| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Plancorp, LLC | 21,45721,457 | $2M | — | — |
| 2 | CITADEL ADVISORS LLC | 9,5069,506 | $693,678 | — | ADD 17% |
| 3 | Verus Financial Partners, Inc. | 4,4474,447 | $321,587 | — | — |
| 4 | ELEVATE WEALTH ADVISORY, INC | 1,4791,479 | $107,926 | — | TRIM -10% |
| 5 | UBS Group AG | 323323 | $23,570 | — | NEW |
| 6 | LAM GROUP, INC. | 180180 | $13,135 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Plancorp, LLC | 20K | 21K | 21K | 21K | 21K | 21K | $2M |
| CITADEL ADVISORS LLC | — | 4K | 19K | 14K | 8K | 10K | $693,678 |
| Verus Financial Partners, Inc. | 4K | 4K | 4K | 4K | 4K | 4K | $321,587 |
| ELEVATE WEALTH ADVISORY, INC | 2K | 2K | 2K | 2K | 2K | 1K | $107,926 |
| UBS Group AG | — | 1 | — | — | — | 323 | $23,570 |
| LAM GROUP, INC. | 3K | — | — | — | — | 180 | $13,135 |
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 | 6 | 37,392 | — | $3M |
| 2025-Q4 | 5 | 39,392 | — | $3M |
| 2025-Q3 | 5 | 44,525 | — | $3M |
| 2025-Q2 | 5 | 50,278 | — | $3M |
| 2025-Q1 | 6 | 38,087 | — | $2M |
| 2024-Q4 | 5 | 32,885 | — | $2M |
| 2024-Q3 | 5 | 27,142 | — | $2M |
| 2024-Q2 | 6 | 33,562 | — | $2M |
| 2024-Q1 | 5 | 33,240 | — | $2M |
| 2023-Q4 | 6 | 32,689 | — | $2M |
| 2023-Q3 | 5 | 36,075 | — | $2M |
| 2023-Q2 | 5 | 36,409 | — | $2M |
| 2023-Q1 | 6 | 320,287 | — | $18M |
| 2022-Q4 | 5 | 178,289 | — | $10M |
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.
| 2022-Q3 | 1 | 16,751 | — | $835,000 |
