Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 7 of 7 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Bison Wealth, LLC 388,425 388,425 $15M — ADD 4% 2 2 Johnson & White Wealth Management, LLC 47,869 47,869 $2M — ADD 6% 3 3 OLD MISSION CAPITAL LLC 7,083 7,083 $257,600 — TRIM -36% 4 4 OSAIC HOLDINGS, INC. 1,195 1,195 $43,461 — TRIM -21% 5 5 ROYAL BANK OF CANADA 643 643 $23,000 — NEW 6 6 EVOLUTION WEALTH MANAGEMENT INC. 191 191 $6,946 — — 7 7 UBS Group AG 52 52 $1,891 — TRIM -48%
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 7 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 7 2 2019-Q4 2026-Q1 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q1 · 4 holders · % suppressed/unavailable 2020-Q2 · 3 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 3 holders · % suppressed/unavailable 2021-Q1 · 4 holders · % suppressed/unavailable 2021-Q2 · 4 holders · % suppressed/unavailable 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 2 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 6 holders · % suppressed/unavailable 2023-Q3 · 6 holders · % suppressed/unavailable 2023-Q4 · 4 holders · % suppressed/unavailable 2024-Q1 · 5 holders · % suppressed/unavailable 2024-Q2 · 5 holders · % suppressed/unavailable 2024-Q3 · 5 holders · % suppressed/unavailable 2024-Q4 · 6 holders · % suppressed/unavailable 2025-Q1 · 6 holders · % suppressed/unavailable 2025-Q2 · 5 holders · % suppressed/unavailable 2025-Q3 · 7 holders · % suppressed/unavailable 2025-Q4 · 7 holders · % suppressed/unavailable 2026-Q1 · 7 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 7 445,458 — $17M 2025-Q4 7 432,759 — $15M 2025-Q3 7 406,553 — $14M 2025-Q2 5 328,885 — $11M 2025-Q1 6 295,432 — $9M 2024-Q4 6 239,197 — $8M 2024-Q3 5 159,896 — $6M 2024-Q2 5 157,305 — $5M 2024-Q1 5 134,803 — $5M 2023-Q4 4 126,476 — $4M 2023-Q3 6 123,244 — $4M 2023-Q2 6 89,411
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.