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 |
|---|---|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 54K | 62K | 98K | 173K | 135K | 143K | $3M |
| Brookstone Capital Management | 59K | 57K | 62K | 58K | 58K | 47K | $1M |
| Outlook Wealth Advisors, LLC | 69K | 50K | 50K | 49K | 45K | 45K | $1M |
| Trek Financial, LLC | 57K | 46K | 46K | 46K | 40K | 39K | $905,729 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | 47K | 11K | — | 13K | 35K | $816,434 |
| Whipplewood Advisors, LLC | — | 29K | 30K | 31K | 32K | 32K | $752,168 |
| OLD MISSION CAPITAL LLC | — | 11K | 24K | 14K | 14K | 30K | $707,884 |
| Valtinson Bruner Financial Planning LLC | — | — | — | — | 17K | 17K | $393,698 |
| Wealthspire Retirement, LLC | 32K | 30K | 22K | 22K | 20K | 15K | $362,546 |
| Foundations Investment Advisors, LLC | — | — | — | — | 11K | 11K | $259,551 |
| Allworth Financial LP | 12K | 11K | 11K | 11K | 11K | 11K | $258,085 |
| COMMONWEALTH EQUITY SERVICES, LLC | 10K | 10K | 50K | 10K | 11K | 11K | $257,060 |
| Sunbelt Securities, Inc. | 16K | 15K | 16K | 14K | 14K | 9K | $214,735 |
| Steward Partners Investment Advisory, LLC | 4K | 4K | 4K | 4K | 4K | 4K | $101,435 |
| HARBOR INVESTMENT ADVISORY, LLC | 4K | 4K | 4K | 4K | 4K | 4K | $98,852 |
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 | 20 | 454,769 | — | $11M |
| 2025-Q4 | 26 | 440,687 | — | $11M |
| 2025-Q3 | 17 | 544,422 | — | $13M |
| 2025-Q2 | 20 | 537,771 | — | $13M |
| 2025-Q1 | 19 | 513,603 | — | $12M |
| 2024-Q4 | 17 | 455,945 | — | $11M |
| 2024-Q3 | 19 | 465,749 | — | $11M |
| 2024-Q2 | 18 | 519,882 | — | $12M |
| 2024-Q1 | 16 | 549,981 | — | $13M |
| 2023-Q4 | 11 | 465,685 | — | $11M |
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.
