Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 32 of 32 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 35,132 35,132 $1M — TRIM -16% 2 2 LPL Financial LLC 34,783 34,783 $1M — ADD 63% 3 3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,578 23,578 $854,408 — TRIM -27% 4 4 COMMONWEALTH EQUITY SERVICES, LLC 12,446 12,446 $451,000 — ADD 6% 5 5 Biltmore Family Office, LLC 12,000 12,000 $434,850 — NEW 6 6 GTS SECURITIES LLC 7,245 7,245 $262,544 — TRIM -65% 7 7 OSAIC HOLDINGS, INC. 5,134 5,134 $186,055 — TRIM -10% 8 8 SBI Securities Co., Ltd. 5,106 5,106 $185,029 — — 9 9 Rockefeller Capital Management L.P. 4,871 4,871 $176,531 — ADD 2% 10 10 SIGNATUREFD, LLC 3,192 3,192 $115,670 — — 11 11 Smithfield Trust Co 1,887 1,887 $68,000 — — 12 12 SIMPLEX TRADING, LLC 1,492 1,492 $54,067 — TRIM -25% 13 13 Federation des caisses Desjardins du Quebec 356 356 $12,865 — — 14 14 Vermillion Wealth Management, Inc. 319 319 $11,557 — ADD 3% 15 15 Triumph Capital Management 308 308 $11,164 — ADD 3% 16 16 ABOUND FINANCIAL, LLC 247 247 $8,951 — — 17 17 Crews Bank & Trust 200 200 $7,248 — TRIM -9% 18 18 ROYAL BANK OF CANADA 126 126 $5,000 — — 19 19 Key Financial Inc 120 120 $4,348 — — 20 20 CWM, LLC 100 100 $3,624 — — 21 21 Steward Partners Investment Advisory, LLC 100 100 $3,624 — NEW 22 22 Fourth Dimension Wealth, LLC 92 92 $3,316 — ADD 3% 23 23 TD Waterhouse Canada Inc. 90 90 $3,263 — — 24 24 MORGAN STANLEY 85 85 $3,080 — — 25 25 Stone House Investment Management, LLC 50 50 $1,812 — — 26 26 CREATIVE FINANCIAL DESIGNS INC /ADV 48 48 $1,739 — — 27 27 Arlington Trust Co LLC 40 40 $1,450 — — 28 28 Arax Advisory Partners 6 6 $1,132 — TRIM -80% 29 29 FMR LLC 23 23 $821 — — 30 30 Destiny Wealth Partners, LLC 21 21 $755 — NEW 31 31 NATIONAL BANK OF CANADA /FI/ 13 13 $468 — — 32 32 Banque Cantonale Vaudoise 13 13 $0 — —
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 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — — — — 42K 35K $1M LPL Financial LLC — — 11K 16K 21K 35K $1M SUSQUEHANNA INTERNATIONAL GROUP, LLP — — — 7K 32K 24K $854,408 COMMONWEALTH EQUITY SERVICES, LLC 10K 10K 11K 12K 12K 12K $451,000 Biltmore Family Office, LLC — — — 6K — 12K $434,850 GTS SECURITIES LLC 33K 29K — 21K 21K 7K $262,544 OSAIC HOLDINGS, INC. 3K 3K 3K 3K 6K 5K $186,055 SBI Securities Co., Ltd. 8K 8K 8K 6K 5K 5K $185,029 Rockefeller Capital Management L.P. — — — 5K 5K 5K $176,531 SIGNATUREFD, LLC 3K 3K 3K 3K 3K 3K $115,670 Smithfield Trust Co — — 2K 2K 2K 2K $68,000 SIMPLEX TRADING, LLC — 240 429 92 2K 1K $54,067 Federation des caisses Desjardins du Quebec 156 326 326 356 356 356 $12,865 Vermillion Wealth Management, Inc. 306 307 307 310 310 319 $11,557 Triumph Capital Management — — — — 300 308 $11,164
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 35 1 2022-Q1 2026-Q1 2022-Q1 · 1 holders · % suppressed/unavailable 2022-Q2 · 1 holders · % suppressed/unavailable 2022-Q3 · 1 holders · % suppressed/unavailable 2022-Q4 · 1 holders · % suppressed/unavailable 2024-Q2 · 16 holders · % suppressed/unavailable 2024-Q3 · 21 holders · % suppressed/unavailable 2024-Q4 · 20 holders · % suppressed/unavailable 2025-Q1 · 23 holders · % suppressed/unavailable 2025-Q2 · 25 holders · % suppressed/unavailable 2025-Q3 · 30 holders · % suppressed/unavailable 2025-Q4 · 35 holders · % suppressed/unavailable 2026-Q1 · 32 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 32 149,223 — $5M 2025-Q4 35 171,497 — $5M 2025-Q3 30 101,128 — $3M 2025-Q2 25 45,709 — $1M 2025-Q1 23 185,328 — $3M 2024-Q4 20 186,188 — $4M 2024-Q3 21 137,426 — $3M 2024-Q2 16 180,012 — $5M 2022-Q4 1 100 — $1,088 2022-Q3 1 100 — $1,116 2022-Q2 1 100 — $1,204 2022-Q1 1 100 — $1,906
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.
