| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Quadcap Wealth Management, LLC | 232,226232,226 | $7M | — | ADD 19% |
| 2 | JANUS HENDERSON GROUP PLC | 181,608181,608 | $5M | — | TRIM -10% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 27,17127,171 | $764,724 | — | ADD 30% |
| 4 | Sanctuary Advisors, LLC | 12,25012,250 | $344,776 | — | — |
| 5 | National Wealth Management Group, LLC | 8,7308,730 | $245,713 | — | NEW |
| 6 | CITADEL ADVISORS LLC | 7,9327,932 | $223,246 | — | NEW |
| 7 | ROYAL BANK OF CANADA | 2,7472,747 | $77,000 | — | TRIM -88% |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,0002,000 | $57,000 | — | — |
| 9 | Global Wealth Strategies & Associates | 5050 | $1,407 | — | TRIM -12% |
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 |
|---|---|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | — | 142K | 158K | 170K | 196K | 232K | $7M |
| JANUS HENDERSON GROUP PLC | 540K | 436K | 392K | 456K | 201K | 182K | $5M |
| ENVESTNET ASSET MANAGEMENT INC | — | 20K | 24K | 24K | 21K | 27K | $764,724 |
| Sanctuary Advisors, LLC | 7K | 12K | 12K | 24K | 12K | 12K | $344,776 |
| National Wealth Management Group, LLC | — | — | — | — | — | 9K | $245,713 |
| CITADEL ADVISORS LLC | — | — | — | — | — | 8K | $223,246 |
| ROYAL BANK OF CANADA | 5K | 14K | 35K | 3K | 22K | 3K | $77,000 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | — | — | — | — | 2K | 2K | $57,000 |
| Global Wealth Strategies & Associates | — | — | — | — | 57 | 50 | $1,407 |
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 | 474,714 | — | $13M |
| 2025-Q4 | 11 | 640,953 | — | $19M |
| 2025-Q3 | 10 | 859,175 | — | $26M |
| 2025-Q2 | 9 | 676,652 | — | $20M |
| 2025-Q1 | 7 | 629,083 | — | $16M |
| 2024-Q4 | 5 | 553,156 | — | $15M |
| 2024-Q3 | 4 | 269,509 | — | $8M |
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.
