| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 205,955205,955 | $5M | — | NEW |
| 2 | CITADEL ADVISORS LLC | 35,05535,055 | $845,313 | — | NEW |
| 3 | B.O.S.S. Retirement Advisors, LLC | 18,53018,530 | $446,831 | — | NEW |
| 4 | HOWARD BAILEY SECURITIES, LLC | 17,60517,605 | $424,525 | — | NEW |
| 5 | Great Lakes Retirement, Inc. | 9,5939,593 | $231,325 | — | NEW |
| 6 | Elevated Capital Advisors, LLC | 6,1716,171 | $148,807 | — | NEW |
| 7 | Lloyd Advisory Services, LLC. | 3,3253,325 | $80,179 | — | NEW |
| 8 | Kingdom Financial Group LLC. | 3,3253,325 | $80,179 | — | NEW |
| 9 | Networth Advisors, LLC | 898898 | $21,654 | — | NEW |
| 10 | Quest 10 Wealth Builders, Inc. | 824824 | $19,870 | — | NEW |
| 11 | UBS Group AG | 170170 | $4,099 | — | 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 |
|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | — | — | — | — | — | 206K | $5M |
| CITADEL ADVISORS LLC | — | — | — | — | — | 35K | $845,313 |
| B.O.S.S. Retirement Advisors, LLC | — | — | — | — | — | 19K | $446,831 |
| HOWARD BAILEY SECURITIES, LLC | — | — | — | — | — | 18K | $424,525 |
| Great Lakes Retirement, Inc. | — | — | — | — | — | 10K | $231,325 |
| Elevated Capital Advisors, LLC | — | — | — | — | — | 6K | $148,807 |
| Lloyd Advisory Services, LLC. | — | — | — | — | — | 3K | $80,179 |
| Kingdom Financial Group LLC. | — | — | — | — | — | 3K | $80,179 |
| Networth Advisors, LLC | — | — | — | — | — | 898 | $21,654 |
| Quest 10 Wealth Builders, Inc. | — | — | — | — | — | 824 | $19,870 |
| UBS Group AG | — | — | — | — | — | 170 | $4,099 |
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.
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.
