Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 20 of 20 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 OSAIC HOLDINGS, INC. 129,360 129,360 $4M — TRIM -31% 2 2 COMMONWEALTH EQUITY SERVICES, LLC 53,333 53,333 $2M — ADD 7% 3 3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,452 40,452 $1M — ADD 4% 4 4 FLOW TRADERS U.S. LLC 40,075 40,075 $1M — ADD 459% 5 5 CITADEL ADVISORS LLC 37,944 37,944 $1M — ADD 24% 6 6 Cambridge Investment Research Advisors, Inc. 25,760 25,760 $782,000 — TRIM -19% 7 7 ROYAL BANK OF CANADA 20,715 20,715 $629,000 — TRIM -14% 8 8 LPL Financial LLC 19,664 19,664 $596,887 — — 9 9 Lakeside Advisors, INC. 15,000 15,000 $455,318 — — 10 10 RFG Advisory, LLC 8,339 8,339 $253,129 — TRIM -11% 11 11 LaSalle St. Investment Advisors, LLC 8,256 8,256 $250,631 — TRIM -8% 12 12 ENVESTNET ASSET MANAGEMENT INC 7,048 7,048 $213,939 — NEW 13 13 Post Resch Tallon Group Inc. 7,025 7,025 $213,240 — NEW 14 14 Archer Investment Corp 2,322 2,322 $70,483 — — 15 15 HARBOUR INVESTMENTS, INC. 1,841 1,841 $55,883 — ADD 11% 16 16 FIFTH THIRD BANCORP 704 704 $21,370 — — 17 17 TSFG, LLC 20 20 $1,000 — — 18 18 UBS Group AG 14 14 $425 — TRIM -83% 19 19 Advisory Services Network, LLC 10 10 $304 — NEW 20 20 MORGAN STANLEY 1 1 $36 — 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 OSAIC HOLDINGS, INC. 256K 233K 198K 212K 189K 129K $4M COMMONWEALTH EQUITY SERVICES, LLC 46K 43K 45K 48K 50K 53K $2M SUSQUEHANNA INTERNATIONAL GROUP, LLP 67K 43K 42K 39K 39K 40K $1M FLOW TRADERS U.S. LLC — — 11K 27K 7K 40K $1M CITADEL ADVISORS LLC 16K — — 18K 31K 38K $1M Cambridge Investment Research Advisors, Inc. 34K 33K 32K 31K 32K 26K $782,000 ROYAL BANK OF CANADA 8K 13K 20K 5K 24K 21K $629,000 LPL Financial LLC — — — 20K 20K 20K $596,887 Lakeside Advisors, INC. 16K 16K 14K 15K 15K 15K $455,318 RFG Advisory, LLC 17K 12K 12K 12K 9K 8K $253,129 LaSalle St. Investment Advisors, LLC 9K 9K 9K 9K 9K 8K $250,631 ENVESTNET ASSET MANAGEMENT INC — — — — — 7K $213,939 Post Resch Tallon Group Inc. 10K 9K 7K — — 7K $213,240 Archer Investment Corp 2K 2K 2K 2K 2K 2K $70,483 HARBOUR INVESTMENTS, INC. 3K 2K 2K 2K 2K 2K $55,883
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 21 3 2021-Q1 2026-Q1 2021-Q1 · 3 holders · % suppressed/unavailable 2021-Q2 · 7 holders · % suppressed/unavailable 2021-Q3 · 6 holders · % suppressed/unavailable 2021-Q4 · 10 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 11 holders · % suppressed/unavailable 2022-Q3 · 10 holders · % suppressed/unavailable 2022-Q4 · 10 holders · % suppressed/unavailable 2023-Q1 · 14 holders · % suppressed/unavailable 2023-Q2 · 14 holders · % suppressed/unavailable 2023-Q3 · 17 holders · % suppressed/unavailable 2023-Q4 · 18 holders · % suppressed/unavailable 2024-Q1 · 19 holders · % suppressed/unavailable 2024-Q2 · 17 holders · % suppressed/unavailable 2024-Q3 · 18 holders · % suppressed/unavailable 2024-Q4 · 21 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 20 holders · % suppressed/unavailable 2026-Q1 · 20 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 20 417,883 — $13M 2025-Q4 20 460,815 — $14M 2025-Q3 21 471,549 — $15M 2025-Q2 21 487,596 — $15M 2025-Q1 18 495,936 — $14M 2024-Q4 21 583,526 — $17M 2024-Q3 18 311,341 — $9M 2024-Q2 17 268,790 — $7M 2024-Q1 19 332,674 — $9M 2023-Q4 18 319,280 — $8M 2023-Q3 17 267,357 — $6M 2023-Q2 14 283,805 — $7M 2023-Q1 14 197,024
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.