| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 2,666,6582.7M | $29M | — | ADD 77% |
| 2 | Stirlingshire Investments, Inc. | 53,47453,474 | $586,611 | — | — |
| 3 | Dynamic Advisor Solutions LLC | 12,06312,063 | $132,336 | — | TRIM -6% |
| 4 | SIMPLEX TRADING, LLC | 3,0453,045 | $33,403 | — | ADD 326% |
| 5 | Steward Partners Investment Advisory, LLC | 2,3642,364 | $25,932 | — | ADD 40% |
| 6 | Allworth Financial LP | 2,2322,232 | $24,485 | — | ADD 13% |
| 7 | NBC SECURITIES, INC. | 1,3241,324 | $14,524 | — | NEW |
| 8 | SWAN Capital LLC | 327327 | $3,587 | — | — |
| 9 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2323 | $252 | — | — |
| 10 | WELLS FARGO & COMPANY/MN | 22 | $26 | — | ADD 100% |
| 11 | FMR LLC | 22 | $22 | — | TRIM -95% |
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 |
|---|---|---|---|---|---|---|---|
| Tidal Investments LLC | 1.4M | 1.7M | 1.8M | 2.2M | 1.5M | 2.7M | $29M |
| Stirlingshire Investments, Inc. | — | — | — | — | 53K | 53K | $586,611 |
| Dynamic Advisor Solutions LLC | — | — | — | — | 13K | 12K | $132,336 |
| SIMPLEX TRADING, LLC | — | 401 | — | — | 714 | 3K | $33,403 |
| Steward Partners Investment Advisory, LLC | — | — | 1K | 1K | 2K | 2K | $25,932 |
| Allworth Financial LP | — | — | 2K | 2K | 2K | 2K | $24,485 |
| NBC SECURITIES, INC. | — | — | — | — | — | 1K | $14,524 |
| SWAN Capital LLC | — | — | 327 | 327 | 327 | 327 | $3,587 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 43 | 53 | 23 | 23 | 23 | 23 | $252 |
| WELLS FARGO & COMPANY/MN | 1 | 2 | 2 | 1 | 1 | 2 | $26 |
| FMR LLC | — | — | — | — | 38 | 2 | $22 |
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 | 11 | 2,741,514 | — | $30M |
| 2025-Q4 | 19 | 1,978,813 | — | $24M |
| 2025-Q3 | 14 | 2,450,949 | — | $40M |
| 2025-Q2 | 15 | 2,059,259 | — | $40M |
| 2025-Q1 | 12 | 1,796,917 | — | $30M |
| 2024-Q4 | 10 | 1,435,447 | — | $26M |
| 2024-Q3 | 10 | 690,589 | — | $12M |
| 2024-Q2 | 10 | 826,325 | — | $14M |
| 2024-Q1 | 9 | 256,961 | — | $5M |
| 2023-Q4 | 5 | 31,055 | — | $567,601 |
| 2023-Q3 | 2 | 63,261 | — | $1M |
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.
