Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 OLD MISSION CAPITAL LLC 117,375 117,375 $3M — ADD 31% 2 2 Welch Financial Planning, LLC 79,924 79,924 $2M — — 3 3 Summit Place Financial Advisors, LLC 73,845 73,845 $2M — ADD 17% 4 4 Merkkuri Wealth Advisors LLC 71,289 71,289 $2M — — 5 5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,389 27,389 $721,013 — TRIM -5% 6 6 Chicago Partners Investment Group LLC 19,072 19,072 $543,387 — — 7 7 J.E. Simmons & Co., P.C. 19,252 19,252 $506,807 — TRIM -29% 8 8 Kestra Advisory Services, LLC 16,258 16,258 $427,998 — TRIM -3% 9 9 CITADEL ADVISORS LLC 14,833 14,833 $390,477 — NEW 10 10 Integrity Wealth Solutions LLC 11,642 11,642 $306,487 — — 11 11 JANE STREET GROUP, LLC 8,968 8,968 $236,082 — NEW 12 12 ALTFEST L J & CO INC 8,868 8,868 $233,453 — TRIM -11% 13 13 UBS Group AG 7,321 7,321 $192,725 — — 14 14 Farther Finance Advisors, LLC 2,540 2,540 $67,249 — — 15 15 Rockefeller Capital Management L.P. 1,500 1,500 $39,487 — — 16 16 OSAIC HOLDINGS, INC. 200 200 $5,264 — TRIM -60% 17 17 MORGAN STANLEY 1 1 $43 — —
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 OLD MISSION CAPITAL LLC 107K 265K 24K 39K 90K 117K $3M Welch Financial Planning, LLC — — — — 80K 80K $2M Summit Place Financial Advisors, LLC 49K 62K 63K 62K 63K 74K $2M Merkkuri Wealth Advisors LLC — 71K 78K 79K 70K 71K $2M SUSQUEHANNA INTERNATIONAL GROUP, LLP — — 43K 36K 29K 27K $721,013 Chicago Partners Investment Group LLC — — 41K 19K 19K 19K $543,387 J.E. Simmons & Co., P.C. — — — — 27K 19K $506,807 Kestra Advisory Services, LLC — — 15K 15K 17K 16K $427,998 CITADEL ADVISORS LLC 63K — 20K — — 15K $390,477 Integrity Wealth Solutions LLC — 8K 11K 11K 12K 12K $306,487 JANE STREET GROUP, LLC 26K 35K 31K 10K — 9K $236,082 ALTFEST L J & CO INC 398K 413K 12K 11K 10K 9K $233,453 UBS Group AG 13K 19K 14K 12K 7K 7K $192,725 Farther Finance Advisors, LLC 4K 4K 2K 3K 3K 3K $67,249 Rockefeller Capital Management L.P. — — — 2K 2K 2K $39,487
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 17 3 2022-Q3 2026-Q1 2022-Q3 · 3 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 11 holders · % suppressed/unavailable 2023-Q2 · 11 holders · % suppressed/unavailable 2023-Q3 · 10 holders · % suppressed/unavailable 2023-Q4 · 17 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 14 holders · % suppressed/unavailable 2024-Q4 · 15 holders · % suppressed/unavailable 2025-Q1 · 14 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 16 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 17 480,277 — $13M 2025-Q4 16 428,371 — $12M 2025-Q3 16 319,157 — $10M 2025-Q2 17 446,099 — $11M 2025-Q1 14 966,863 — $24M 2024-Q4 15 1,131,599 — $25M 2024-Q3 14 1,140,523 — $28M 2024-Q2 12 792,103 — $15M 2024-Q1 12 639,832 — $12M 2023-Q4 17 987,084 — $19M 2023-Q3 10 1,162,518 — $24M 2023-Q2 11 1,235,334 — $26M 2023-Q1 11 1,187,919 — $29M 2022-Q4 7 452,411
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.