Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,133,836
Top holders largest 9 of 9 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Pacer Advisors, Inc. 805,251 805,251 $25M — TRIM -4% 2 2 Swan Global Investments, LLC 805,251 805,251 $25M — TRIM -4% 3 3 Cetera Investment Advisers 409,112 409,112 $12M — NEW 4 4 OSAIC HOLDINGS, INC. 38,069 38,069 $1M — — 5 5 OLD MISSION CAPITAL LLC 22,116 22,116 $673,434 — ADD 44% 6 6 INDEPENDENT FINANCIAL GROUP, LLC 21,674 21,674 $659,976 — ADD 34% 7 7 CITADEL ADVISORS LLC 19,197 19,197 $584,551 — NEW 8 8 Nova Wealth Management, Inc. 12,723 12,723 $387,417 — ADD 887% 9 9 HARBOUR INVESTMENTS, INC. 443 443 $13,489 — TRIM -4%
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 9 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. 537K 1.0M 919K 889K 840K 805K $25M Swan Global Investments, LLC 537K 1.0M 919K 889K 840K 805K $25M Cetera Investment Advisers — — — — — 409K $12M OSAIC HOLDINGS, INC. 19K 22K 34K 39K 38K 38K $1M OLD MISSION CAPITAL LLC 25K — 16K 15K 15K 22K $673,434 INDEPENDENT FINANCIAL GROUP, LLC — — — 8K 16K 22K $659,976 CITADEL ADVISORS LLC — 26K 21K 15K — 19K $584,551 Nova Wealth Management, Inc. — 2K 1K 1K 1K 13K $387,417 HARBOUR INVESTMENTS, INC. 2K 860 460 460 460 443 $13,489
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 11 1 2020-Q4 2026-Q1 2020-Q4 · 1 holders · % suppressed/unavailable 2021-Q1 · 1 holders · % suppressed/unavailable 2021-Q2 · 1 holders · % suppressed/unavailable 2021-Q3 · 5 holders · % suppressed/unavailable 2021-Q4 · 2 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 7 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 9 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 6 holders · % suppressed/unavailable 2023-Q3 · 9 holders · % suppressed/unavailable 2023-Q4 · 8 holders · % suppressed/unavailable 2024-Q1 · 11 holders · % suppressed/unavailable 2024-Q2 · 9 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 7 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 · 9 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 9 2,133,836 — $65M 2025-Q4 8 1,754,667 — $54M 2025-Q3 10 1,873,826 — $57M 2025-Q2 9 1,927,076 — $56M 2025-Q1 9 2,071,225 — $56M 2024-Q4 7 1,129,747 — $31M 2024-Q3 9 1,199,106 — $33M 2024-Q2 9 1,267,683 — $33M 2024-Q1 11 1,302,297 — $33M 2023-Q4 8 762,710 — $19M 2023-Q3 9 621,859 — $14M 2023-Q2 6 311,146 — $7M 2023-Q1
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.