Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 15 of 15 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 FLOW TRADERS U.S. LLC 304,038 304,038 $11M — TRIM -6% 2 2 BANK OF AMERICA CORP /DE/ 270,305 270,305 $10M — ADD 30% 3 3 BAILARD, INC. 121,060 121,060 $5M — ADD 3% 4 4 OLD MISSION CAPITAL LLC 70,972 70,972 $3M — TRIM -16% 5 5 Brio Consultants, LLC 48,088 48,088 $2M — ADD 39% 6 6 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 47,014 47,014 $2M — — 7 7 ROYAL BANK OF CANADA 35,382 35,382 $1M — ADD 7978% 8 8 LPL Financial LLC 8,372 8,372 $313,022 — NEW 9 9 TRUIST FINANCIAL CORP 7,045 7,045 $263,407 — ADD 9% 10 10 ENVESTNET ASSET MANAGEMENT INC 7,045 7,045 $263,407 — ADD 9% 11 11 Farther Finance Advisors, LLC 1,239 1,239 $46,721 — TRIM -15% 12 12 WELLS FARGO & COMPANY/MN 256 256 $9,578 — NEW 13 13 American Capital Advisory, LLC 171 171 $6,394 — — 14 14 FMR LLC 131 131 $4,890 — NEW 15 15 MORGAN STANLEY 1 1 $57 — —
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 FLOW TRADERS U.S. LLC 98K 107K 338K 337K 324K 304K $11M BANK OF AMERICA CORP /DE/ 129K 155K 177K 186K 207K 270K $10M BAILARD, INC. 108K 109K 113K 113K 118K 121K $5M OLD MISSION CAPITAL LLC 92K 92K 86K 83K 84K 71K $3M Brio Consultants, LLC 56K 54K 34K 34K 35K 48K $2M SBE LLC DBA CEDAR COVE WEALTH PARTNERS — — — — 48K 47K $2M ROYAL BANK OF CANADA 343K 339K 12K 7K 438 35K $1M LPL Financial LLC — — — — — 8K $313,022 TRUIST FINANCIAL CORP — — 6K 7K 6K 7K $263,407 ENVESTNET ASSET MANAGEMENT INC — — 6K 7K 6K 7K $263,407 Farther Finance Advisors, LLC — 2K 2K 1K 1K 1K $46,721 WELLS FARGO & COMPANY/MN 2 1 1 0 0 256 $9,578 American Capital Advisory, LLC 164 170 170 171 171 171 $6,394 FMR LLC — — 1 — — 131 $4,890 MORGAN STANLEY — — — — 1 1 $57
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 16 1 2018-Q4 2026-Q1 2018-Q4 · 1 holders · % suppressed/unavailable 2019-Q1 · 3 holders · % suppressed/unavailable 2019-Q2 · 2 holders · % suppressed/unavailable 2019-Q3 · 3 holders · % suppressed/unavailable 2019-Q4 · 3 holders · % suppressed/unavailable 2020-Q1 · 5 holders · % suppressed/unavailable 2020-Q2 · 5 holders · % suppressed/unavailable 2020-Q3 · 6 holders · % suppressed/unavailable 2020-Q4 · 4 holders · % suppressed/unavailable 2021-Q1 · 2 holders · % suppressed/unavailable 2021-Q2 · 4 holders · % suppressed/unavailable 2021-Q3 · 5 holders · % suppressed/unavailable 2021-Q4 · 6 holders · % suppressed/unavailable 2022-Q1 · 7 holders · % suppressed/unavailable 2022-Q2 · 7 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 8 holders · % suppressed/unavailable 2023-Q1 · 9 holders · % suppressed/unavailable 2023-Q2 · 12 holders · % suppressed/unavailable 2023-Q3 · 12 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 16 holders · % suppressed/unavailable 2024-Q2 · 15 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 13 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 16 holders · % suppressed/unavailable 2025-Q3 · 16 holders · % suppressed/unavailable 2025-Q4 · 16 holders · % suppressed/unavailable 2026-Q1 · 15 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 15 921,119 — $35M 2025-Q4 16 1,062,166 — $39M 2025-Q3 16 838,286 — $30M 2025-Q2 16 837,506 — $27M 2025-Q1 15 1,054,391 — $31M 2024-Q4 13 1,135,340 — $33M 2024-Q3 15 2,778,644 — $89M 2024-Q2 15 2,699,099 — $80M 2024-Q1 16 19,740,315 — $559M 2023-Q4 13 29,019,543 — $804M 2023-Q3 12
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.