| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 11,94111,941 | $318,540 | — | NEW |
| 2 | KINGSWOOD WEALTH ADVISORS, LLC | 10,81210,812 | $288,422 | — | NEW |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | 9,3429,342 | $249,208 | — | 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 |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | — | 9K | — | — | — | 12K | $318,540 |
| KINGSWOOD WEALTH ADVISORS, LLC | — | — | — | — | — | 11K | $288,422 |
| JIM SAULNIER & ASSOCIATES, LLC | — | — | — | — | — | 9K | $249,208 |
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 | 3 | 32,095 | — | $856,170 |
| 2025-Q4 | 1 | 440 | — | $11,773 |
| 2025-Q3 | 1 | 440 | — | $11,573 |
| 2025-Q2 | 1 | 440 | — | $11,315 |
| 2025-Q1 | 2 | 9,122 | — | $227,972 |
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.
