% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | 399,623399,623 | $11M | — | TRIM -23% |
| 2 | Hyundai Investments Co., Ltd. | 56,20056,200 | $2M | — | ADD 171% |
| 3 | GTS SECURITIES LLC | 27,64027,640 | $769,995 | — | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 18,30018,300 | $509,783 | — | — |
| 5 | Ethos Financial Group, LLC | 17,00517,005 | $412,715 | — | — |
| 6 | Apollon Wealth Management, LLC | 13,65313,653 | $380,346 | — | TRIM -3% |
| 7 | Capital Planning LLC | 13,50513,505 | $376,218 | — | TRIM -4% |
| 8 | UBS Group AG | 3636 | $1,003 | — | TRIM -83% |
| 9 | MORGAN STANLEY | 11 | $30 | — | TRIM -99% |
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 |
|---|---|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 970K | 838K | 777K | — | 521K | 400K | $11M |
| Hyundai Investments Co., Ltd. | — | — | — | — | 21K | 56K | $2M |
| GTS SECURITIES LLC | 47K | 32K | 39K | 39K | — | 28K | $769,995 |
| BANK OF AMERICA CORP /DE/ | 18K | 18K | 18K | 18K | 18K | 18K | $509,783 |
| Ethos Financial Group, LLC | — | 16K | 16K | 18K | 17K | 17K | $412,715 |
| Apollon Wealth Management, LLC | 15K | 15K | 13K | 13K | 14K | 14K | $380,346 |
| Capital Planning LLC | 15K | 15K | 14K | 14K | 14K | 14K | $376,218 |
| UBS Group AG | 528 | 655 | 2K | — | 211 | 36 | $1,003 |
| MORGAN STANLEY | 2 | 1 | 1 | — | 126 | 1 | $30 |
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.
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 9 | 545,963 | — | $15M |
| 2025-Q4 | 11 | 662,691 | — | $16M |
| 2025-Q3 | 6 | 116,021 | — | $3M |
| 2025-Q2 | 10 | 893,947 | — | $22M |
| 2025-Q1 | 10 | 959,164 | — | $25M |
| 2024-Q4 | 10 | 1,118,432 | — | $27M |
| 2024-Q3 | 8 | 1,149,400 | — | $32M |
| 2024-Q2 | 10 | 1,279,792 | — | $33M |
| 2024-Q1 | 9 | 1,235,392 | — | $33M |
| 2023-Q4 | 12 | 1,299,568 | — | $34M |
| 2023-Q3 | 12 | 1,904,754 | — | $49M |
| 2023-Q2 | 14 | 878,353 | — | $51M |
| 2023-Q1 | 17 | 988,177 | — | $27M |
| 2022-Q4 | 20 | 2,086,357 | — | $61M |
| 2022-Q3 | 12 | 1,372,852 | — | $35M |
| 2022-Q2 | 13 | 1,247,228 | — | $34M |
| 2022-Q1 | 8 | 1,038,229 | — | $28M |
| 2021-Q4 | 4 | 152,885 | — | $4M |
| 2021-Q3 | 4 | 152,104 | — | $4M |
| 2021-Q2 | 3 | 145,134 | — | $3M |
| 2021-Q1 | 4 | 140,616 | — | $3M |
| 2020-Q4 | 1 | 103,800 | — | $2M |
