Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 31 of 31 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 UBS Group AG 73,199 73,199 $4M — TRIM -50% 2 2 BANK OF AMERICA CORP /DE/ 71,997 71,997 $4M — TRIM -3% 3 3 Texas Yale Capital Corp. 46,310 46,310 $2M — — 4 4 LPL Financial LLC 33,001 33,001 $2M — TRIM -8% 5 5 Cetera Investment Advisers 15,925 15,925 $847,287 — TRIM -17% 6 6 MORGAN STANLEY 14,714 14,714 $782,920 — TRIM -26% 7 7 GOLDMAN SACHS GROUP INC 13,283 13,283 $706,737 — ADD 78% 8 8 RAYMOND JAMES FINANCIAL INC 11,681 11,681 $621,512 — — 9 9 SG Americas Securities, LLC 11,045 11,045 $588,000 — ADD 6% 10 10 Rockefeller Capital Management L.P. 9,215 9,215 $490,323 — TRIM -24% 11 11 WELLS FARGO & COMPANY/MN 8,814 8,814 $468,955 — TRIM -23% 12 12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,750 5,750 $305,935 — TRIM -55% 13 13 Merit Financial Group, LLC 5,744 5,744 $305,629 — TRIM -4% 14 14 Cambridge Investment Research Advisors, Inc. 4,756 4,756 $253,000 — TRIM -12% 15 15 JANE STREET GROUP, LLC 4,066 4,066 $216,336 — NEW 16 16 Farther Finance Advisors, LLC 3,098 3,098 $165,204 — ADD 8% 17 17 Advisory Services Network, LLC 2,045 2,045 $108,806 — NEW 18 18 OSAIC HOLDINGS, INC. 1,972 1,972 $104,942 — TRIM -4% 19 19 FMR LLC 1,174 1,174 $62,439 — — 20 20 Tower Research Capital LLC (TRC) 737 737 $39,213 — TRIM -79% 21 21 JPMORGAN CHASE & CO 723 723 $36,903 — TRIM -33% 22 22 ROYAL BANK OF CANADA 565 565 $30,000 — TRIM -59% 23 23 Waverly Advisors, LLC 262 262 $13,940 — NEW 24 24 Main Management LLC 202 202 $11,000 — TRIM -78% 25 25 Steward Partners Investment Advisory, LLC 156 156 $8,300 — TRIM -59% 26 26 PNC FINANCIAL SERVICES GROUP, INC. 46 46 $2,447 — — 27 27 HAZLETT, BURT & WATSON, INC. 40 40 $2,000 — — 28 28 HARBOUR INVESTMENTS, INC. 20 20 $1,064 — NEW 29 29 VALLEY NATIONAL ADVISERS INC 23 23 $1,000 — — 30 30 Qube Research & Technologies Ltd 14 14 $745 — ADD 27% 31 31 Ascentis Independent Advisors 3 3 $159 — NEW
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 UBS Group AG 141K 142K 138K 142K 145K 73K $4M BANK OF AMERICA CORP /DE/ 118K 96K 97K 87K 75K 72K $4M Texas Yale Capital Corp. 46K 46K 46K 46K 46K 46K $2M LPL Financial LLC 22K 28K 27K 27K 36K 33K $2M Cetera Investment Advisers 31K 28K 25K 21K 19K 16K $847,287 MORGAN STANLEY 19K 42K 23K 20K 20K 15K $782,920 GOLDMAN SACHS GROUP INC 97K 13K — 4K 7K 13K $706,737 RAYMOND JAMES FINANCIAL INC 13K 12K 12K 12K 12K 12K $621,512 SG Americas Securities, LLC 32K 21K 11K 11K 10K 11K $588,000 Rockefeller Capital Management L.P. — — — 9K 12K 9K $490,323 WELLS FARGO & COMPANY/MN 10K 9K 10K 10K 11K 9K $468,955 SUSQUEHANNA INTERNATIONAL GROUP, LLP — 81K 146K 15K 13K 6K $305,935 Merit Financial Group, LLC 7K 6K 6K 6K 6K 6K $305,629 Cambridge Investment Research Advisors, Inc. 6K 6K 5K 22K 5K 5K $253,000 JANE STREET GROUP, LLC — — — — — 4K $216,336
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 105 8 2018-Q3 2026-Q1 2018-Q3 · 8 holders · % suppressed/unavailable 2018-Q4 · 11 holders · % suppressed/unavailable 2019-Q1 · 10 holders · % suppressed/unavailable 2019-Q2 · 13 holders · % suppressed/unavailable 2019-Q3 · 16 holders · % suppressed/unavailable 2019-Q4 · 17 holders · % suppressed/unavailable 2020-Q1 · 13 holders · % suppressed/unavailable 2020-Q2 · 26 holders · % suppressed/unavailable 2020-Q3 · 51 holders · % suppressed/unavailable 2020-Q4 · 79 holders · % suppressed/unavailable 2021-Q1 · 92 holders · % suppressed/unavailable 2021-Q2 · 105 holders · % suppressed/unavailable 2021-Q3 · 83 holders · % suppressed/unavailable 2021-Q4 · 84 holders · % suppressed/unavailable 2022-Q1 · 76 holders · % suppressed/unavailable 2022-Q2 · 72 holders · % suppressed/unavailable 2022-Q3 · 59 holders · % suppressed/unavailable 2022-Q4 · 60 holders · % suppressed/unavailable 2023-Q1 · 56 holders · % suppressed/unavailable 2023-Q2 · 51 holders · % suppressed/unavailable 2023-Q3 · 45 holders · % suppressed/unavailable 2023-Q4 · 46 holders · % suppressed/unavailable 2024-Q1 · 41 holders · % suppressed/unavailable 2024-Q2 · 40 holders · % suppressed/unavailable 2024-Q3 · 39 holders · % suppressed/unavailable 2024-Q4 · 38 holders · % suppressed/unavailable 2025-Q1 · 35 holders · % suppressed/unavailable 2025-Q2 · 34 holders · % suppressed/unavailable 2025-Q3 · 37 holders · % suppressed/unavailable 2025-Q4 · 36 holders · % suppressed/unavailable 2026-Q1 · 31 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 31 340,580 — $18M 2025-Q4 36 478,560 — $28M 2025-Q3 37 473,688 — $29M 2025-Q2 34 604,360 — $31M 2025-Q1 35 575,493 — $25M 2024-Q4 38 609,929 — $27M 2024-Q3 39 546,514 — $25M 2024-Q2 40 789,491 — $32M 2024-Q1 41 907,540 — $36M 2023-Q4 46 1,035,205 — $36M 2023-Q3 45
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.