| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 355,895355,895 | $11M | — | ADD 36% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 42,08142,081 | $1M | — | TRIM -8% |
| 3 | CYPRESS FINANCIAL PLANNING LLC | 20,86820,868 | $661,223 | — | NEW |
| 4 | WealthPlan Investment Management, LLC | 15,98115,981 | $506,374 | — | TRIM -12% |
| 5 | AMERIPRISE FINANCIAL INC | 12,74812,748 | $403,933 | — | NEW |
| 6 | DHJJ Financial Advisors, Ltd. | 11,40511,405 | $361,379 | — | ADD 138% |
| 7 | ROYAL BANK OF CANADA | 9,8109,810 | $311,000 | — | NEW |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 1,9981,998 | $63,309 | — | ADD 224% |
| 9 | HARBOUR INVESTMENTS, INC. | 500500 | $15,843 | — | NEW |
| 10 | UBS Group AG | 1010 | $317 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | 77K | 112K | 128K | 179K | 261K | 356K | $11M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 42K | 42K | 43K | 46K | 42K | $1M |
| CYPRESS FINANCIAL PLANNING LLC | — | — | — | — | — | 21K | $661,223 |
| WealthPlan Investment Management, LLC | — | — | 29K | 29K | 18K | 16K | $506,374 |
| AMERIPRISE FINANCIAL INC | — | — | — | — | — | 13K | $403,933 |
| DHJJ Financial Advisors, Ltd. | 2K | 5K | 5K | 5K | 5K | 11K | $361,379 |
| ROYAL BANK OF CANADA | 4K | 20 | 1K | 15K | — | 10K | $311,000 |
| PNC FINANCIAL SERVICES GROUP, INC. | — | — | 616 | 616 | 616 | 2K | $63,309 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | — | 500 | $15,843 |
| UBS Group AG | — | — | — | — | — | 10 | $317 |
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 | 10 | 471,296 | — | $15M |
| 2025-Q4 | 6 | 332,692 | — | $11M |
| 2025-Q3 | 10 | 308,262 | — | $10M |
| 2025-Q2 | 9 | 239,626 | — | $7M |
| 2025-Q1 | 7 | 205,135 | — | $6M |
| 2024-Q4 | 6 | 126,721 | — | $4M |
| 2024-Q3 | 4 | 97,906 | — | $3M |
| 2024-Q2 | 4 | 99,623 | — | $3M |
| 2024-Q1 | 1 | 26,649 | — | $679,550 |
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.
