% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SSFI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | 626,981626,981 | $13M | — | ADD 5% |
| 2 | CWM, LLC | 227,070227,070 | $5M | — | NEW |
| 3 | OneDigital Investment Advisors LLC | 191,341191,341 | $4M | — | ADD 115% |
| 4 | GTS SECURITIES LLC | 25,73025,730 | $548,872 | — | NEW |
| 5 | RAYMOND JAMES FINANCIAL INC | 22,23622,236 | $474,341 | — | — |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,3769,376 | $200,010 | — | NEW |
| 7 | MORGAN STANLEY | 728728 | $15,529 | — | ADD 72700% |
| 8 | AE Wealth Management LLC | 196196 | $4,181 | — | NEW |
| 9 | UBS Group AG | 169169 | $3,605 | — | TRIM -34% |
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 |
|---|---|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 33K | 35K | 53K | 613K | 598K | 627K | $13M |
| CWM, LLC | — | — | — | — | — | 227K | $5M |
| OneDigital Investment Advisors LLC | 21K | 63K | 55K | 58K | 89K | 191K | $4M |
| GTS SECURITIES LLC | 43K | 16K | — | 37K | — | 26K | $548,872 |
| RAYMOND JAMES FINANCIAL INC | 22K | 22K | 22K | 22K | 22K | 22K | $474,341 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | — | 9K | $200,010 |
| MORGAN STANLEY | 1 | 1 | 1 | 1 | 1 | 728 | $15,529 |
| AE Wealth Management LLC | 13K | 3K | — | — | — | 196 | $4,181 |
| UBS Group AG | 10 | 1 | — | 195 | 255 | 169 | $3,605 |
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 |
|---|
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CWM, LLC | +227,070 | $5M | OPEN |
| OneDigital Investment Advisors LLC | +102,466 | $2M | ADD |
| Ashton Thomas Private Wealth, LLC | +29,187 | $622,617 | ADD |
| GTS SECURITIES LLC | +25,730 | $548,872 | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +9,376 | $200,009 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| UBS Group AG | −86 | $1,835 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2026-Q1 | 9 | 1,103,827 | — | $24M |
| 2025-Q4 | 5 | 709,161 | — | $15M |
| 2025-Q3 | 12 | 1,339,331 | — | $29M |
| 2025-Q2 | 8 | 954,410 | — | $20M |
| 2025-Q1 | 12 | 997,692 | — | $21M |
| 2024-Q4 | 11 | 1,328,860 | — | $28M |
| 2024-Q3 | 11 | 1,362,118 | — | $30M |
| 2024-Q2 | 12 | 1,418,360 | — | $30M |
| 2024-Q1 | 13 | 1,300,179 | — | $28M |
| 2023-Q4 | 13 | 1,330,916 | — | $28M |
| 2023-Q3 | 11 | 1,280,612 | — | $27M |
| 2023-Q2 | 11 | 1,216,281 | — | $26M |
| 2023-Q1 | 9 | 1,394,196 | — | $30M |
| 2022-Q4 | 10 | 1,019,506 | — | $22M |
| 2022-Q3 | 9 | 1,054,361 | — | $22M |
| 2022-Q2 | 5 | 872,676 | — | $20M |
| 2022-Q1 | 4 | 350,866 | — | $8M |
| 2021-Q4 | 2 | 786,683 | — | $20M |
| 2021-Q3 | 2 | 344,201 | — | $9M |
