Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 10 of 10 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Prepared Retirement Institute LLC 91,666 91,666 $2M — TRIM -24% 2 2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 70,425 70,425 $1M — TRIM -7% 3 3 Westmount Partners, LLC 17,831 17,831 $348,775 — TRIM -28% 4 4 Compass Ion Advisors, LLC 17,031 17,031 $333,127 — TRIM -6% 5 5 MORGAN STANLEY 1,300 1,300 $25,428 — — 6 6 UBS Group AG 555 555 $10,856 — NEW 7 7 JPMORGAN CHASE & CO 100 100 $1,926 — — 8 8 OSAIC HOLDINGS, INC. 63 63 $1,243 — — 9 9 Westbourne Investment Advisors, Inc. 29,839 29,839 $522 — — 10 10 Tower Research Capital LLC (TRC) 11 11 $215 — 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 10 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 Prepared Retirement Institute LLC 517K 340K 252K 150K 121K 92K $2M SUSQUEHANNA INTERNATIONAL GROUP, LLP 32K 76K 88K 91K 76K 70K $1M Westmount Partners, LLC 83K 79K 77K 77K 25K 18K $348,775 Compass Ion Advisors, LLC 19K 19K 19K 18K 18K 17K $333,127 MORGAN STANLEY 1K 1K 1K 1K 1K 1K $25,428 UBS Group AG 43K 58K 30K 16K — 555 $10,856 JPMORGAN CHASE & CO — — — — 100 100 $1,926 OSAIC HOLDINGS, INC. 56 — 56 56 63 63 $1,243 Westbourne Investment Advisors, Inc. 30K 30K 30K 30K 30K 30K $522 Tower Research Capital LLC (TRC) — — — — — 11 $215
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 15 3 2021-Q3 2026-Q1 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 5 holders · % suppressed/unavailable 2022-Q1 · 7 holders · % suppressed/unavailable 2022-Q2 · 11 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 15 holders · % suppressed/unavailable 2023-Q1 · 10 holders · % suppressed/unavailable 2023-Q2 · 10 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 11 holders · % suppressed/unavailable 2024-Q3 · 12 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 13 holders · % suppressed/unavailable 2025-Q4 · 13 holders · % suppressed/unavailable 2026-Q1 · 10 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 10 228,821 — $4M 2025-Q4 13 598,082 — $11M 2025-Q3 13 536,667 — $11M 2025-Q2 15 718,575 — $15M 2025-Q1 12 715,147 — $14M 2024-Q4 12 2,322,591 — $47M 2024-Q3 12 2,357,926 — $50M 2024-Q2 11 2,282,838 — $49M 2024-Q1 12 2,273,163 — $48M 2023-Q4 13 2,109,765 — $44M 2023-Q3 13 1,640,497 — $35M 2023-Q2 10 1,544,589 — $32M 2023-Q1 10 1,708,664 —
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.