| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | FOURPATH CAPITAL MANAGEMENT, LLC | 554,393554,393 | $15M | — | NEW |
| 2 | TRUIST FINANCIAL CORP | 297,117297,117 | $8M | — | NEW |
| 3 | HighTower Advisors, LLC | 226,401226,401 | $6M | — | NEW |
| 4 | GTS SECURITIES LLC | 65,19965,199 | $2M | — | NEW |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 42,65142,651 | $1M | — | NEW |
| 6 | Essex Financial Services, Inc. | 40,94640,946 | $1M | — | NEW |
| 7 | WMG Financial Advisors, LLC | 23,57523,575 | $627,567 | — | NEW |
| 8 | Crown Wealth Group, LLC | 17,45017,450 | $464,519 | — | NEW |
| 9 | &PARTNERS | 14,82714,827 | $394,695 | — | NEW |
| 10 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,15011,150 | $296,813 | — | NEW |
| 11 | Slocum, Gordon & Co LLP | 9,5369,536 | $253,848 | — | NEW |
| 12 | OneDigital Investment Advisors LLC | 9,3139,313 | $247,912 | — | NEW |
| 13 | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6,6546,654 | $177,129 | — | NEW |
| 14 | BANK OF MONTREAL /CAN/ | 2,0002,000 | $53,240 | — | NEW |
| 15 | Game Plan Financial Advisors, LLC | 1,7001,700 | $45,254 | — | ADD 70% |
| 16 | CWM, LLC | 500500 | $13,310 | — | NEW |
| 17 | Realta Investment Advisors | 500500 | $13,310 | — | NEW |
| 18 | HIGHLINE WEALTH PARTNERS LLC | 180180 | $4,792 | — | 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 |
|---|---|---|---|---|---|---|---|
| FOURPATH CAPITAL MANAGEMENT, LLC | — | — | — | — | — | 554K | $15M |
| TRUIST FINANCIAL CORP | — | — | — | — | — | 297K | $8M |
| HighTower Advisors, LLC | — | — | — | — | — | 226K | $6M |
| GTS SECURITIES LLC | — | — | — | — | — | 65K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 43K | $1M |
| Essex Financial Services, Inc. | — | — | — | — | — | 41K | $1M |
| WMG Financial Advisors, LLC | — | — | — | — | — | 24K | $627,567 |
| Crown Wealth Group, LLC | — | — | — | — | — | 17K | $464,519 |
| &PARTNERS | — | — | — | — | — | 15K | $394,695 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | — | — | — | — | — | 11K | $296,813 |
| Slocum, Gordon & Co LLP | — | — | — | — | — | 10K | $253,848 |
| OneDigital Investment Advisors LLC | — | — | — | — | — | 9K | $247,912 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | — | — | — | — | — | 7K | $177,129 |
| BANK OF MONTREAL /CAN/ | — | — | — | — | — | 2K | $53,240 |
| Game Plan Financial Advisors, LLC | — | — | — | — | 1K | 2K | $45,254 |
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 | 18 | 1,324,092 | — | $35M |
| 2025-Q4 | 2 | 20,390 | — | $515,459 |
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.
