Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
9,141,715
Top holders largest 34 of 34 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 AMERIPRISE FINANCIAL INC 4,768,227 4.8M $137M — — 2 2 LPL Financial LLC 3,385,200 3.4M $97M — ADD 50% 3 3 BANK OF AMERICA CORP /DE/ 451,944 451,944 $13M — ADD 6% 4 4 MORGAN STANLEY 285,510 285,510 $8M — ADD 97% 5 5 OLD MISSION CAPITAL LLC 52,237 52,237 $2M — ADD 34% 6 6 GOLDMAN SACHS GROUP INC 48,118 48,118 $1M — NEW 7 7 ROYAL BANK OF CANADA 36,032 36,032 $1M — — 8 8 CIBC Bancorp USA Inc. 27,349 27,349 $786,007 — NEW 9 9 CITADEL ADVISORS LLC 26,474 26,474 $760,863 — NEW 10 10 FLOW TRADERS U.S. LLC 19,239 19,239 $553,000 — NEW 11 11 JANE STREET GROUP, LLC 14,923 14,923 $428,887 — TRIM -13% 12 12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,394 9,394 $269,984 — NEW 13 13 UBS Group AG 7,777 7,777 $223,511 — TRIM -60% 14 14 AlphaCore Capital LLC 1,849 1,849 $53,142 — TRIM -10% 15 15 JONES FINANCIAL COMPANIES LLLP 1,427 1,427 $39,923 — ADD 1371% 16 16 OSAIC HOLDINGS, INC. 917 917 $26,381 — — 17 17 FMR LLC 861 861 $24,745 — — 18 18 Capital Advisors, Ltd. LLC 750 750 $22,000 — — 19 19 WHITTIER TRUST CO 550 550 $15,901 — — 20 20 PRIVATE TRUST CO NA 537 537 $15,433 — — 21 21 Western Wealth Management, LLC 466 466 $13,393 — NEW 22 22 Medallion Wealth Advisors, LLC 418 418 $12,014 — TRIM -53% 23 23 FIFTH THIRD BANCORP 383 383 $11,009 — NEW 24 24 Parallel Advisors, LLC 300 300 $8,622 — — 25 25 Spire Wealth Management 227 227 $6,524 — — 26 26 Rockefeller Capital Management L.P. 120 120 $3,476 — — 27 27 WELLS FARGO & COMPANY/MN 112 112 $3,215 — ADD 40% 28 28 Farther Finance Advisors, LLC 96 96 $2,772 — — 29 29 Crewe Advisors LLC 80 80 $2,300 — — 30 30 BANK OF MONTREAL /CAN/ 72 72 $2,069 — NEW 31 31 HARBOUR INVESTMENTS, INC. 51 51 $1,466 — — 32 32 Rossby Financial, LCC 41 41 $1,184 — — 33 33 PNC FINANCIAL SERVICES GROUP, INC. 17 17 $489 — — 34 34 Aptus Capital Advisors, LLC 17 17 $489 — —
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 AMERIPRISE FINANCIAL INC — — — 4.8M 4.8M 4.8M $137M LPL Financial LLC 2.1M 2.1M 1.9M 2.3M 2.3M 3.4M $97M BANK OF AMERICA CORP /DE/ 550K 451K 453K 435K 427K 452K $13M MORGAN STANLEY 194K 181K 151K 148K 145K 286K $8M OLD MISSION CAPITAL LLC 271K 21K 36K 65K 39K 52K $2M GOLDMAN SACHS GROUP INC — — — 20K — 48K $1M ROYAL BANK OF CANADA 39K 39K 75K 35K 36K 36K $1M CIBC Bancorp USA Inc. — — — — — 27K $786,007 CITADEL ADVISORS LLC 31K 118K 17K — — 26K $760,863 FLOW TRADERS U.S. LLC — 14K 23K 8K — 19K $553,000 JANE STREET GROUP, LLC 30K 47K 50K 38K 17K 15K $428,887 SUSQUEHANNA INTERNATIONAL GROUP, LLP 73K 15K 15K 14K — 9K $269,984 UBS Group AG 30K 27K 28K 20K 19K 8K $223,511 AlphaCore Capital LLC — 2K 2K 2K 2K 2K $53,142 JONES FINANCIAL COMPANIES LLLP 46 46 97 97 97 1K $39,923
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 99 1 2016-Q1 2026-Q1 2016-Q1 · 1 holders · % suppressed/unavailable 2016-Q3 · 6 holders · % suppressed/unavailable 2016-Q4 · 91 holders · % suppressed/unavailable 2017-Q1 · 89 holders · % suppressed/unavailable 2017-Q2 · 85 holders · % suppressed/unavailable 2017-Q3 · 89 holders · % suppressed/unavailable 2017-Q4 · 99 holders · % suppressed/unavailable 2018-Q1 · 96 holders · % suppressed/unavailable 2018-Q2 · 95 holders · % suppressed/unavailable 2018-Q3 · 89 holders · % suppressed/unavailable 2018-Q4 · 77 holders · % suppressed/unavailable 2019-Q1 · 81 holders · % suppressed/unavailable 2019-Q2 · 74 holders · % suppressed/unavailable 2019-Q3 · 75 holders · % suppressed/unavailable 2019-Q4 · 67 holders · % suppressed/unavailable 2020-Q1 · 56 holders · % suppressed/unavailable 2020-Q2 · 54 holders · % suppressed/unavailable 2020-Q3 · 50 holders · % suppressed/unavailable 2020-Q4 · 47 holders · % suppressed/unavailable 2021-Q1 · 46 holders · % suppressed/unavailable 2021-Q2 · 47 holders · % suppressed/unavailable 2021-Q3 · 40 holders · % suppressed/unavailable 2021-Q4 · 40 holders · % suppressed/unavailable 2022-Q1 · 43 holders · % suppressed/unavailable 2022-Q2 · 40 holders · % suppressed/unavailable 2022-Q3 · 37 holders · % suppressed/unavailable 2022-Q4 · 36 holders · % suppressed/unavailable 2023-Q1 · 35 holders · % suppressed/unavailable 2023-Q2 · 30 holders · % suppressed/unavailable 2023-Q3 · 31 holders · % suppressed/unavailable 2023-Q4 · 33 holders · % suppressed/unavailable 2024-Q1 · 32 holders · % suppressed/unavailable 2024-Q2 · 33 holders · % suppressed/unavailable 2024-Q3 · 35 holders · % suppressed/unavailable 2024-Q4 · 35 holders · % suppressed/unavailable 2025-Q1 · 33 holders · % suppressed/unavailable 2025-Q2 · 33 holders · % suppressed/unavailable 2025-Q3 · 35 holders · % suppressed/unavailable 2025-Q4 · 34 holders · % suppressed/unavailable 2026-Q1 · 34 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 34 9,141,715 — $263M 2025-Q4 34 7,998,817 — $219M 2025-Q3 35 7,886,836 — $209M 2025-Q2 33 2,829,857 — $68M 2025-Q1 33 3,041,433 — $66M 2024-Q4 35 3,367,027 — $70M 2024-Q3 35 1,402,106 — $32M 2024-Q2 33 1,330,413 — $28M 2024-Q1 32
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.