| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Paller Financial Services Inc | 146,947146,947 | $5M | — | — |
| 2 | OSAIC HOLDINGS, INC. | 58,59258,592 | $2M | — | ADD 347% |
| 3 | GOLDMAN SACHS GROUP INC | 40,96740,967 | $1M | — | ADD 157% |
| 4 | Pasadena Private Wealth, LLC | 26,82926,829 | $962,509 | — | ADD 8% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,50321,503 | $771,435 | — | ADD 106% |
| 6 | NWF Advisory Services Inc. | 20,53020,530 | $736,527 | — | ADD 69% |
| 7 | CAP Partners, LLC | 19,25719,257 | $690,843 | — | ADD 7% |
| 8 | Private Advisor Group, LLC | 13,78913,789 | $494,690 | — | ADD 30% |
| 9 | CITADEL ADVISORS LLC | 10,38610,386 | $372,605 | — | TRIM -28% |
| 10 | US BANCORP \DE\ | 750750 | $26,907 | — | NEW |
| 11 | Advisory Services Network, LLC | 503503 | $18,045 | — | NEW |
| 12 | DHJJ Financial Advisors, Ltd. | 3030 | $1,077 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Paller Financial Services Inc | — | — | — | — | 148K | 147K | $5M |
| OSAIC HOLDINGS, INC. | 16K | 16K | 16K | 15K | 13K | 59K | $2M |
| GOLDMAN SACHS GROUP INC | — | — | — | 16K | 16K | 41K | $1M |
| Pasadena Private Wealth, LLC | — | 8K | — | — | 25K | 27K | $962,509 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | 11K | — | 10K | 22K | $771,435 |
| NWF Advisory Services Inc. | — | 13K | 13K | 13K | 12K | 21K | $736,527 |
| CAP Partners, LLC | 14K | 16K | 16K | 17K | 18K | 19K | $690,843 |
| Private Advisor Group, LLC | — | — | — | — | 11K | 14K | $494,690 |
| CITADEL ADVISORS LLC | 19K | 16K | — | — | 14K | 10K | $372,605 |
| US BANCORP \DE\ | — | — | — | — | — | 750 | $26,907 |
| Advisory Services Network, LLC | — | — | — | 3K | — | 503 | $18,045 |
| DHJJ Financial Advisors, Ltd. | 30 | 30 | 30 | 30 | 30 | 30 | $1,077 |
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 | 12 | 360,083 | — | $13M |
| 2025-Q4 | 14 | 312,678 | — | $8M |
| 2025-Q3 | 9 | 139,553 | — | $4M |
| 2025-Q2 | 11 | 184,223 | — | $5M |
| 2025-Q1 | 10 | 167,902 | — | $5M |
| 2024-Q4 | 10 | 150,149 | — | $4M |
| 2024-Q3 | 11 | 204,157 | — | $6M |
| 2024-Q2 | 11 | 185,532 | — | $5M |
| 2024-Q1 | 6 | 137,506 | — | $4M |
| 2023-Q4 | 6 | 140,765 | — | $4M |
| 2023-Q3 | 6 | 105,897 | — | $3M |
| 2023-Q2 | 5 | 117,901 | — | $3M |
| 2023-Q1 | 5 | 123,380 | — | $3M |
| 2022-Q4 | 2 | 4,656 | — |
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.
| $119,915 |
| 2022-Q3 | 2 | 392 | — | $9,000 |
