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 Glenorchy Capital Ltd 198,622 198,622 $6M — ADD 7% 2 2 LPL Financial LLC 119,580 119,580 $4M — TRIM -7% 3 3 OLD MISSION CAPITAL LLC 87,034 87,034 $3M — ADD 13% 4 4 STIFEL FINANCIAL CORP 42,216 42,216 $1M — ADD 5% 5 5 JPMORGAN CHASE & CO 30,000 30,000 $962,700 — — 6 6 BANK OF AMERICA CORP /DE/ 25,154 25,154 $817,757 — TRIM -58% 7 7 JANE STREET GROUP, LLC 24,334 24,334 $791,098 — TRIM -38% 8 8 UBS Group AG 21,702 21,702 $705,532 — ADD 6% 9 9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,952 14,952 $486,090 — TRIM -82% 10 10 Wealthfront Advisers LLC 11,254 11,254 $365,868 — — 11 11 MORGAN STANLEY 7,647 7,647 $248,614 — TRIM -7% 12 12 ROYAL BANK OF CANADA 7,525 7,525 $245,000 — TRIM -4% 13 13 GOLDMAN SACHS GROUP INC 7,465 7,465 $242,687 — NEW 14 14 SALEM INVESTMENT COUNSELORS INC 1,341 1,341 $43,596 — NEW 15 15 4Thought Financial Group Inc. 947 947 $30,774 — ADD 7% 16 16 CWM, LLC 849 849 $27,601 — — 17 17 BANK OF MONTREAL /CAN/ 635 635 $20,644 — — 18 18 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 176 176 $5,722 — — 19 19 IAG Wealth Partners, LLC 167 167 $5,429 — — 20 20 Ascentis Independent Advisors 120 120 $3,901 — NEW 21 21 GROUP ONE TRADING LLC 100 100 $3,251 — — 22 22 NATIONAL BANK OF CANADA /FI/ 82 82 $2,660 — — 23 23 FMR LLC 0 0 $14 — 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 Glenorchy Capital Ltd — — — 182K 185K 199K $6M LPL Financial LLC — — — 139K 129K 120K $4M OLD MISSION CAPITAL LLC — 13K 7K 9K 77K 87K $3M STIFEL FINANCIAL CORP — 13K 42K 40K 40K 42K $1M JPMORGAN CHASE & CO — — — 60K 30K 30K $962,700 BANK OF AMERICA CORP /DE/ 43K 42K 42K 71K 60K 25K $817,757 JANE STREET GROUP, LLC — 51K 7K 63K 39K 24K $791,098 UBS Group AG 27K 25K 35K 20K 20K 22K $705,532 SUSQUEHANNA INTERNATIONAL GROUP, LLP — 19K 15K 239K 85K 15K $486,090 Wealthfront Advisers LLC 29K — 7K 8K 11K 11K $365,868 MORGAN STANLEY 3K 1K 963 20K 8K 8K $248,614 ROYAL BANK OF CANADA 7K 7K 37K 8K 8K 8K $245,000 GOLDMAN SACHS GROUP INC — — — — — 7K $242,687 SALEM INVESTMENT COUNSELORS INC — — — — — 1K $43,596 4Thought Financial Group Inc. 520 527 541 542 888 947 $30,774
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 24 2 2013-Q1 2026-Q1 2013-Q1 · 2 holders · % suppressed/unavailable 2013-Q2 · 15 holders · % suppressed/unavailable 2013-Q3 · 11 holders · % suppressed/unavailable 2013-Q4 · 13 holders · % suppressed/unavailable 2014-Q1 · 13 holders · % suppressed/unavailable 2014-Q2 · 15 holders · % suppressed/unavailable 2014-Q3 · 14 holders · % suppressed/unavailable 2014-Q4 · 16 holders · % suppressed/unavailable 2015-Q1 · 14 holders · % suppressed/unavailable 2015-Q2 · 16 holders · % suppressed/unavailable 2015-Q3 · 13 holders · % suppressed/unavailable 2015-Q4 · 12 holders · % suppressed/unavailable 2016-Q1 · 12 holders · % suppressed/unavailable 2016-Q2 · 12 holders · % suppressed/unavailable 2016-Q3 · 11 holders · % suppressed/unavailable 2016-Q4 · 13 holders · % suppressed/unavailable 2017-Q1 · 13 holders · % suppressed/unavailable 2017-Q2 · 12 holders · % suppressed/unavailable 2017-Q3 · 14 holders · % suppressed/unavailable 2017-Q4 · 16 holders · % suppressed/unavailable 2018-Q1 · 14 holders · % suppressed/unavailable 2018-Q2 · 15 holders · % suppressed/unavailable 2018-Q3 · 14 holders · % suppressed/unavailable 2018-Q4 · 11 holders · % suppressed/unavailable 2019-Q1 · 14 holders · % suppressed/unavailable 2019-Q2 · 13 holders · % suppressed/unavailable 2019-Q3 · 10 holders · % suppressed/unavailable 2019-Q4 · 14 holders · % suppressed/unavailable 2020-Q1 · 15 holders · % suppressed/unavailable 2020-Q2 · 14 holders · % suppressed/unavailable 2020-Q3 · 13 holders · % suppressed/unavailable 2020-Q4 · 12 holders · % suppressed/unavailable 2021-Q1 · 21 holders · % suppressed/unavailable 2021-Q2 · 22 holders · % suppressed/unavailable 2021-Q3 · 18 holders · % suppressed/unavailable 2021-Q4 · 21 holders · % suppressed/unavailable 2022-Q1 · 17 holders · % suppressed/unavailable 2022-Q2 · 13 holders · % suppressed/unavailable 2022-Q3 · 15 holders · % suppressed/unavailable 2022-Q4 · 20 holders · % suppressed/unavailable 2023-Q1 · 19 holders · % suppressed/unavailable 2023-Q2 · 19 holders · % suppressed/unavailable 2023-Q3 · 15 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 15 holders · % suppressed/unavailable 2024-Q2 · 14 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 13 holders · % suppressed/unavailable 2025-Q1 · 16 holders · % suppressed/unavailable 2025-Q2 · 16 holders · % suppressed/unavailable 2025-Q3 · 24 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 23 601,902 — $20M 2025-Q4 22 697,127 — $23M 2025-Q3 24 876,882 — $35M 2025-Q2 16 956,348 — $30M 2025-Q1 16 898,248 — $25M 2024-Q4 13 833,038 —
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.