Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,161,238
Top holders largest 33 of 33 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Cambridge Investment Research Advisors, Inc. 1,107,342 1.1M $4M — ADD 172% 2 2 MORGAN STANLEY 584,196 584,196 $2M — TRIM -7% 3 3 Bulldog Investors, LLP 219,660 219,660 $705,109 — TRIM -35% 4 4 HANCOCK WHITNEY CORP 217,347 217,347 $697,684 — — 5 5 Almitas Capital LLC 157,685 157,685 $506,169 — — 6 6 Eagle Point Credit Management LLC 155,393 155,393 $498,811 — — 7 7 Thomas J. Herzfeld Advisors, Inc. 126,239 126,239 $405,227 — TRIM -37% 8 8 GatePass Capital, LLC 68,000 68,000 $218,280 — — 9 9 Cetera Investment Advisers 57,106 57,106 $183,310 — TRIM -17% 10 10 Belpointe Asset Management LLC 55,053 55,053 $176,720 — ADD 246% 11 11 MELFA WEALTH MANAGEMENT, INC. 52,974 52,974 $170,045 — — 12 12 XTX Topco Ltd 41,774 41,774 $134,095 — ADD 137% 13 13 Virtu Financial LLC 40,534 40,534 $130,000 — ADD 156% 14 14 CURA WEALTH ADVISORS, LLC 35,721 35,721 $114,664 — — 15 15 LPL Financial LLC 33,837 33,837 $108,618 — ADD 226% 16 16 Kovack Advisors, Inc. 29,970 29,970 $96,203 — ADD 11% 17 17 CITADEL ADVISORS LLC 28,531 28,531 $91,585 — TRIM -17% 18 18 BlackRock, Inc. 26,205 26,205 $84,118 — — 19 19 HARBOUR INVESTMENTS, INC. 23,659 23,659 $75,948 — NEW 20 20 JANE STREET GROUP, LLC 17,253 17,253 $55,382 — TRIM -59% 21 21 Pasadena Private Wealth, LLC 17,000 17,000 $54,570 — TRIM -11% 22 22 OSAIC HOLDINGS, INC. 16,553 16,553 $53,137 — ADD 24% 23 23 WEDBUSH SECURITIES INC 15,918 15,918 $51,000 — — 24 24 Freestate Advisors LLC 13,145 13,145 $42,196 — ADD 7% 25 25 Western Wealth Management, LLC 6,098 6,098 $19,575 — NEW 26 26 CWM, LLC 5,676 5,676 $18,220 — ADD 3019% 27 27 Wilmington Savings Fund Society, FSB 4,000 4,000 $12,840 — NEW 28 28 Chung Wu Investment Group, LLC 2,000 2,000 $6,420 — NEW 29 29 BNP PARIBAS FINANCIAL MARKETS 874 874 $2,806 — — 30 30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 860 860 $2,761 — — 31 31 UBS Group AG 632 632 $2,029 — TRIM -49% 32 32 WELLS FARGO & COMPANY/MN 2 2 $5 — — 33 33 Rockefeller Capital Management L.P. 1 1 $3 — 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 trends· top 15 holders · shares held over 6 quarters green added · red trimmed6 12 24 Max
Holder 2024-Q4 2025-Q1 2025-Q2 2025-Q3 2025-Q4 2026-Q1 Latest value Cambridge Investment Research Advisors, Inc. 478K 495K 532K 421K 407K 1.1M $4M MORGAN STANLEY 244K 329K 508K 622K 627K 584K $2M Bulldog Investors, LLP — — — 328K 337K 220K $705,109 HANCOCK WHITNEY CORP — — 217K 217K 217K 217K $697,684 Almitas Capital LLC — — — — 157K 158K $506,169 Eagle Point Credit Management LLC — — — — 155K 155K $498,811 Thomas J. Herzfeld Advisors, Inc. — — — 34K 201K 126K $405,227 GatePass Capital, LLC — — — — 69K 68K $218,280 Cetera Investment Advisers 94K 103K 83K 85K 69K 57K $183,310 Belpointe Asset Management LLC — — — — 16K 55K $176,720 MELFA WEALTH MANAGEMENT, INC. 23K 23K 23K 23K 53K 53K $170,045 XTX Topco Ltd — — — — 18K 42K $134,095 Virtu Financial LLC — 13K — — 16K 41K $130,000 CURA WEALTH ADVISORS, LLC — — — 36K 36K 36K $114,664 LPL Financial LLC 10K — 13K 10K 10K 34K $108,618
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.
Institutional footprint by quarter reporting 13F holders 44 1 2019-Q1 2026-Q1 2019-Q1 · 1 holders · % suppressed/unavailable 2019-Q2 · 36 holders · % suppressed/unavailable 2019-Q3 · 34 holders · % suppressed/unavailable 2019-Q4 · 40 holders · % suppressed/unavailable 2020-Q1 · 43 holders · % suppressed/unavailable 2020-Q2 · 38 holders · % suppressed/unavailable 2020-Q3 · 34 holders · % suppressed/unavailable 2020-Q4 · 37 holders · % suppressed/unavailable 2021-Q1 · 40 holders · % suppressed/unavailable 2021-Q2 · 38 holders · % suppressed/unavailable 2021-Q3 · 40 holders · % suppressed/unavailable 2021-Q4 · 36 holders · % suppressed/unavailable 2022-Q1 · 36 holders · % suppressed/unavailable 2022-Q2 · 41 holders · % suppressed/unavailable 2022-Q3 · 43 holders · % suppressed/unavailable 2022-Q4 · 44 holders · % suppressed/unavailable 2023-Q1 · 38 holders · % suppressed/unavailable 2023-Q2 · 38 holders · % suppressed/unavailable 2023-Q3 · 25 holders · % suppressed/unavailable 2023-Q4 · 23 holders · % suppressed/unavailable 2024-Q1 · 22 holders · % suppressed/unavailable 2024-Q2 · 22 holders · % suppressed/unavailable 2024-Q3 · 19 holders · % suppressed/unavailable 2024-Q4 · 24 holders · % suppressed/unavailable 2025-Q1 · 26 holders · % suppressed/unavailable 2025-Q2 · 27 holders · % suppressed/unavailable 2025-Q3 · 27 holders · % suppressed/unavailable 2025-Q4 · 38 holders · % suppressed/unavailable 2026-Q1 · 33 holders · % suppressed/unavailable 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 33 3,161,238 — $10M 2025-Q4 38 2,943,838 — $14M 2025-Q3 27 2,292,060 — $13M 2025-Q2 27 1,983,314 — $13M 2025-Q1 26 1,803,331 — $12M 2024-Q4 24 1,415,295 — $11M 2024-Q3 19 1,223,333 — $10M 2024-Q2 22 993,994 — $8M 2024-Q1 22 1,333,031 — $10M 2023-Q4 23 1,704,689 — $14M 2023-Q3 25 2,858,190
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.