| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Global View Capital Management LLC | 428,380428,380 | $67M | — | TRIM -13% |
| 2 | Physician Wealth Advisors, Inc. | 195195 | $30,656 | — | NEW |
| 3 | SHP Wealth Management | 5050 | $7,860 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Global View Capital Management LLC | — | — | — | 508K | 495K | 428K | $67M |
| Physician Wealth Advisors, Inc. | — | — | — | — | — | 195 | $30,656 |
| SHP Wealth Management | — | — | — | — | 50 | 50 | $7,860 |
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 | 3 | 428,625 | — | $67M |
| 2025-Q4 | 4 | 501,187 | — | $91M |
| 2025-Q3 | 3 | 513,329 | — | $92M |
| 2025-Q2 | 2 | 3,099 | — | $479,973 |
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.
