Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
0.3%
Top holders largest 14 of 14 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 RENAISSANCE TECHNOLOGIES LLC 19,424 19,424 $65,946 0.18% TRIM -3% 2 2 MORGAN STANLEY 3,076 3,076 $10,443 0.03% — 3 3 EverSource Wealth Advisors, LLC 2,000 2,000 $6,790 0.02% — 4 4 CITIGROUP INC 1,360 1,360 $4,610 0.01% ADD 6700% 5 5 SIMA Wealth Partners, LLC 350 350 $1,189 0.00% — 6 6 WELLS FARGO & COMPANY/MN 185 185 $628 0.00% — 7 7 JPMORGAN CHASE & CO 125 125 $420 0.00% — 8 8 SBI Securities Co., Ltd. 97 97 $329 0.00% ADD 94% 9 9 UBS Group AG 95 95 $322 0.00% ADD 428% 10 10 TD Waterhouse Canada Inc. 93 93 $312 0.00% — 11 11 OSAIC HOLDINGS, INC. 50 50 $170 0.00% — 12 12 Winch Advisory Services, LLC 26 26 $88 0.00% — 13 13 TFC Financial Management, Inc. 19 19 $65 0.00% — 14 14 ROYAL BANK OF CANADA 125 125 $0 0.00% —
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 14 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 RENAISSANCE TECHNOLOGIES LLC 34K 31K 27K 34K 20K 19K $65,946 MORGAN STANLEY 585 522 3K 3K 3K 3K $10,443 EverSource Wealth Advisors, LLC 2K 2K 2K 2K 2K 2K $6,790 CITIGROUP INC 125 — 712 — 20 1K $4,610 SIMA Wealth Partners, LLC — — — 350 350 350 $1,189 WELLS FARGO & COMPANY/MN 175 185 185 185 185 185 $628 JPMORGAN CHASE & CO 34 125 125 250 125 125 $420 SBI Securities Co., Ltd. 50 50 50 50 50 97 $329 UBS Group AG 7K 207 65 18 18 95 $322 TD Waterhouse Canada Inc. 93 93 93 93 93 93 $312 OSAIC HOLDINGS, INC. 50 51 50 50 50 50 $170 Winch Advisory Services, LLC 26 26 26 26 26 26 $88 TFC Financial Management, Inc. 19 19 19 19 19 19 $65 ROYAL BANK OF CANADA 125 125 250 125 125 125 $0
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 % of shares outstanding held 7.6% 0.2% reporting 13F holders 34 14 2022-Q3 2026-Q1 2022-Q3 · 34 holders · 7.0% of shares out 2022-Q4 · 33 holders · 6.4% of shares out 2023-Q1 · 31 holders · 6.5% of shares out 2023-Q2 · 31 holders · 7.6% of shares out 2023-Q3 · 28 holders · 5.9% of shares out 2023-Q4 · 26 holders · 6.7% of shares out 2024-Q1 · 23 holders · 6.4% of shares out 2024-Q2 · 16 holders · 0.6% of shares out 2024-Q3 · 14 holders · 0.4% of shares out 2024-Q4 · 20 holders · 0.5% of shares out 2025-Q1 · 18 holders · 0.5% of shares out 2025-Q2 · 20 holders · 0.7% of shares out 2025-Q3 · 19 holders · 0.5% of shares out 2025-Q4 · 15 holders · 0.2% of shares out 2026-Q1 · 14 holders · 0.3% of shares out Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
Quarter Holders Shares held % shares out Value held 2026-Q1 14 27,025 0.3% $91,312 2025-Q4 15 26,287 0.2% $78,223 2025-Q3 19 52,454 0.5% $235,527 2025-Q2 20 76,972 0.7% $381,768 2025-Q1 18 57,374 0.5% $247,303 2024-Q4 20 56,679 0.5% $242,741 2024-Q3 14 44,938 0.4% $271,806 2024-Q2 16 62,701 0.6% $362,673 2024-Q1 23 694,251 6.4% $571,586 2023-Q4 26 720,248 6.7% $417,601 2023-Q3 28 641,926 5.9% $378,073 2023-Q2 31 819,792 7.6% $654,488
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.
