Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
2.4%
Shares held (13F)
1,486,623
Top holders largest 29 of 29 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Platform Technology Partners 259,643 259,643 $258,345 0.42% ADD 55% 2 2 UBS Group AG 226,176 226,176 $225,045 0.37% ADD 32% 3 3 OSAIC HOLDINGS, INC. 123,628 123,628 $123,448 0.20% ADD 9% 4 4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 115,102 115,102 $114,527 0.19% ADD 222% 5 5 GROUP ONE TRADING LLC 114,913 114,913 $114,338 0.19% TRIM -26% 6 6 ENVESTNET ASSET MANAGEMENT INC 99,815 99,815 $99,316 0.16% ADD 18% 7 7 GOLDMAN SACHS GROUP INC 77,042 77,042 $76,657 0.13% ADD 11% 8 8 Krilogy Financial LLC 60,000 60,000 $64,800 0.10% — 9 9 XTX Topco Ltd 59,059 59,059 $58,764 0.10% ADD 113% 10 10 Virtu Financial LLC 57,456 57,456 $57,000 0.09% NEW 11 11 CITADEL ADVISORS LLC 56,448 56,448 $56,166 0.09% NEW 12 12 Qube Research & Technologies Ltd 43,474 43,474 $43,257 0.07% — 13 13 JANE STREET GROUP, LLC 30,381 30,381 $30,229 0.05% NEW 14 14 GEODE CAPITAL MANAGEMENT, LLC 30,327 30,327 $30,175 0.05% — 15 15 Centiva Capital, LP 28,365 28,365 $28,223 0.05% ADD 139% 16 16 Westmount Partners, LLC 20,000 20,000 $19,900 0.03% NEW 17 17 HighTower Advisors, LLC 18,805 18,805 $18,711 0.03% — 18 18 Summit Financial Strategies, Inc. 15,002 15,002 $14,927 0.02% — 19 19 CLIENT 1ST ADVISORY GROUP, LLC 14,469 14,469 $14,397 0.02% — 20 20 OXFORD FINANCIAL GROUP, LTD. LLC 10,000 10,000 $9,950 0.02% — 21 21 MORGAN STANLEY 9,717 9,717 $9,668 0.02% ADD 116% 22 22 JONES FINANCIAL COMPANIES LLLP 8,000 8,000 $8,160 0.01% TRIM -27% 23 23 NFSG Corp 6,850 6,850 $6,816 0.01% — 24 24 ROYAL BANK OF CANADA 1,000 1,000 $1,000 0.00% NEW 25 25 WELLS FARGO & COMPANY/MN 500 500 $498 0.00% NEW 26 26 CITIGROUP INC 405 405 $403 0.00% NEW 27 27 SBI Securities Co., Ltd. 31 31 $31 0.00% — 28 28 Caitong International Asset Management Co., Ltd 4 4 $4 0.00% NEW 29 29 HANTZ FINANCIAL SERVICES, INC. 11 11 $0 0.00% —
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 Platform Technology Partners 143K 143K 168K 168K 168K 260K $258,345 UBS Group AG 91K 119K 150K 43K 171K 226K $225,045 OSAIC HOLDINGS, INC. 55K 69K 65K 105K 114K 124K $123,448 SUSQUEHANNA INTERNATIONAL GROUP, LLP — — — — 36K 115K $114,527 GROUP ONE TRADING LLC 39K 55K 104K 164K 156K 115K $114,338 ENVESTNET ASSET MANAGEMENT INC 54K 63K 25K 60K 85K 100K $99,316 GOLDMAN SACHS GROUP INC — — — — 69K 77K $76,657 Krilogy Financial LLC — — — 60K 60K 60K $64,800 XTX Topco Ltd — — 21K — 28K 59K $58,764 Virtu Financial LLC 52K 19K 20K 21K — 57K $57,000 CITADEL ADVISORS LLC — 77K 148K — — 56K $56,166 Qube Research & Technologies Ltd 43K 43K 24K 42K 43K 43K $43,257 JANE STREET GROUP, LLC — — 10K 35K — 30K $30,229 GEODE CAPITAL MANAGEMENT, LLC 30K 30K 30K 30K 30K 30K $30,175 Centiva Capital, LP — — — — 12K 28K $28,223
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 % of shares outstanding held 3.4% 0.1% reporting 13F holders 40 6 2021-Q4 2026-Q1 2021-Q4 · 6 holders · 0.1% of shares out 2022-Q1 · 10 holders · 0.2% of shares out 2022-Q2 · 12 holders · 0.7% of shares out 2022-Q3 · 12 holders · 0.7% of shares out 2022-Q4 · 24 holders · 1.3% of shares out 2023-Q1 · 24 holders · 1.2% of shares out 2023-Q2 · 17 holders · 1.1% of shares out 2023-Q3 · 24 holders · 2.0% of shares out 2023-Q4 · 39 holders · 3.4% of shares out 2024-Q1 · 34 holders · 2.8% of shares out 2024-Q2 · 40 holders · 2.6% of shares out 2024-Q3 · 29 holders · 1.8% of shares out 2024-Q4 · 24 holders · 2.9% of shares out 2025-Q1 · 25 holders · 1.5% of shares out 2025-Q2 · 31 holders · 1.9% of shares out 2025-Q3 · 24 holders · 1.4% of shares out 2025-Q4 · 24 holders · 1.8% of shares out 2026-Q1 · 29 holders · 2.4% of shares out Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
Quarter Holders Shares held % shares out Value held 2026-Q1 29 1,486,623 2.4% $1M 2025-Q4 24 1,084,601 1.8% $1M 2025-Q3 24 882,888 1.4% $1M 2025-Q2 31 1,136,643 1.9% $2M 2025-Q1 25 906,787 1.5% $1M 2024-Q4 24 1,801,187 2.9% $2M 2024-Q3 29 1,125,369 1.8% $2M 2024-Q2 40 1,563,646 2.6% $4M 2024-Q1 34 1,738,005 2.8% $4M 2023-Q4 39 2,082,682 3.4% $8M 2023-Q3 24 1,243,580 2.0% $8M 2023-Q2 17
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.
