| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Compound Planning, Inc. | 15,63215,632 | $442,623 | — | — |
| 2 | Farther Finance Advisors, LLC | 4,2914,291 | $122,261 | — | TRIM -40% |
| 3 | UBS Group AG | 198198 | $5,606 | — | ADD 33% |
| 4 | IFP Advisors, Inc | 1212 | $340 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Compound Planning, Inc. | 14K | 16K | 16K | 16K | 16K | 16K | $442,623 |
| Farther Finance Advisors, LLC | — | — | 46K | 49K | 7K | 4K | $122,261 |
| UBS Group AG | — | — | 2K | 1K | 149 | 198 | $5,606 |
| IFP Advisors, Inc | — | — | 17 | 12 | 12 | 12 | $340 |
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 | 4 | 20,133 | — | $570,830 |
| 2025-Q4 | 5 | 23,252 | — | $693,667 |
| 2025-Q3 | 8 | 330,540 | — | $9M |
| 2025-Q2 | 8 | 320,895 | — | $8M |
| 2025-Q1 | 5 | 326,151 | — | $8M |
| 2024-Q4 | 5 | 337,779 | — | $9M |
| 2024-Q3 | 4 | 257,360 | — | $7M |
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.
