Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
5,694,433
Top holders largest 15 of 15 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Swan Global Investments, LLC 2,684,376 2.7M $81M — TRIM -4% 2 2 Pacer Advisors, Inc. 2,684,376 2.7M $81M — TRIM -4% 3 3 Anfield Capital Management, LLC 99,422 99,422 $3M — — 4 4 Cetera Investment Advisers 42,941 42,941 $1M — — 5 5 COMMONWEALTH EQUITY SERVICES, LLC 36,694 36,694 $1M — TRIM -15% 6 6 OSAIC HOLDINGS, INC. 32,174 32,174 $970,984 — TRIM -9% 7 7 CITADEL ADVISORS LLC 29,935 29,935 $903,322 — NEW 8 8 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 19,104 19,104 $576,484 — TRIM -2% 9 9 INDEPENDENT FINANCIAL GROUP, LLC 18,180 18,180 $548,601 — — 10 10 Sovran Advisors, LLC 16,378 16,378 $521,063 — — 11 11 Storen Legacy Partners, LLC 12,247 12,247 $369,567 — — 12 12 Socha Financial Group, LLC 7,409 7,409 $223,575 — ADD 5% 13 13 Kestra Advisory Services, LLC 7,142 7,142 $215,518 — — 14 14 Advisory Services Network, LLC 2,855 2,855 $86,153 — NEW 15 15 Orion Capital Management LLC 1,200 1,200 $36,211 — —
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 Swan Global Investments, LLC 2.2M 2.3M 2.1M 2.1M 2.8M 2.7M $81M Pacer Advisors, Inc. 2.2M 2.3M 2.1M 2.0M 2.8M 2.7M $81M Anfield Capital Management, LLC 16K 16K 16K 17K 101K 99K $3M Cetera Investment Advisers — — — — 43K 43K $1M COMMONWEALTH EQUITY SERVICES, LLC 83K 55K 55K 39K 43K 37K $1M OSAIC HOLDINGS, INC. 36K 43K 35K 35K 35K 32K $970,984 CITADEL ADVISORS LLC — 37K — 13K — 30K $903,322 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 20K 20K 20K 20K 20K 19K $576,484 INDEPENDENT FINANCIAL GROUP, LLC — 18K 18K 18K 18K 18K $548,601 Sovran Advisors, LLC — — — 15K 16K 16K $521,063 Storen Legacy Partners, LLC — — — — 12K 12K $369,567 Socha Financial Group, LLC — — — — 7K 7K $223,575 Kestra Advisory Services, LLC — — 7K 7K 7K 7K $215,518 Advisory Services Network, LLC — — — 3K — 3K $86,153 Orion Capital Management LLC — — — — 1K 1K $36,211
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 16 4 2021-Q4 2026-Q1 2021-Q4 · 4 holders · % suppressed/unavailable 2022-Q1 · 4 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 8 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 8 holders · % suppressed/unavailable 2023-Q3 · 9 holders · % suppressed/unavailable 2023-Q4 · 9 holders · % suppressed/unavailable 2024-Q1 · 9 holders · % suppressed/unavailable 2024-Q2 · 11 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 13 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 10 holders · % suppressed/unavailable 2025-Q3 · 16 holders · % suppressed/unavailable 2025-Q4 · 16 holders · % suppressed/unavailable 2026-Q1 · 15 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 15 5,694,433 — $172M 2025-Q4 16 5,918,157 — $182M 2025-Q3 16 4,338,827 — $131M 2025-Q2 10 5,368,025 — $155M 2025-Q1 15 6,196,187 — $168M 2024-Q4 13 5,402,087 — $149M 2024-Q3 11 2,536,925 — $69M 2024-Q2 11 2,761,734 — $74M 2024-Q1 9 2,801,330 — $73M 2023-Q4 9 2,817,166 — $71M 2023-Q3 9 2,259,324 — $53M 2023-Q2 8 1,105,944 — $26M 2023-Q1 7 907,936 — $20M
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.