| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Krilogy Financial LLC | 33,75533,755 | $855,689 | — | — |
| 2 | CreativeOne Wealth, LLC | 22,20522,205 | $555,347 | — | TRIM -4% |
| 3 | OLD MISSION CAPITAL LLC | 12,89812,898 | $322,578 | — | ADD 62% |
| 4 | Nikulski Financial, Inc. | 12,59012,590 | $314,876 | — | TRIM -11% |
| 5 | KFG WEALTH MANAGEMENT, LLC | 12,11412,114 | $302,971 | — | TRIM -5% |
| 6 | GILL CAPITAL PARTNERS, LLC | 3,6953,695 | $92,412 | — | NEW |
| 7 | BARCLAYS PLC | 3,6623,662 | $91,587 | — | TRIM -31% |
| 8 | IFP Advisors, Inc | 1,2981,298 | $32,463 | — | ADD 4% |
| 9 | HARBOUR INVESTMENTS, INC. | 1,1931,193 | $29,837 | — | — |
| 10 | Farther Finance Advisors, LLC | 793793 | $19,841 | — | — |
| 11 | UBS Group AG | 1919 | $475 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Krilogy Financial LLC | 36K | 34K | 34K | 34K | 34K | 34K | $855,689 |
| CreativeOne Wealth, LLC | — | — | — | 22K | 23K | 22K | $555,347 |
| OLD MISSION CAPITAL LLC | 15K | — | 19K | 29K | 8K | 13K | $322,578 |
| Nikulski Financial, Inc. | 26K | 26K | 26K | 26K | 14K | 13K | $314,876 |
| KFG WEALTH MANAGEMENT, LLC | — | 28K | 28K | 21K | 13K | 12K | $302,971 |
| GILL CAPITAL PARTNERS, LLC | — | — | — | — | — | 4K | $92,412 |
| BARCLAYS PLC | 80 | — | 6K | 6K | 5K | 4K | $91,587 |
| IFP Advisors, Inc | 296 | 296 | 2K | 1K | 1K | 1K | $32,463 |
| HARBOUR INVESTMENTS, INC. | 2K | 1K | 1K | 1K | 1K | 1K | $29,837 |
| Farther Finance Advisors, LLC | — | — | 793 | 793 | 793 | 793 | $19,841 |
| UBS Group AG | — | — | — | — | 19 | 19 | $475 |
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 | 11 | 104,222 | — | $3M |
| 2025-Q4 | 11 | 108,319 | — | $3M |
| 2025-Q3 | 9 | 140,499 | — | $4M |
| 2025-Q2 | 10 | 127,813 | — | $3M |
| 2025-Q1 | 7 | 99,897 | — | $2M |
| 2024-Q4 | 7 | 89,263 | — | $2M |
| 2024-Q3 | 7 | 83,646 | — | $2M |
| 2024-Q2 | 5 | 93,810 | — | $2M |
| 2024-Q1 | 1 | 50,000 | — | $0 |
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.
