Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,145,808
Top holders largest 38 of 38 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 OSAIC HOLDINGS, INC. 194,085 194,085 $12M — TRIM -33% 2 2 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 183,152 183,152 $11M — TRIM -7% 3 3 Mariner, LLC 181,309 181,309 $11M — ADD 601% 4 4 HRT FINANCIAL LP 83,678 83,678 $5M — ADD 935% 5 5 Capital Investment Advisory Services, LLC 74,890 74,890 $4M — ADD 6% 6 6 INDEPENDENT FINANCIAL GROUP, LLC 52,782 52,782 $3M — TRIM -3% 7 7 CITADEL ADVISORS LLC 44,453 44,453 $3M — TRIM -39% 8 8 GTS SECURITIES LLC 38,994 38,994 $2M — — 9 9 Ethos Capital Management, Inc. 30,833 30,833 $2M — TRIM -19% 10 10 ENVESTNET ASSET MANAGEMENT INC 28,160 28,160 $2M — ADD 12% 11 11 ABSOLUTE CAPITAL MANAGEMENT, LLC 28,100 28,100 $2M — NEW 12 12 FLOW TRADERS U.S. LLC 26,366 26,366 $2M — NEW 13 13 HBW ADVISORY SERVICES LLC 24,951 24,951 $1M — TRIM -69% 14 14 Cetera Investment Advisers 24,502 24,502 $1M — TRIM -32% 15 15 MML INVESTORS SERVICES, LLC 23,790 23,790 $1M — TRIM -4% 16 16 Snowden Capital Advisors LLC 17,450 17,450 $1M — — 17 17 VestGen Advisors, LLC 14,061 14,061 $1M — ADD 41% 18 18 Kestra Advisory Services, LLC 13,893 13,893 $828,162 — ADD 89% 19 19 LPL Financial LLC 13,669 13,669 $814,833 — ADD 274% 20 20 ROYAL BANK OF CANADA 11,838 11,838 $706,000 — TRIM -31% 21 21 GOLDMAN SACHS GROUP INC 9,057 9,057 $539,888 — NEW 22 22 RHODES INVESTMENT ADVISORS INC /ADV 6,676 6,676 $397,956 — — 23 23 BOOTHBAY FUND MANAGEMENT, LLC 4,600 4,600 $274,206 — TRIM -10% 24 24 KINGSWOOD WEALTH ADVISORS, LLC 4,241 4,241 $252,806 — ADD 33% 25 25 Creative Planning 3,517 3,517 $209,648 — ADD 16% 26 26 IFP Advisors, Inc 2,735 2,735 $163,033 — ADD 32% 27 27 UBS Group AG 1,350 1,350 $80,474 — TRIM -74% 28 28 SIMPLEX TRADING, LLC 671 671 $39,998 — NEW 29 29 NATIONAL BANK OF CANADA /FI/ 619 619 $36,899 — — 30 30 MORGAN STANLEY 349 349 $20,804 — TRIM -93% 31 31 Parallel Advisors, LLC 276 276 $16,452 — — 32 32 Allworth Financial LP 213 213 $12,697 — TRIM -98% 33 33 Glen Eagle Advisors, LLC 200 200 $11,922 — — 34 34 Farther Finance Advisors, LLC 192 192 $11,679 — — 35 35 Rossby Financial, LCC 120 120 $7,300 — NEW 36 36 Cypress Capital Management LLC (WY) 21 21 $1,252 — TRIM -97% 37 37 WELLS FARGO & COMPANY/MN 14 14 $835 — NEW 38 38 CITIGROUP INC 1 1 $60 — —
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
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 45 5 2020-Q1 2026-Q1 2020-Q1 · 5 holders · % suppressed/unavailable 2020-Q2 · 8 holders · % suppressed/unavailable 2020-Q3 · 11 holders · % suppressed/unavailable 2020-Q4 · 12 holders · % suppressed/unavailable 2021-Q1 · 14 holders · % suppressed/unavailable 2021-Q2 · 13 holders · % suppressed/unavailable 2021-Q3 · 16 holders · % suppressed/unavailable 2021-Q4 · 21 holders · % suppressed/unavailable 2022-Q1 · 23 holders · % suppressed/unavailable 2022-Q2 · 17 holders · % suppressed/unavailable 2022-Q3 · 14 holders · % suppressed/unavailable 2022-Q4 · 17 holders · % suppressed/unavailable 2023-Q1 · 15 holders · % suppressed/unavailable 2023-Q2 · 27 holders · % suppressed/unavailable 2023-Q3 · 20 holders · % suppressed/unavailable 2023-Q4 · 28 holders · % suppressed/unavailable 2024-Q1 · 27 holders · % suppressed/unavailable 2024-Q2 · 30 holders · % suppressed/unavailable 2024-Q3 · 33 holders · % suppressed/unavailable 2024-Q4 · 36 holders · % suppressed/unavailable 2025-Q1 · 35 holders · % suppressed/unavailable 2025-Q2 · 41 holders · % suppressed/unavailable 2025-Q3 · 45 holders · % suppressed/unavailable 2025-Q4 · 44 holders · % suppressed/unavailable 2026-Q1 · 38 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 38 1,145,808 — $69M 2025-Q4 44 1,201,196 — $82M 2025-Q3 45 1,337,546 — $92M 2025-Q2 41 1,276,932 — $83M 2025-Q1 35 1,075,122 — $54M 2024-Q4 36 1,954,351 — $112M 2024-Q3 33 1,154,941 — $57M 2024-Q2 30 2,028,238 — $100M 2024-Q1 27 2,177,162 — $94M 2023-Q4 28 1,951,212 — $74M 2023-Q3 20 971,800 — $31M 2023-Q2 27 1,092,884
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.
