| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 394,101394,101 | $10M | — | ADD 13% |
| 2 | Lido Advisors, LLC | 203,050203,050 | $5M | — | ADD 16% |
| 3 | Equitable Holdings, Inc. | 149,306149,306 | $4M | — | ADD 249% |
| 4 | L2 Asset Management, LLC | 67,84467,844 | $2M | — | ADD 7% |
| 5 | CITADEL ADVISORS LLC | 49,41149,411 | $1M | — | ADD 305% |
| 6 | LPL Financial LLC | 36,64236,642 | $908,905 | — | ADD 47% |
| 7 | Global Financial Private Client, LLC | 32,61932,619 | $809,114 | — | — |
| 8 | JANE STREET GROUP, LLC | 21,02021,020 | $521,401 | — | NEW |
| 9 | Farther Finance Advisors, LLC | 19,57019,570 | $483,477 | — | TRIM -38% |
| 10 | FLOW TRADERS U.S. LLC | 12,04012,040 | $299,000 | — | NEW |
| 11 | Private Advisor Group, LLC | 10,27010,270 | $254,744 | — | ADD 25% |
| 12 | FSM Wealth Advisors, LLC | 9,5269,526 | $236,292 | — | NEW |
| 13 | Integrity Wealth Solutions LLC | 8,2558,255 | $204,767 | — | — |
| 14 | JPMORGAN CHASE & CO | 1,1621,162 | $28,696 | — | NEW |
| 15 | AE Wealth Management LLC | 901901 | $22,349 | — | 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 | — | 333K | 335K | 342K | 349K | 394K | $10M |
| Lido Advisors, LLC | — | — | — | — | 175K | 203K | $5M |
| Equitable Holdings, Inc. | — | — | — | — | 43K | 149K | $4M |
| L2 Asset Management, LLC | — | — | — | 60K | 64K | 68K | $2M |
| CITADEL ADVISORS LLC | 39K | 40K | 36K | 30K | 12K | 49K | $1M |
| LPL Financial LLC | — | — | 15K | 21K | 25K | 37K | $908,905 |
| Global Financial Private Client, LLC | 23K | 22K | 36K | 34K | 33K | 33K | $809,114 |
| JANE STREET GROUP, LLC | 136K | — | — | 27K | — | 21K | $521,401 |
| Farther Finance Advisors, LLC | — | — | — | — | 31K | 20K | $483,477 |
| FLOW TRADERS U.S. LLC | — | — | — | — | — | 12K | $299,000 |
| Private Advisor Group, LLC | — | — | — | — | 8K | 10K | $254,744 |
| FSM Wealth Advisors, LLC | — | — | — | — | — | 10K | $236,292 |
| Integrity Wealth Solutions LLC | — | — | — | 8K | 8K | 8K | $204,767 |
| JPMORGAN CHASE & CO | — | — | — | 2K | — | 1K | $28,696 |
| AE Wealth Management LLC | — | — | — | — | — | 901 | $22,349 |
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 | 15 | 1,015,717 | — | $25M |
| 2025-Q4 | 10 | 748,607 | — | $19M |
| 2025-Q3 | 11 | 585,941 | — | $15M |
| 2025-Q2 | 8 | 600,685 | — | $15M |
| 2025-Q1 | 5 | 471,458 | — | $12M |
| 2024-Q4 | 4 | 217,829 | — | $5M |
| 2024-Q3 | 1 | 199,899 | — | $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.
