Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 33 of 33 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Janney Montgomery Scott LLC 66,457 66,457 $3M — — 2 2 RAYMOND JAMES FINANCIAL INC 63,457 63,457 $3M — TRIM -53% 3 3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,903 38,903 $2M — NEW 4 4 CITADEL ADVISORS LLC 34,515 34,515 $2M — NEW 5 5 JANE STREET GROUP, LLC 26,952 26,952 $1M — ADD 338% 6 6 MORGAN STANLEY 26,353 26,353 $1M — TRIM -93% 7 7 Outlook Wealth Advisors, LLC 16,753 16,753 $854,823 — TRIM -3% 8 8 GTS SECURITIES LLC 16,714 16,714 $852,832 — NEW 9 9 LPL Financial LLC 14,774 14,774 $753,856 — TRIM -83% 10 10 Pacific Sun Financial Corp 14,201 14,201 $724,607 — — 11 11 TWO SIGMA INVESTMENTS, LP 13,000 13,000 $663,326 — ADD 106% 12 12 JONES FINANCIAL COMPANIES LLLP 10,224 10,224 $504,687 — — 13 13 Cetera Investment Advisers 9,646 9,646 $492,204 — ADD 50% 14 14 Cerity Partners LLC 7,133 7,133 $363,962 — — 15 15 FLOW TRADERS U.S. LLC 6,736 6,736 $344,000 — NEW 16 16 BROWN ADVISORY INC 5,775 5,775 $294,670 — — 17 17 OPPENHEIMER & CO INC 4,530 4,530 $231,144 — TRIM -2% 18 18 KKM Financial LLC 3,673 3,673 $218,800 — — 19 19 ROYAL BANK OF CANADA 3,286 3,286 $168,000 — — 20 20 Sound Income Strategies, LLC 2,160 2,160 $110,727 — TRIM -5% 21 21 Manchester Capital Management LLC 1,700 1,700 $86,743 — — 22 22 Steward Partners Investment Advisory, LLC 1,614 1,614 $82,344 — — 23 23 HOLLENCREST CAPITAL MANAGEMENT 800 800 $40,820 — — 24 24 Measured Wealth Private Client Group, LLC 705 705 $35,973 — TRIM -92% 25 25 UBS Group AG 277 277 $14,134 — ADD 27600% 26 26 Costello Asset Management, INC 273 273 $13,947 — — 27 27 ENTRUST FINANCIAL LLC 250 250 $12,757 — — 28 28 MAI Capital Management 234 234 $11,940 — — 29 29 BANK OF MONTREAL /CAN/ 225 225 $11,481 — — 30 30 OSAIC HOLDINGS, INC. 192 192 $9,796 — TRIM -91% 31 31 FMR LLC 82 82 $4,188 — ADD 1950% 32 32 NATIONAL BANK OF CANADA /FI/ 54 54 $2,751 — — 33 33 WELLS FARGO & COMPANY/MN 0 0 $22 — EXIT
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 Janney Montgomery Scott LLC — 64K 66K 65K 67K 66K $3M RAYMOND JAMES FINANCIAL INC — 173K 151K 150K 134K 63K $3M SUSQUEHANNA INTERNATIONAL GROUP, LLP 10K — — — — 39K $2M CITADEL ADVISORS LLC 12K — — 6K — 35K $2M JANE STREET GROUP, LLC 8K — 8K — 6K 27K $1M MORGAN STANLEY 18K 374K 380K 391K 404K 26K $1M Outlook Wealth Advisors, LLC — — — 17K 17K 17K $854,823 GTS SECURITIES LLC — — — — — 17K $852,832 LPL Financial LLC 16K 100K 80K 92K 89K 15K $753,856 Pacific Sun Financial Corp 15K 14K 14K 14K 14K 14K $724,607 TWO SIGMA INVESTMENTS, LP — 20K 9K 5K 6K 13K $663,326 JONES FINANCIAL COMPANIES LLLP 11K 11K 11K 11K 10K 10K $504,687 Cetera Investment Advisers 4K 4K 4K 4K 6K 10K $492,204 Cerity Partners LLC 7K 7K 7K 7K 7K 7K $363,962 FLOW TRADERS U.S. LLC — — 4K — — 7K $344,000
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 47 20 2018-Q2 2026-Q1 2018-Q2 · 33 holders · % suppressed/unavailable 2018-Q3 · 34 holders · % suppressed/unavailable 2018-Q4 · 38 holders · % suppressed/unavailable 2019-Q1 · 34 holders · % suppressed/unavailable 2019-Q2 · 40 holders · % suppressed/unavailable 2019-Q3 · 32 holders · % suppressed/unavailable 2019-Q4 · 28 holders · % suppressed/unavailable 2020-Q1 · 24 holders · % suppressed/unavailable 2020-Q2 · 26 holders · % suppressed/unavailable 2020-Q3 · 25 holders · % suppressed/unavailable 2020-Q4 · 30 holders · % suppressed/unavailable 2021-Q1 · 36 holders · % suppressed/unavailable 2021-Q2 · 45 holders · % suppressed/unavailable 2021-Q3 · 47 holders · % suppressed/unavailable 2021-Q4 · 37 holders · % suppressed/unavailable 2022-Q1 · 31 holders · % suppressed/unavailable 2022-Q2 · 25 holders · % suppressed/unavailable 2022-Q3 · 20 holders · % suppressed/unavailable 2022-Q4 · 26 holders · % suppressed/unavailable 2023-Q1 · 24 holders · % suppressed/unavailable 2023-Q2 · 27 holders · % suppressed/unavailable 2023-Q3 · 24 holders · % suppressed/unavailable 2023-Q4 · 27 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 28 holders · % suppressed/unavailable 2024-Q3 · 26 holders · % suppressed/unavailable 2024-Q4 · 24 holders · % suppressed/unavailable 2025-Q1 · 38 holders · % suppressed/unavailable 2025-Q2 · 41 holders · % suppressed/unavailable 2025-Q3 · 45 holders · % suppressed/unavailable 2025-Q4 · 45 holders · % suppressed/unavailable 2026-Q1 · 33 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 33 391,648 — $20M 2025-Q4 45 1,366,130 — $81M 2025-Q3 45 1,395,788 — $90M 2025-Q2 41 1,350,748 — $83M 2025-Q1 38 1,366,595 — $68M 2024-Q4 24 136,009 — $7M 2024-Q3 26 319,843 — $16M 2024-Q2 28 218,033 — $10M 2024-Q1 26 225,843 — $10M 2023-Q4 27 349,648 — $14M
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.