| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | IFP Advisors, Inc | 38,40938,409 | $2M | — | ADD 95% |
| 2 | MGO ONE SEVEN LLC | 22,00422,004 | $1M | — | ADD 93% |
| 3 | JANE STREET GROUP, LLC | 12,65312,653 | $665,635 | — | TRIM -30% |
| 4 | Sound Income Strategies, LLC | 8,0158,015 | $423,994 | — | ADD 339% |
| 5 | Astoria Portfolio Advisors LLC. | 7,2167,216 | $398,666 | — | ADD 65% |
| 6 | World Investment Advisors | 5,8025,802 | $305,226 | — | NEW |
| 7 | Oregon Pacific Wealth Management, LLC | 4,9584,958 | $260,825 | — | NEW |
| 8 | Fiduciary Alliance LLC | 4,1464,146 | $226,911 | — | ADD 2% |
| 9 | Resurgent Financial Advisors LLC | 4,0464,046 | $212,848 | — | — |
| 10 | Farther Finance Advisors, LLC | 1,0001,000 | $52,900 | — | NEW |
| 11 | GHP Investment Advisors, Inc. | 8686 | $4,501 | — | NEW |
| 12 | Imprint Wealth LLC | 3333 | $1,736 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| IFP Advisors, Inc | — | — | — | — | 20K | 38K | $2M |
| MGO ONE SEVEN LLC | — | — | — | — | 11K | 22K | $1M |
| JANE STREET GROUP, LLC | — | — | — | 9K | 18K | 13K | $665,635 |
| Sound Income Strategies, LLC | — | — | — | — | 2K | 8K | $423,994 |
| Astoria Portfolio Advisors LLC. | — | — | — | — | 4K | 7K | $398,666 |
| World Investment Advisors | — | — | — | — | — | 6K | $305,226 |
| Oregon Pacific Wealth Management, LLC | — | — | — | — | — | 5K | $260,825 |
| Fiduciary Alliance LLC | — | — | — | — | 4K | 4K | $226,911 |
| Resurgent Financial Advisors LLC | — | — | — | — | 4K | 4K | $212,848 |
| Farther Finance Advisors, LLC | — | — | — | — | — | 1K | $52,900 |
| GHP Investment Advisors, Inc. | — | — | — | — | — | 86 | $4,501 |
| Imprint Wealth LLC | — | — | — | — | 33 | 33 | $1,736 |
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 | 12 | 108,368 | — | $6M |
| 2025-Q4 | 9 | 64,018 | — | $4M |
| 2025-Q3 | 1 | 9,308 | — | $508,880 |
| 2025-Q2 | 1 | 13,633 | — | $715,275 |
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.
