| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | KINGSWOOD WEALTH ADVISORS, LLC | 37,22637,226 | $950,175 | — | NEW |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 13,85613,856 | $353,676 | — | TRIM -25% |
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 |
|---|---|---|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | — | — | — | — | — | 37K | $950,175 |
| ENVESTNET ASSET MANAGEMENT INC | 18K | 21K | 22K | 23K | 18K | 14K | $353,676 |
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 | 2 | 51,082 | — | $1M |
| 2025-Q4 | 6 | 65,001 | — | $2M |
| 2025-Q3 | 4 | 56,107 | — | $2M |
| 2025-Q2 | 4 | 62,866 | — | $2M |
| 2025-Q1 | 5 | 52,455 | — | $1M |
| 2024-Q4 | 5 | 63,993 | — | $2M |
| 2024-Q3 | 3 | 16,773 | — | $539,601 |
| 2024-Q2 | 4 | 31,602 | — | $970,610 |
| 2024-Q1 | 3 | 67,462 | — | $2M |
| 2023-Q4 | 2 | 72,642 | — | $2M |
| 2023-Q3 | 2 | 69,716 | — | $2M |
| 2023-Q2 | 3 | 78,143 | — | $2M |
| 2023-Q1 | 2 | 94,908 | — | $2M |
| 2022-Q4 | 3 | 97,567 | — | $2M |
| 2022-Q3 | 3 | 115,257 | — | $3M |
| 2022-Q2 | 3 | 113,679 | — | $3M |
| 2022-Q1 | 3 | 107,662 | — | $3M |
| 2021-Q4 | 4 | 179,816 | — | $5M |
| 2021-Q3 | 3 | 96,179 | — | $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.
