| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 563,622563,622 | $18M | — | ADD 26% |
| 2 | JPMORGAN CHASE & CO | 55,03255,032 | $2M | — | — |
| 3 | GOLDMAN SACHS GROUP INC | 26,57426,574 | $862,900 | — | NEW |
| 4 | Mutual Advisors, LLC | 8,8678,867 | $287,926 | — | ADD 8% |
| 5 | Aptus Capital Advisors, LLC | 7,9327,932 | $257,565 | — | NEW |
| 6 | Integrated Wealth Concepts LLC | 7,9327,932 | $257,565 | — | NEW |
| 7 | Farther Finance Advisors, LLC | 1,5001,500 | $48,765 | — | NEW |
| 8 | Root Financial Partners, LLC | 870870 | $28,250 | — | NEW |
| 9 | VANGUARD ADVISERS INC | 33 | $97 | — | 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 |
|---|---|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 116K | 184K | 229K | 327K | 447K | 564K | $18M |
| JPMORGAN CHASE & CO | 55K | 55K | 55K | 110K | 55K | 55K | $2M |
| GOLDMAN SACHS GROUP INC | — | — | — | — | — | 27K | $862,900 |
| Mutual Advisors, LLC | — | — | 8K | 8K | 8K | 9K | $287,926 |
| Aptus Capital Advisors, LLC | — | — | — | — | — | 8K | $257,565 |
| Integrated Wealth Concepts LLC | — | — | — | — | — | 8K | $257,565 |
| Farther Finance Advisors, LLC | — | — | — | — | — | 2K | $48,765 |
| Root Financial Partners, LLC | — | — | — | — | — | 870 | $28,250 |
| VANGUARD ADVISERS INC | — | — | — | — | — | 3 | $97 |
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 | 9 | 672,332 | — | $22M |
| 2025-Q4 | 6 | 539,456 | — | $17M |
| 2025-Q3 | 6 | 454,682 | — | $14M |
| 2025-Q2 | 6 | 400,089 | — | $12M |
| 2025-Q1 | 7 | 361,436 | — | $10M |
| 2024-Q4 | 9 | 385,922 | — | $11M |
| 2024-Q3 | 5 | 415,432 | — | $12M |
| 2024-Q2 | 6 | 433,525 | — | $12M |
| 2024-Q1 | 4 | 398,561 | — | $11M |
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.
