% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | STEPHENS INC /AR/ | 104,507104,507 | $3M | — | ADD 10% |
| 2 | HARBOUR INVESTMENTS, INC. | 80,51280,512 | $2M | — | ADD 29% |
| 3 | Advisory Resource Group | 68,88668,886 | $2M | — | — |
| 4 | Sequent Planning LLC | 67,90467,904 | $2M | — | TRIM -4% |
| 5 | Accel Wealth Management | 47,20547,205 | $1M | — | ADD 3% |
| 6 | Triad Wealth Partners, LLC | 33,35033,350 | $990,131 | — | TRIM -33% |
| 7 | Cetera Investment Advisers | 26,53626,536 | $787,848 | — | TRIM -10% |
| 8 | Mariner, LLC | 24,65824,658 | $732,084 | — | — |
| 9 | UPTICK PARTNERS, LLC | 24,04024,040 | $713,723 | — | NEW |
| 10 | Kestra Advisory Services, LLC | 23,30123,301 | $691,806 | — | — |
| 11 | OLD MISSION CAPITAL LLC | 18,66718,667 | $554,213 | — | NEW |
| 12 | Rockefeller Capital Management L.P. | 17,91017,910 | $531,739 | — | ADD 86% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 16,72216,722 | $496,480 | — | — |
| 14 | Focus Financial Network, Inc. | 13,16913,169 | $390,970 | — | ADD 6% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 13,00013,000 | $385,964 | — | ADD 21% |
| 16 | PFG Advisors | 12,43812,438 | $369,278 | — | — |
| 17 | QTR Family Wealth, LLC | 10,37810,378 | $312,579 | — | — |
| 18 | WORLD EQUITY GROUP, INC. | 10,33910,339 | $306,962 | — | TRIM -11% |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | 10,16710,167 | $301,853 | — | TRIM -13% |
| 20 | FSB PREMIER WEALTH MANAGEMENT, INC. | 9,4099,409 | $279,334 | — | — |
| 21 | LVZ, Inc. | 8,2888,288 | $246,067 | — | NEW |
| 22 | SUMMIT WEALTH GROUP LLC / CO | 7,5017,501 | $222,701 | — | — |
| 23 | Keystone Wealth Services, LLC | 7,2207,220 | $214,359 | — | TRIM -58% |
| 24 | OSAIC HOLDINGS, INC. | 1,1511,151 | $34,173 | — | — |
| 25 | BARCLAYS PLC | 910910 | $27,017 | — | TRIM -82% |
| 26 | Ashton Thomas Private Wealth, LLC | 860860 | $25,533 | — | 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 |
|---|---|---|---|---|---|---|---|
| STEPHENS INC /AR/ | — | — | — | 82K | 95K | 105K | $3M |
| HARBOUR INVESTMENTS, INC. | 52K | 56K | 57K | 61K | 62K | 81K | $2M |
| Advisory Resource Group | 26K | 72K | 72K | 72K | 68K | 69K | $2M |
| Sequent Planning LLC | 155K | 136K | 85K | 83K | 70K | 68K | $2M |
| Accel Wealth Management | 33K | 43K | 41K | 40K | 46K | 47K | $1M |
| Triad Wealth Partners, LLC | — | — | — | 58K | 49K | 33K | $990,131 |
| Cetera Investment Advisers | 47K | 70K | 29K | 31K | 30K | 27K | $787,848 |
| Mariner, LLC | — | — | 19K | 24K | 25K | 25K | $732,084 |
| UPTICK PARTNERS, LLC | — | — | — | — | — | 24K | $713,723 |
| Kestra Advisory Services, LLC | 37K | 38K | 40K | 34K | 23K | 23K | $691,806 |
| OLD MISSION CAPITAL LLC | — | — | — | — | — | 19K | $554,213 |
| Rockefeller Capital Management L.P. | — | — | — | — | 10K | 18K | $531,739 |
| COMMONWEALTH EQUITY SERVICES, LLC | 16K | 16K | 11K | 12K | 17K | 17K | $496,480 |
| Focus Financial Network, Inc. | — | — | 16K | 12K | 12K | 13K | $390,970 |
| ENVESTNET ASSET MANAGEMENT INC | 10K | 11K | 10K | 11K | 11K | 13K | $385,964 |
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 | 26 | 659,028 | — | $20M |
| 2025-Q4 | 25 | 641,359 | — | $19M |
| 2025-Q3 | 27 | 704,202 | — | $21M |
| 2025-Q2 | 27 | 596,460 | — | $18M |
| 2025-Q1 | 21 | 605,203 | — | $18M |
| 2024-Q4 | 18 | 518,996 | — | $16M |
| 2024-Q3 | 17 | 501,351 | — | $15M |
| 2024-Q2 | 17 | 477,168 | — | $14M |
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.
| 2024-Q1 | 13 | 659,010 | — | $20M |
| 2023-Q4 | 5 | 104,470 | — | $3M |
