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 |
|---|---|---|---|---|---|---|---|
| Compound Planning, Inc. | — | — | — | — | 602K | 774K | $20M |
| ROYAL BANK OF CANADA | — | — | — | — | 544K | 627K | $16M |
| Private Wealth Asset Management, LLC | — | — | — | — | 234K | 469K | $12M |
| BENJAMIN EDWARDS INC | — | — | — | — | — | 467K | $12M |
| D.A. DAVIDSON & CO. | — | — | — | 232K | 398K | 400K | $11M |
| NIXON PEABODY TRUST CO | — | — | — | — | — | 393K | $10M |
| COHEN & STEERS, INC. | — | 800K | 800K | 800K | 780K | 393K | $10M |
| BANK OF AMERICA CORP /DE/ | — | — | — | — | 215 | 385K | $10M |
| EXCHANGE TRADED CONCEPTS, LLC | — | — | — | 331K | 350K | 372K | $10M |
| OSAIC HOLDINGS, INC. | — | 2K | 14K | 139K | 200K | 300K | $8M |
| HighTower Advisors, LLC | — | — | — | 103K | 151K | 290K | $8M |
| CITADEL ADVISORS LLC | — | — | — | 24K | — | 286K | $8M |
| SK Wealth Management, LLC | — | 48K | 111K | 134K | 261K | 269K | $7M |
| New England Capital Financial Advisors LLC | — | — | — | 145K | 156K | 242K | $6M |
| Sanctuary Advisors, LLC | — | — | 26K | 112K | 192K | 242K | $6M |
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 | 70 | 9,382,357 | — | $247M |
| 2025-Q4 | 51 | 5,488,162 | — | $140M |
| 2025-Q3 | 32 | 2,873,434 | — | $75M |
| 2025-Q2 | 16 | 1,341,169 | — | $35M |
| 2025-Q1 | 6 | 863,789 | — | $22M |
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.
