| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Quattro Advisors LLC | 44,97544,975 | $2M | — | NEW |
| 2 | LPL Financial LLC | 30,06330,063 | $1M | — | ADD 183% |
| 3 | Chicago Partners Investment Group LLC | 23,75123,751 | $1M | — | TRIM -4% |
| 4 | Rockefeller Capital Management L.P. | 16,87216,872 | $672,452 | — | ADD 18% |
| 5 | CITADEL ADVISORS LLC | 16,85116,851 | $671,615 | — | NEW |
| 6 | OLD MISSION CAPITAL LLC | 9,4969,496 | $378,473 | — | TRIM -74% |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 8,6058,605 | $342,943 | — | — |
| 8 | Ameritas Advisory Services, LLC | 8,0888,088 | $322,338 | — | ADD 43% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 7,6687,668 | $305,617 | — | — |
| 10 | CASTLE WEALTH MANAGEMENT LLC | 5,7135,713 | $227,698 | — | — |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,0684,068 | $163,851 | — | ADD 79% |
| 12 | OSAIC HOLDINGS, INC. | 706706 | $28,141 | — | TRIM -39% |
| 13 | UBS Group AG | 348348 | $13,870 | — | NEW |
| 14 | Spire Wealth Management | 6565 | $2,591 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Quattro Advisors LLC | — | — | — | — | — | 45K | $2M |
| LPL Financial LLC | — | — | — | — | 11K | 30K | $1M |
| Chicago Partners Investment Group LLC | 25K | 25K | 25K | 25K | 25K | 24K | $1M |
| Rockefeller Capital Management L.P. | — | — | — | 8K | 14K | 17K | $672,452 |
| CITADEL ADVISORS LLC | — | — | 8K | — | — | 17K | $671,615 |
| OLD MISSION CAPITAL LLC | 40K | 71K | 143K | 30K | 36K | 9K | $378,473 |
| MERCER GLOBAL ADVISORS INC /ADV | 58K | 55K | 24K | 9K | 9K | 9K | $342,943 |
| Ameritas Advisory Services, LLC | 11K | 11K | 11K | 12K | 6K | 8K | $322,338 |
| ENVESTNET ASSET MANAGEMENT INC | 11K | 11K | 12K | 7K | 8K | 8K | $305,617 |
| CASTLE WEALTH MANAGEMENT LLC | 223K | 234K | 7K | 6K | 6K | 6K | $227,698 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | — | — | — | — | 2K | 4K | $163,851 |
| OSAIC HOLDINGS, INC. | 5K | — | — | — | 1K | 706 | $28,141 |
| UBS Group AG | 225 | 310 | — | — | — | 348 | $13,870 |
| Spire Wealth Management | 565 | 165 | 65 | 65 | 65 | 65 | $2,591 |
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 | 14 | 177,269 | — | $7M |
| 2025-Q4 | 12 | 122,702 | — | $5M |
| 2025-Q3 | 10 | 120,950 | — | $4M |
| 2025-Q2 | 11 | 379,189 | — | $12M |
| 2025-Q1 | 12 | 566,667 | — | $16M |
| 2024-Q4 | 14 | 604,834 | — | $18M |
| 2024-Q3 | 8 | 528,775 | — | $16M |
| 2024-Q2 | 7 | 303,136 | — | $9M |
| 2024-Q1 | 5 | 234,611 | — | $7M |
| 2023-Q4 | 5 | 184,740 | — | $5M |
| 2023-Q3 | 3 | 167,717 | — | $4M |
| 2023-Q2 | 2 | 128,554 | — | $3M |
| 2023-Q1 | 3 | 102,568 | — | $3M |
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.
