Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 27 of 27 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 UBS Group AG 303,410 303,410 $10M — ADD 7% 2 2 MORGAN STANLEY 103,436 103,436 $3M — TRIM -4% 3 3 ROYAL BANK OF CANADA 65,032 65,032 $2M — TRIM -3% 4 4 JANE STREET GROUP, LLC 22,923 22,923 $756,927 — ADD 7% 5 5 CITIGROUP INC 22,877 22,877 $755,408 — ADD 12% 6 6 LPL Financial LLC 22,426 22,426 $740,505 — TRIM -8% 7 7 Ellis Investment Partners, LLC 21,144 21,144 $698,198 — ADD 3% 8 8 Arax Advisory Partners 19,625 19,625 $648,026 — NEW 9 9 RAYMOND JAMES FINANCIAL INC 18,530 18,530 $611,868 — ADD 61% 10 10 Vontobel Holding Ltd. 18,000 18,000 $594,367 — TRIM -7% 11 11 Clay Northam Wealth Management, LLC 17,500 17,500 $577,857 — ADD 2% 12 12 Migdal Insurance & Financial Holdings Ltd. 14,430 14,430 $476,484 — TRIM -7% 13 13 CITADEL ADVISORS LLC 13,561 13,561 $447,790 — NEW 14 14 Stelac Advisory Services LLC 12,800 12,800 $422,660 — ADD 199% 15 15 FLOW TRADERS U.S. LLC 12,781 12,781 $422,000 — NEW 16 16 Corient Private Wealth LLC 9,653 9,653 $318,746 — TRIM -50% 17 17 Beacon Pointe Advisors, LLC 9,188 9,188 $303,390 — NEW 18 18 Capital Square, LLC 7,746 7,746 $259,971 — NEW 19 19 CWM, LLC 5,916 5,916 $195,359 — TRIM -13% 20 20 OSAIC HOLDINGS, INC. 4,197 4,197 $138,601 — ADD 16% 21 21 Rockefeller Capital Management L.P. 1,575 1,575 $52,016 — ADD 60% 22 22 DUNCKER STREETT & CO INC 490 490 $16,180 — — 23 23 Advisory Services Network, LLC 245 245 $8,090 — NEW 24 24 IFP Advisors, Inc 140 140 $4,623 — — 25 25 Trust Co 126 126 $4,161 — — 26 26 Farther Finance Advisors, LLC 94 94 $3,135 — — 27 27 VALLEY NATIONAL ADVISERS INC 36 36 $1,000 — —
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 UBS Group AG 277K 313K 334K 338K 285K 303K $10M MORGAN STANLEY 109K 107K 104K 107K 108K 103K $3M ROYAL BANK OF CANADA 74K 71K 145K 72K 67K 65K $2M JANE STREET GROUP, LLC 11K — 11K 7K 21K 23K $756,927 CITIGROUP INC 21K 22K 20K 22K 20K 23K $755,408 LPL Financial LLC 22K 18K 17K 17K 24K 22K $740,505 Ellis Investment Partners, LLC 25K 25K 22K 21K 21K 21K $698,198 Arax Advisory Partners — — — — — 20K $648,026 RAYMOND JAMES FINANCIAL INC 12K 12K 12K 12K 12K 19K $611,868 Vontobel Holding Ltd. 18K 19K 19K 19K 19K 18K $594,367 Clay Northam Wealth Management, LLC 21K 21K 18K 18K 17K 18K $577,857 Migdal Insurance & Financial Holdings Ltd. 26K 21K 42K 19K 15K 14K $476,484 CITADEL ADVISORS LLC 21K — — 7K — 14K $447,790 Stelac Advisory Services LLC 6K 8K 6K 4K 4K 13K $422,660 FLOW TRADERS U.S. LLC 36K — 46K — — 13K $422,000
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 48 1 2019-Q1 2026-Q1 2019-Q1 · 1 holders · % suppressed/unavailable 2019-Q2 · 2 holders · % suppressed/unavailable 2019-Q3 · 3 holders · % suppressed/unavailable 2019-Q4 · 6 holders · % suppressed/unavailable 2020-Q1 · 11 holders · % suppressed/unavailable 2020-Q2 · 14 holders · % suppressed/unavailable 2020-Q3 · 16 holders · % suppressed/unavailable 2020-Q4 · 25 holders · % suppressed/unavailable 2021-Q1 · 38 holders · % suppressed/unavailable 2021-Q2 · 40 holders · % suppressed/unavailable 2021-Q3 · 40 holders · % suppressed/unavailable 2021-Q4 · 48 holders · % suppressed/unavailable 2022-Q1 · 40 holders · % suppressed/unavailable 2022-Q2 · 38 holders · % suppressed/unavailable 2022-Q3 · 33 holders · % suppressed/unavailable 2022-Q4 · 38 holders · % suppressed/unavailable 2023-Q1 · 43 holders · % suppressed/unavailable 2023-Q2 · 35 holders · % suppressed/unavailable 2023-Q3 · 32 holders · % suppressed/unavailable 2023-Q4 · 36 holders · % suppressed/unavailable 2024-Q1 · 31 holders · % suppressed/unavailable 2024-Q2 · 27 holders · % suppressed/unavailable 2024-Q3 · 27 holders · % suppressed/unavailable 2024-Q4 · 31 holders · % suppressed/unavailable 2025-Q1 · 22 holders · % suppressed/unavailable 2025-Q2 · 25 holders · % suppressed/unavailable 2025-Q3 · 23 holders · % suppressed/unavailable 2025-Q4 · 22 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 27 727,881 — $24M 2025-Q4 22 645,309 — $23M 2025-Q3 23 686,865 — $21M 2025-Q2 25 847,311 — $24M 2025-Q1 22 740,868 — $20M 2024-Q4 31 830,857 — $24M 2024-Q3 27 907,078 — $27M 2024-Q2 27 899,467 — $24M 2024-Q1 31 1,141,117 — $32M 2023-Q4 36 1,179,808 — $33M 2023-Q3 32 1,063,388 —
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.