| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Cascade Wealth Advisors, Inc | 170,241170,241 | $9M | — | ADD 14% |
| 2 | Farther Finance Advisors, LLC | 57,14757,147 | $3M | — | NEW |
| 3 | MML INVESTORS SERVICES, LLC | 51,83251,832 | $3M | — | NEW |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,80043,800 | $2M | — | ADD 169% |
| 5 | JANE STREET GROUP, LLC | 43,56543,565 | $2M | — | ADD 294% |
| 6 | MADDEN SECURITIES Corp | 43,38943,389 | $2M | — | ADD 65% |
| 7 | PFG Advisors | 30,16530,165 | $1M | — | ADD 20% |
| 8 | CITADEL ADVISORS LLC | 23,55323,553 | $1M | — | NEW |
| 9 | BCS Wealth Management | 19,07219,072 | $929,951 | — | ADD 32% |
| 10 | CAP Partners, LLC | 7,4027,402 | $360,946 | — | NEW |
| 11 | Occidental Asset Management, LLC | 6,6926,692 | $326,302 | — | NEW |
| 12 | STIFEL FINANCIAL CORP | 6,4046,404 | $312,258 | — | NEW |
| 13 | Valmark Advisers, Inc. | 6,1006,100 | $297,436 | — | NEW |
| 14 | NFSG Corp | 5,9525,952 | $290,220 | — | ADD 791% |
| 15 | Naviter Wealth, LLC | 4,9504,950 | $241,362 | — | NEW |
| 16 | Belpointe Asset Management LLC | 4,9064,906 | $239,217 | — | NEW |
| 17 | OLD MISSION CAPITAL LLC | 4,8224,822 | $235,120 | — | NEW |
| 18 | IFP Advisors, Inc | 1,0971,097 | $53,490 | — | NEW |
| 19 | Allworth Financial LP | 800800 | $39,008 | — | NEW |
| 20 | Capital Analysts, LLC | 346346 | $17,000 | — | NEW |
| 21 | CWM, LLC | 326326 | $15,907 | — | NEW |
| 22 | SALEM INVESTMENT COUNSELORS INC | 200200 | $9,752 | — | NEW |
| 23 | UBS Group AG | 200200 | $9,752 | — | 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 |
|---|---|---|---|---|---|---|---|
| Cascade Wealth Advisors, Inc | — | — | — | 15K | 149K | 170K | $9M |
| Farther Finance Advisors, LLC | — | — | — | — | — | 57K | $3M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | — | 52K | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | 16K | 44K | $2M |
| JANE STREET GROUP, LLC | — | — | — | 20K | 11K | 44K | $2M |
| MADDEN SECURITIES Corp | — | — | — | 7K | 26K | 43K | $2M |
| PFG Advisors | — | — | — | — | 25K | 30K | $1M |
| CITADEL ADVISORS LLC | — | — | — | — | — | 24K | $1M |
| BCS Wealth Management | — | — | — | — | 14K | 19K | $929,951 |
| CAP Partners, LLC | — | — | — | — | — | 7K | $360,946 |
| Occidental Asset Management, LLC | — | — | — | — | — | 7K | $326,302 |
| STIFEL FINANCIAL CORP | — | — | — | — | — | 6K | $312,258 |
| Valmark Advisers, Inc. | — | — | — | — | — | 6K | $297,436 |
| NFSG Corp | — | — | — | — | 668 | 6K | $290,220 |
| Naviter Wealth, LLC | — | — | — | — | — | 5K | $241,362 |
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 | 23 | 532,961 | — | $27M |
| 2025-Q4 | 8 | 243,596 | — | $13M |
| 2025-Q3 | 3 | 41,737 | — | $2M |
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.
