| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 88,19688,196 | $5M | — | — |
| 2 | CITADEL ADVISORS LLC | 20,42120,421 | $1M | — | ADD 138% |
| 3 | Ignite Planners, LLC | 9,5169,516 | $528,708 | — | — |
| 4 | Krilogy Financial LLC | 5,5735,573 | $313,231 | — | TRIM -4% |
| 5 | Sanctuary Advisors, LLC | 4,8934,893 | $271,863 | — | TRIM -23% |
| 6 | Blue Water Asset Management | 4,0964,096 | $227,597 | — | — |
| 7 | LeClair Wealth Partners LLC | 4,0964,096 | $227,597 | — | NEW |
| 8 | ROYAL BANK OF CANADA | 120120 | $7,000 | — | — |
| 9 | WELLS FARGO & COMPANY/MN | 106106 | $5,889 | — | 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 |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 88K | 88K | 88K | 176K | 88K | 88K | $5M |
| CITADEL ADVISORS LLC | — | — | — | — | 9K | 20K | $1M |
| Ignite Planners, LLC | — | — | 4K | 4K | 9K | 10K | $528,708 |
| Krilogy Financial LLC | 10K | — | — | 6K | 6K | 6K | $313,231 |
| Sanctuary Advisors, LLC | — | — | 5K | 6K | 6K | 5K | $271,863 |
| Blue Water Asset Management | — | — | — | — | 4K | 4K | $227,597 |
| LeClair Wealth Partners LLC | — | — | — | — | — | 4K | $227,597 |
| ROYAL BANK OF CANADA | — | 120 | 240 | 120 | 120 | 120 | $7,000 |
| WELLS FARGO & COMPANY/MN | — | — | — | — | — | 106 | $5,889 |
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 | 9 | 137,017 | — | $8M |
| 2025-Q4 | 10 | 129,858 | — | $8M |
| 2025-Q3 | 7 | 214,534 | — | $11M |
| 2025-Q2 | 6 | 120,493 | — | $6M |
| 2025-Q1 | 2 | 88,316 | — | $5M |
| 2024-Q4 | 3 | 121,010 | — | $6M |
| 2024-Q3 | 3 | 179,763 | — | $11M |
| 2024-Q2 | 3 | 186,339 | — | $11M |
| 2024-Q1 | 3 | 179,169 | — | $10M |
| 2023-Q4 | 3 | 242,464 | — | $13M |
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.
