| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | 33,69433,694 | $3M | — | NEW |
| 2 | NATURAL INVESTMENTS, LLC | 5,4175,417 | $420,000 | — | — |
| 3 | Sanctuary Advisors, LLC | 2,8322,832 | $219,740 | — | NEW |
| 4 | MORGAN STANLEY | 2,0802,080 | $161,396 | — | TRIM -95% |
| 5 | DAGCO, INC. | 1,9761,976 | $153,303 | — | — |
| 6 | Smartleaf Asset Management LLC | 1,6731,673 | $126,230 | — | NEW |
| 7 | Ritter Daniher Financial Advisory LLC / DE | 1,3351,335 | $103,586 | — | ADD 9% |
| 8 | OSAIC HOLDINGS, INC. | 373373 | $28,971 | — | TRIM -33% |
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 |
|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | — | — | — | — | — | 34K | $3M |
| NATURAL INVESTMENTS, LLC | 14K | 8K | 6K | — | 5K | 5K | $420,000 |
| Sanctuary Advisors, LLC | — | — | — | — | — | 3K | $219,740 |
| MORGAN STANLEY | 290K | 190K | 190K | 93K | 42K | 2K | $161,396 |
| DAGCO, INC. | — | — | 2K | 2K | 2K | 2K | $153,303 |
| Smartleaf Asset Management LLC | — | — | — | — | — | 2K | $126,230 |
| Ritter Daniher Financial Advisory LLC / DE | — | 1K | 1K | 1K | 1K | 1K | $103,586 |
| OSAIC HOLDINGS, INC. | 923 | 1K | 651 | 801 | 553 | 373 | $28,971 |
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 | 8 | 49,380 | — | $4M |
| 2025-Q4 | 6 | 51,317 | — | $4M |
| 2025-Q3 | 5 | 97,412 | — | $8M |
| 2025-Q2 | 6 | 200,032 | — | $15M |
| 2025-Q1 | 5 | 200,170 | — | $13M |
| 2024-Q4 | 3 | 305,415 | — | $22M |
| 2024-Q3 | 4 | 300,883 | — | $21M |
| 2024-Q2 | 2 | 448,750 | — | $30M |
| 2024-Q1 | 2 | 1,227,290 | — | $80M |
| 2023-Q4 | 3 | 835,053 | — | $51M |
| 2023-Q3 | 1 | 400,000 | — | $22M |
| 2023-Q2 | 2 | 400,004 | — | $23M |
| 2023-Q1 | 2 | 400,390 | — | $21M |
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.
