| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | 564,598564,598 | $14M | — | — |
| 2 | FOCUSED ALPHA, LLC | 200,000200,000 | $5M | — | — |
| 3 | Dash Acquisitions Inc. | 42,78342,783 | $1M | — | — |
| 4 | OSAIC HOLDINGS, INC. | 6,3126,312 | $153,817 | — | ADD 65% |
| 5 | Farther Finance Advisors, LLC | 1,9531,953 | $47,801 | — | TRIM -39% |
| 6 | UBS Group AG | 44 | $97 | — | TRIM -97% |
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 |
|---|---|---|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | — | — | 537K | 548K | 555K | 565K | $14M |
| FOCUSED ALPHA, LLC | — | — | — | — | 200K | 200K | $5M |
| Dash Acquisitions Inc. | — | — | 10K | 42K | 43K | 43K | $1M |
| OSAIC HOLDINGS, INC. | — | — | — | — | 4K | 6K | $153,817 |
| Farther Finance Advisors, LLC | — | — | 4K | 5K | 3K | 2K | $47,801 |
| UBS Group AG | — | — | — | — | 116 | 4 | $97 |
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 | 6 | 815,650 | — | $20M |
| 2025-Q4 | 7 | 825,604 | — | $21M |
| 2025-Q3 | 4 | 605,087 | — | $15M |
| 2025-Q2 | 3 | 551,959 | — | $14M |
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.
