| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Texas Capital Bank Wealth Management Services Inc | 31,67631,676 | $1M | — | — |
| 2 | Astoria Portfolio Advisors LLC. | 26,97426,974 | $1M | — | TRIM -13% |
| 3 | U.S. Capital Wealth Advisors, LLC | 26,51326,513 | $993,490 | — | — |
| 4 | Ankerstar Wealth, LLC | 24,50024,500 | $918,059 | — | TRIM -36% |
| 5 | Americana Partners, LLC | 8,4508,450 | $316,637 | — | — |
| 6 | UBS Group AG | 673673 | $25,219 | — | NEW |
| 7 | CWM, LLC | 200200 | $7,494 | — | — |
| 8 | OSAIC HOLDINGS, INC. | 160160 | $5,994 | — | NEW |
| 9 | MORGAN STANLEY | 1515 | $562 | — | NEW |
| 10 | VANGUARD ADVISERS INC | 22 | $75 | — | NEW |
| 11 | WELLS FARGO & COMPANY/MN | 00 | $16 | — | EXIT |
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 |
|---|---|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | — | 32K | 32K | 32K | 32K | 32K | $1M |
| Astoria Portfolio Advisors LLC. | 20K | 22K | 31K | 32K | 31K | 27K | $1M |
| U.S. Capital Wealth Advisors, LLC | 22K | 24K | 24K | 31K | 27K | 27K | $993,490 |
| Ankerstar Wealth, LLC | — | — | — | — | 38K | 25K | $918,059 |
| Americana Partners, LLC | 8K | 8K | 8K | 8K | 8K | 8K | $316,637 |
| UBS Group AG | — | 414 | 563 | 740 | — | 673 | $25,219 |
| CWM, LLC | — | — | — | — | 200 | 200 | $7,494 |
| OSAIC HOLDINGS, INC. | — | — | — | — | — | 160 | $5,994 |
| MORGAN STANLEY | — | — | — | — | — | 15 | $562 |
| VANGUARD ADVISERS INC | — | — | — | — | — | 2 | $75 |
| WELLS FARGO & COMPANY/MN | 1 | 1 | 1 | 1 | 1 | 0 | $16 |
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 | 11 | 119,163 | — | $5M |
| 2025-Q4 | 8 | 137,769 | — | $5M |
| 2025-Q3 | 6 | 103,196 | — | $4M |
| 2025-Q2 | 10 | 106,294 | — | $4M |
| 2025-Q1 | 8 | 95,152 | — | $3M |
| 2024-Q4 | 8 | 51,652 | — | $2M |
| 2024-Q3 | 6 | 47,984 | — | $2M |
| 2024-Q2 | 6 | 53,111 | — | $2M |
| 2024-Q1 | 4 | 21,474 | — | $608,889 |
| 2023-Q4 | 4 | 20,057 | — | $529,362 |
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.
