| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Ridgeline Wealth, LLC | 83,82583,825 | $7M | — | — |
| 2 | StoneX Group Inc. | 74,97174,971 | $6M | — | NEW |
| 3 | JPMORGAN CHASE & CO | 64,91464,914 | $5M | — | TRIM -4% |
| 4 | CITADEL ADVISORS LLC | 54,52254,522 | $4M | — | NEW |
| 5 | Ruedi Wealth Management, Inc. | 28,51328,513 | $2M | — | — |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 15,44015,440 | $1M | — | NEW |
| 7 | Belpointe Asset Management LLC | 13,61713,617 | $1M | — | NEW |
| 8 | Fortis Capital Advisors, LLC | 13,61713,617 | $1M | — | NEW |
| 9 | JANE STREET GROUP, LLC | 9,9059,905 | $776,849 | — | TRIM -46% |
| 10 | FINANCIAL MANAGEMENT NETWORK INC | 5,5175,517 | $453,997 | — | NEW |
| 11 | Cushing Capital Partners, LLC | 4,6584,658 | $365,327 | — | NEW |
| 12 | Breakwater Capital Group | 4,0184,018 | $315,132 | — | ADD 9% |
| 13 | McCartney Wealth Management LLC | 2,7922,792 | $218,977 | — | — |
| 14 | Farther Finance Advisors, LLC | 1,2121,212 | $96,259 | — | TRIM -8% |
| 15 | RHL GROUP, LLC | 856856 | $67,115 | — | ADD 39% |
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 |
|---|---|---|---|---|---|---|---|
| Ridgeline Wealth, LLC | — | — | 76K | 81K | 84K | 84K | $7M |
| StoneX Group Inc. | — | — | — | — | — | 75K | $6M |
| JPMORGAN CHASE & CO | — | — | 75K | 129K | 68K | 65K | $5M |
| CITADEL ADVISORS LLC | — | — | 21K | 8K | — | 55K | $4M |
| Ruedi Wealth Management, Inc. | — | — | 29K | 29K | 29K | 29K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | — | 15K | $1M |
| Belpointe Asset Management LLC | — | — | — | — | — | 14K | $1M |
| Fortis Capital Advisors, LLC | — | — | — | — | — | 14K | $1M |
| JANE STREET GROUP, LLC | — | — | 302K | 17K | 18K | 10K | $776,849 |
| FINANCIAL MANAGEMENT NETWORK INC | — | — | — | — | — | 6K | $453,997 |
| Cushing Capital Partners, LLC | — | — | — | — | — | 5K | $365,327 |
| Breakwater Capital Group | — | — | — | 3K | 4K | 4K | $315,132 |
| McCartney Wealth Management LLC | — | — | — | — | 3K | 3K | $218,977 |
| Farther Finance Advisors, LLC | — | — | — | — | 1K | 1K | $96,259 |
| RHL GROUP, LLC | — | — | — | — | 614 | 856 | $67,115 |
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 | 15 | 378,377 | — | $30M |
| 2025-Q4 | 11 | 220,645 | — | $17M |
| 2025-Q3 | 10 | 334,817 | — | $24M |
| 2025-Q2 | 8 | 566,321 | — | $37M |
| 2025-Q1 | 1 | 47,165 | — | $3M |
| 2024-Q4 | 1 | 64 | — | $3,538 |
| 2024-Q2 | 1 | 9,052 | — | $510,574 |
| 2024-Q1 | 2 | 7,732 | — | $439,138 |
| 2023-Q4 | 3 | 4,510 | — | $244,847 |
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.
