| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | 114,568114,568 | $3M | — | NEW |
| 2 | BAM Wealth Management, LLC | 22,66422,664 | $679,467 | — | NEW |
| 3 | JONES FINANCIAL COMPANIES LLLP | 7,4287,428 | $218,680 | — | NEW |
| 4 | GeoWealth Management, LLC | 1212 | $360 | — | NEW |
| 5 | JPMORGAN CHASE & CO | 1010 | $292 | — | 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 |
|---|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | — | — | — | — | — | 115K | $3M |
| BAM Wealth Management, LLC | — | — | — | — | — | 23K | $679,467 |
| JONES FINANCIAL COMPANIES LLLP | — | — | — | — | — | 7K | $218,680 |
| GeoWealth Management, LLC | — | — | — | — | — | 12 | $360 |
| JPMORGAN CHASE & CO | — | — | — | — | — | 10 | $292 |
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.
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.
