% 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.
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 |
|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | — | — | — | 700K | 629K | 146K | $4M |
| Advisory Resource Group | 116K | 116K | 116K | 136K | 141K | 140K | $4M |
| STEPHENS INC /AR/ | — | — | — | 82K | 95K | 105K | $3M |
| Advisory Services Network, LLC | 55K | 55K | 56K | 61K | 62K | 62K | $2M |
| Cetera Investment Advisers | 65K | 102K | 51K | 40K | 56K | 49K | $1M |
| Mariner, LLC | 40K | 41K | 41K | 42K | 39K | 37K | $1M |
| Kestra Advisory Services, LLC | 59K | 44K | 44K | 40K | 38K | 35K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31K | 28K | — | 7K | 9K | 30K | $884,307 |
| OLD MISSION CAPITAL LLC | — | — | 18K | — | — | 23K | $697,238 |
| Accel Wealth Management | 31K | 30K | 30K | 28K | 23K | 21K | $643,485 |
| Presidio Capital Management, LLC | 26K | 25K | 25K | 25K | 21K | 21K | $634,332 |
| MONEY CONCEPTS CAPITAL CORP | — | — | — | — | 19K | 19K | $580,912 |
| Weaver Consulting Group | 20K | 19K | 19K | 19K | 19K | 19K | $577,061 |
| LVZ, Inc. | 8K | 8K | 8K | 8K | 8K | 17K | $501,085 |
| Cambridge Investment Research Advisors, Inc. | 17K | 16K | 18K | 18K | 16K | 15K | $463,000 |
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 | 44 | 932,204 | — | $28M |
| 2025-Q4 | 43 | 1,444,232 | — | $44M |
| 2025-Q3 | 41 | 2,045,924 | — | $62M |
| 2025-Q2 | 40 | 1,487,847 | — | $45M |
| 2025-Q1 | 37 | 1,539,076 | — | $46M |
| 2024-Q4 | 33 | 1,609,282 | — | $49M |
| 2024-Q3 | 30 | 1,405,093 | — | $43M |
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-Q2 | 30 | 1,363,896 | — | $42M |
| 2024-Q1 | 26 | 868,398 | — | $27M |
| 2023-Q4 | 24 | 966,808 | — | $30M |
| 2023-Q3 | 3 | 48,861 | — | $1M |
