| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1,552,9351.6M | $42M | — | ADD 11% |
| 2 | GTS SECURITIES LLC | 18,47218,472 | $504,969 | — | TRIM -16% |
| 3 | Chris Bulman Inc | 8,8138,813 | $240,917 | — | TRIM -2% |
| 4 | Simplicity Wealth,LLC | 7,6827,682 | $210,011 | — | TRIM -3% |
| 5 | HARBOUR INVESTMENTS, INC. | 2,5762,576 | $70,419 | — | ADD 449% |
| 6 | UBS Group AG | 811811 | $22,170 | — | NEW |
| 7 | OSAIC HOLDINGS, INC. | 600600 | $16,404 | — | — |
| 8 | Anfield Capital Management, LLC | 457457 | $12,493 | — | — |
| 9 | AE Wealth Management LLC | 1717 | $465 | — | TRIM -86% |
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 |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 1.3M | 1.3M | 1.4M | 1.4M | 1.4M | 1.6M | $42M |
| GTS SECURITIES LLC | 15K | 15K | 39K | — | 22K | 18K | $504,969 |
| Chris Bulman Inc | 9K | 10K | 10K | 8K | 9K | 9K | $240,917 |
| Simplicity Wealth,LLC | — | — | — | 9K | 8K | 8K | $210,011 |
| HARBOUR INVESTMENTS, INC. | — | — | 563 | 469 | 469 | 3K | $70,419 |
| UBS Group AG | 666 | 402 | 100 | 92 | — | 811 | $22,170 |
| OSAIC HOLDINGS, INC. | 444 | 444 | 444 | 444 | 600 | 600 | $16,404 |
| Anfield Capital Management, LLC | — | 457 | 457 | 457 | 457 | 457 | $12,493 |
| AE Wealth Management LLC | — | — | — | — | 118 | 17 | $465 |
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 | 9 | 1,592,363 | — | $44M |
| 2025-Q4 | 13 | 1,453,290 | — | $40M |
| 2025-Q3 | 8 | 1,457,716 | — | $40M |
| 2025-Q2 | 7 | 1,434,189 | — | $39M |
| 2025-Q1 | 7 | 1,367,986 | — | $36M |
| 2024-Q4 | 7 | 1,311,715 | — | $35M |
| 2024-Q3 | 7 | 1,245,278 | — | $33M |
| 2024-Q2 | 12 | 1,245,827 | — | $33M |
| 2024-Q1 | 8 | 1,209,311 | — | $33M |
| 2023-Q4 | 7 | 1,093,253 | — | $28M |
| 2023-Q3 | 1 | 20,000 | — | $502,760 |
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.
