Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,031,203
Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Bulldog Investors, LLP 596,780 596,780 $966,784 — ADD 8% 2 2 Founders Financial Alliance, LLC 295,794 295,794 $479,189 — NEW 3 3 North Ground Capital 25,386 25,386 $41,125 — TRIM -53% 4 4 LPL Financial LLC 22,911 22,911 $37,116 — — 5 5 TWO SIGMA SECURITIES, LLC 20,614 20,614 $33,395 — NEW 6 6 JANE STREET GROUP, LLC 17,075 17,075 $27,661 — NEW 7 7 GEODE CAPITAL MANAGEMENT, LLC 16,938 16,938 $27,439 — — 8 8 RAYMOND JAMES FINANCIAL INC 11,137 11,137 $18,042 — NEW 9 9 Alpine Global Management, LLC 10,715 10,715 $17,358 — NEW 10 10 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,800 4,800 $6,768 — — 11 11 UBS Group AG 3,238 3,238 $5,246 — TRIM -54% 12 12 Legacy Wealth Managment, LLC/ID 2,500 2,500 $4,050 — — 13 13 MORGAN STANLEY 1,325 1,325 $2,148 — TRIM -100% 14 14 Triumph Capital Management 1,000 1,000 $1,620 — — 15 15 MTM Investment Management, LLC 500 500 $810 — — 16 16 Osbon Capital Management LLC 472 472 $765 — NEW 17 17 Allworth Financial LP 18 18 $29 — NEW
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 Bulldog Investors, LLP 77K 211K 358K 523K 554K 597K $966,784 Founders Financial Alliance, LLC — — — — — 296K $479,189 North Ground Capital — — — — 54K 25K $41,125 LPL Financial LLC 51K 28K 34K 25K 23K 23K $37,116 TWO SIGMA SECURITIES, LLC — — — — — 21K $33,395 JANE STREET GROUP, LLC — — — — — 17K $27,661 GEODE CAPITAL MANAGEMENT, LLC 17K 17K 17K 17K 17K 17K $27,439 RAYMOND JAMES FINANCIAL INC 23K 23K 12K 11K — 11K $18,042 Alpine Global Management, LLC — — — — — 11K $17,358 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28K 28K 15K 12K 5K 5K $6,768 UBS Group AG 22K 6K — 3K 7K 3K $5,246 Legacy Wealth Managment, LLC/ID 3K 3K 3K 3K 3K 3K $4,050 MORGAN STANLEY 224K 229K 257K 287K 398K 1K $2,148 Triumph Capital Management — — — — 1K 1K $1,620 MTM Investment Management, LLC — — 500 500 500 500 $810
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 26 12 2019-Q3 2026-Q1 2019-Q3 · 26 holders · % suppressed/unavailable 2019-Q4 · 23 holders · % suppressed/unavailable 2020-Q1 · 26 holders · % suppressed/unavailable 2020-Q2 · 26 holders · % suppressed/unavailable 2020-Q3 · 25 holders · % suppressed/unavailable 2020-Q4 · 19 holders · % suppressed/unavailable 2021-Q1 · 19 holders · % suppressed/unavailable 2021-Q2 · 16 holders · % suppressed/unavailable 2021-Q3 · 17 holders · % suppressed/unavailable 2021-Q4 · 16 holders · % suppressed/unavailable 2022-Q1 · 16 holders · % suppressed/unavailable 2022-Q2 · 12 holders · % suppressed/unavailable 2022-Q3 · 15 holders · % suppressed/unavailable 2022-Q4 · 17 holders · % suppressed/unavailable 2023-Q1 · 13 holders · % suppressed/unavailable 2023-Q2 · 14 holders · % suppressed/unavailable 2023-Q3 · 17 holders · % suppressed/unavailable 2023-Q4 · 16 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 13 holders · % suppressed/unavailable 2024-Q3 · 16 holders · % suppressed/unavailable 2024-Q4 · 16 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 14 holders · % suppressed/unavailable 2025-Q3 · 13 holders · % suppressed/unavailable 2025-Q4 · 16 holders · % suppressed/unavailable 2026-Q1 · 17 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 17 1,031,203 — $2M 2025-Q4 16 1,176,486 — $3M 2025-Q3 13 931,386 — $3M 2025-Q2 14 822,428 — $2M 2025-Q1 15 641,381 — $2M 2024-Q4 16 527,976 — $2M 2024-Q3 16 502,946 — $34M 2024-Q2 13 414,238 — $1M 2024-Q1 14 1,415,611 — $4M 2023-Q4 16 1,708,546 — $6M 2023-Q3 17 1,672,227 — $7M 2023-Q2
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.