| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | rebel Financial LLC | 173,896173,896 | $5M | — | — |
| 2 | RFG Advisory, LLC | 137,693137,693 | $4M | — | TRIM -58% |
| 3 | JANE STREET GROUP, LLC | 100,604100,604 | $3M | — | ADD 101% |
| 4 | Tidal Investments LLC | 95,32695,326 | $3M | — | ADD 27% |
| 5 | Advocacy Wealth Management, LLC | 76,80676,806 | $2M | — | NEW |
| 6 | TD Waterhouse Canada Inc. | 49,94449,944 | $1M | — | TRIM -39% |
| 7 | Cetera Investment Advisers | 17,21817,218 | $485,548 | — | NEW |
| 8 | Creative Planning | 15,38415,384 | $433,837 | — | — |
| 9 | Lido Advisors, LLC | 12,76212,762 | $359,888 | — | ADD 11% |
| 10 | Strengthening Families & Communities, LLC | 12,73512,735 | $359,141 | — | ADD 83% |
| 11 | Federation des caisses Desjardins du Quebec | 10,74010,740 | $302,868 | — | — |
| 12 | Valeo Financial Advisors, LLC | 10,61010,610 | $299,196 | — | NEW |
| 13 | HighTower Advisors, LLC | 10,52210,522 | $296,720 | — | NEW |
| 14 | Mariner, LLC | 9,8599,859 | $278,024 | — | — |
| 15 | CWM, LLC | 8,2758,275 | $233,355 | — | ADD 23% |
| 16 | Cerro Pacific Wealth Advisors LLC | 7,8297,829 | $220,778 | — | NEW |
| 17 | Farther Finance Advisors, LLC | 4,3864,386 | $125,057 | — | ADD 129% |
| 18 | Pacific Center for Financial Services | 2,1432,143 | $60,447 | — | ADD 106% |
| 19 | NATIONAL BANK OF CANADA /FI/ | 1,4641,464 | $41,153 | — | — |
| 20 | Burk Holdings LLC | 838838 | $23,632 | — | NEW |
| 21 | ROYAL BANK OF CANADA | 750750 | $21,000 | — | — |
| 22 | GABLES CAPITAL MANAGEMENT INC. | 366366 | $10,321 | — | — |
| 23 | Advisory Services Network, LLC | 183183 | $5,161 | — | 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 |
|---|---|---|---|---|---|---|---|
| rebel Financial LLC | — | — | 180K | 0 | 175K | 174K | $5M |
| RFG Advisory, LLC | 88K | 122K | 190K | 364K | 327K | 138K | $4M |
| JANE STREET GROUP, LLC | 17K | 35K | 28K | 55K | 50K | 101K | $3M |
| Tidal Investments LLC | 21K | 24K | 49K | 53K | 75K | 95K | $3M |
| Advocacy Wealth Management, LLC | — | — | — | — | — | 77K | $2M |
| TD Waterhouse Canada Inc. | 21K | 45K | 47K | 49K | 81K | 50K | $1M |
| Cetera Investment Advisers | — | — | — | — | — | 17K | $485,548 |
| Creative Planning | — | — | 15K | 15K | 15K | 15K | $433,837 |
| Lido Advisors, LLC | — | — | — | 11K | 11K | 13K | $359,888 |
| Strengthening Families & Communities, LLC | 2K | 2K | 2K | 2K | 7K | 13K | $359,141 |
| Federation des caisses Desjardins du Quebec | 10K | 10K | 11K | 11K | 11K | 11K | $302,868 |
| Valeo Financial Advisors, LLC | — | — | — | — | — | 11K | $299,196 |
| HighTower Advisors, LLC | — | — | — | — | — | 11K | $296,720 |
| Mariner, LLC | — | — | — | — | 10K | 10K | $278,024 |
| CWM, LLC | — | 1K | 1K | 5K | 7K | 8K | $233,355 |
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 | 23 | 760,333 | — | $21M |
| 2025-Q4 | 19 | 1,674,629 | — | $46M |
| 2025-Q3 | 21 | 1,398,450 | — | $42M |
| 2025-Q2 | 15 | 1,280,604 | — | $31M |
| 2025-Q1 | 13 | 1,029,010 | — | $23M |
| 2024-Q4 | 12 | 767,729 | — | $17M |
| 2024-Q3 | 13 | 747,068 | — | $17M |
| 2024-Q2 | 5 | 565,364 | — | $12M |
| 2024-Q1 | 4 | 378,756 | — | $8M |
| 2023-Q4 | 2 | 333,117 | — | $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.
