| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | 21,18521,185 | $528,000 | — | TRIM -23% |
| 2 | Legacy Capital Group California, Inc. | 16,82816,828 | $419,522 | — | TRIM -19% |
| 3 | Procyon Advisors, LLC | 12,98012,980 | $323,591 | — | — |
| 4 | CoreCap Advisors, LLC | 2,1732,173 | $54,173 | — | — |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,0742,074 | $51,814 | — | TRIM -42% |
| 6 | Sunrise Financial Services, LLC | 800800 | $19,944 | — | NEW |
| 7 | ROYAL BANK OF CANADA | 1313 | $0 | — | TRIM -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 |
|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 57K | 48K | 38K | 32K | 28K | 21K | $528,000 |
| Legacy Capital Group California, Inc. | 23K | 23K | 23K | 22K | 21K | 17K | $419,522 |
| Procyon Advisors, LLC | 8K | 15K | 13K | 13K | 13K | 13K | $323,591 |
| CoreCap Advisors, LLC | 3K | 3K | 2K | 2K | 2K | 2K | $54,173 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | — | — | — | — | 4K | 2K | $51,814 |
| Sunrise Financial Services, LLC | — | — | — | — | — | 800 | $19,944 |
| ROYAL BANK OF CANADA | — | — | 29K | 15K | 5K | 13 | $0 |
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 | 7 | 56,053 | — | $1M |
| 2025-Q4 | 7 | 142,598 | — | $4M |
| 2025-Q3 | 11 | 223,211 | — | $6M |
| 2025-Q2 | 13 | 222,193 | — | $6M |
| 2025-Q1 | 11 | 368,901 | — | $9M |
| 2024-Q4 | 10 | 209,294 | — | $5M |
| 2024-Q3 | 9 | 263,856 | — | $7M |
| 2024-Q2 | 11 | 358,271 | — | $9M |
| 2024-Q1 | 11 | 254,335 | — | $6M |
| 2023-Q4 | 10 | 208,540 | — | $5M |
| 2023-Q3 | 5 | 53,841 | — | $2M |
| 2023-Q2 | 2 | 100,886 | — | $3M |
| 2023-Q1 | 3 | 129,126 | — | $4M |
| 2022-Q4 | 2 | 92,180 | — | $2M |
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.
