| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 108,458108,458 | $4M | — | ADD 6% |
| 2 | Americana Partners, LLC | 80,43080,430 | $3M | — | TRIM -75% |
| 3 | Diligent Investors, LLC | 70,35970,359 | $2M | — | ADD 7% |
| 4 | OSAIC HOLDINGS, INC. | 64,89664,896 | $2M | — | — |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 57,89557,895 | $2M | — | ADD 44% |
| 6 | Arkadios Wealth Advisors | 37,84937,849 | $1M | — | ADD 3% |
| 7 | Kestra Advisory Services, LLC | 36,43236,432 | $1M | — | ADD 18% |
| 8 | Brookstone Capital Management | 26,77126,771 | $942,481 | — | ADD 11% |
| 9 | Steward Partners Investment Advisory, LLC | 19,52519,525 | $687,383 | — | — |
| 10 | Cetera Investment Advisers | 16,95316,953 | $596,842 | — | TRIM -8% |
| 11 | HARBOUR INVESTMENTS, INC. | 16,36916,369 | $576,276 | — | ADD 13% |
| 12 | LifeWealth Investments, LLC | 16,14716,147 | $568,460 | — | — |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,14412,144 | $427,533 | — | TRIM -58% |
| 14 | OneDigital Investment Advisors LLC | 12,02512,025 | $423,344 | — | TRIM -3% |
| 15 | Clear Point Advisors Inc. | 11,01211,012 | $387,681 | — | — |
| 16 | IFP Advisors, Inc | 9,5169,516 | $335,014 | — | ADD 100% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 8,1158,115 | $285,691 | — | ADD 4% |
| 18 | UPTICK PARTNERS, LLC | 7,8547,854 | $276,502 | — | — |
| 19 | PFS Partners, LLC | 7,7017,701 | $271,117 | — | ADD 10% |
| 20 | Sequent Planning LLC | 7,4477,447 | $262,174 | — | ADD 23% |
| 21 | BARCLAYS PLC | 5,5425,542 | $195,108 | — | — |
| 22 | DHJJ Financial Advisors, Ltd. | 4,6654,665 | $164,233 | — | — |
| 23 | Luken Investment Analytics, LLC | 3,3873,387 | $119,240 | — | — |
| 24 | Integrity Financial Corp /WA | 1,4311,431 | $50,379 | — | — |
| 25 | Advisory Services Network, LLC | 1,1781,178 | $41,476 | — | NEW |
| 26 | CX Institutional | 303303 | $11,000 | — | — |
| 27 | CREATIVE FINANCIAL DESIGNS INC /ADV | 100100 | $3,521 | — | 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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | — | — | — | — | 102K | 108K | $4M |
| Americana Partners, LLC | — | — | 350K | 340K | 320K | 80K | $3M |
| Diligent Investors, LLC | 62K | 67K | 67K | 67K | 66K | 70K | $2M |
| OSAIC HOLDINGS, INC. | 46K | 76K | 65K | 65K | 64K | 65K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 40K | 44K | 47K | 40K | 40K | 58K | $2M |
| Arkadios Wealth Advisors | — | 37K | 37K | 37K | 37K | 38K | $1M |
| Kestra Advisory Services, LLC | 62K | 316K | 172K | 142K | 31K | 36K | $1M |
| Brookstone Capital Management | — | 13K | 14K | 17K | 24K | 27K | $942,481 |
| Steward Partners Investment Advisory, LLC | 23K | 23K | 23K | 21K | 20K | 20K | $687,383 |
| Cetera Investment Advisers | 16K | 20K | 20K | 60K | 18K | 17K | $596,842 |
| HARBOUR INVESTMENTS, INC. | 90K | 94K | 92K | 20K | 14K | 16K | $576,276 |
| LifeWealth Investments, LLC | — | 32K | 32K | 32K | 16K | 16K | $568,460 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20K | 11K | 6K | — | 29K | 12K | $427,533 |
| OneDigital Investment Advisors LLC | 19K | 12K | 12K | 12K | 12K | 12K | $423,344 |
| Clear Point Advisors Inc. | 11K | 11K | 11K | 11K | 11K | 11K | $387,681 |
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 | 27 | 644,504 | — | $23M |
| 2025-Q4 | 29 | 944,262 | — | $34M |
| 2025-Q3 | 26 | 982,230 | — | $34M |
| 2025-Q2 | 29 | 1,098,044 | — | $37M |
| 2025-Q1 | 29 | 892,528 | — | $29M |
| 2024-Q4 | 22 | 605,295 | — | $20M |
| 2024-Q3 | 27 | 819,928 | — | $26M |
| 2024-Q2 | 25 | 675,579 | — | $21M |
| 2024-Q1 | 23 | 855,142 | — | $26M |
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.
