| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Optivise Advisory Services LLC | 43,04943,049 | $662,955 | — | TRIM -29% |
| 2 | ZEGA Investments, LLC | 16,11616,116 | $248,187 | — | NEW |
| 3 | HARBOUR INVESTMENTS, INC. | 1,0001,000 | $15,400 | — | — |
| 4 | EverSource Wealth Advisors, LLC | 248248 | $3,819 | — | — |
| 5 | WELLS FARGO & COMPANY/MN | 11 | $15 | — | — |
| 6 | MCGUIRE CAPITAL ADVISORS INC | 11 | $15 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Optivise Advisory Services LLC | 317K | 445K | 296K | 86K | 60K | 43K | $662,955 |
| ZEGA Investments, LLC | 135K | 111K | — | — | — | 16K | $248,187 |
| HARBOUR INVESTMENTS, INC. | — | — | — | 1K | 1K | 1K | $15,400 |
| EverSource Wealth Advisors, LLC | — | — | — | — | 248 | 248 | $3,819 |
| WELLS FARGO & COMPANY/MN | — | 0 | 0 | 0 | 1 | 1 | $15 |
| MCGUIRE CAPITAL ADVISORS INC | — | — | — | — | 1 | 1 | $15 |
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 | 6 | 60,415 | — | $930,391 |
| 2025-Q4 | 14 | 183,798 | — | $3M |
| 2025-Q3 | 8 | 141,235 | — | $2M |
| 2025-Q2 | 9 | 467,615 | — | $7M |
| 2025-Q1 | 14 | 844,462 | — | $16M |
| 2024-Q4 | 11 | 717,622 | — | $14M |
| 2024-Q3 | 9 | 940,373 | — | $18M |
| 2024-Q2 | 5 | 740,243 | — | $15M |
| 2024-Q1 | 3 | 161,348 | — | $3M |
| 2023-Q4 | 3 | 165,206 | — | $3M |
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.
