Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,929,575
Top holders largest 16 of 16 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Pacer Advisors, Inc. 828,431 828,431 $30M — ADD 34% 2 2 Swan Global Investments, LLC 828,431 828,431 $30M — ADD 28% 3 3 Camarda Financial Advisors, LLC 70,498 70,498 $3M — — 4 4 OSAIC HOLDINGS, INC. 57,219 57,219 $2M — ADD 12% 5 5 OLD MISSION CAPITAL LLC 28,356 28,356 $1M — NEW 6 6 Rockefeller Capital Management L.P. 27,000 27,000 $985,576 — TRIM -10% 7 7 Financial Network Wealth Advisors LLC 18,330 18,330 $669,096 — — 8 8 LPL Financial LLC 15,323 15,323 $559,332 — TRIM -13% 9 9 WORLD EQUITY GROUP, INC. 12,969 12,969 $473,403 — ADD 56% 10 10 Signature Equity Partners, LLC 12,940 12,940 $472,346 — ADD 327% 11 11 Patriot Financial Group Insurance Agency, LLC 10,800 10,800 $394,230 — NEW 12 12 Gladstone Institutional Advisory LLC 8,616 8,616 $314,508 — NEW 13 13 Cetera Investment Advisers 7,510 7,510 $274,136 — TRIM -8% 14 14 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,658 1,658 $60,522 — ADD 19% 15 15 Parallel Advisors, LLC 1,041 1,041 $37,999 — — 16 16 UBS Group AG 453 453 $16,536 — TRIM -64%
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 Pacer Advisors, Inc. 758K 738K 678K 656K 620K 828K $30M Swan Global Investments, LLC 758K 738K 678K 656K 649K 828K $30M Camarda Financial Advisors, LLC 80K 75K 78K 76K 72K 70K $3M OSAIC HOLDINGS, INC. 48K 52K 52K 53K 51K 57K $2M OLD MISSION CAPITAL LLC — 7K — 24K — 28K $1M Rockefeller Capital Management L.P. 30K 30K 60K 30K 30K 27K $985,576 Financial Network Wealth Advisors LLC 8K 19K 19K 19K 19K 18K $669,096 LPL Financial LLC 20K 21K 21K 18K 18K 15K $559,332 WORLD EQUITY GROUP, INC. — — — — 8K 13K $473,403 Signature Equity Partners, LLC — — — — 3K 13K $472,346 Patriot Financial Group Insurance Agency, LLC — — — — — 11K $394,230 Gladstone Institutional Advisory LLC — — — — — 9K $314,508 Cetera Investment Advisers 8K 7K 7K 7K 8K 8K $274,136 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1K 1K 1K 1K 1K 2K $60,522 Parallel Advisors, LLC 1K 1K 1K 1K 1K 1K $37,999
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 17 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 · 9 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 13 holders · % suppressed/unavailable 2022-Q3 · 13 holders · % suppressed/unavailable 2022-Q4 · 17 holders · % suppressed/unavailable 2023-Q1 · 14 holders · % suppressed/unavailable 2023-Q2 · 13 holders · % suppressed/unavailable 2023-Q3 · 11 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 13 holders · % suppressed/unavailable 2024-Q2 · 16 holders · % suppressed/unavailable 2024-Q3 · 16 holders · % suppressed/unavailable 2024-Q4 · 15 holders · % suppressed/unavailable 2025-Q1 · 17 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 16 holders · % suppressed/unavailable 2025-Q4 · 15 holders · % suppressed/unavailable 2026-Q1 · 16 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 16 1,929,575 — $70M 2025-Q4 15 1,558,699 — $58M 2025-Q3 16 1,673,295 — $61M 2025-Q2 15 1,718,616 — $60M 2025-Q1 17 1,833,750 — $60M 2024-Q4 15 1,825,086 — $60M 2024-Q3 16 1,877,167 — $61M 2024-Q2 16 1,955,976 — $62M 2024-Q1 13 1,959,974 — $60M 2023-Q4 13 1,099,766 — $32M 2023-Q3 11 818,673 — $22M 2023-Q2 13 452,276 — $12M
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.