| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Ketron Financial | 10,51110,511 | $24,386 | 0.06% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 6,6456,645 | $15,416 | 0.04% | NEW |
| 3 | IFP Advisors, Inc | 2,7052,705 | $6,276 | 0.02% | — |
| 4 | WELLS FARGO & COMPANY/MN | 1,5141,514 | $3,512 | 0.01% | — |
| 5 | OSAIC HOLDINGS, INC. | 1,0091,009 | $2,340 | 0.01% | TRIM -20% |
| 6 | AlphaCore Capital LLC | 841841 | $1,951 | 0.00% | — |
| 7 | MORGAN STANLEY | 667667 | $1,547 | 0.00% | — |
| 8 | CWM, LLC | 529529 | $1,227 | 0.00% | — |
| 9 | UBS Group AG | 128128 | $297 | 0.00% | TRIM -72% |
| 10 | Sound Income Strategies, LLC | 7474 | $181 | 0.00% | — |
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 |
|---|---|---|---|---|---|---|---|
| Ketron Financial | — | — | — | — | 11K | 11K | $24,386 |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 7K | $15,416 |
| IFP Advisors, Inc | — | — | 3K | 3K | 3K | 3K | $6,276 |
| WELLS FARGO & COMPANY/MN | — | — | 2K | 2K | 2K | 2K | $3,512 |
| OSAIC HOLDINGS, INC. | — | — | 446 | 446 | 1K | 1K | $2,340 |
| AlphaCore Capital LLC | — | — | — | 841 | 841 | 841 | $1,951 |
| MORGAN STANLEY | — | — | 2K | 2K | 667 | 667 | $1,547 |
| CWM, LLC | — | — | 529 | 529 | 529 | 529 | $1,227 |
| UBS Group AG | — | — | 8 | 3K | 452 | 128 | $297 |
| Sound Income Strategies, LLC | — | — | — | 74 | 74 | 74 | $181 |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 10 | 24,623 | 0.1% | $57,133 |
| 2025-Q4 | 15 | 20,826 | 0.1% | $69,292 |
| 2025-Q3 | 13 | 37,112 | 0.2% | $197,800 |
| 2025-Q2 | 12 | 24,618 | 0.1% | $128,939 |
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.
