| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | NWM ADVISORS, LLC | 173,108173,108 | $3M | — | TRIM -33% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 70,32770,327 | $1M | — | ADD 15% |
| 3 | Worth Financial Advisory Group, LLC | 1,8551,855 | $1M | — | NEW |
| 4 | CFO CAPITAL MANAGEMENT LLC | 35,03235,032 | $654,804 | — | TRIM -47% |
| 5 | HighTower Advisors, LLC | 24,62524,625 | $460,266 | — | TRIM -24% |
| 6 | JPMORGAN CHASE & CO | 3,1483,148 | $57,499 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| NWM ADVISORS, LLC | — | — | — | — | 257K | 173K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 14K | 37K | 62K | 61K | 70K | $1M |
| Worth Financial Advisory Group, LLC | — | — | — | — | — | 2K | $1M |
| CFO CAPITAL MANAGEMENT LLC | — | — | — | — | 66K | 35K | $654,804 |
| HighTower Advisors, LLC | — | 13K | 41K | 32K | 32K | 25K | $460,266 |
| JPMORGAN CHASE & CO | — | — | — | — | 3K | 3K | $57,499 |
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 | 6 | 308,095 | — | $7M |
| 2025-Q4 | 6 | 441,801 | — | $10M |
| 2025-Q3 | 4 | 113,152 | — | $2M |
| 2025-Q2 | 2 | 77,699 | — | $1M |
| 2025-Q1 | 4 | 93,593 | — | $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.
