| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Financial Gravity Asset Management, Inc. | 2,6842,684 | $86,302 | 0.01% | — |
| 2 | NBC SECURITIES, INC. | 1,3571,357 | $43,631 | 0.00% | — |
| 3 | RETIREMITTEN FINANCIAL LLC | 1,1231,123 | $36,088 | 0.00% | NEW |
| 4 | Salomon & Ludwin, LLC | 318318 | $10,225 | 0.00% | — |
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 |
|---|---|---|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | — | 3K | — | 3K | 3K | 3K | $86,302 |
| NBC SECURITIES, INC. | — | — | 1K | 1K | 1K | 1K | $43,631 |
| RETIREMITTEN FINANCIAL LLC | — | — | — | — | — | 1K | $36,088 |
| Salomon & Ludwin, LLC | 318 | 318 | 318 | 318 | 318 | 318 | $10,225 |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 4 | 5,482 | 0.0% | $176,246 |
| 2025-Q4 | 4 | 27,440 | 0.1% | $882,474 |
| 2025-Q3 | 6 | 37,762 | 0.1% | $1M |
| 2025-Q2 | 4 | 27,440 | 0.1% | $881,843 |
| 2025-Q1 | 3 | 26,083 | 0.1% | $898,442 |
| 2024-Q4 | 5 | 50,598 | 0.2% | $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.
Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| RETIREMITTEN FINANCIAL LLC | +1,123 | $8,692 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ORG Partners LLC | −23,081 | $178,647 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
