| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | 403,833403,833 | $7M | — | NEW |
| 2 | Miller Global Investments, LLC | 100,076100,076 | $2M | — | — |
| 3 | Financial Gravity Asset Management, Inc. | 49,09249,092 | $854,201 | — | NEW |
| 4 | ELEVATUS WELATH MANAGEMENT | 27,12327,123 | $471,939 | — | ADD 21% |
| 5 | Cambridge Investment Research Advisors, Inc. | 13,95713,957 | $243,000 | — | NEW |
| 6 | Steward Partners Investment Advisory, LLC | 13,00013,000 | $226,200 | — | ADD 183% |
| 7 | UBS Group AG | 1,6271,627 | $28,310 | — | NEW |
| 8 | HARBOUR INVESTMENTS, INC. | 1,5001,500 | $26,100 | — | NEW |
| 9 | MAI Capital Management | 1,4741,474 | $25,648 | — | — |
| 10 | IFP Advisors, Inc | 200200 | $3,480 | — | NEW |
| 11 | WELLS FARGO & COMPANY/MN | 11 | $10 | — | TRIM -50% |
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 |
|---|---|---|---|---|---|---|---|
| Brookwood Investment Group LLC | — | — | — | — | — | 404K | $7M |
| Miller Global Investments, LLC | — | — | — | — | 99K | 100K | $2M |
| Financial Gravity Asset Management, Inc. | — | — | — | — | — | 49K | $854,201 |
| ELEVATUS WELATH MANAGEMENT | — | — | — | 22K | 22K | 27K | $471,939 |
| Cambridge Investment Research Advisors, Inc. | — | — | — | — | — | 14K | $243,000 |
| Steward Partners Investment Advisory, LLC | — | — | — | — | 5K | 13K | $226,200 |
| UBS Group AG | — | — | — | 340 | — | 2K | $28,310 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | — | 2K | $26,100 |
| MAI Capital Management | — | — | — | 1K | 1K | 1K | $25,648 |
| IFP Advisors, Inc | — | — | — | — | — | 200 | $3,480 |
| WELLS FARGO & COMPANY/MN | — | — | — | — | 2 | 1 | $10 |
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 | 11 | 611,883 | — | $11M |
| 2025-Q4 | 8 | 180,610 | — | $4M |
| 2025-Q3 | 7 | 188,330 | — | $4M |
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.
