| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | L.K. Benson & Company, P.C. | 471,357471,357 | $11M | — | ADD 9% |
| 2 | BWM Planning, LLC | 418,386418,386 | $10M | — | ADD 4% |
| 3 | Encompass More Asset Management | 257,721257,721 | $6M | — | NEW |
| 4 | Ethos Financial Group, LLC | 147,500147,500 | $4M | — | TRIM -37% |
| 5 | One Degree Advisors Inc | 112,765112,765 | $3M | — | TRIM -3% |
| 6 | Vestment Financial LLC | 77,73077,730 | $2M | — | NEW |
| 7 | Synergy Asset Management, LLC | 68,84768,847 | $2M | — | NEW |
| 8 | Archford Capital Strategies, LLC | 64,44664,446 | $2M | — | NEW |
| 9 | XY Planning Network, Inc. | 56,57156,571 | $1M | — | ADD 18% |
| 10 | Valley Financial Group, Inc. | 48,84448,844 | $1M | — | — |
| 11 | IHT Wealth Management, LLC | 46,96446,964 | $1M | — | — |
| 12 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 30,50430,504 | $732,249 | — | ADD 32% |
| 13 | Quantinno Capital Management LP | 23,16523,165 | $556,076 | — | — |
| 14 | Federation des caisses Desjardins du Quebec | 16,23916,239 | $389,411 | — | ADD 54% |
| 15 | JANE STREET GROUP, LLC | 13,36813,368 | $320,899 | — | TRIM -39% |
| 16 | ROYAL BANK OF CANADA | 6,6986,698 | $161,000 | — | ADD 69% |
| 17 | Sankala Group LLC | 1,0351,035 | $24,674 | — | ADD 17% |
| 18 | NewEdge Advisors, LLC | 21,96921,969 | $21,969 | — | NEW |
| 19 | UBS Group AG | 5959 | $1,416 | — | 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 |
|---|---|---|---|---|---|---|---|
| L.K. Benson & Company, P.C. | 156K | 219K | 286K | 332K | 431K | 471K | $11M |
| BWM Planning, LLC | 238K | 260K | 286K | 337K | 401K | 418K | $10M |
| Encompass More Asset Management | — | — | — | — | — | 258K | $6M |
| Ethos Financial Group, LLC | — | — | 129K | 164K | 235K | 148K | $4M |
| One Degree Advisors Inc | 11K | 21K | 88K | 103K | 116K | 113K | $3M |
| Vestment Financial LLC | — | — | — | — | — | 78K | $2M |
| Synergy Asset Management, LLC | — | — | — | — | — | 69K | $2M |
| Archford Capital Strategies, LLC | — | — | — | — | — | 64K | $2M |
| XY Planning Network, Inc. | — | 23K | 33K | 33K | 48K | 57K | $1M |
| Valley Financial Group, Inc. | 182K | 168K | 164K | 163K | 49K | 49K | $1M |
| IHT Wealth Management, LLC | — | — | — | — | 47K | 47K | $1M |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 33K | 16K | 14K | 20K | 23K | 31K | $732,249 |
| Quantinno Capital Management LP | — | — | — | 23K | 23K | 23K | $556,076 |
| Federation des caisses Desjardins du Quebec | — | — | — | — | 11K | 16K | $389,411 |
| JANE STREET GROUP, LLC | — | — | — | — | 22K | 13K | $320,899 |
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 | 19 | 1,884,168 | — | $45M |
| 2025-Q4 | 13 | 1,410,834 | — | $32M |
| 2025-Q3 | 11 | 1,183,720 | — | $27M |
| 2025-Q2 | 8 | 999,615 | — | $23M |
| 2025-Q1 | 9 | 719,825 | — | $16M |
| 2024-Q4 | 11 | 655,520 | — | $15M |
| 2024-Q3 | 7 | 437,379 | — | $10M |
| 2024-Q2 | 4 | 232,219 | — | $5M |
| 2024-Q1 | 5 | 243,197 | — | $6M |
| 2023-Q4 | 8 | 266,669 | — | $6M |
| 2023-Q3 | 3 | 200,259 | — | $5M |
| 2023-Q2 | 5 | 196,147 | — | $5M |
| 2023-Q1 | 3 | 166,967 | — | $4M |
| 2022-Q4 | 3 | 147,281 | — | $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.
