| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON CAPITAL ADVISORS LP | 399,553399,553 | $10M | — | ADD 34% |
| 2 | AG Asset Advisory, LLC | 295,234295,234 | $8M | — | NEW |
| 3 | Magnus Financial Group LLC | 81,99181,991 | $2M | — | NEW |
| 4 | Belpointe Asset Management LLC | 60,50160,501 | $2M | — | NEW |
| 5 | RAYMOND JAMES FINANCIAL INC | 59,42459,424 | $2M | — | NEW |
| 6 | CreativeOne Wealth, LLC | 54,18854,188 | $1M | — | ADD 31% |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 36,33536,335 | $922,388 | — | NEW |
| 8 | Pekin Hardy Strauss, Inc. | 33,20033,200 | $843,778 | — | ADD 175% |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32,19332,193 | $817,242 | — | NEW |
| 10 | HB Wealth Management, LLC | 31,79831,798 | $808,146 | — | NEW |
| 11 | Accelerate Investment Advisors LLC | 25,76025,760 | $654,690 | — | NEW |
| 12 | CITADEL ADVISORS LLC | 25,44925,449 | $646,786 | — | NEW |
| 13 | Exit Wealth Advisors, LLC. | 24,18824,188 | $614,738 | — | NEW |
| 14 | JANE STREET GROUP, LLC | 12,85612,856 | $326,735 | — | ADD 45% |
| 15 | CWM, LLC | 11,08611,086 | $281,763 | — | NEW |
| 16 | HAZLETT, BURT & WATSON, INC. | 800800 | $21,000 | — | TRIM -13% |
| 17 | Corient Private Wealth LLC | 13,35413,354 | $339 | — | 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 |
|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON CAPITAL ADVISORS LP | — | — | 299K | 299K | 299K | 400K | $10M |
| AG Asset Advisory, LLC | — | — | — | — | — | 295K | $8M |
| Magnus Financial Group LLC | — | — | — | — | — | 82K | $2M |
| Belpointe Asset Management LLC | — | — | — | — | — | 61K | $2M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | — | 59K | $2M |
| CreativeOne Wealth, LLC | — | — | — | — | 41K | 54K | $1M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | — | — | — | — | — | 36K | $922,388 |
| Pekin Hardy Strauss, Inc. | — | — | — | 12K | 12K | 33K | $843,778 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | — | — | — | — | — | 32K | $817,242 |
| HB Wealth Management, LLC | — | — | — | — | — | 32K | $808,146 |
| Accelerate Investment Advisors LLC | — | — | — | — | — | 26K | $654,690 |
| CITADEL ADVISORS LLC | — | — | — | — | — | 25K | $646,786 |
| Exit Wealth Advisors, LLC. | — | — | — | — | — | 24K | $614,738 |
| JANE STREET GROUP, LLC | — | — | — | 17K | 9K | 13K | $326,735 |
| CWM, LLC | — | — | — | — | — | 11K | $281,763 |
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 | 17 | 1,197,910 | — | $30M |
| 2025-Q4 | 5 | 361,794 | — | $9M |
| 2025-Q3 | 3 | 326,809 | — | $9M |
| 2025-Q2 | 1 | 298,594 | — | $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.
