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. | 85K | 94K | 136K | 157K | 128K | 137K | $3M |
| Outlook Wealth Advisors, LLC | 119K | 113K | 109K | 106K | 60K | 59K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | 16K | — | 40K | 24K | 42K | $984,087 |
| Brookstone Capital Management | 63K | 62K | 62K | 59K | 49K | 40K | $936,733 |
| Sunbelt Securities, Inc. | 3K | 3K | 3K | 2K | 32K | 32K | $766,682 |
| CoreCap Advisors, LLC | 3K | 5K | 10K | 15K | 18K | 18K | $425,295 |
| Trek Financial, LLC | 18K | 18K | 18K | 17K | 16K | 16K | $377,885 |
| Steward Partners Investment Advisory, LLC | 17K | 18K | 15K | 15K | 14K | 14K | $337,339 |
| WealthPlan Investment Management, LLC | — | — | — | — | — | 13K | $309,338 |
| COMMONWEALTH EQUITY SERVICES, LLC | 16K | 15K | 14K | 12K | 13K | 13K | $302,000 |
| World Investment Advisors | — | — | — | — | 10K | 10K | $246,638 |
| Farther Finance Advisors, LLC | — | — | — | — | 209 | 6K | $133,669 |
| Archer Investment Corp | 3K | 3K | 2K | 2K | 2K | 2K | $41,919 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 800 | 800 | 800 | 800 | 800 | 800 | $18,936 |
| Pinnacle Wealth Planning Services, Inc. | — | — | — | — | 1K | 720 | $17,042 |
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 | 19 | 403,414 | — | $10M |
| 2025-Q4 | 21 | 398,527 | — | $10M |
| 2025-Q3 | 18 | 670,768 | — | $16M |
| 2025-Q2 | 16 | 602,713 | — | $14M |
| 2025-Q1 | 17 | 605,468 | — | $14M |
| 2024-Q4 | 16 | 588,031 | — | $14M |
| 2024-Q3 | 18 | 573,709 | — | $14M |
| 2024-Q2 | 18 | 628,086 | — | $17M |
| 2024-Q1 | 21 | 704,486 | — | $17M |
| 2023-Q4 | 15 | 737,408 | — | $18M |
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.
