| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 260,560260,560 | $5M | — | TRIM -21% |
| 2 | Garden State Investment Advisory Services LLC | 63,02563,025 | $1M | — | ADD 188% |
| 3 | Crew Capital Management, Ltd | 31,35631,356 | $608,633 | — | ADD 14% |
| 4 | SILVER OAK SECURITIES, INCORPORATED | 15,64815,648 | $303,725 | — | ADD 24% |
| 5 | Evernest Financial Advisors, LLC | 14,30014,300 | $290,174 | — | ADD 3% |
| 6 | Advisory Services Network, LLC | 10,93610,936 | $212,272 | — | 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 |
|---|---|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | — | — | — | 159K | 330K | 261K | $5M |
| Garden State Investment Advisory Services LLC | — | — | — | — | 22K | 63K | $1M |
| Crew Capital Management, Ltd | — | — | 21K | 23K | 27K | 31K | $608,633 |
| SILVER OAK SECURITIES, INCORPORATED | — | — | — | 12K | 13K | 16K | $303,725 |
| Evernest Financial Advisors, LLC | — | — | — | — | 14K | 14K | $290,174 |
| Advisory Services Network, LLC | — | — | — | — | — | 11K | $212,272 |
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 | 395,825 | — | $8M |
| 2025-Q4 | 6 | 405,518 | — | $8M |
| 2025-Q3 | 4 | 193,795 | — | $4M |
| 2025-Q2 | 2 | 37,852 | — | $733,780 |
| 2024-Q4 | 2 | 10,696 | — | $207,134 |
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.
