Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Csenge Advisory Group 324,485 324,485 $10M — ADD 32% 2 2 PGIM Custom Harvest LLC 187,839 187,839 $6M — ADD 8% 3 3 FRANKLIN RESOURCES INC 55,000 55,000 $2M — — 4 4 CITADEL ADVISORS LLC 53,599 53,599 $2M — TRIM -24% 5 5 WCG Wealth Advisors LLC 30,766 30,766 $940,194 — TRIM -4% 6 6 ROYAL BANK OF CANADA 30,168 30,168 $922,000 — — 7 7 Yoffe Investment Management, LLC 27,437 27,437 $838,479 — — 8 8 LPL Financial LLC 27,009 27,009 $825,392 — ADD 5% 9 9 Corient Private Wealth LLC 23,964 23,964 $705,664 — TRIM -48% 10 10 Quantinno Capital Management LP 12,758 12,758 $389,883 — — 11 11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,707 11,707 $357,765 — NEW 12 12 Vivaldi Capital Management LP 10,609 10,609 $324,210 — — 13 13 Americana Partners, LLC 9,185 9,185 $280,693 — NEW 14 14 Retirement Planning Group, LLC 8,408 8,408 $256,948 — ADD 8% 15 15 Balefire, LLC 6,879 6,879 $210,222 — NEW 16 16 Park Square Financial Group, LLC 1,355 1,355 $41,410 — NEW 17 17 MORGAN STANLEY 157 157 $4,798 — —
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 Csenge Advisory Group — — — — 245K 324K $10M PGIM Custom Harvest LLC 135K 140K 167K 168K 175K 188K $6M FRANKLIN RESOURCES INC 55K 55K 55K 55K 55K 55K $2M CITADEL ADVISORS LLC — — 39K — 70K 54K $2M WCG Wealth Advisors LLC 125K 112K 35K 33K 32K 31K $940,194 ROYAL BANK OF CANADA — — 22K 21K 30K 30K $922,000 Yoffe Investment Management, LLC 27K 27K 27K 27K 27K 27K $838,479 LPL Financial LLC 14K 14K 30K 30K 26K 27K $825,392 Corient Private Wealth LLC 39K 23K 40K 23K 46K 24K $705,664 Quantinno Capital Management LP 15K 16K 16K 13K 13K 13K $389,883 SUSQUEHANNA INTERNATIONAL GROUP, LLP — — — 24K — 12K $357,765 Vivaldi Capital Management LP 10K 10K 11K 11K 11K 11K $324,210 Americana Partners, LLC — — — — — 9K $280,693 Retirement Planning Group, LLC — — — 7K 8K 8K $256,948 Balefire, LLC — — — — — 7K $210,222
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 18 3 2018-Q1 2026-Q1 2018-Q1 · 3 holders · % suppressed/unavailable 2018-Q2 · 5 holders · % suppressed/unavailable 2018-Q3 · 5 holders · % suppressed/unavailable 2018-Q4 · 6 holders · % suppressed/unavailable 2019-Q1 · 4 holders · % suppressed/unavailable 2019-Q2 · 5 holders · % suppressed/unavailable 2019-Q3 · 5 holders · % suppressed/unavailable 2019-Q4 · 5 holders · % suppressed/unavailable 2020-Q1 · 7 holders · % suppressed/unavailable 2020-Q2 · 6 holders · % suppressed/unavailable 2020-Q3 · 5 holders · % suppressed/unavailable 2020-Q4 · 7 holders · % suppressed/unavailable 2021-Q1 · 7 holders · % suppressed/unavailable 2021-Q2 · 8 holders · % suppressed/unavailable 2021-Q3 · 8 holders · % suppressed/unavailable 2021-Q4 · 9 holders · % suppressed/unavailable 2022-Q1 · 9 holders · % suppressed/unavailable 2022-Q2 · 10 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 12 holders · % suppressed/unavailable 2023-Q1 · 14 holders · % suppressed/unavailable 2023-Q2 · 11 holders · % suppressed/unavailable 2023-Q3 · 12 holders · % suppressed/unavailable 2023-Q4 · 18 holders · % suppressed/unavailable 2024-Q1 · 16 holders · % suppressed/unavailable 2024-Q2 · 14 holders · % suppressed/unavailable 2024-Q3 · 16 holders · % suppressed/unavailable 2024-Q4 · 16 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 18 holders · % suppressed/unavailable 2025-Q4 · 17 holders · % suppressed/unavailable 2026-Q1 · 17 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 17 821,325 — $25M 2025-Q4 17 777,144 — $23M 2025-Q3 18 563,469 — $16M 2025-Q2 17 642,985 — $17M 2025-Q1 15 668,381 — $16M 2024-Q4 16 684,752 — $15M 2024-Q3 16 692,536 — $17M 2024-Q2 14 708,745 — $16M 2024-Q1 16 1,004,920 — $22M 2023-Q4 18 1,146,322 — $24M
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.