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 |
|---|---|---|---|---|---|---|---|
| Private Wealth Advisors, LLC | — | — | — | — | — | 38K | $1M |
| Focus Partners Wealth | — | — | — | 27K | 20K | 34K | $1M |
| LFA - Lugano Financial Advisors SA | — | — | — | 32K | 32K | 32K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | 34K | 46K | 30K | $1M |
| NATURAL INVESTMENTS, LLC | — | — | — | — | 33K | 30K | $1M |
| Cullen/Frost Bankers, Inc. | — | — | — | 7K | 7K | 18K | $655,930 |
| PRINCIPAL SECURITIES, INC. | — | — | — | — | — | 12K | $428,110 |
| Pathstone Holdings, LLC | — | — | — | 7K | 7K | 7K | $254,098 |
| GTS SECURITIES LLC | — | — | — | 41K | — | 6K | $207,892 |
| Kingsview Wealth Management, LLC | — | — | — | — | — | 6K | $204,902 |
| Meramec Financial Planners, LLC | — | — | — | — | 2K | 2K | $67,946 |
| ASSETMARK, INC | — | — | — | 2K | 2K | 2K | $63,072 |
| ROYAL BANK OF CANADA | — | — | — | 1K | 1K | 1K | $38,000 |
| Farther Finance Advisors, LLC | — | — | — | 565 | 777 | 785 | $29,130 |
| BANK OF MONTREAL /CAN/ | — | — | — | 83 | 83 | 633 | $23,361 |
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 | 24 | 217,669 | — | $8M |
| 2025-Q4 | 25 | 166,704 | — | $6M |
| 2025-Q3 | 18 | 185,311 | — | $6M |
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.
