Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 9 of 9 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Blueprint Investment Partners LLC 142,734 142,734 $5M — ADD 6% 2 2 Blueprint Financial Advisors LLC 142,419 142,419 $5M — ADD 6% 3 3 LPL Financial LLC 54,422 54,422 $2M — ADD 14% 4 4 Janney Montgomery Scott LLC 32,377 32,377 $1M — — 5 5 JANE STREET GROUP, LLC 23,457 23,457 $799,396 — TRIM -41% 6 6 LAUREL OAK WEALTH MANAGEMENT, LLC 16,432 16,432 $559,989 — NEW 7 7 Colonial Trust Co / SC 4,156 4,156 $141,633 — ADD 12% 8 8 UBS Group AG 9 9 $307 — NEW 9 9 MORGAN STANLEY 2 2 $78 — ADD 100%
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 9 holders · shares held over 6 quarters green added · red trimmed6 12 24 Max
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 11 1 2017-Q3 2026-Q1 2017-Q3 · 1 holders · % suppressed/unavailable 2017-Q4 · 1 holders · % suppressed/unavailable 2018-Q1 · 2 holders · % suppressed/unavailable 2018-Q2 · 2 holders · % suppressed/unavailable 2018-Q3 · 2 holders · % suppressed/unavailable 2018-Q4 · 2 holders · % suppressed/unavailable 2019-Q1 · 2 holders · % suppressed/unavailable 2019-Q2 · 2 holders · % suppressed/unavailable 2019-Q3 · 2 holders · % suppressed/unavailable 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q1 · 2 holders · % suppressed/unavailable 2020-Q2 · 2 holders · % suppressed/unavailable 2020-Q3 · 2 holders · % suppressed/unavailable 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 2 holders · % suppressed/unavailable 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 7 holders · % suppressed/unavailable 2022-Q1 · 7 holders · % suppressed/unavailable 2022-Q2 · 9 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 10 holders · % suppressed/unavailable 2023-Q1 · 9 holders · % suppressed/unavailable 2023-Q2 · 10 holders · % suppressed/unavailable 2023-Q3 · 10 holders · % suppressed/unavailable 2023-Q4 · 10 holders · % suppressed/unavailable 2024-Q1 · 8 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 10 holders · % suppressed/unavailable 2025-Q2 · 11 holders · % suppressed/unavailable 2025-Q3 · 9 holders · % suppressed/unavailable 2025-Q4 · 8 holders · % suppressed/unavailable 2026-Q1 · 9 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 9 416,008 — $14M 2025-Q4 8 393,442 — $14M 2025-Q3 9 367,362 — $14M 2025-Q2 11 278,079 — $10M 2025-Q1 10 316,783 — $11M 2024-Q4 10 335,347 — $11M 2024-Q3 9 372,826 — $13M 2024-Q2 7 321,033 — $11M 2024-Q1 8 303,897 — $10M 2023-Q4 10 336,343
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.