Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Cardinal Point Capital Management ULC 61,570 61,570 $2M — — 2 2 Bond & Devick Financial Network, Inc. 28,962 28,962 $1M — ADD 77% 3 3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,567 17,567 $611,455 — ADD 63% 4 4 CITADEL ADVISORS LLC 12,064 12,064 $419,912 — ADD 88% 5 5 Richard Bernstein Advisors LLC 11,684 11,684 $406,699 — ADD 178% 6 6 AdvisorNet Financial, Inc 10,681 10,681 $371,774 — ADD 84% 7 7 LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,990 6,990 $243,301 — — 8 8 Sequoia Financial Advisors, LLC 6,414 6,414 $223,253 — — 9 9 Westmount Partners, LLC 6,017 6,017 $209,442 — — 10 10 OSAIC HOLDINGS, INC. 2,887 2,887 $100,495 — — 11 11 IMA Advisory Services, Inc. 1,936 1,936 $67,403 — ADD 3% 12 12 Godfrey Financial Associates, Inc. 1,859 1,859 $64,706 — — 13 13 Birchwood Financial Partners, Inc. 1,323 1,323 $46,050 — ADD 56% 14 14 Parallel Advisors, LLC 770 770 $26,833 — — 15 15 Mascoma Wealth Management LLC 295 295 $10,260 — — 16 16 CoreCap Advisors, LLC 104 104 $3,620 — — 17 17 Triumph Capital Management 86 86 $2,993 — —
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 Cardinal Point Capital Management ULC 52K 48K 57K 62K 62K 62K $2M Bond & Devick Financial Network, Inc. — — — 11K 16K 29K $1M SUSQUEHANNA INTERNATIONAL GROUP, LLP 13K 19K — — 11K 18K $611,455 CITADEL ADVISORS LLC 13K — — 18K 6K 12K $419,912 Richard Bernstein Advisors LLC 20K 2K 5K 4K 4K 12K $406,699 AdvisorNet Financial, Inc 6K 6K 6K 6K 6K 11K $371,774 LODESTAR PRIVATE ASSET MANAGEMENT LLC — — — 7K 7K 7K $243,301 Sequoia Financial Advisors, LLC — — — 6K 6K 6K $223,253 Westmount Partners, LLC — — — 6K 6K 6K $209,442 OSAIC HOLDINGS, INC. 928 928 928 1K 3K 3K $100,495 IMA Advisory Services, Inc. 18K 19K 19K 2K 2K 2K $67,403 Godfrey Financial Associates, Inc. — — — — 2K 2K $64,706 Birchwood Financial Partners, Inc. — — — — 848 1K $46,050 Parallel Advisors, LLC 759 759 763 768 770 770 $26,833 Mascoma Wealth Management LLC 103 146 146 146 295 295 $10,260
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 18 1 2020-Q2 2026-Q1 2020-Q2 · 1 holders · % suppressed/unavailable 2020-Q3 · 2 holders · % suppressed/unavailable 2020-Q4 · 1 holders · % suppressed/unavailable 2021-Q1 · 6 holders · % suppressed/unavailable 2021-Q2 · 4 holders · % suppressed/unavailable 2021-Q3 · 5 holders · % suppressed/unavailable 2021-Q4 · 7 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 11 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 13 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 11 holders · % suppressed/unavailable 2023-Q3 · 11 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 13 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 15 holders · % suppressed/unavailable 2025-Q1 · 13 holders · % suppressed/unavailable 2025-Q2 · 10 holders · % suppressed/unavailable 2025-Q3 · 15 holders · % suppressed/unavailable 2025-Q4 · 18 holders · % suppressed/unavailable 2026-Q1 · 17 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 17 171,209 — $6M 2025-Q4 18 188,236 — $7M 2025-Q3 15 124,187 — $4M 2025-Q2 10 94,013 — $3M 2025-Q1 13 144,228 — $5M 2024-Q4 15 179,889 — $6M 2024-Q3 15 115,061 — $4M 2024-Q2 13 102,225 — $3M 2024-Q1 12 101,282 — $3M 2023-Q4 12 138,922 — $4M 2023-Q3 11 85,397 — $2M 2023-Q2 11 120,642 — $3M
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.