% of shares outstanding is not shown for MYCI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for MYCI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 393,471393,471 | $10M | — | ADD 14% |
| 2 | Lido Advisors, LLC | 246,913246,913 | $6M | — | ADD 9% |
| 3 | Equitable Holdings, Inc. | 132,648132,648 | $3M | — | ADD 18% |
| 4 | L2 Asset Management, LLC | 67,82367,823 | $2M | — | ADD 7% |
| 5 | LPL Financial LLC | 59,99459,994 | $1M | — | ADD 31% |
| 6 | CITADEL ADVISORS LLC | 48,54748,547 | $1M | — | NEW |
| 7 | JANE STREET GROUP, LLC | 35,31635,316 | $878,588 | — | TRIM -9% |
| 8 | Global Financial Private Client, LLC | 28,57728,577 | $710,936 | — | — |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,55525,555 | $635,755 | — | ADD 137% |
| 10 | Farther Finance Advisors, LLC | 19,95919,959 | $494,684 | — | TRIM -36% |
| 11 | Private Advisor Group, LLC | 16,85016,850 | $419,192 | — | ADD 23% |
| 12 | MONECO ADVISORS, LLC | 12,40612,406 | $308,635 | — | NEW |
| 13 | Sanctuary Advisors, LLC | 10,10710,107 | $251,431 | — | NEW |
| 14 | Integrity Wealth Solutions LLC | 8,2408,240 | $204,994 | — | — |
| 15 | AE Wealth Management LLC | 901901 | $22,415 | — | NEW |
| 16 | CWM, LLC | 550550 | $13,683 | — | 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 |
|---|---|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | — | 330K | 332K | 339K | 346K | 393K | $10M |
| Lido Advisors, LLC | — | — | — | — | 227K | 247K | $6M |
| Equitable Holdings, Inc. | — | 85K | 89K | 102K | 112K | 133K | $3M |
| L2 Asset Management, LLC | — | — | — | 60K | 64K | 68K | $2M |
| LPL Financial LLC | — | — | 25K | 42K | 46K | 60K | $1M |
| CITADEL ADVISORS LLC | — | 40K | — | — | — | 49K | $1M |
| JANE STREET GROUP, LLC | 145K | 24K | 38K | 40K | 39K | 35K | $878,588 |
| Global Financial Private Client, LLC | 22K | 22K | 31K | 30K | 29K | 29K | $710,936 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33K | 18K | 16K | 15K | 11K | 26K | $635,755 |
| Farther Finance Advisors, LLC | — | — | — | — | 31K | 20K | $494,684 |
| Private Advisor Group, LLC | — | — | — | 12K | 14K | 17K | $419,192 |
| MONECO ADVISORS, LLC | — | — | — | — | — | 12K | $308,635 |
| Sanctuary Advisors, LLC | — | — | — | — | — | 10K | $251,431 |
| Integrity Wealth Solutions LLC | — | — | — | 8K | 8K | 8K | $204,994 |
| AE Wealth Management LLC | — | — | — | — | — | 901 | $22,415 |
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 | 16 | 1,107,857 | — | $28M |
| 2025-Q4 | 11 | 926,328 | — | $23M |
| 2025-Q3 | 13 | 698,323 | — | $18M |
| 2025-Q2 | 8 | 776,694 | — | $19M |
| 2025-Q1 | 8 | 697,050 | — | $17M |
| 2024-Q4 | 5 | 232,613 | — | $6M |
| 2024-Q3 | 1 | 199,979 | — | $5M |
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CITADEL ADVISORS LLC | +48,547 | $1M | OPEN |
| Heartwood Wealth Advisors LLC | +47,795 | $1M | ADD |
| Equitable Holdings, Inc. | +20,217 | $502,957 | ADD |
| Lido Advisors, LLC | +19,787 | $492,259 | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +14,764 | $367,297 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Farther Finance Advisors, LLC | −11,349 | $282,339 | TRIM |
| JANE STREET GROUP, LLC | −3,379 | $84,062 | TRIM |
| Global Financial Private Client, LLC | −477 | $11,867 | — |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
