Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 25 of 25 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Systelligence, LLC 223,465 223,465 $9M — NEW 2 2 JANE STREET GROUP, LLC 145,527 145,527 $6M — TRIM -16% 3 3 OLD MISSION CAPITAL LLC 70,456 70,456 $3M — ADD 51% 4 4 LPL Financial LLC 60,633 60,633 $2M — ADD 55% 5 5 GTS SECURITIES LLC 38,471 38,471 $2M — — 6 6 Ascentis Independent Advisors 27,475 27,475 $1M — NEW 7 7 RAYMOND JAMES FINANCIAL INC 26,842 26,842 $1M — NEW 8 8 Mariner, LLC 25,000 25,000 $1M — — 9 9 VeraBank, N.A. 16,931 16,931 $686,503 — TRIM -4% 10 10 Janney Montgomery Scott LLC 10,760 10,760 $436,000 — — 11 11 SFG Wealth Management, LLC. 10,587 10,587 $429,269 — — 12 12 Cetera Investment Advisers 9,960 9,960 $403,849 — NEW 13 13 Ascentis Wealth Management, LLC 8,949 8,949 $362,855 — NEW 14 14 Clark Capital Management Group, Inc. 5,328 5,328 $216,035 — NEW 15 15 MARSHALL WACE, LLP 4,944 4,944 $200,479 — NEW 16 16 Rockefeller Capital Management L.P. 2,499 2,499 $101,327 — ADD 10313% 17 17 PNC FINANCIAL SERVICES GROUP, INC. 1,169 1,169 $47,399 — NEW 18 18 IFP Advisors, Inc 872 872 $35,357 — TRIM -54% 19 19 OSAIC HOLDINGS, INC. 680 680 $27,572 — — 20 20 Farther Finance Advisors, LLC 635 635 $26,063 — — 21 21 ATWOOD & PALMER INC 121 121 $4,902 — — 22 22 Tradewinds Capital Management, LLC 100 100 $4,055 — NEW 23 23 FMR LLC 22 22 $888 — TRIM -8% 24 24 MORGAN STANLEY 1 1 $76 — TRIM -96% 25 25 Sound Income Strategies, LLC 0 0 $2 — EXIT
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 Systelligence, LLC — — — — — 223K $9M JANE STREET GROUP, LLC 156K 234K 126K 141K 173K 146K $6M OLD MISSION CAPITAL LLC 85K 12K 55K 59K 47K 70K $3M LPL Financial LLC 10K 11K 9K 31K 39K 61K $2M GTS SECURITIES LLC — — 67K 45K 39K 38K $2M Ascentis Independent Advisors — — — — — 27K $1M RAYMOND JAMES FINANCIAL INC — — — — — 27K $1M Mariner, LLC 29K 25K 25K 25K 25K 25K $1M VeraBank, N.A. — — 22K 18K 18K 17K $686,503 Janney Montgomery Scott LLC 10K — — 10K 11K 11K $436,000 SFG Wealth Management, LLC. — — — 11K 11K 11K $429,269 Cetera Investment Advisers — — — — — 10K $403,849 Ascentis Wealth Management, LLC — — — — — 9K $362,855 Clark Capital Management Group, Inc. — — — — — 5K $216,035 MARSHALL WACE, LLP — — — — — 5K $200,479
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 27 1 2019-Q2 2026-Q1 2019-Q2 · 2 holders · % suppressed/unavailable 2019-Q3 · 2 holders · % suppressed/unavailable 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q1 · 3 holders · % suppressed/unavailable 2020-Q2 · 2 holders · % suppressed/unavailable 2020-Q3 · 1 holders · % suppressed/unavailable 2020-Q4 · 1 holders · % suppressed/unavailable 2021-Q1 · 8 holders · % suppressed/unavailable 2021-Q2 · 8 holders · % suppressed/unavailable 2021-Q3 · 7 holders · % suppressed/unavailable 2021-Q4 · 10 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 10 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 11 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 17 holders · % suppressed/unavailable 2024-Q1 · 27 holders · % suppressed/unavailable 2024-Q2 · 22 holders · % suppressed/unavailable 2024-Q3 · 20 holders · % suppressed/unavailable 2024-Q4 · 21 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 23 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 25 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 25 691,427 — $28M 2025-Q4 22 975,445 — $36M 2025-Q3 23 974,258 — $34M 2025-Q2 17 935,793 — $30M 2025-Q1 18 1,271,051 — $35M 2024-Q4 21 1,349,134 — $37M 2024-Q3 20 1,266,284 — $40M 2024-Q2 22 1,316,645 — $40M 2024-Q1 27 1,121,290 — $33M 2023-Q4 17 905,791 — $26M 2023-Q3 13 737,896 — $19M
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.