Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,568,460
Top holders largest 12 of 12 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Swan Global Investments, LLC 646,062 646,062 $21M — TRIM -4% 2 2 Pacer Advisors, Inc. 646,062 646,062 $21M — TRIM -4% 3 3 Cetera Investment Advisers 159,896 159,896 $5M — ADD 9% 4 4 OSAIC HOLDINGS, INC. 27,071 27,071 $884,122 — TRIM -4% 5 5 CITADEL ADVISORS LLC 24,499 24,499 $800,076 — NEW 6 6 Financial Network Wealth Advisors LLC 14,606 14,606 $476,995 — — 7 7 WORLD EQUITY GROUP, INC. 14,530 14,530 $474,514 — ADD 54% 8 8 Chicago Partners Investment Group LLC 13,689 13,689 $468,935 — TRIM -18% 9 9 OLD MISSION CAPITAL LLC 11,943 11,943 $390,028 — TRIM -73% 10 10 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,978 7,978 $260,542 — — 11 11 Signature Equity Partners, LLC 1,100 1,100 $35,923 — TRIM -62% 12 12 Advisory Services Network, LLC 1,024 1,024 $33,441 — NEW
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 12 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 Swan Global Investments, LLC 616K 600K 551K 713K 674K 646K $21M Pacer Advisors, Inc. 616K 600K 551K 713K 674K 646K $21M Cetera Investment Advisers 14K 14K 14K 156K 146K 160K $5M OSAIC HOLDINGS, INC. 34K 34K 33K 32K 28K 27K $884,122 CITADEL ADVISORS LLC — 33K 15K 9K — 24K $800,076 Financial Network Wealth Advisors LLC 11K 11K 14K 15K 15K 15K $476,995 WORLD EQUITY GROUP, INC. — — — — 9K 15K $474,514 Chicago Partners Investment Group LLC 18K 18K 18K 17K 17K 14K $468,935 OLD MISSION CAPITAL LLC 41K 66K 7K 40K 44K 12K $390,028 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7K 7K 7K 9K 8K 8K $260,542 Signature Equity Partners, LLC — — — — 3K 1K $35,923 Advisory Services Network, LLC — — — 50K — 1K $33,441
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 15 3 2021-Q3 2026-Q1 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 5 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 5 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 7 holders · % suppressed/unavailable 2023-Q3 · 10 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 15 holders · % suppressed/unavailable 2024-Q2 · 13 holders · % suppressed/unavailable 2024-Q3 · 12 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 11 holders · % suppressed/unavailable 2025-Q3 · 11 holders · % suppressed/unavailable 2025-Q4 · 12 holders · % suppressed/unavailable 2026-Q1 · 12 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 12 1,568,460 — $51M 2025-Q4 12 1,629,455 — $54M 2025-Q3 11 1,753,626 — $57M 2025-Q2 11 1,226,003 — $38M 2025-Q1 12 1,465,734 — $42M 2024-Q4 10 1,436,001 — $42M 2024-Q3 12 1,567,597 — $45M 2024-Q2 13 1,650,120 — $45M 2024-Q1 15 1,730,472 — $46M 2023-Q4 12 1,676,624 — $42M 2023-Q3 10 1,385,671 — $32M 2023-Q2 7 472,044 — $11M 2023-Q1 6 422,492 —
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.