Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,881,777
Top holders largest 25 of 25 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 FIRST TRUST ADVISORS LP 2,038,422 2.0M $64M — ADD 52% 2 2 &PARTNERS 246,980 246,980 $8M — ADD 141% 3 3 Advisory Services Network, LLC 110,818 110,818 $3M — NEW 4 4 JANE STREET GROUP, LLC 98,787 98,787 $3M — NEW 5 5 LPL Financial LLC 61,021 61,021 $2M — ADD 19% 6 6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 57,550 57,550 $2M — NEW 7 7 BANK OF MONTREAL /CAN/ 50,309 50,309 $2M — NEW 8 8 Cambridge Investment Research Advisors, Inc. 39,642 39,642 $1M — TRIM -55% 9 9 OLD MISSION CAPITAL LLC 36,653 36,653 $1M — ADD 61% 10 10 RAYMOND JAMES FINANCIAL INC 36,497 36,497 $1M — ADD 20% 11 11 Avestar Capital, LLC 22,039 22,039 $690,702 — ADD 8% 12 12 Transamerica Financial Advisors, LLC 21,700 21,700 $680,083 — ADD 108% 13 13 CIBC WORLD MARKET INC. 18,943 18,943 $593,674 — NEW 14 14 Genesee Capital Advisors, LLC 18,063 18,063 $566,094 — TRIM -16% 15 15 OSAIC HOLDINGS, INC. 8,040 8,040 $251,972 — — 16 16 CITADEL ADVISORS LLC 6,894 6,894 $216,058 — TRIM -18% 17 17 Kestra Advisory Services, LLC 6,809 6,809 $213,394 — ADD 26% 18 18 UBS Group AG 1,177 1,177 $36,887 — ADD 1409% 19 19 Annis Gardner Whiting Capital Advisors, LLC 594 594 $18,616 — NEW 20 20 ROTHSCHILD INVESTMENT LLC 255 255 $7,992 — — 21 21 TWIN PEAKS WEALTH ADVISORS, LLC 224 224 $7,020 — NEW 22 22 Western Wealth Management, LLC 171 171 $5,352 — NEW 23 23 ROYAL BANK OF CANADA 100 100 $3,000 — — 24 24 ASSETMARK, INC 88 88 $2,758 — — 25 25 MORGAN STANLEY 1 1 $47 — TRIM -50%
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 FIRST TRUST ADVISORS LP 1.8M 1.0M 1.1M 1.4M 1.3M 2.0M $64M &PARTNERS — — — — 103K 247K $8M Advisory Services Network, LLC — — — 2K — 111K $3M JANE STREET GROUP, LLC — 145K — 9K — 99K $3M LPL Financial LLC 12K 11K — 85K 51K 61K $2M SUSQUEHANNA INTERNATIONAL GROUP, LLP 11K 48K 37K 10K — 58K $2M BANK OF MONTREAL /CAN/ — — — — — 50K $2M Cambridge Investment Research Advisors, Inc. 36K 37K 37K 116K 88K 40K $1M OLD MISSION CAPITAL LLC — 128K 107K 24K 23K 37K $1M RAYMOND JAMES FINANCIAL INC 34K 28K 28K 32K 31K 36K $1M Avestar Capital, LLC 15K 15K 15K 20K 20K 22K $690,702 Transamerica Financial Advisors, LLC 14K 11K 10K 11K 10K 22K $680,083 CIBC WORLD MARKET INC. — — — — — 19K $593,674 Genesee Capital Advisors, LLC — — — — 22K 18K $566,094 OSAIC HOLDINGS, INC. 7K 21K 21K 8K 8K 8K $251,972
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 25 5 2013-Q2 2026-Q1 2013-Q2 · 7 holders · % suppressed/unavailable 2013-Q3 · 6 holders · % suppressed/unavailable 2013-Q4 · 6 holders · % suppressed/unavailable 2014-Q1 · 5 holders · % suppressed/unavailable 2014-Q2 · 5 holders · % suppressed/unavailable 2014-Q3 · 5 holders · % suppressed/unavailable 2014-Q4 · 8 holders · % suppressed/unavailable 2015-Q1 · 7 holders · % suppressed/unavailable 2015-Q2 · 12 holders · % suppressed/unavailable 2015-Q3 · 10 holders · % suppressed/unavailable 2015-Q4 · 8 holders · % suppressed/unavailable 2016-Q1 · 9 holders · % suppressed/unavailable 2016-Q2 · 9 holders · % suppressed/unavailable 2016-Q3 · 8 holders · % suppressed/unavailable 2016-Q4 · 7 holders · % suppressed/unavailable 2017-Q1 · 7 holders · % suppressed/unavailable 2017-Q2 · 8 holders · % suppressed/unavailable 2017-Q3 · 9 holders · % suppressed/unavailable 2017-Q4 · 7 holders · % suppressed/unavailable 2018-Q1 · 10 holders · % suppressed/unavailable 2018-Q2 · 12 holders · % suppressed/unavailable 2018-Q3 · 14 holders · % suppressed/unavailable 2018-Q4 · 12 holders · % suppressed/unavailable 2019-Q1 · 13 holders · % suppressed/unavailable 2019-Q2 · 15 holders · % suppressed/unavailable 2019-Q3 · 14 holders · % suppressed/unavailable 2019-Q4 · 15 holders · % suppressed/unavailable 2020-Q1 · 17 holders · % suppressed/unavailable 2020-Q2 · 18 holders · % suppressed/unavailable 2020-Q3 · 18 holders · % suppressed/unavailable 2020-Q4 · 19 holders · % suppressed/unavailable 2021-Q1 · 15 holders · % suppressed/unavailable 2021-Q2 · 16 holders · % suppressed/unavailable 2021-Q3 · 15 holders · % suppressed/unavailable 2021-Q4 · 12 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 13 holders · % suppressed/unavailable 2022-Q3 · 11 holders · % suppressed/unavailable 2022-Q4 · 10 holders · % suppressed/unavailable 2023-Q1 · 11 holders · % suppressed/unavailable 2023-Q2 · 10 holders · % suppressed/unavailable 2023-Q3 · 10 holders · % suppressed/unavailable 2023-Q4 · 14 holders · % suppressed/unavailable 2024-Q1 · 11 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 16 holders · % suppressed/unavailable 2025-Q1 · 17 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 19 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 2,881,777 — $90M 2025-Q4 19 1,759,893 — $50M 2025-Q3 21 1,789,899 — $52M 2025-Q2 15 1,383,992 — $33M 2025-Q1 17 1,518,318 — $32M 2024-Q4 16 2,144,495 — $43M
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.