| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 239,000239,000 | $12M | — | TRIM -8% |
| 2 | Beta Wealth Group, Inc. | 139,703139,703 | $7M | — | NEW |
| 3 | BANK OF AMERICA CORP /DE/ | 70,00070,000 | $4M | — | — |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,38011,380 | $581,499 | — | ADD 22% |
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 |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | — | — | — | — | 259K | 239K | $12M |
| Beta Wealth Group, Inc. | — | — | — | — | — | 140K | $7M |
| BANK OF AMERICA CORP /DE/ | — | — | — | — | 70K | 70K | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | 9K | 11K | $581,499 |
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 | 4 | 460,083 | — | $24M |
| 2025-Q4 | 8 | 460,306 | — | $24M |
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.
