Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 25 of 25 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 UBS Group AG 127,093 127,093 $3M — TRIM -52% 2 2 Cetera Investment Advisers 33,238 33,238 $889,590 — ADD 41% 3 3 ENVESTNET ASSET MANAGEMENT INC 28,244 28,244 $755,941 — ADD 37% 4 4 FLOW TRADERS U.S. LLC 27,818 27,818 $745,000 — ADD 179% 5 5 Daiwa Securities Group Inc. 22,587 22,587 $604,528 — TRIM -31% 6 6 Vivaldi Capital Management LP 18,546 18,546 $496,373 — ADD 9% 7 7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,332 16,332 $437,116 — TRIM -74% 8 8 RAYMOND JAMES FINANCIAL INC 13,983 13,983 $374,238 — ADD 50% 9 9 LPL Financial LLC 13,154 13,154 $352,051 — TRIM -5% 10 10 BANK OF AMERICA CORP /DE/ 12,479 12,479 $333,996 — TRIM -19% 11 11 NORTHBRIDGE FINANCIAL GROUP, LLC 7,647 7,647 $211,557 — — 12 12 Ascentis Independent Advisors 5,053 5,053 $135,265 — TRIM -42% 13 13 Founders Financial Alliance, LLC 2,206 2,206 $59,048 — NEW 14 14 Banque Cantonale Vaudoise 2,056 2,056 $55,000 — — 15 15 TWIN PEAKS WEALTH ADVISORS, LLC 535 535 $14,313 — NEW 16 16 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 286 286 $7,655 — — 17 17 SBI Securities Co., Ltd. 276 276 $7,387 — — 18 18 Federation des caisses Desjardins du Quebec 115 115 $3,078 — — 19 19 1 NORTH WEALTH SERVICES LLC 105 105 $2,810 — — 20 20 OSAIC HOLDINGS, INC. 102 102 $2,738 — — 21 21 ROYAL BANK OF CANADA 88 88 $2,000 — — 22 22 EverSource Wealth Advisors, LLC 42 42 $1,124 — — 23 23 Rossby Financial, LCC 4 4 $107 — NEW 24 24 MORGAN STANLEY 1 1 $30 — TRIM -50% 25 25 JPMORGAN CHASE & CO 0 0 $20 — EXIT
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 UBS Group AG 264K 268K 266K 268K 263K 127K $3M Cetera Investment Advisers 25K 23K 17K 22K 24K 33K $889,590 ENVESTNET ASSET MANAGEMENT INC 16K 9K 15K 19K 21K 28K $755,941 FLOW TRADERS U.S. LLC — 22K — 44K 10K 28K $745,000 Daiwa Securities Group Inc. 603K 603K 503K 53K 33K 23K $604,528 Vivaldi Capital Management LP 11K 17K 16K 16K 17K 19K $496,373 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27K 28K 25K 54K 64K 16K $437,116 RAYMOND JAMES FINANCIAL INC — 13K 16K 10K 9K 14K $374,238 LPL Financial LLC 16K 16K 16K 16K 14K 13K $352,051 BANK OF AMERICA CORP /DE/ 13K 12K 12K 18K 15K 12K $333,996 NORTHBRIDGE FINANCIAL GROUP, LLC — — — — 8K 8K $211,557 Ascentis Independent Advisors — — — — 9K 5K $135,265 Founders Financial Alliance, LLC 2K — — 2K — 2K $59,048 Banque Cantonale Vaudoise — 2K 2K 2K 2K 2K $55,000 TWIN PEAKS WEALTH ADVISORS, LLC — — 952 — — 535 $14,313
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 50 1 2018-Q4 2026-Q1 2018-Q4 · 1 holders · % suppressed/unavailable 2019-Q1 · 4 holders · % suppressed/unavailable 2019-Q2 · 4 holders · % suppressed/unavailable 2019-Q3 · 5 holders · % suppressed/unavailable 2019-Q4 · 8 holders · % suppressed/unavailable 2020-Q1 · 6 holders · % suppressed/unavailable 2020-Q2 · 14 holders · % suppressed/unavailable 2020-Q3 · 21 holders · % suppressed/unavailable 2020-Q4 · 33 holders · % suppressed/unavailable 2021-Q1 · 47 holders · % suppressed/unavailable 2021-Q2 · 47 holders · % suppressed/unavailable 2021-Q3 · 46 holders · % suppressed/unavailable 2021-Q4 · 50 holders · % suppressed/unavailable 2022-Q1 · 32 holders · % suppressed/unavailable 2022-Q2 · 30 holders · % suppressed/unavailable 2022-Q3 · 29 holders · % suppressed/unavailable 2022-Q4 · 33 holders · % suppressed/unavailable 2023-Q1 · 28 holders · % suppressed/unavailable 2023-Q2 · 24 holders · % suppressed/unavailable 2023-Q3 · 24 holders · % suppressed/unavailable 2023-Q4 · 29 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 29 holders · % suppressed/unavailable 2024-Q3 · 29 holders · % suppressed/unavailable 2024-Q4 · 24 holders · % suppressed/unavailable 2025-Q1 · 24 holders · % suppressed/unavailable 2025-Q2 · 28 holders · % suppressed/unavailable 2025-Q3 · 27 holders · % suppressed/unavailable 2025-Q4 · 29 holders · % suppressed/unavailable 2026-Q1 · 25 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 25 331,990 — $9M 2025-Q4 29 559,545 — $18M 2025-Q3 27 626,472 — $22M 2025-Q2 28 988,784 — $30M 2025-Q1 24 1,064,342 — $30M 2024-Q4 24 1,063,216 — $30M 2024-Q3 29 1,282,579 — $35M 2024-Q2 29 1,927,853 — $46M 2024-Q1 26 2,344,642 — $56M 2023-Q4 29 2,430,549 — $52M 2023-Q3 24 2,219,280
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.