Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 46 of 46 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 BlackRock, Inc. 200,531 200,531 $21M — — 2 2 CIBC WORLD MARKET INC. 141,170 141,170 $15M — TRIM -14% 3 3 Marotta Asset Management 106,133 106,133 $11M — ADD 6% 4 4 Karpus Management, Inc. 78,755 78,755 $8M — — 5 5 Cambridge Investment Research Advisors, Inc. 40,036 40,036 $4M — NEW 6 6 WELLS FARGO & COMPANY/MN 23,506 23,506 $2M — ADD 57232% 7 7 JANE STREET GROUP, LLC 22,634 22,634 $2M — ADD 56% 8 8 LPL Financial LLC 17,349 17,349 $2M — TRIM -11% 9 9 CITADEL ADVISORS LLC 16,420 16,420 $2M — ADD 642% 10 10 FLOW TRADERS U.S. LLC 11,116 11,116 $1M — TRIM -16% 11 11 MORGAN STANLEY 9,167 9,167 $959,691 — TRIM -12% 12 12 Idaho Trust Co 7,420 7,420 $776,718 — ADD 7% 13 13 Vertex Investment Solutions Co., Ltd. 6,900 6,900 $704,239 — NEW 14 14 Bridgewater Advisors Inc. 6,145 6,145 $693,136 — — 15 15 TOCQUEVILLE ASSET MANAGEMENT L.P. 4,871 4,871 $509,921 — — 16 16 IRONWOOD INVESTMENT MANAGEMENT LLC 4,439 4,439 $464,697 — NEW 17 17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,707 3,707 $388,067 — ADD 14% 18 18 INNEALTA CAPITAL, LLC 3,534 3,534 $369,957 — TRIM -6% 19 19 AMERIPRISE FINANCIAL INC 3,132 3,132 $327,873 — ADD 16% 20 20 SIH Partners, LLLP 2,827 2,827 $295,944 — NEW 21 21 Old Peak Finance LLC 1,992 1,992 $208,495 — TRIM -3% 22 22 Vontobel Holding Ltd. 1,982 1,982 $207,486 — — 23 23 UBS Group AG 1,975 1,975 $206,753 — ADD 28% 24 24 JPMORGAN CHASE & CO 1,806 1,806 $182,528 — ADD 2596% 25 25 SIGNATUREFD, LLC 1,720 1,720 $180,058 — ADD 17% 26 26 PNC FINANCIAL SERVICES GROUP, INC. 1,560 1,560 $163,309 — ADD 29% 27 27 JTC Employer Solutions Trustee Ltd 1,018 1,018 $129,000 — — 28 28 FMR LLC 1,146 1,146 $119,937 — TRIM -38% 29 29 Arax Advisory Partners 939 939 $98,300 — — 30 30 RHUMBLINE ADVISERS 348 348 $36,430 — — 31 31 AE Wealth Management LLC 256 256 $26,799 — NEW 32 32 CX Institutional 197 197 $21,000 — TRIM -31% 33 33 BANK OF MONTREAL /CAN/ 130 130 $13,609 — ADD 30% 34 34 NBT BANK N A /NY 60 60 $6,281 — — 35 35 OSAIC HOLDINGS, INC. 47 47 $4,920 — — 36 36 Atlantic Union Bankshares Corp 30 30 $3,141 — NEW 37 37 ROYAL BANK OF CANADA 24 24 $3,000 — NEW 38 38 BLAIR WILLIAM & CO/IL 21 21 $2,198 — — 39 39 Horizon Investments, LLC 16 16 $1,675 — ADD 220% 40 40 Aptus Capital Advisors, LLC 10 10 $1,047 — — 41 41 Migdal Insurance & Financial Holdings Ltd. 9 9 $942 — NEW 42 42 PRIVATE TRUST CO NA 8 8 $837 — — 43 43 CWM, LLC 4 4 $425 — — 44 44 ATLAS CAPITAL ADVISORS INC. 2 2 $209 — — 45 45 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1 1 $105 — NEW 46 46 Covestor Ltd 2 2 $0 — —
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 BlackRock, Inc. 202K 201K 201K 201K 201K 201K $21M CIBC WORLD MARKET INC. 232K 214K 208K 182K 165K 141K $15M Marotta Asset Management 81K 77K 87K 95K 100K 106K $11M Karpus Management, Inc. — — — 55K 78K 79K $8M Cambridge Investment Research Advisors, Inc. — — — — — 40K $4M WELLS FARGO & COMPANY/MN 2K 2K 2K 41 41 24K $2M JANE STREET GROUP, LLC 62K 17K 15K 10K 14K 23K $2M LPL Financial LLC — — — 18K 20K 17K $2M CITADEL ADVISORS LLC 57K — 3K 5K 2K 16K $2M FLOW TRADERS U.S. LLC 5K — 2K 14K 13K 11K $1M MORGAN STANLEY 30K 9K 10K 11K 10K 9K $959,691 Idaho Trust Co 8K 9K 9K 8K 7K 7K $776,718 Vertex Investment Solutions Co., Ltd. — — — — — 7K $704,239 Bridgewater Advisors Inc. — 6K 6K 6K 6K 6K $693,136 TOCQUEVILLE ASSET MANAGEMENT L.P. 5K 5K 5K 5K 5K 5K $509,921
