| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | 100,000100,000 | $5M | — | — |
| 2 | Plum Street Advisors, LLC | 14,35614,356 | $715,370 | — | ADD 136% |
| 3 | CITADEL ADVISORS LLC | 7,2897,289 | $363,216 | — | TRIM -46% |
| 4 | Tanager Wealth Management LLP | 6,3506,350 | $316,425 | — | NEW |
| 5 | GOLDMAN SACHS GROUP INC | 5,6615,661 | $282,092 | — | TRIM -26% |
| 6 | Claro Advisors Inc. | 4,2044,204 | $209,486 | — | NEW |
| 7 | 1620 INVESTMENT ADVISORS, INC. | 5050 | $2,492 | — | 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 |
|---|---|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | — | 100K | 100K | 100K | 100K | 100K | $5M |
| Plum Street Advisors, LLC | — | — | — | — | 6K | 14K | $715,370 |
| CITADEL ADVISORS LLC | — | — | 5K | 10K | 14K | 7K | $363,216 |
| Tanager Wealth Management LLP | — | — | — | — | — | 6K | $316,425 |
| GOLDMAN SACHS GROUP INC | — | — | — | — | 8K | 6K | $282,092 |
| Claro Advisors Inc. | — | — | — | — | — | 4K | $209,486 |
| 1620 INVESTMENT ADVISORS, INC. | — | — | — | — | — | 50 | $2,492 |
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 | 7 | 137,910 | — | $7M |
| 2025-Q4 | 5 | 146,334 | — | $7M |
| 2025-Q3 | 3 | 119,891 | — | $6M |
| 2025-Q2 | 3 | 122,303 | — | $6M |
| 2025-Q1 | 3 | 120,353 | — | $6M |
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.
