1M | — | ADD 261% |
| 13 | Cambridge Investment Research Advisors, Inc. | 34,36534,365 | $1M | — | ADD 22% |
| 14 | Legacy Financial Advisors, Inc. | 32,94232,942 | $1M | — | TRIM -95% |
| 15 | Dynamic Advisor Solutions LLC | 29,07129,071 | $907,022 | — | — |
| 16 | Creative Planning | 26,99826,998 | $842,335 | — | — |
| 17 | Kestra Advisory Services, LLC | 23,63823,638 | $737,495 | — | TRIM -3% |
| 18 | Cetera Investment Advisers | 22,85322,853 | $713,014 | — | ADD 15% |
| 19 | HRT FINANCIAL LP | 18,52318,523 | $577,000 | — | NEW |
| 20 | JANE STREET GROUP, LLC | 15,31615,316 | $477,859 | — | ADD 53% |
| 21 | Goldenstone Wealth Management LLC | 13,30113,301 | $415,517 | — | — |
| 22 | Sanctuary Advisors, LLC | 13,00713,007 | $405,818 | — | TRIM -17% |
| 23 | Private Advisor Group, LLC | 9,7379,737 | $303,794 | — | TRIM -3% |
| 24 | Balance Wealth, LLC | 7,0987,098 | $221,458 | — | TRIM -39% |
| 25 | Farther Finance Advisors, LLC | 3,4153,415 | $107,231 | — | ADD 1526% |
| 26 | Cherry Tree Wealth Management, LLC | 981981 | $30,604 | — | TRIM -19% |
| 27 | GHP Investment Advisors, Inc. | 637637 | $19,875 | — | NEW |
| 28 | ROTHSCHILD INVESTMENT LLC | 476476 | $14,851 | — | — |
| 29 | Ashton Thomas Private Wealth, LLC | 468468 | $14,602 | — | NEW |
| 30 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 143143 | $4,462 | — | TRIM -13% |
| 31 | OSAIC HOLDINGS, INC. | 125125 | $3,899 | — | TRIM -91% |
| 32 | Aptus Capital Advisors, LLC | 7272 | $2,246 | — | — |
| 33 | FMR LLC | 4848 | $1,489 | — | TRIM -66% |
| 34 | UBS Group AG | 99 | $281 | — | TRIM -92% |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1 | 1 | 1 | — | — | 421K | $13M |
| OARSMAN CAPITAL, INC. | 4K | — | — | 6K | 7K | 355K | $11M |
| Aprio Wealth Management, LLC | 158K | 182K | 224K | 263K | 297K | 322K | $10M |
| Clearwater Capital Advisors, LLC | — | — | 443K | 451K | 454K | 225K | $7M |
| Sterling Manor Financial, LLC | — | — | — | — | — | 210K | $7M |
| tru Independence LLC | — | 141K | 146K | 156K | 178K | 205K | $6M |
| LPL Financial LLC | 124K | 153K | 131K | 141K | 131K | 160K | $5M |
| Noble Wealth Management PBC | 49K | 53K | — | 129K | 114K | 119K | $4M |
| CITADEL ADVISORS LLC | 70K | 35K | 50K | 145K | 147K | 105K | $3M |
| Chicago Partners Investment Group LLC | 91K | 93K | 93K | 93K | 97K | 99K | $3M |
| OLD MISSION CAPITAL LLC | 31K | 65K | 8K | 33K | — | 98K | $3M |
| GOLDMAN SACHS GROUP INC | — | — | — | — | 11K | 40K | $1M |
| Cambridge Investment Research Advisors, Inc. | — | 10K | 13K | 20K | 28K | 34K | $1M |
| Legacy Financial Advisors, Inc. | 619K | 641K | 639K | 634K | 632K | 33K | $1M |
| Dynamic Advisor Solutions LLC | — | 26K | 24K | 27K | 29K | 29K | $907,022 |
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 | 34 | 2,612,269 | — | $82M |
| 2025-Q4 | 30 | 2,264,143 | — | $74M |
| 2025-Q3 | 30 | 2,727,559 | — | $93M |
| 2025-Q2 | 29 | 2,166,627 | — | $75M |
| 2025-Q1 | 25 | 1,794,242 | — | $54M |
| 2024-Q4 | 23 | 1,500,948 | — | $46M |
| 2024-Q3 | 20 | 1,380,632 | — | $45M |
| 2024-Q2 | 17 | 1,459,984 | — | $47M |
| 2024-Q1 | 15 | 1,121,738 | — | $34M |
| 2023-Q4 | 9 | 845,359 | — | $25M |
| 2023-Q3 | 10 | 744,584 | — | $19M |
| 2023-Q2 | 9 | 581,462 | — | $16M |
| 2023-Q1 | 5 | 144,892 | — | $4M |
| 2022-Q4 | 6 | 1,037,047 |
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.
| — |
| $26M |
| 2022-Q3 | 2 | 986,493 | — | $23M |
