Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
0.0%
Top holders largest 8 of 8 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 KELLEHER FINANCIAL ADVISORS 200,000 200,000 $41,300 0.01% NEW 2 2 VSM Wealth Advisory, LLC 80,574 80,574 $16,639 0.00% — 3 3 Opus Capital Group, LLC 60,150 60,150 $12,000 0.00% — 4 4 Ethos Financial Group, LLC 39,070 39,070 $8,068 0.00% ADD 38% 5 5 Williams Jones Wealth Management, LLC. 25,000 25,000 $5,163 0.00% TRIM -7% 6 6 McIlrath & Eck, LLC 600 600 $124 0.00% NEW 7 7 HANTZ FINANCIAL SERVICES, INC. 250 250 $0 0.00% — 8 8 Coston, McIsaac & Partners 1,000 1,000 $0 0.00% —
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 trends· top 8 holders · shares held over 6 quarters green added · red trimmed6 12 24 Max
Holder 2024-Q4 2025-Q1 2025-Q2 2025-Q3 2025-Q4 2026-Q1 Latest value KELLEHER FINANCIAL ADVISORS — — — — — 200K $41,300 VSM Wealth Advisory, LLC 66K 66K 66K 66K 81K 81K $16,639 Opus Capital Group, LLC 60K 60K 60K 60K 60K 60K $12,000 Ethos Financial Group, LLC 24K 24K 49K 25K 28K 39K $8,068 Williams Jones Wealth Management, LLC. 27K 27K 27K 27K 27K 25K $5,163 McIlrath & Eck, LLC — — — — — 600 $124 HANTZ FINANCIAL SERVICES, INC. 250 250 250 250 250 250 $0 Coston, McIsaac & Partners 1K — 1K 1K 1K 1K $0
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.
Institutional footprint by quarter % of shares outstanding held 2.6% 0.0% reporting 13F holders 83 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · 0.0% of shares out 2013-Q2 · 20 holders · 0.2% of shares out 2013-Q3 · 27 holders · 0.3% of shares out 2013-Q4 · 44 holders · 0.4% of shares out 2014-Q1 · 58 holders · 0.4% of shares out 2014-Q2 · 79 holders · 0.5% of shares out 2014-Q3 · 71 holders · 0.5% of shares out 2014-Q4 · 70 holders · 0.9% of shares out 2015-Q1 · 75 holders · 1.1% of shares out 2015-Q2 · 83 holders · 1.8% of shares out 2015-Q3 · 78 holders · 2.1% of shares out 2015-Q4 · 79 holders · 2.4% of shares out 2016-Q1 · 74 holders · 2.6% of shares out 2016-Q2 · 64 holders · 2.2% of shares out 2016-Q3 · 54 holders · 2.0% of shares out 2016-Q4 · 8 holders · 1.5% of shares out 2017-Q1 · 4 holders · 0.0% of shares out 2017-Q2 · 2 holders · 0.0% of shares out 2017-Q3 · 4 holders · 0.0% of shares out 2017-Q4 · 4 holders · 0.0% of shares out 2018-Q1 · 4 holders · 0.0% of shares out 2018-Q2 · 4 holders · 0.0% of shares out 2018-Q3 · 4 holders · 0.0% of shares out 2018-Q4 · 6 holders · 0.0% of shares out 2019-Q1 · 5 holders · 0.0% of shares out 2019-Q2 · 7 holders · 0.0% of shares out 2019-Q3 · 5 holders · 0.0% of shares out 2019-Q4 · 4 holders · 0.0% of shares out 2020-Q1 · 6 holders · 0.0% of shares out 2020-Q2 · 5 holders · 0.0% of shares out 2020-Q3 · 5 holders · 0.0% of shares out 2020-Q4 · 9 holders · 0.0% of shares out 2021-Q1 · 10 holders · 0.0% of shares out 2021-Q2 · 13 holders · 0.0% of shares out 2021-Q3 · 10 holders · 0.0% of shares out 2021-Q4 · 13 holders · 0.1% of shares out 2022-Q1 · 15 holders · 0.1% of shares out 2022-Q2 · 14 holders · 0.1% of shares out 2022-Q3 · 13 holders · 0.1% of shares out 2022-Q4 · 15 holders · 0.2% of shares out 2023-Q1 · 14 holders · 0.2% of shares out 2023-Q2 · 11 holders · 0.2% of shares out 2023-Q3 · 11 holders · 0.0% of shares out 2023-Q4 · 10 holders · 0.0% of shares out 2024-Q1 · 10 holders · 0.0% of shares out 2024-Q2 · 13 holders · 0.0% of shares out 2024-Q3 · 11 holders · 0.0% of shares out 2024-Q4 · 11 holders · 0.0% of shares out 2025-Q1 · 8 holders · 0.0% of shares out 2025-Q2 · 9 holders · 0.0% of shares out 2025-Q3 · 9 holders · 0.0% of shares out 2025-Q4 · 7 holders · 0.0% of shares out 2026-Q1 · 8 holders · 0.0% of shares out Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
Quarter Holders Shares held % shares out Value held 2026-Q1 8 406,644 0.0% $83,294 2025-Q4
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.
