| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | NICOLET BANKSHARES INC | 126,407126,407 | $3M | — | NEW |
| 2 | CITADEL ADVISORS LLC | 45,84745,847 | $1M | — | NEW |
| 3 | BIP Wealth, LLC | 36,13536,135 | $968,503 | — | ADD 155% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 23,35223,352 | $625,880 | — | ADD 164% |
| 5 | Sherman Wealth Management LLC | 7,8397,839 | $210,095 | — | NEW |
| 6 | JPMORGAN CHASE & CO | 4040 | $1,062 | — | 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 |
|---|---|---|---|---|---|---|---|
| NICOLET BANKSHARES INC | — | — | — | — | — | 126K | $3M |
| CITADEL ADVISORS LLC | — | — | — | — | — | 46K | $1M |
| BIP Wealth, LLC | — | — | — | — | 14K | 36K | $968,503 |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 9K | 23K | $625,880 |
| Sherman Wealth Management LLC | — | — | — | — | — | 8K | $210,095 |
| JPMORGAN CHASE & CO | — | — | — | — | — | 40 | $1,062 |
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 | 6 | 239,620 | — | $6M |
| 2025-Q4 | 4 | 119,156 | — | $3M |
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.
