| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | J. Safra Sarasin Holding AG | 113,720113,720 | $191,050 | 0.61% | NEW |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 79,86079,860 | $134,163 | 0.43% | ADD 10% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 66,57466,574 | $111,844 | 0.36% | NEW |
| 4 | FORTEM FINANCIAL GROUP, LLC | 50,00050,000 | $84,000 | 0.27% | — |
| 5 | Vontobel Holding Ltd. | 38,00038,000 | $63,840 | 0.20% | NEW |
| 6 | CreativeOne Wealth, LLC | 29,06929,069 | $48,836 | 0.16% | NEW |
| 7 | VANGUARD FIDUCIARY TRUST CO | 25,57125,571 | $42,959 | 0.14% | NEW |
| 8 | CITIGROUP INC | 24,70224,702 | $41,499 | 0.13% | NEW |
| 9 | Scientech Research LLC | 24,53024,530 | $41,210 | 0.13% | NEW |
| 10 | UBS Group AG | 17,63517,635 | $29,627 | 0.10% | ADD 16% |
| 11 | StoneX Group Inc. | 16,46016,460 | $27,653 | 0.09% | NEW |
| 12 | RAYMOND JAMES FINANCIAL INC | 15,00015,000 | $25,200 | 0.08% | — |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 12,00012,000 | $20,160 | 0.06% | NEW |
| 14 | Concurrent Investment Advisors, LLC | 10,00010,000 | $16,800 | 0.05% | NEW |
| 15 | Tower Research Capital LLC (TRC) | 5,4435,443 | $9,144 | 0.03% | TRIM -3% |
| 16 | Hickory Point Bank & Trust | 2,0002,000 | $3,360 | 0.01% | NEW |
| 17 | ROYAL BANK OF CANADA | 1,5391,539 | $3,000 | 0.01% | NEW |
| 18 | EverSource Wealth Advisors, LLC | 486486 | $816 | 0.00% | — |
| 19 | SHP Wealth Management | 100100 | $168 | 0.00% | 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 |
|---|---|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | — | — | — | — | — | 114K | $191,050 |
| GEODE CAPITAL MANAGEMENT, LLC | 47K | 54K | 56K | 56K | 73K | 80K | $134,163 |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 67K | $111,844 |
| FORTEM FINANCIAL GROUP, LLC | 51K | 50K | 50K | 50K | 50K | 50K | $84,000 |
| Vontobel Holding Ltd. | — | — | — | — | — | 38K | $63,840 |
| CreativeOne Wealth, LLC | — | — | — | — | — | 29K | $48,836 |
| VANGUARD FIDUCIARY TRUST CO | — | — | — | — | — | 26K | $42,959 |
| CITIGROUP INC | — | — | — | 1K | — | 25K | $41,499 |
| Scientech Research LLC | — | — | — | — | — | 25K | $41,210 |
| UBS Group AG | 18K | 71K | 1K | 7K | 15K | 18K | $29,627 |
| StoneX Group Inc. | — | — | — | — | — | 16K | $27,653 |
| RAYMOND JAMES FINANCIAL INC | 15K | 15K | 15K | 15K | 15K | 15K | $25,200 |
| RENAISSANCE TECHNOLOGIES LLC | — | — | — | — | — | 12K | $20,160 |
| Concurrent Investment Advisors, LLC | — | — | — | — | — | 10K | $16,800 |
| Tower Research Capital LLC (TRC) | 3K | 1K | 2K | 3K | 6K | 5K | $9,144 |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 19 | 532,689 | 2.9% | $895,329 |
| 2025-Q4 | 15 | 501,618 | 2.7% | $441,771 |
| 2025-Q3 | 12 | 411,641 | 2.2% | $576,296 |
| 2025-Q2 | 11 | 320,143 | 1.7% | $483,417 |
| 2025-Q1 | 13 | 423,057 | 2.3% | $698,212 |
| 2024-Q4 | 11 | 285,393 | 1.5% | $570,786 |
| 2024-Q3 | 9 | 244,229 | 1.3% | $700,937 |
| 2024-Q2 | 12 | 303,139 | 1.6% | $524,391 |
| 2024-Q1 | 9 | 184,664 | 1.0% | $592,771 |
| 2023-Q4 | 9 | 59,446 | 0.3% | $231,476 |
| 2023-Q3 | 8 | 55,333 | 0.3% | $180,818 |
| 2023-Q2 | 3 | 6,221 | 0.0% | $22,146 |
| 2023-Q1 | 3 | 167,058 |
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.
| 0.9% |
| $566,626 |
