| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | 81,95081,950 | $3M | — | TRIM -4% |
| 2 | MATHER GROUP, LLC. | 71,06171,061 | $2M | — | NEW |
| 3 | IFP Advisors, Inc | 53,39453,394 | $2M | — | ADD 83% |
| 4 | UBS Group AG | 1,1511,151 | $39,365 | — | NEW |
| 5 | HARBOUR INVESTMENTS, INC. | 190190 | $6,498 | — | — |
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. | — | 38K | 39K | 42K | 85K | 82K | $3M |
| MATHER GROUP, LLC. | — | — | — | — | — | 71K | $2M |
| IFP Advisors, Inc | 28K | 29K | 29K | 29K | 29K | 53K | $2M |
| UBS Group AG | 565 | 2K | 45 | 9 | — | 1K | $39,365 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | 190 | 190 | $6,498 |
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 | 5 | 207,746 | — | $7M |
| 2025-Q4 | 5 | 139,139 | — | $5M |
| 2025-Q3 | 8 | 266,045 | — | $9M |
| 2025-Q2 | 6 | 277,558 | — | $9M |
| 2025-Q1 | 10 | 351,805 | — | $11M |
| 2024-Q4 | 12 | 207,029 | — | $7M |
| 2024-Q3 | 8 | 71,456 | — | $2M |
| 2024-Q2 | 6 | 92,852 | — | $3M |
| 2024-Q1 | 3 | 54,566 | — | $2M |
| 2023-Q4 | 4 | 63,479 | — | $2M |
| 2023-Q3 | 4 | 89,857 | — | $2M |
| 2023-Q2 | 1 | 8,374 | — | $214,291 |
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.
