Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,756,256
Top holders largest 13 of 13 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Pacer Advisors, Inc. 1,780,977 1.8M $51M — TRIM -4% 2 2 Swan Global Investments, LLC 1,780,977 1.8M $51M — TRIM -4% 3 3 Cetera Investment Advisers 57,556 57,556 $2M — TRIM -90% 4 4 OLD MISSION CAPITAL LLC 33,458 33,458 $950,883 — TRIM -27% 5 5 MML INVESTORS SERVICES, LLC 32,676 32,676 $928,658 — ADD 9% 6 6 OSAIC HOLDINGS, INC. 21,580 21,580 $613,300 — TRIM -7% 7 7 CITADEL ADVISORS LLC 15,184 15,184 $431,532 — NEW 8 8 Advisory Services Network, LLC 13,247 13,247 $376,482 — TRIM -42% 9 9 GOLDMAN SACHS GROUP INC 10,397 10,397 $295,485 — TRIM -6% 10 10 Nova Wealth Management, Inc. 9,337 9,337 $265,359 — — 11 11 Anfield Capital Management, LLC 500 500 $14,210 — — 12 12 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 200 $5,684 — NEW 13 13 UBS Group AG 167 167 $4,746 — TRIM -85%
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 13 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 1.3M 2.0M 2.0M 1.9M 1.8M $51M Swan Global Investments, LLC 1.3M 1.3M 2.0M 2.0M 1.9M 1.8M $51M Cetera Investment Advisers 28K 546K 587K 618K 598K 58K $2M OLD MISSION CAPITAL LLC 8K 27K 11K 13K 46K 33K $950,883 MML INVESTORS SERVICES, LLC — — 25K 25K 30K 33K $928,658 OSAIC HOLDINGS, INC. 22K 22K 25K 25K 23K 22K $613,300 CITADEL ADVISORS LLC — — — — — 15K $431,532 Advisory Services Network, LLC — — 105K 36K 23K 13K $376,482 GOLDMAN SACHS GROUP INC 8K — — 11K 11K 10K $295,485 Nova Wealth Management, Inc. — — 10K 9K 9K 9K $265,359 Anfield Capital Management, LLC — — 500 500 500 500 $14,210 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — — — — — 200 $5,684 UBS Group AG 890 890 6K 5K 1K 167 $4,746
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 13 4 2021-Q2 2026-Q1 2021-Q2 · 4 holders · % suppressed/unavailable 2021-Q3 · 5 holders · % suppressed/unavailable 2021-Q4 · 5 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 8 holders · % suppressed/unavailable 2022-Q4 · 5 holders · % suppressed/unavailable 2023-Q1 · 8 holders · % suppressed/unavailable 2023-Q2 · 6 holders · % suppressed/unavailable 2023-Q3 · 8 holders · % suppressed/unavailable 2023-Q4 · 8 holders · % suppressed/unavailable 2024-Q1 · 6 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 9 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 12 holders · % suppressed/unavailable 2025-Q3 · 13 holders · % suppressed/unavailable 2025-Q4 · 13 holders · % suppressed/unavailable 2026-Q1 · 13 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 13 3,756,256 — $107M 2025-Q4 13 4,485,677 — $125M 2025-Q3 13 4,686,991 — $128M 2025-Q2 12 4,851,647 — $129M 2025-Q1 9 3,162,242 — $80M 2024-Q4 9 2,707,073 — $71M 2024-Q3 9 2,843,566 — $73M 2024-Q2 10 3,066,593 — $75M 2024-Q1 6 897,269 — $21M 2023-Q4 8 845,796 — $20M 2023-Q3 8 763,362 — $17M 2023-Q2 6 690,865 — $15M 2023-Q1 8 656,797
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.