Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 9 of 9 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Sound Income Strategies, LLC 169,166 169,166 $7M — ADD 23% 2 2 Kestra Advisory Services, LLC 54,474 54,474 $2M — ADD 693% 3 3 DEUTSCHE BANK AG\ 31,890 31,890 $1M — ADD 2% 4 4 JANE STREET GROUP, LLC 30,446 30,446 $1M — ADD 305% 5 5 Synergy Asset Management, LLC 10,788 10,788 $448,135 — ADD 21% 6 6 LPL Financial LLC 5,809 5,809 $241,306 — TRIM -10% 7 7 OSAIC HOLDINGS, INC. 5,505 5,505 $228,711 — ADD 27% 8 8 Truvestments Capital LLC 179 179 $7,436 — NEW 9 9 MORGAN STANLEY 1 1 $42 — —
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 9 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 12 1 2018-Q1 2026-Q1 2018-Q1 · 1 holders · % suppressed/unavailable 2018-Q2 · 2 holders · % suppressed/unavailable 2018-Q3 · 2 holders · % suppressed/unavailable 2018-Q4 · 6 holders · % suppressed/unavailable 2019-Q1 · 5 holders · % suppressed/unavailable 2019-Q2 · 4 holders · % suppressed/unavailable 2019-Q3 · 5 holders · % suppressed/unavailable 2019-Q4 · 5 holders · % suppressed/unavailable 2020-Q1 · 5 holders · % suppressed/unavailable 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 4 holders · % suppressed/unavailable 2020-Q4 · 5 holders · % suppressed/unavailable 2021-Q1 · 3 holders · % suppressed/unavailable 2021-Q2 · 6 holders · % suppressed/unavailable 2021-Q3 · 9 holders · % suppressed/unavailable 2021-Q4 · 9 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 12 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 8 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 7 holders · % suppressed/unavailable 2024-Q1 · 5 holders · % suppressed/unavailable 2024-Q2 · 6 holders · % suppressed/unavailable 2024-Q3 · 5 holders · % suppressed/unavailable 2024-Q4 · 6 holders · % suppressed/unavailable 2025-Q1 · 5 holders · % suppressed/unavailable 2025-Q2 · 6 holders · % suppressed/unavailable 2025-Q3 · 5 holders · % suppressed/unavailable 2025-Q4 · 10 holders · % suppressed/unavailable 2026-Q1 · 9 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 9 308,258 — $13M 2025-Q4 10 268,102 — $11M 2025-Q3 5 130,762 — $6M 2025-Q2 6 131,940 — $6M 2025-Q1 5 42,458 — $2M 2024-Q4 6 113,073 — $4M 2024-Q3 5 93,803 — $4M 2024-Q2 6 172,216 — $7M 2024-Q1 5 152,458 — $6M 2023-Q4 7 79,001 — $3M
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.