Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 21 of 21 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Magnus Financial Group LLC 365,614 365,614 $10M — ADD 11% 2 2 Hennion & Walsh Asset Management, Inc. 179,659 179,659 $5M — ADD 16% 3 3 FLYNN ZITO CAPITAL MANAGEMENT, LLC 152,704 152,704 $4M — NEW 4 4 JANE STREET GROUP, LLC 41,580 41,580 $1M — ADD 220% 5 5 OSAIC HOLDINGS, INC. 33,062 33,062 $873,855 — ADD 17% 6 6 Cetera Investment Advisers 27,693 27,693 $731,926 — ADD 94% 7 7 CITADEL ADVISORS LLC 27,559 27,559 $728,384 — NEW 8 8 COMMONWEALTH EQUITY SERVICES, LLC 19,567 19,567 $517,170 — — 9 9 NAPLES GLOBAL ADVISORS, LLC 16,200 16,200 $428,166 — — 10 10 Platform Technology Partners 14,942 14,942 $394,924 — ADD 33% 11 11 Emergent Wealth Advisors, LLC 11,526 11,526 $304,636 — TRIM -24% 12 12 FLOW TRADERS U.S. LLC 10,076 10,076 $266,000 — TRIM -70% 13 13 LPL Financial LLC 9,912 9,912 $261,974 — — 14 14 GOLDMAN SACHS GROUP INC 8,989 8,989 $237,579 — TRIM -27% 15 15 Patriot Financial Group Insurance Agency, LLC 7,700 7,700 $203,512 — NEW 16 16 IFP Advisors, Inc 1,255 1,255 $33,170 — — 17 17 Smithfield Trust Co 550 550 $14,000 — — 18 18 JPMORGAN CHASE & CO 375 375 $9,906 — — 19 19 UBS Group AG 373 373 $9,858 — ADD 694% 20 20 OGOREK ANTHONY JOSEPH /NY/ /ADV 177 177 $4,000 — — 21 21 MORGAN STANLEY 1 1 $28 — —
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 Magnus Financial Group LLC 166K 167K 176K 320K 329K 366K $10M Hennion & Walsh Asset Management, Inc. 81K 99K 105K 107K 155K 180K $5M FLYNN ZITO CAPITAL MANAGEMENT, LLC — — — — — 153K $4M JANE STREET GROUP, LLC — 15K 49K 17K 13K 42K $1M OSAIC HOLDINGS, INC. 41K 40K 30K 29K 28K 33K $873,855 Cetera Investment Advisers — — — — 14K 28K $731,926 CITADEL ADVISORS LLC — — — — — 28K $728,384 COMMONWEALTH EQUITY SERVICES, LLC — — 14K 14K 20K 20K $517,170 NAPLES GLOBAL ADVISORS, LLC 16K 16K 16K 16K 16K 16K $428,166 Platform Technology Partners 11K 12K 11K 11K 11K 15K $394,924 Emergent Wealth Advisors, LLC — — — — 15K 12K $304,636 FLOW TRADERS U.S. LLC 16K — — 54K 34K 10K $266,000 LPL Financial LLC — — — — 10K 10K $261,974 GOLDMAN SACHS GROUP INC — — — — 12K 9K $237,579 Patriot Financial Group Insurance Agency, LLC — — — — — 8K $203,512
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 21 6 2021-Q2 2026-Q1 2021-Q2 · 7 holders · % suppressed/unavailable 2021-Q3 · 7 holders · % suppressed/unavailable 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 7 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 10 holders · % suppressed/unavailable 2023-Q1 · 11 holders · % suppressed/unavailable 2023-Q2 · 10 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 11 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 14 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 14 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 13 holders · % suppressed/unavailable 2025-Q3 · 14 holders · % suppressed/unavailable 2025-Q4 · 21 holders · % suppressed/unavailable 2026-Q1 · 21 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 21 929,514 — $25M 2025-Q4 21 692,126 — $18M 2025-Q3 14 621,737 — $16M 2025-Q2 13 498,168 — $13M 2025-Q1 12 455,877 — $12M 2024-Q4 14 468,909 — $12M 2024-Q3 13 449,303 — $12M 2024-Q2 14 452,657 — $12M 2024-Q1 14 476,900 — $13M 2023-Q4 11 440,477 — $12M 2023-Q3 7 323,054 — $8M 2023-Q2 10 364,824 — $10M 2023-Q1 11 435,342
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.