| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | 142,354142,354 | $5M | — | NEW |
| 2 | Wealthcare Advisory Partners LLC | 123,199123,199 | $5M | — | ADD 894% |
| 3 | HARBOUR INVESTMENTS, INC. | 18,14418,144 | $683,989 | — | NEW |
| 4 | Insight Wealth Strategies, LLC | 7,2447,244 | $273,067 | — | NEW |
| 5 | UBS Group AG | 197197 | $7,426 | — | ADD 234% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1616 | $603 | — | 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 |
|---|---|---|---|---|---|---|---|
| MATHER GROUP, LLC. | — | — | — | — | — | 142K | $5M |
| Wealthcare Advisory Partners LLC | — | — | — | — | 12K | 123K | $5M |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | — | 18K | $683,989 |
| Insight Wealth Strategies, LLC | — | — | — | — | — | 7K | $273,067 |
| UBS Group AG | — | — | — | — | 59 | 197 | $7,426 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | — | — | — | — | — | 16 | $603 |
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 | 291,154 | — | $11M |
| 2025-Q4 | 3 | 35,707 | — | $1M |
| 2025-Q3 | 2 | 8,823 | — | $277,395 |
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.
