Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 23 of 23 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Tradition Wealth Management, LLC 25,878 25,878 $1M — — 2 2 CITADEL ADVISORS LLC 21,681 21,681 $1M — ADD 9% 3 3 GOLDMAN SACHS GROUP INC 21,361 21,361 $1M — — 4 4 LPL Financial LLC 9,501 9,501 $520,031 — TRIM -31% 5 5 FLOW TRADERS U.S. LLC 9,467 9,467 $518,000 — — 6 6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,156 9,156 $501,157 — ADD 55% 7 7 Geneos Wealth Management Inc. 6,965 6,965 $381,264 — TRIM -9% 8 8 OSAIC HOLDINGS, INC. 6,022 6,022 $329,661 — TRIM -2% 9 9 TD Capital Management LLC 4,638 4,638 $253,843 — — 10 10 46 Peaks LLC 3,777 3,777 $206,736 — — 11 11 MPWM ADVISORY SOLUTIONS, LLC 3,340 3,340 $182,817 — NEW 12 12 BlackRock, Inc. 1,000 1,000 $54,735 — NEW 13 13 Rockefeller Capital Management L.P. 863 863 $47,237 — — 14 14 UBS Group AG 653 653 $35,742 — ADD 174% 15 15 MORGAN STANLEY 409 409 $22,406 — TRIM -15% 16 16 Migdal Insurance & Financial Holdings Ltd. 340 340 $18,610 — — 17 17 NewEdge Advisors, LLC 10,478 10,478 $10,478 — — 18 18 FMR LLC 164 164 $8,950 — — 19 19 Farther Finance Advisors, LLC 82 82 $4,518 — NEW 20 20 ROYAL BANK OF CANADA 55 55 $3,000 — — 21 21 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 53 53 $2,922 — — 22 22 DHJJ Financial Advisors, Ltd. 49 49 $2,683 — — 23 23 VANGUARD ADVISERS INC 2 2 $110 — 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 Tradition Wealth Management, LLC 27K 27K 26K 26K 26K 26K $1M CITADEL ADVISORS LLC 12K 33K 6K 19K 20K 22K $1M GOLDMAN SACHS GROUP INC 21K 21K 21K 21K 21K 21K $1M LPL Financial LLC 13K 13K 14K 14K 14K 10K $520,031 FLOW TRADERS U.S. LLC 7K 11K — — 9K 9K $518,000 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10K 8K 3K 8K 6K 9K $501,157 Geneos Wealth Management Inc. 11K 18K 8K 8K 8K 7K $381,264 OSAIC HOLDINGS, INC. 9K 16K 6K 6K 6K 6K $329,661 TD Capital Management LLC 5K 5K 5K 5K 5K 5K $253,843 46 Peaks LLC — — — — 4K 4K $206,736 MPWM ADVISORY SOLUTIONS, LLC — — — — — 3K $182,817 BlackRock, Inc. — — — — — 1K $54,735 Rockefeller Capital Management L.P. — — — 1K 863 863 $47,237 UBS Group AG 855 — 57 272 238 653 $35,742 MORGAN STANLEY 1 129 130 229 481 409 $22,406
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 33 6 2019-Q4 2026-Q1 2019-Q4 · 6 holders · % suppressed/unavailable 2020-Q1 · 9 holders · % suppressed/unavailable 2020-Q2 · 13 holders · % suppressed/unavailable 2020-Q3 · 22 holders · % suppressed/unavailable 2020-Q4 · 26 holders · % suppressed/unavailable 2021-Q1 · 29 holders · % suppressed/unavailable 2021-Q2 · 25 holders · % suppressed/unavailable 2021-Q3 · 31 holders · % suppressed/unavailable 2021-Q4 · 33 holders · % suppressed/unavailable 2022-Q1 · 29 holders · % suppressed/unavailable 2022-Q2 · 28 holders · % suppressed/unavailable 2022-Q3 · 25 holders · % suppressed/unavailable 2022-Q4 · 22 holders · % suppressed/unavailable 2023-Q1 · 24 holders · % suppressed/unavailable 2023-Q2 · 21 holders · % suppressed/unavailable 2023-Q3 · 19 holders · % suppressed/unavailable 2023-Q4 · 23 holders · % suppressed/unavailable 2024-Q1 · 24 holders · % suppressed/unavailable 2024-Q2 · 22 holders · % suppressed/unavailable 2024-Q3 · 18 holders · % suppressed/unavailable 2024-Q4 · 23 holders · % suppressed/unavailable 2025-Q1 · 21 holders · % suppressed/unavailable 2025-Q2 · 24 holders · % suppressed/unavailable 2025-Q3 · 23 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 23 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 23 135,934 — $7M 2025-Q4 22 142,189 — $9M 2025-Q3 23 150,868 — $10M 2025-Q2 24 128,385 — $8M 2025-Q1 21 190,997 — $10M 2024-Q4 23 167,175 — $9M 2024-Q3 18 173,212 — $9M 2024-Q2 22 162,619 — $9M 2024-Q1 24 210,147 — $11M 2023-Q4 23 251,673 — $12M 2023-Q3 19 255,669 — $10M 2023-Q2 21
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.