| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Thrivent Financial for Lutherans | 106,435106,435 | $6M | — | NEW |
| 2 | CITADEL ADVISORS LLC | 93,41393,413 | $5M | — | ADD 77% |
| 3 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 55,48155,481 | $3M | — | NEW |
| 4 | Avestar Capital, LLC | 39,70039,700 | $2M | — | — |
| 5 | Accel Wealth Management | 11,24711,247 | $597,894 | — | ADD 14% |
| 6 | J.W. COLE ADVISORS, INC. | 7,6087,608 | $404,444 | — | NEW |
| 7 | Tidal Investments LLC | 7,4407,440 | $395,513 | — | ADD 94% |
| 8 | JANE STREET GROUP, LLC | 7,0737,073 | $376,003 | — | NEW |
| 9 | OSAIC HOLDINGS, INC. | 4,2744,274 | $227,201 | — | ADD 80% |
| 10 | Glassman Wealth Services | 1,5871,587 | $84,365 | — | — |
| 11 | TD Waterhouse Canada Inc. | 517517 | $28,099 | — | NEW |
| 12 | Atlantic Union Bankshares Corp | 200200 | $10,633 | — | ADD 100% |
| 13 | Steward Partners Investment Advisory, LLC | 189189 | $10,070 | — | — |
| 14 | VALLEY NATIONAL ADVISERS INC | 203203 | $10,000 | — | NEW |
| 15 | HARBOUR INVESTMENTS, INC. | 175175 | $9,303 | — | NEW |
| 16 | Roxbury Financial LLC | 5050 | $2,668 | — | — |
| 17 | JPMORGAN CHASE & CO | 4040 | $2,040 | — | NEW |
| 18 | TWIN PEAKS WEALTH ADVISORS, LLC | 2828 | $1,488 | — | NEW |
| 19 | IFP Advisors, Inc | 2222 | $1,170 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | — | — | — | — | — | 106K | $6M |
| CITADEL ADVISORS LLC | 51K | 108K | 33K | 12K | 53K | 93K | $5M |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | — | — | — | — | — | 55K | $3M |
| Avestar Capital, LLC | — | — | — | 40K | 40K | 40K | $2M |
| Accel Wealth Management | — | — | — | 9K | 10K | 11K | $597,894 |
| J.W. COLE ADVISORS, INC. | — | — | — | — | — | 8K | $404,444 |
| Tidal Investments LLC | — | — | — | — | 4K | 7K | $395,513 |
| JANE STREET GROUP, LLC | — | 7K | — | — | — | 7K | $376,003 |
| OSAIC HOLDINGS, INC. | 250 | 1K | 1K | 1K | 2K | 4K | $227,201 |
| Glassman Wealth Services | — | — | — | 2K | 2K | 2K | $84,365 |
| TD Waterhouse Canada Inc. | — | — | — | — | — | 517 | $28,099 |
| Atlantic Union Bankshares Corp | — | — | 50 | 50 | 100 | 200 | $10,633 |
| Steward Partners Investment Advisory, LLC | — | — | — | — | 189 | 189 | $10,070 |
| VALLEY NATIONAL ADVISERS INC | — | — | — | — | — | 203 | $10,000 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | — | 175 | $9,303 |
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 | 335,682 | — | $18M |
| 2025-Q4 | 10 | 110,462 | — | $6M |
| 2025-Q3 | 9 | 66,734 | — | $3M |
| 2025-Q2 | 7 | 49,427 | — | $2M |
| 2025-Q1 | 7 | 119,587 | — | $5M |
| 2024-Q4 | 8 | 67,312 | — | $3M |
| 2024-Q3 | 8 | 118,441 | — | $5M |
| 2024-Q2 | 5 | 90,797 | — | $4M |
| 2024-Q1 | 9 | 104,471 | — | $5M |
| 2023-Q4 | 8 | 39,123 | — | $2M |
| 2023-Q3 | 6 | 35,206 | — | $1M |
| 2023-Q2 | 6 | 50,008 | — | $2M |
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.
