Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 12 of 12 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 CITADEL ADVISORS LLC 87,249 87,249 $1M — TRIM -53% 2 2 OLD MISSION CAPITAL LLC 37,241 37,241 $612,446 — ADD 13% 3 3 EFG International AG 1,985 1,985 $32,644 — — 4 4 MORGAN STANLEY 943 943 $15,515 — — 5 5 Capital Analysts, LLC 702 702 $12,000 — — 6 6 Gould Capital, LLC 500 500 $8,223 — — 7 7 Sunbelt Securities, Inc. 169 169 $2,779 — NEW 8 8 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 79 79 $1,300 — — 9 9 OSAIC HOLDINGS, INC. 32 32 $530 — — 10 10 Farther Finance Advisors, LLC 11 11 $183 — — 11 11 Lloyd Advisory Services, LLC. 0 0 $2 — NEW 12 12 Kingdom Financial Group LLC. 0 0 $2 — EXIT
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 12 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 CITADEL ADVISORS LLC 50K 196K 107K 52K 185K 87K $1M OLD MISSION CAPITAL LLC — — — — 33K 37K $612,446 EFG International AG — — — — 2K 2K $32,644 MORGAN STANLEY 2K 2K 2K 760 944 943 $15,515 Capital Analysts, LLC 702 702 702 702 702 702 $12,000 Gould Capital, LLC 500 500 500 500 500 500 $8,223 Sunbelt Securities, Inc. — — — — — 169 $2,779 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 79 79 79 79 79 79 $1,300 OSAIC HOLDINGS, INC. — — — — 32 32 $530 Farther Finance Advisors, LLC — — — — 11 11 $183 Lloyd Advisory Services, LLC. — — — — — 0 $2 Kingdom Financial Group LLC. — — — — 0 0 $2
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 22 5 2021-Q4 2026-Q1 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 10 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 14 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 14 holders · % suppressed/unavailable 2023-Q3 · 18 holders · % suppressed/unavailable 2023-Q4 · 22 holders · % suppressed/unavailable 2024-Q1 · 18 holders · % suppressed/unavailable 2024-Q2 · 17 holders · % suppressed/unavailable 2024-Q3 · 17 holders · % suppressed/unavailable 2024-Q4 · 19 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 12 holders · % suppressed/unavailable 2025-Q3 · 11 holders · % suppressed/unavailable 2025-Q4 · 14 holders · % suppressed/unavailable 2026-Q1 · 12 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 12 128,911 — $2M 2025-Q4 14 290,057 — $5M 2025-Q3 11 186,581 — $3M 2025-Q2 12 268,412 — $4M 2025-Q1 15 349,773 — $5M 2024-Q4 19 220,453 — $3M 2024-Q3 17 178,705 — $3M 2024-Q2 17 243,823 — $3M 2024-Q1 18 270,756 — $4M 2023-Q4 22 307,790 — $5M 2023-Q3 18 139,322 — $2M 2023-Q2 14 97,360 — $2M 2023-Q1 12 67,630 — $1M
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.