Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,400,418
Top holders largest 10 of 10 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Pacer Advisors, Inc. 1,145,234 1.1M $34M — TRIM -4% 2 2 Swan Global Investments, LLC 1,145,234 1.1M $34M — TRIM -4% 3 3 OLD MISSION CAPITAL LLC 28,840 28,840 $854,938 — NEW 4 4 CITADEL ADVISORS LLC 24,295 24,295 $720,206 — ADD 95% 5 5 Nova Wealth Management, Inc. 19,844 19,844 $588,260 — — 6 6 Rockefeller Capital Management L.P. 14,000 14,000 $415,019 — — 7 7 OSAIC HOLDINGS, INC. 12,978 12,978 $384,663 — ADD 7% 8 8 Sanctuary Advisors, LLC 9,226 9,226 $273,497 — TRIM -51% 9 9 UBS Group AG 717 717 $21,255 — NEW 10 10 DHJJ Financial Advisors, Ltd. 50 50 $1,483 — —
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 10 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 Pacer Advisors, Inc. 1.3M 1.2M 1.1M 1.3M 1.2M 1.1M $34M Swan Global Investments, LLC 1.3M 1.2M 1.1M 1.3M 1.2M 1.1M $34M OLD MISSION CAPITAL LLC 21K 49K — — — 29K $854,938 CITADEL ADVISORS LLC 15K 33K 16K 13K 12K 24K $720,206 Nova Wealth Management, Inc. — — 4K 20K 20K 20K $588,260 Rockefeller Capital Management L.P. 14K 14K 28K 14K 14K 14K $415,019 OSAIC HOLDINGS, INC. 13K 13K 16K 15K 12K 13K $384,663 Sanctuary Advisors, LLC 25K 25K 19K 44K 19K 9K $273,497 UBS Group AG — — — — — 717 $21,255 DHJJ Financial Advisors, Ltd. 50 50 50 50 50 50 $1,483
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 10 3 2021-Q3 2026-Q1 2021-Q3 · 4 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 3 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 5 holders · % suppressed/unavailable 2022-Q4 · 5 holders · % suppressed/unavailable 2023-Q1 · 3 holders · % suppressed/unavailable 2023-Q2 · 3 holders · % suppressed/unavailable 2023-Q3 · 6 holders · % suppressed/unavailable 2023-Q4 · 7 holders · % suppressed/unavailable 2024-Q1 · 6 holders · % suppressed/unavailable 2024-Q2 · 8 holders · % suppressed/unavailable 2024-Q3 · 10 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 9 holders · % suppressed/unavailable 2025-Q3 · 10 holders · % suppressed/unavailable 2025-Q4 · 8 holders · % suppressed/unavailable 2026-Q1 · 10 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 10 2,400,418 — $71M 2025-Q4 8 2,466,980 — $74M 2025-Q3 10 2,643,780 — $78M 2025-Q2 9 2,365,602 — $67M 2025-Q1 9 2,619,562 — $68M 2024-Q4 10 2,646,752 — $71M 2024-Q3 10 2,651,528 — $70M 2024-Q2 8 977,032 — $25M 2024-Q1 6 971,262 — $24M 2023-Q4 7 843,778 — $20M 2023-Q3 6 682,262 — $15M 2023-Q2 3 273,075 — $6M 2023-Q1 3 245,047 —
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.