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 |
|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | — | 5.6M | — | 206K | 207K | 216K | $8M |
| JGP Wealth Management, LLC | 9K | 151K | 152K | 151K | 154K | 165K | $6M |
| Greenwich Wealth Management LLC | 42K | 71K | 79K | 107K | 124K | 116K | $4M |
| PALLADIEM, LLC | — | — | — | — | 86K | 85K | $3M |
| IFC Advisors LLC | — | — | — | 7K | 20K | 49K | $2M |
| OSAIC HOLDINGS, INC. | 5K | 5K | 16K | 18K | 27K | 31K | $1M |
| Geneos Wealth Management Inc. | — | — | 38K | 31K | 30K | 30K | $1M |
| LPL Financial LLC | — | — | 16K | 17K | 17K | 16K | $607,903 |
| Bedel Financial Consulting, Inc. | 14K | 14K | 14K | 14K | 14K | 14K | $536,188 |
| Matisse Capital | 12K | 12K | 12K | 12K | 12K | 12K | $434,561 |
| Round Rock Advisors LLC | 17K | 17K | 12K | 12K | 12K | 12K | $432,110 |
| RAYMOND JAMES FINANCIAL INC | — | — | — | 8K | 11K | 11K | $423,493 |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | — | 10K | $383,830 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73K | 462K | 11K | 16K | 8K | 10K | $382,451 |
| OLD MISSION CAPITAL LLC | 81K | 51K | 156K | 6K | 14K | 10K | $378,922 |
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 | 24 | 821,176 | — | $30M |
| 2025-Q4 | 21 | 765,154 | — | $27M |
| 2025-Q3 | 19 | 624,834 | — | $23M |
| 2025-Q2 | 15 | 603,485 | — | $19M |
| 2025-Q1 | 19 | 6,698,783 | — | $32M |
| 2024-Q4 | 20 | 1,163,982 | — | $34M |
| 2024-Q3 | 21 | 1,377,238 | — | $45M |
| 2024-Q2 | 19 | 1,389,311 | — | $42M |
| 2024-Q1 | 18 | 1,474,803 | — | $43M |
| 2023-Q4 | 16 | 1,444,839 | — | $41M |
| 2023-Q3 | 15 | 1,745,152 | — | $46M |
| 2023-Q2 | 10 | 1,431,138 | — | $40M |
| 2023-Q1 | 13 | 675,561 | — | $18M |
| 2022-Q4 | 8 | 51,360 |
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.
| — |
| $1M |
| 2022-Q3 | 1 | 24,057 | — | $574,000 |
