Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 27 of 27 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Balyasny Asset Management L.P. 83,403 83,403 $412,428 — ADD 317% 2 2 WOLVERINE ASSET MANAGEMENT LLC 46,612 46,612 $230,488 — TRIM -57% 3 3 Mariner, LLC 21,817 21,817 $107,885 — — 4 4 ATWOOD & PALMER INC 7,100 7,100 $35,110 — — 5 5 TD PRIVATE CLIENT WEALTH LLC 6,735 6,735 $33,305 — — 6 6 OSAIC HOLDINGS, INC. 5,650 5,650 $27,966 — TRIM -15% 7 7 Carolina Wealth Advisors, LLC 3,775 3,775 $18,667 — — 8 8 MCGUIRE CAPITAL ADVISORS INC 2,326 2,326 $11,502 — TRIM -18% 9 9 CREATIVE FINANCIAL DESIGNS INC /ADV 2,000 2,000 $9,890 — — 10 10 CoreCap Advisors, LLC 1,445 1,445 $7,146 — — 11 11 BANK OF MONTREAL /CAN/ 1,100 1,100 $5,478 — — 12 12 Altshuler Shaham Ltd 1,000 1,000 $4,945 — — 13 13 Colonial Trust Advisors 1,000 1,000 $4,945 — — 14 14 Root Financial Partners, LLC 952 952 $4,708 — NEW 15 15 CWM, LLC 510 510 $2,522 — ADD 2% 16 16 MORGAN STANLEY 200 200 $989 — — 17 17 Aviso Financial Inc. 200 200 $989 — — 18 18 Allworth Financial LP 151 151 $747 — — 19 19 Western Pacific Wealth Management, LP 80 80 $396 — NEW 20 20 Key Capital Management, INC 60 60 $297 — NEW 21 21 WELLS FARGO & COMPANY/MN 50 50 $247 — — 22 22 IFP Advisors, Inc 40 40 $198 — — 23 23 JONES FINANCIAL COMPANIES LLLP 35 35 $174 — — 24 24 Winch Advisory Services, LLC 32 32 $158 — — 25 25 Federation des caisses Desjardins du Quebec 30 30 $148 — — 26 26 American Capital Advisory, LLC 14 14 $70 — — 27 27 Hughes Financial Services, LLC 5 5 $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 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 Balyasny Asset Management L.P. — — — — 20K 83K $412,428 WOLVERINE ASSET MANAGEMENT LLC 269K 246K 180K 194K 108K 47K $230,488 Mariner, LLC 24K 24K 24K 23K 22K 22K $107,885 ATWOOD & PALMER INC 7K 7K 7K 7K 7K 7K $35,110 TD PRIVATE CLIENT WEALTH LLC 7K 7K 7K 7K 7K 7K $33,305 OSAIC HOLDINGS, INC. 8K 7K 7K 7K 7K 6K $27,966 Carolina Wealth Advisors, LLC 4K 4K 4K 4K 4K 4K $18,667 MCGUIRE CAPITAL ADVISORS INC — — — — 3K 2K $11,502 CREATIVE FINANCIAL DESIGNS INC /ADV 2K 2K 2K 2K 2K 2K $9,890 CoreCap Advisors, LLC 1K 1K 1K 1K 1K 1K $7,146 BANK OF MONTREAL /CAN/ 1K — 1K 1K 1K 1K $5,478 Altshuler Shaham Ltd 1K 1K 1K 1K 1K 1K $4,945 Colonial Trust Advisors — 400 700 700 1K 1K $4,945 Root Financial Partners, LLC — — — — — 952 $4,708 CWM, LLC 500 500 500 500 500 510 $2,522
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 39 22 2021-Q4 2026-Q1 2021-Q4 · 27 holders · % suppressed/unavailable 2022-Q1 · 29 holders · % suppressed/unavailable 2022-Q2 · 28 holders · % suppressed/unavailable 2022-Q3 · 30 holders · % suppressed/unavailable 2022-Q4 · 24 holders · % suppressed/unavailable 2023-Q1 · 23 holders · % suppressed/unavailable 2023-Q2 · 22 holders · % suppressed/unavailable 2023-Q3 · 24 holders · % suppressed/unavailable 2023-Q4 · 23 holders · % suppressed/unavailable 2024-Q1 · 39 holders · % suppressed/unavailable 2024-Q2 · 30 holders · % suppressed/unavailable 2024-Q3 · 27 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 25 holders · % suppressed/unavailable 2025-Q2 · 32 holders · % suppressed/unavailable 2025-Q3 · 26 holders · % suppressed/unavailable 2025-Q4 · 29 holders · % suppressed/unavailable 2026-Q1 · 27 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 27 186,322 — $921,423 2025-Q4 29 187,151 — $1M 2025-Q3 26 310,812 — $3M 2025-Q2 32 327,809 — $4M 2025-Q1 25 459,206 — $6M 2024-Q4 25 543,244 — $13M 2024-Q3 27 233,086 — $2M 2024-Q2 30 1,383,980 — $29M 2024-Q1 39 1,776,000 — $49M 2023-Q4 23 681,653 — $4M 2023-Q3 24 711,198 — $4M 2023-Q2 22 641,132 — $2M 2023-Q1 23 545,108 — $2M
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.
