Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 16 of 16 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Marotta Asset Management 227,190 227,190 $7M — ADD 4% 2 2 MORGAN STANLEY 129,909 129,909 $4M — TRIM -74% 3 3 INNEALTA CAPITAL, LLC 84,886 84,886 $3M — TRIM -2% 4 4 BANK OF AMERICA CORP /DE/ 63,848 63,848 $2M — ADD 30% 5 5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,149 22,149 $692,823 — ADD 261% 6 6 Cox Capital Mgt LLC 14,387 14,387 $450,027 — NEW 7 7 JANE STREET GROUP, LLC 11,170 11,170 $349,399 — TRIM -22% 8 8 LPL Financial LLC 8,255 8,255 $258,211 — ADD 4% 9 9 JPMORGAN CHASE & CO 5,257 5,257 $159,028 — TRIM -20% 10 10 SJS Investment Consulting Inc. 679 679 $21,227 — — 11 11 Advisory Services Network, LLC 300 300 $9,384 — NEW 12 12 HOLLENCREST CAPITAL MANAGEMENT 288 288 $9,009 — NEW 13 13 Medallion Wealth Advisors, LLC 250 250 $7,820 — NEW 14 14 UBS Group AG 114 114 $3,565 — NEW 15 15 SIMPLEX TRADING, LLC 3 3 $93 — NEW 16 16 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1 1 $31 — NEW
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 Marotta Asset Management 231K 232K 195K 200K 218K 227K $7M MORGAN STANLEY 2 2 595K 231K 503K 130K $4M INNEALTA CAPITAL, LLC 121K 121K 121K 121K 87K 85K $3M BANK OF AMERICA CORP /DE/ 42K 42K 41K 45K 49K 64K $2M SUSQUEHANNA INTERNATIONAL GROUP, LLP 23K 15K 9K 9K 6K 22K $692,823 Cox Capital Mgt LLC — — — — — 14K $450,027 JANE STREET GROUP, LLC — — — 13K 14K 11K $349,399 LPL Financial LLC — 8K 7K 8K 8K 8K $258,211 JPMORGAN CHASE & CO — — 24K 41K 7K 5K $159,028 SJS Investment Consulting Inc. — 667 676 676 679 679 $21,227 Advisory Services Network, LLC — — — — — 300 $9,384 HOLLENCREST CAPITAL MANAGEMENT — 2K 1K — — 288 $9,009 Medallion Wealth Advisors, LLC — — — — — 250 $7,820 UBS Group AG 216 — — — — 114 $3,565 SIMPLEX TRADING, LLC — — — — — 3 $93
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 2 2017-Q4 2026-Q1 2017-Q4 · 2 holders · % suppressed/unavailable 2018-Q1 · 2 holders · % suppressed/unavailable 2018-Q2 · 3 holders · % suppressed/unavailable 2018-Q3 · 2 holders · % suppressed/unavailable 2018-Q4 · 3 holders · % suppressed/unavailable 2019-Q1 · 2 holders · % suppressed/unavailable 2019-Q2 · 3 holders · % suppressed/unavailable 2019-Q3 · 7 holders · % suppressed/unavailable 2019-Q4 · 6 holders · % suppressed/unavailable 2020-Q1 · 6 holders · % suppressed/unavailable 2020-Q2 · 2 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 3 holders · % suppressed/unavailable 2021-Q1 · 4 holders · % suppressed/unavailable 2021-Q2 · 6 holders · % suppressed/unavailable 2021-Q3 · 5 holders · % suppressed/unavailable 2021-Q4 · 9 holders · % suppressed/unavailable 2022-Q1 · 9 holders · % suppressed/unavailable 2022-Q2 · 6 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 7 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 9 holders · % suppressed/unavailable 2024-Q1 · 10 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 8 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 14 holders · % suppressed/unavailable 2025-Q4 · 12 holders · % suppressed/unavailable 2026-Q1 · 16 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 16 568,686 — $18M 2025-Q4 12 919,930 — $31M 2025-Q3 14 744,953 — $25M 2025-Q2 15 1,054,908 — $35M 2025-Q1 9 440,631 — $12M 2024-Q4 10 658,245 — $16M 2024-Q3 8 651,519 — $17M 2024-Q2 10 618,680 — $15M 2024-Q1 10 474,671 — $12M 2023-Q4 9 469,769 —
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.