Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 27 of 27 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Vontobel Holding Ltd. 110,790 110,790 $9M — — 2 2 CITADEL ADVISORS LLC 28,014 28,014 $2M — NEW 3 3 JANE STREET GROUP, LLC 25,464 25,464 $2M — TRIM -23% 4 4 COTTONWOOD CAPITAL ADVISORS, LLC 21,714 21,714 $2M — — 5 5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,760 12,760 $1M — ADD 57% 6 6 MORGAN STANLEY 12,293 12,293 $975,140 — TRIM -80% 7 7 FLOW TRADERS U.S. LLC 9,033 9,033 $717,000 — TRIM -79% 8 8 Climber Capital SA 8,140 8,140 $645,369 — — 9 9 PGIM Custom Harvest LLC 7,563 7,563 $599,903 — ADD 6% 10 10 SYON CAPITAL LLC 7,219 7,219 $572,607 — TRIM -3% 11 11 Genesee Capital Advisors, LLC 6,762 6,762 $536,367 — — 12 12 STIFEL FINANCIAL CORP 6,534 6,534 $518,280 — — 13 13 LPL Financial LLC 5,773 5,773 $457,899 — ADD 3% 14 14 Beacon Pointe Advisors, LLC 5,614 5,614 $445,297 — NEW 15 15 RAYMOND JAMES FINANCIAL INC 4,135 4,135 $328,011 — NEW 16 16 Hyposwiss Advisors SA 3,420 3,420 $271,277 — ADD 17% 17 17 BFI Infinity Ltd. 3,300 3,300 $261,689 — — 18 18 MTM Investment Management, LLC 1,866 1,866 $148,013 — — 19 19 UBS Group AG 1,022 1,022 $81,066 — ADD 40% 20 20 OSAIC HOLDINGS, INC. 1,012 1,012 $80,271 — — 21 21 ROYAL BANK OF CANADA 959 959 $76,000 — — 22 22 Golden State Wealth Management, LLC 897 897 $71,161 — — 23 23 Ashton Thomas Private Wealth, LLC 875 875 $69,406 — NEW 24 24 JPMORGAN CHASE & CO 323 323 $25,318 — TRIM -46% 25 25 Western Wealth Management, LLC 82 82 $6,504 — NEW 26 26 ASSETMARK, INC 80 80 $6,346 — ADD 567% 27 27 Transamerica Financial Advisors, LLC 39 39 $3,111 — TRIM -35%
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 Vontobel Holding Ltd. 112K 111K 111K 111K 111K 111K $9M CITADEL ADVISORS LLC 6K 7K 3K — — 28K $2M JANE STREET GROUP, LLC 24K 77K 18K 34K 33K 25K $2M COTTONWOOD CAPITAL ADVISORS, LLC 21K 21K 21K 22K 22K 22K $2M SUSQUEHANNA INTERNATIONAL GROUP, LLP 25K 28K 10K 36K 8K 13K $1M MORGAN STANLEY 98K 89K 85K 99K 60K 12K $975,140 FLOW TRADERS U.S. LLC 9K 21K 16K 17K 43K 9K $717,000 Climber Capital SA 8K 8K 8K — 8K 8K $645,369 PGIM Custom Harvest LLC 10K 9K 9K 7K 7K 8K $599,903 SYON CAPITAL LLC 29K 17K 9K 8K 7K 7K $572,607 Genesee Capital Advisors, LLC — — — — 7K 7K $536,367 STIFEL FINANCIAL CORP 7K 7K 7K 7K 7K 7K $518,280 LPL Financial LLC 5K 5K 5K 6K 6K 6K $457,899 Beacon Pointe Advisors, LLC — — — — — 6K $445,297 RAYMOND JAMES FINANCIAL INC 5K 5K 5K 7K — 4K $328,011
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 36 10 2013-Q2 2026-Q1 2013-Q2 · 11 holders · % suppressed/unavailable 2013-Q3 · 11 holders · % suppressed/unavailable 2013-Q4 · 13 holders · % suppressed/unavailable 2014-Q1 · 10 holders · % suppressed/unavailable 2014-Q2 · 18 holders · % suppressed/unavailable 2014-Q3 · 25 holders · % suppressed/unavailable 2014-Q4 · 19 holders · % suppressed/unavailable 2015-Q1 · 20 holders · % suppressed/unavailable 2015-Q2 · 29 holders · % suppressed/unavailable 2015-Q3 · 28 holders · % suppressed/unavailable 2015-Q4 · 31 holders · % suppressed/unavailable 2016-Q1 · 26 holders · % suppressed/unavailable 2016-Q2 · 29 holders · % suppressed/unavailable 2016-Q3 · 24 holders · % suppressed/unavailable 2016-Q4 · 28 holders · % suppressed/unavailable 2017-Q1 · 28 holders · % suppressed/unavailable 2017-Q2 · 32 holders · % suppressed/unavailable 2017-Q3 · 27 holders · % suppressed/unavailable 2017-Q4 · 33 holders · % suppressed/unavailable 2018-Q1 · 32 holders · % suppressed/unavailable 2018-Q2 · 35 holders · % suppressed/unavailable 2018-Q3 · 32 holders · % suppressed/unavailable 2018-Q4 · 31 holders · % suppressed/unavailable 2019-Q1 · 33 holders · % suppressed/unavailable 2019-Q2 · 36 holders · % suppressed/unavailable 2019-Q3 · 29 holders · % suppressed/unavailable 2019-Q4 · 32 holders · % suppressed/unavailable 2020-Q1 · 26 holders · % suppressed/unavailable 2020-Q2 · 23 holders · % suppressed/unavailable 2020-Q3 · 23 holders · % suppressed/unavailable 2020-Q4 · 25 holders · % suppressed/unavailable 2021-Q1 · 26 holders · % suppressed/unavailable 2021-Q2 · 25 holders · % suppressed/unavailable 2021-Q3 · 25 holders · % suppressed/unavailable 2021-Q4 · 27 holders · % suppressed/unavailable 2022-Q1 · 26 holders · % suppressed/unavailable 2022-Q2 · 22 holders · % suppressed/unavailable 2022-Q3 · 18 holders · % suppressed/unavailable 2022-Q4 · 24 holders · % suppressed/unavailable 2023-Q1 · 20 holders · % suppressed/unavailable 2023-Q2 · 22 holders · % suppressed/unavailable 2023-Q3 · 23 holders · % suppressed/unavailable 2023-Q4 · 25 holders · % suppressed/unavailable 2024-Q1 · 24 holders · % suppressed/unavailable 2024-Q2 · 25 holders · % suppressed/unavailable 2024-Q3 · 21 holders · % suppressed/unavailable 2024-Q4 · 26 holders · % suppressed/unavailable 2025-Q1 · 25 holders · % suppressed/unavailable 2025-Q2 · 29 holders · % suppressed/unavailable 2025-Q3 · 25 holders · % suppressed/unavailable 2025-Q4 · 25 holders · % suppressed/unavailable 2026-Q1 · 27 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 27 285,683 — $23M 2025-Q4 25 358,603 — $29M 2025-Q3 25 840,907 — $65M 2025-Q2 29 726,771 — $56M 2025-Q1 25 794,601 — $54M 2024-Q4 26 1,008,692 — $63M
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.