| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | CITIGROUP INC | 3,8793,879 | $8,767 | 0.34% | TRIM -98% |
| 2 | UBS Group AG | 1,0491,049 | $2,493 | 0.09% | NEW |
| 3 | OSAIC HOLDINGS, INC. | 448448 | $1,065 | 0.04% | TRIM -97% |
| 4 | MORGAN STANLEY | 11 | $2 | 0.00% | 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 |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC | — | — | — | 5K | 247K | 4K | $8,767 |
| UBS Group AG | — | — | — | 44K | — | 1K | $2,493 |
| OSAIC HOLDINGS, INC. | — | 13K | 13K | 13K | 13K | 448 | $1,065 |
| MORGAN STANLEY | — | 2K | 2K | 10K | — | 1 | $2 |
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.
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 | 4 | 5,377 | 0.5% | $12,327 |
| 2025-Q4 | 5 | 454,253 | 39.4% | $137,185 |
| 2025-Q3 | 10 | 294,466 | 25.5% | $130,133 |
| 2025-Q2 | 8 | 433,351 | 37.6% | $702,131 |
| 2025-Q1 | 8 | 288,819 | 25.0% | $164,067 |
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.
“The Reporting Persons acquired the Preferred Shares for investment purposes and in connection with a negotiated strategic investment in the Issuer. Pursuant to the Class A Preferred Shares Purchase Agreement, dated July 14, 2026 (the "Purchase Agreement") between the Issuer and About Investment, the Issuer agreed to issue and sell 20,000,000 Preferred Shares at the price of $0.25 per share, for gross proceeds of $5,000,000. On July 16, 2026, upon the Issuer's receipt of the net proceeds, after d”
Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).
