Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 22 of 22 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 40,332 40,332 $2M — NEW 2 2 RAYMOND JAMES FINANCIAL INC 23,091 23,091 $1M — ADD 358% 3 3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,696 13,696 $778,608 — NEW 4 4 MORGAN STANLEY 11,561 11,561 $657,285 — ADD 3% 5 5 Tower Research Capital LLC (TRC) 11,258 11,258 $640,009 — ADD 125% 6 6 CITADEL ADVISORS LLC 10,605 10,605 $602,887 — ADD 29% 7 7 Gladstone Institutional Advisory LLC 9,100 9,100 $517,328 — NEW 8 8 Atlas Wealth LLC 9,057 9,057 $514,884 — — 9 9 Virtu Financial LLC 7,383 7,383 $420,000 — ADD 2% 10 10 HARBOR CAPITAL ADVISORS, INC. 7,151 7,151 $407,000 — TRIM -78% 11 11 LPL Financial LLC 4,685 4,685 $266,354 — TRIM -14% 12 12 JONES FINANCIAL COMPANIES LLLP 2,493 2,493 $138,429 — ADD 22% 13 13 Founders Financial Alliance, LLC 566 566 $32,177 — NEW 14 14 Addison Advisors LLC 437 437 $24,844 — — 15 15 OSAIC HOLDINGS, INC. 380 380 $21,603 — TRIM -76% 16 16 Steward Partners Investment Advisory, LLC 366 366 $20,807 — — 17 17 MONTAG A & ASSOCIATES INC 227 227 $12,905 — — 18 18 AdvisorNet Financial, Inc 200 200 $11,370 — — 19 19 Triumph Capital Management 144 144 $8,186 — — 20 20 Key Financial Inc 143 143 $8,129 — — 21 21 UBS Group AG 16 16 $910 — TRIM -73% 22 22 WELLS FARGO & COMPANY/MN 1 1 $31 — TRIM -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 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 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC — — — — — 40K $2M RAYMOND JAMES FINANCIAL INC 5K 5K 5K 5K 5K 23K $1M SUSQUEHANNA INTERNATIONAL GROUP, LLP — — 4K — — 14K $778,608 MORGAN STANLEY 28K 27K 10K 10K 11K 12K $657,285 Tower Research Capital LLC (TRC) 4K 10K 9K 11K 5K 11K $640,009 CITADEL ADVISORS LLC — — — — 8K 11K $602,887 Gladstone Institutional Advisory LLC 8K 5K — — — 9K $517,328 Atlas Wealth LLC 11K 11K 10K 9K 9K 9K $514,884 Virtu Financial LLC — 7K 6K 7K 7K 7K $420,000 HARBOR CAPITAL ADVISORS, INC. 8K 32K 39K 31K 33K 7K $407,000 LPL Financial LLC 6K 6K 5K 5K 5K 5K $266,354 JONES FINANCIAL COMPANIES LLLP 1K 2K 2K 2K 2K 2K $138,429 Founders Financial Alliance, LLC 566 — — 566 — 566 $32,177 Addison Advisors LLC 437 437 437 437 437 437 $24,844 OSAIC HOLDINGS, INC. 494 2K 2K 2K 2K 380 $21,603
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 54 1 2016-Q1 2026-Q1 2016-Q1 · 1 holders · % suppressed/unavailable 2018-Q2 · 49 holders · % suppressed/unavailable 2018-Q3 · 54 holders · % suppressed/unavailable 2018-Q4 · 48 holders · % suppressed/unavailable 2019-Q1 · 51 holders · % suppressed/unavailable 2019-Q2 · 42 holders · % suppressed/unavailable 2019-Q3 · 39 holders · % suppressed/unavailable 2019-Q4 · 35 holders · % suppressed/unavailable 2020-Q1 · 35 holders · % suppressed/unavailable 2020-Q2 · 24 holders · % suppressed/unavailable 2020-Q3 · 24 holders · % suppressed/unavailable 2020-Q4 · 28 holders · % suppressed/unavailable 2021-Q1 · 30 holders · % suppressed/unavailable 2021-Q2 · 32 holders · % suppressed/unavailable 2021-Q3 · 34 holders · % suppressed/unavailable 2021-Q4 · 36 holders · % suppressed/unavailable 2022-Q1 · 38 holders · % suppressed/unavailable 2022-Q2 · 34 holders · % suppressed/unavailable 2022-Q3 · 32 holders · % suppressed/unavailable 2022-Q4 · 34 holders · % suppressed/unavailable 2023-Q1 · 28 holders · % suppressed/unavailable 2023-Q2 · 30 holders · % suppressed/unavailable 2023-Q3 · 27 holders · % suppressed/unavailable 2023-Q4 · 23 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 25 holders · % suppressed/unavailable 2024-Q3 · 25 holders · % suppressed/unavailable 2024-Q4 · 23 holders · % suppressed/unavailable 2025-Q1 · 24 holders · % suppressed/unavailable 2025-Q2 · 20 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 22 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 22 152,892 — $9M 2025-Q4 22 106,559 — $6M 2025-Q3 21 100,660 — $6M 2025-Q2 20 116,331 — $6M 2025-Q1 24 142,030 — $8M 2024-Q4 23 96,947 — $5M 2024-Q3 25 126,350 — $7M 2024-Q2 25 119,895 — $6M 2024-Q1 26 202,864 — $10M 2023-Q4 23 190,127 — $9M
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.