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 2014-Q1 2026-Q1 2014-Q1 · 1 holders · % suppressed/unavailable 2014-Q2 · 1 holders · % suppressed/unavailable 2014-Q3 · 2 holders · % suppressed/unavailable 2014-Q4 · 24 holders · % suppressed/unavailable 2015-Q1 · 19 holders · % suppressed/unavailable 2015-Q2 · 28 holders · % suppressed/unavailable 2015-Q3 · 28 holders · % suppressed/unavailable 2015-Q4 · 35 holders · % suppressed/unavailable 2016-Q1 · 40 holders · % suppressed/unavailable 2016-Q2 · 40 holders · % suppressed/unavailable 2016-Q3 · 28 holders · % suppressed/unavailable 2016-Q4 · 26 holders · % suppressed/unavailable 2017-Q1 · 24 holders · % suppressed/unavailable 2017-Q2 · 27 holders · % suppressed/unavailable 2017-Q3 · 21 holders · % suppressed/unavailable 2017-Q4 · 26 holders · % suppressed/unavailable 2018-Q1 · 23 holders · % suppressed/unavailable 2018-Q2 · 23 holders · % suppressed/unavailable 2018-Q3 · 22 holders · % suppressed/unavailable 2018-Q4 · 17 holders · % suppressed/unavailable 2019-Q1 · 22 holders · % suppressed/unavailable 2019-Q2 · 21 holders · % suppressed/unavailable 2019-Q3 · 17 holders · % suppressed/unavailable 2019-Q4 · 17 holders · % suppressed/unavailable 2020-Q1 · 15 holders · % suppressed/unavailable 2020-Q2 · 16 holders · % suppressed/unavailable 2020-Q3 · 23 holders · % suppressed/unavailable 2020-Q4 · 31 holders · % suppressed/unavailable 2021-Q1 · 28 holders · % suppressed/unavailable 2021-Q2 · 36 holders · % suppressed/unavailable 2021-Q3 · 35 holders · % suppressed/unavailable 2021-Q4 · 38 holders · % suppressed/unavailable 2022-Q1 · 26 holders · % suppressed/unavailable 2022-Q2 · 24 holders · % suppressed/unavailable 2022-Q3 · 27 holders · % suppressed/unavailable 2022-Q4 · 30 holders · % suppressed/unavailable 2023-Q1 · 31 holders · % suppressed/unavailable 2023-Q2 · 38 holders · % suppressed/unavailable 2023-Q3 · 37 holders · % suppressed/unavailable 2023-Q4 · 41 holders · % suppressed/unavailable 2024-Q1 · 49 holders · % suppressed/unavailable 2024-Q2 · 49 holders · % suppressed/unavailable 2024-Q3 · 50 holders · % suppressed/unavailable 2024-Q4 · 49 holders · % suppressed/unavailable 2025-Q1 · 38 holders · % suppressed/unavailable 2025-Q2 · 42 holders · % suppressed/unavailable 2025-Q3 · 38 holders · % suppressed/unavailable 2025-Q4 · 45 holders · % suppressed/unavailable 2026-Q1 · 46 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 46 725,095 — $76M 2025-Q4 45 683,483 — $78M 2025-Q3 38 675,470 — $74M 2025-Q2 42 634,052 — $72M 2025-Q1 38 632,550 — $68M 2024-Q4 49 894,772 — $95M 2024-Q3 50 661,555
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.