Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
4,103,279
Top holders largest 24 of 24 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Summit Trail Advisors, LLC 1,432,174 1.4M $21M — ADD 16% 2 2 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 959,360 959,360 $14M — ADD 13% 3 3 Fielder Capital Group LLC 641,055 641,055 $10M — ADD 26% 4 4 MORGAN STANLEY 533,609 533,609 $8M — ADD 11% 5 5 Black Maple Capital Management LP 140,517 140,517 $2M — ADD 33% 6 6 NewEdge Wealth, LLC 91,998 91,998 $1M — TRIM -58% 7 7 Battery Global Advisors, LLC 77,045 77,045 $1M — ADD 962963% 8 8 PICTON MAHONEY ASSET MANAGEMENT 66,700 66,700 $988,494 — ADD 25% 9 9 Brucke Financial, Inc. 39,620 39,620 $587,171 — ADD 20% 10 10 Maltin Wealth Management, Inc. 21,684 21,684 $321,360 — ADD 27% 11 11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,042 20,042 $297,022 — ADD 81% 12 12 Sharp Wealth Advisory, LLC 18,315 18,315 $271,428 — ADD 14% 13 13 Biltmore Family Office, LLC 17,843 17,843 $264,439 — — 14 14 Flatrock Wealth Partners LLC 16,055 16,055 $237,929 — — 15 15 TWIN FOCUS CAPITAL PARTNERS, LLC 10,629 10,629 $157,522 — — 16 16 Sankala Group LLC 8,196 8,196 $123,022 — ADD 17% 17 17 Resolute Advisors LLC 3,100 3,100 $45,942 — NEW 18 18 SIMPLEX TRADING, LLC 2,114 2,114 $31,329 — ADD 134% 19 19 Ares Financial Consulting, LLC 1,118 1,118 $16,725 — — 20 20 CHILTON CAPITAL MANAGEMENT LLC 1,000 1,000 $14,820 — — 21 21 Ascentis Wealth Management, LLC 869 869 $12,890 — — 22 22 WHITTIER TRUST CO 105 105 $1,565 — — 23 23 Strive Financial Group ,LLC 90 90 $1,000 — — 24 24 OSAIC HOLDINGS, INC. 41 41 $610 — —
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 Summit Trail Advisors, LLC — — 1.5M 1.6M 1.2M 1.4M $21M KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 658K 694K 1.1M 884K 852K 959K $14M Fielder Capital Group LLC — — — 502K 511K 641K $10M MORGAN STANLEY 358K 539K 471K 485K 481K 534K $8M Black Maple Capital Management LP — — 78K 106K 106K 141K $2M NewEdge Wealth, LLC — — — — 220K 92K $1M Battery Global Advisors, LLC 97K 129K 149K 140K 8 77K $1M PICTON MAHONEY ASSET MANAGEMENT 1K 28K 27K 27K 53K 67K $988,494 Brucke Financial, Inc. — — — — 33K 40K $587,171 Maltin Wealth Management, Inc. — 12K 17K 17K 17K 22K $321,360 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34K 13K — 34K 11K 20K $297,022 Sharp Wealth Advisory, LLC 12K 12K 16K 16K 16K 18K $271,428 Biltmore Family Office, LLC 14K 18K 16K 16K 18K 18K $264,439 Flatrock Wealth Partners LLC — — — — 16K 16K $237,929 TWIN FOCUS CAPITAL PARTNERS, LLC — — 11K 11K 11K 11K $157,522
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 15 2021-Q4 2026-Q1 2021-Q4 · 15 holders · % suppressed/unavailable 2022-Q1 · 19 holders · % suppressed/unavailable 2022-Q2 · 19 holders · % suppressed/unavailable 2022-Q3 · 17 holders · % suppressed/unavailable 2022-Q4 · 19 holders · % suppressed/unavailable 2023-Q1 · 18 holders · % suppressed/unavailable 2023-Q2 · 18 holders · % suppressed/unavailable 2023-Q3 · 24 holders · % suppressed/unavailable 2023-Q4 · 24 holders · % suppressed/unavailable 2024-Q1 · 22 holders · % suppressed/unavailable 2024-Q2 · 26 holders · % suppressed/unavailable 2024-Q3 · 23 holders · % suppressed/unavailable 2024-Q4 · 22 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 25 holders · % suppressed/unavailable 2025-Q4 · 26 holders · % suppressed/unavailable 2026-Q1 · 24 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 24 4,103,279 — $61M 2025-Q4 26 3,624,333 — $61M 2025-Q3 25 4,883,726 — $83M 2025-Q2 21 3,504,815 — $54M 2025-Q1 18 1,685,401 — $28M 2024-Q4 22 1,681,956 — $33M 2024-Q3 23 7,524,911 — $162M 2024-Q2 26 7,271,389 — $162M 2024-Q1 22 7,706,096 — $222M 2023-Q4 24 7,340,699 — $221M 2023-Q3 24 7,372,848 — $210M 2023-Q2 18 7,573,331 — $180M 2023-Q1 18 8,266,635 — $197M
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.
