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 |
|---|---|---|---|---|---|---|---|
| Clear Street Group Inc. | — | — | — | — | — | 554K | $13M |
| Summit Financial, LLC | — | — | — | 323K | 334K | 354K | $8M |
| Triumph Capital Management | — | — | — | 64K | 63K | 67K | $2M |
| Integrated Wealth Concepts LLC | — | 43K | 50K | 57K | 59K | 67K | $2M |
| Milestone Asset Management Group, LLC | — | — | — | 45K | 55K | 59K | $1M |
| Arete Wealth Advisors, LLC | — | — | — | 20K | 20K | 39K | $895,002 |
| Cloud Capital Management, LLC | — | 4K | — | 18K | 19K | 24K | $553,000 |
| Chicago Partners Investment Group LLC | — | — | — | — | — | 18K | $452,392 |
| Wealthcare Advisory Partners LLC | — | — | — | — | — | 16K | $376,585 |
| U.S. Capital Wealth Advisors, LLC | — | — | — | 14K | 14K | 15K | $347,404 |
| Kingsview Wealth Management, LLC | — | — | — | — | — | 13K | $311,460 |
| Sanctuary Advisors, LLC | — | — | — | — | — | 13K | $307,516 |
| OLD MISSION CAPITAL LLC | 22K | 14K | — | 36K | — | 10K | $238,607 |
| Steward Partners Investment Advisory, LLC | — | — | — | — | 4K | 7K | $153,809 |
| CWM, LLC | — | — | — | — | — | 5K | $118,407 |
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 | 27 | 1,273,559 | — | $30M |
| 2025-Q4 | 18 | 632,103 | — | $16M |
| 2025-Q3 | 15 | 643,418 | — | $16M |
| 2025-Q2 | 4 | 56,882 | — | $1M |
| 2025-Q1 | 5 | 88,533 | — | $2M |
| 2024-Q4 | 4 | 39,117 | — | $980,540 |
| 2024-Q3 | 1 | 9,511 | — | $243,577 |
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.
