Institutional holders Index & fund register Insiders (Form 4) Congress
% of shares outstanding held
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% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Top holders largest 19 of 19 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 COMMONWEALTH EQUITY SERVICES, LLC 60,868 60,868 $2M — TRIM -4% 2 2 Nvest Financial, LLC 42,190 42,190 $2M — TRIM -3% 3 3 OSAIC HOLDINGS, INC. 30,155 30,155 $1M — TRIM -17% 4 4 LPL Financial LLC 23,880 23,880 $883,741 — — 5 5 Snowden Capital Advisors LLC 22,624 22,624 $837,260 — ADD 77% 6 6 Cambridge Investment Research Advisors, Inc. 19,751 19,751 $731,000 — — 7 7 OLD MISSION CAPITAL LLC 18,500 18,500 $684,640 — NEW 8 8 RAYMOND JAMES FINANCIAL INC 17,450 17,450 $645,782 — — 9 9 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,756 12,756 $472,069 — — 10 10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,246 10,246 $379,180 — TRIM -55% 11 11 Accurate Wealth Management, LLC 8,628 8,628 $325,621 — — 12 12 McAdam, LLC 8,450 8,450 $312,714 — — 13 13 JPMORGAN CHASE & CO 7,877 7,877 $286,536 — — 14 14 First Heartland Consultants, Inc. 6,100 6,100 $225,746 — — 15 15 Allianz SE 5,000 5,000 $185,038 — — 16 16 CWM, LLC 4,629 4,629 $171,308 — TRIM -16% 17 17 BARCLAYS PLC 1,652 1,652 $61,137 — TRIM -59% 18 18 HARBOUR INVESTMENTS, INC. 936 936 $34,639 — TRIM -9% 19 19 AE Wealth Management LLC 503 503 $18,615 — ADD 148%
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 COMMONWEALTH EQUITY SERVICES, LLC 45K 38K 84K 67K 63K 61K $2M Nvest Financial, LLC 35K 34K 42K 35K 44K 42K $2M OSAIC HOLDINGS, INC. 78K 72K 75K 74K 37K 30K $1M LPL Financial LLC — — — 30K 24K 24K $883,741 Snowden Capital Advisors LLC — — — — 13K 23K $837,260 Cambridge Investment Research Advisors, Inc. 15K 14K 21K 20K 20K 20K $731,000 OLD MISSION CAPITAL LLC 20K 30K — 10K — 19K $684,640 RAYMOND JAMES FINANCIAL INC — — 5K — 18K 17K $645,782 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7K 7K 13K 13K 13K 13K $472,069 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27K 12K 11K 17K 23K 10K $379,180 Accurate Wealth Management, LLC 10K 9K 13K 11K 9K 9K $325,621 McAdam, LLC — — 8K 8K 8K 8K $312,714 JPMORGAN CHASE & CO — 6K 6K 16K 8K 8K $286,536 First Heartland Consultants, Inc. 6K 6K 6K 6K 6K 6K $225,746 Allianz SE — — — — 5K 5K $185,038
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 23 11 2023-Q2 2026-Q1 2023-Q2 · 11 holders · % suppressed/unavailable 2023-Q3 · 11 holders · % suppressed/unavailable 2023-Q4 · 16 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 23 holders · % suppressed/unavailable 2024-Q3 · 20 holders · % suppressed/unavailable 2024-Q4 · 22 holders · % suppressed/unavailable 2025-Q1 · 21 holders · % suppressed/unavailable 2025-Q2 · 22 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 19 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 19 302,195 — $11M 2025-Q4 22 312,226 — $12M 2025-Q3 21 354,830 — $13M 2025-Q2 22 361,441 — $13M 2025-Q1 21 295,721 — $10M 2024-Q4 22 332,159 — $11M
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.
