| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 118,726118,726 | $3M | — | NEW |
| 2 | OLD MISSION CAPITAL LLC | 14,13914,139 | $374,543 | — | TRIM -71% |
| 3 | Kingsview Wealth Management, LLC | 13,29013,290 | $352,053 | — | ADD 45% |
| 4 | Waverly Advisors, LLC | 9,7329,732 | $257,797 | — | ADD 308% |
| 5 | OSAIC HOLDINGS, INC. | 2,3652,365 | $62,648 | — | ADD 33% |
| 6 | RED REEF ADVISORS LLC | 1,5141,514 | $40,114 | — | NEW |
| 7 | AE Wealth Management LLC | 913913 | $24,179 | — | — |
| 8 | Farther Finance Advisors, LLC | 800800 | $21,286 | — | 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 |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | — | — | — | — | — | 119K | $3M |
| OLD MISSION CAPITAL LLC | — | 64K | 77K | 56K | 49K | 14K | $374,543 |
| Kingsview Wealth Management, LLC | — | — | — | — | 9K | 13K | $352,053 |
| Waverly Advisors, LLC | — | — | — | — | 2K | 10K | $257,797 |
| OSAIC HOLDINGS, INC. | — | — | — | — | 2K | 2K | $62,648 |
| RED REEF ADVISORS LLC | — | — | — | — | — | 2K | $40,114 |
| AE Wealth Management LLC | — | — | — | 892 | 902 | 913 | $24,179 |
| Farther Finance Advisors, LLC | — | — | — | — | — | 800 | $21,286 |
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 | 8 | 161,479 | — | $4M |
| 2025-Q4 | 6 | 64,684 | — | $2M |
| 2025-Q3 | 2 | 57,090 | — | $2M |
| 2025-Q2 | 1 | 76,901 | — | $2M |
| 2025-Q1 | 1 | 64,102 | — | $2M |
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.
