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 |
|---|---|---|---|---|---|---|---|
| STRAIGHTLINE GROUP LLC | — | 916K | 941K | 984K | 1.0M | 1.0M | $52M |
| Gradient Investments LLC | 487K | 613K | 648K | 693K | 771K | 915K | $45M |
| CWM, LLC | 361K | 386K | 380K | 377K | 369K | 401K | $20M |
| Nemes Rush Group LLC | 67K | 98K | 137K | 186K | 239K | 300K | $15M |
| Advyzon Investment Management, LLC | — | — | 83K | 60K | 100K | 153K | $8M |
| Ausdal Financial Partners, Inc. | — | — | 38K | 83K | 93K | 152K | $8M |
| AE Wealth Management LLC | 14K | 46K | 47K | 115K | 136K | 148K | $7M |
| BANK OF AMERICA CORP /DE/ | 43K | 52K | 82K | 87K | 97K | 99K | $5M |
| Mattson Financial Services, LLC | 89K | 71K | 74K | 76K | 88K | 98K | $5M |
| Donoghue Forlines LLC | — | — | — | — | — | 93K | $5M |
| Dynamic Advisor Solutions LLC | 18K | 20K | 32K | 53K | 70K | 93K | $5M |
| WESPAC Advisors SoCal, LLC | — | — | — | — | — | 74K | $4M |
| Smart Portfolios, LLC | 78K | 76K | 74K | 74K | 71K | 74K | $4M |
| Meridian Wealth Management, LLC | — | 7K | 15K | 24K | 64K | 74K | $4M |
| Maridea Wealth Management LLC | — | — | 49K | 34K | 36K | 67K | $3M |
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 | 4,345,572 | — | $214M |
| 2025-Q4 | 48 | 3,998,834 | — | $199M |
| 2025-Q3 | 41 | 3,601,929 | — | $180M |
| 2025-Q2 | 36 | 3,356,879 | — | $167M |
| 2025-Q1 | 33 | 2,998,581 | — | $149M |
| 2024-Q4 | 30 | 1,856,016 | — | $91M |
| 2024-Q3 | 18 | 1,580,656 | — | $79M |
| 2024-Q2 | 14 | 1,006,132 | — | $49M |
| 2024-Q1 | 13 | 975,305 | — | $48M |
| 2023-Q4 | 8 | 632,233 | — | $31M |
| 2023-Q3 | 7 | 526,512 | — | $25M |
| 2023-Q2 | 6 | 527,947 | — | $26M |
| 2023-Q1 | 5 | 429,194 | — | $21M |
| 2022-Q4 | 3 | 416,275 |
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.
| — |
| $20M |
| 2022-Q3 | 2 | 409,167 | — | $20M |
