| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 2,012,2062.0M | $53M | — | — |
| 2 | Cambridge Investment Research Advisors, Inc. | 806,874806,874 | $21M | — | NEW |
| 3 | INTEGRITY ALLIANCE, LLC. | 78,96278,962 | $2M | — | NEW |
| 4 | Golden State Wealth Management, LLC | 26,80826,808 | $711,916 | — | NEW |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 23,74923,749 | $630,681 | — | TRIM -10% |
| 6 | LPL Financial LLC | 14,32014,320 | $380,283 | — | NEW |
| 7 | OSAIC HOLDINGS, INC. | 14,18614,186 | $376,746 | — | ADD 69% |
| 8 | Kestra Advisory Services, LLC | 12,81512,815 | $340,316 | — | ADD 27% |
| 9 | OneDigital Investment Advisors LLC | 8,3938,393 | $222,885 | — | NEW |
| 10 | Horizon Investments, LLC | 850850 | $22,576 | — | ADD 100% |
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 |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | — | — | — | 2.0M | 2.0M | 2.0M | $53M |
| Cambridge Investment Research Advisors, Inc. | — | — | — | — | — | 807K | $21M |
| INTEGRITY ALLIANCE, LLC. | — | — | — | — | — | 79K | $2M |
| Golden State Wealth Management, LLC | — | — | — | — | — | 27K | $711,916 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | 26K | 24K | $630,681 |
| LPL Financial LLC | — | — | — | — | — | 14K | $380,283 |
| OSAIC HOLDINGS, INC. | — | — | — | — | 8K | 14K | $376,746 |
| Kestra Advisory Services, LLC | — | — | — | — | 10K | 13K | $340,316 |
| OneDigital Investment Advisors LLC | — | — | — | — | — | 8K | $222,885 |
| Horizon Investments, LLC | — | — | — | 271 | 425 | 850 | $22,576 |
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 | 10 | 2,999,163 | — | $80M |
| 2025-Q4 | 6 | 2,021,191 | — | $57M |
| 2025-Q3 | 2 | 2,045,634 | — | $58M |
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.
