Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 20 of 20 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 J2 Capital Management Inc 117,010 117,010 $3M — ADD 3% 2 2 Cetera Investment Advisers 64,545 64,545 $2M — TRIM -64% 3 3 LPL Financial LLC 54,193 54,193 $2M — ADD 3% 4 4 STIFEL FINANCIAL CORP 43,096 43,096 $1M — ADD 6% 5 5 MATHER GROUP, LLC. 41,654 41,654 $1M — NEW 6 6 RAYMOND JAMES FINANCIAL INC 37,249 37,249 $1M — ADD 8% 7 7 JANE STREET GROUP, LLC 30,149 30,149 $898,440 — TRIM -9% 8 8 Capital Investment Advisory Services, LLC 29,664 29,664 $883,987 — TRIM -3% 9 9 Optivise Advisory Services LLC 13,509 13,509 $402,568 — NEW 10 10 GOLDMAN SACHS GROUP INC 13,053 13,053 $388,979 — TRIM -17% 11 11 Wealthspire Retirement, LLC 8,736 8,736 $260,333 — TRIM -14% 12 12 CITADEL ADVISORS LLC 7,722 7,722 $230,116 — TRIM -40% 13 13 Cambridge Investment Research Advisors, Inc. 7,659 7,659 $228,000 — TRIM -7% 14 14 OSAIC HOLDINGS, INC. 6,490 6,490 $193,401 — TRIM -21% 15 15 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,165 4,165 $126,045 — — 16 16 MORGAN STANLEY 3,472 3,472 $103,478 — TRIM -4% 17 17 Keating Financial Advisory Services, Inc. 458 458 $13,658 — NEW 18 18 UBS Group AG 449 449 $13,380 — — 19 19 Farther Finance Advisors, LLC 178 178 $5,396 — — 20 20 WELLS FARGO & COMPANY/MN 0 0 $4 — EXIT
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 J2 Capital Management Inc — 45K 110K 109K 113K 117K $3M Cetera Investment Advisers 29K 31K 29K 178K 177K 65K $2M LPL Financial LLC 45K 49K 54K 52K 53K 54K $2M STIFEL FINANCIAL CORP 25K 38K 39K 39K 41K 43K $1M MATHER GROUP, LLC. — — — — — 42K $1M RAYMOND JAMES FINANCIAL INC 55K 41K 39K 36K 35K 37K $1M JANE STREET GROUP, LLC — — 68K 27K 33K 30K $898,440 Capital Investment Advisory Services, LLC — — 30K 30K 30K 30K $883,987 Optivise Advisory Services LLC — — — — — 14K $402,568 GOLDMAN SACHS GROUP INC — — — — 16K 13K $388,979 Wealthspire Retirement, LLC — — — — 10K 9K $260,333 CITADEL ADVISORS LLC 28K — 19K 20K 13K 8K $230,116 Cambridge Investment Research Advisors, Inc. — 8K — 9K 8K 8K $228,000 OSAIC HOLDINGS, INC. 4K 4K 11K 10K 8K 6K $193,401 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — — — — 4K 4K $126,045
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 33 1 2015-Q4 2026-Q1 2015-Q4 · 1 holders · % suppressed/unavailable 2016-Q1 · 6 holders · % suppressed/unavailable 2016-Q2 · 9 holders · % suppressed/unavailable 2016-Q3 · 11 holders · % suppressed/unavailable 2016-Q4 · 11 holders · % suppressed/unavailable 2017-Q1 · 10 holders · % suppressed/unavailable 2017-Q2 · 12 holders · % suppressed/unavailable 2017-Q3 · 18 holders · % suppressed/unavailable 2017-Q4 · 19 holders · % suppressed/unavailable 2018-Q1 · 27 holders · % suppressed/unavailable 2018-Q2 · 26 holders · % suppressed/unavailable 2018-Q3 · 25 holders · % suppressed/unavailable 2018-Q4 · 29 holders · % suppressed/unavailable 2019-Q1 · 26 holders · % suppressed/unavailable 2019-Q2 · 26 holders · % suppressed/unavailable 2019-Q3 · 28 holders · % suppressed/unavailable 2019-Q4 · 33 holders · % suppressed/unavailable 2020-Q1 · 30 holders · % suppressed/unavailable 2020-Q2 · 27 holders · % suppressed/unavailable 2020-Q3 · 26 holders · % suppressed/unavailable 2020-Q4 · 26 holders · % suppressed/unavailable 2021-Q1 · 21 holders · % suppressed/unavailable 2021-Q2 · 20 holders · % suppressed/unavailable 2021-Q3 · 19 holders · % suppressed/unavailable 2021-Q4 · 17 holders · % suppressed/unavailable 2022-Q1 · 18 holders · % suppressed/unavailable 2022-Q2 · 18 holders · % suppressed/unavailable 2022-Q3 · 16 holders · % suppressed/unavailable 2022-Q4 · 20 holders · % suppressed/unavailable 2023-Q1 · 20 holders · % suppressed/unavailable 2023-Q2 · 18 holders · % suppressed/unavailable 2023-Q3 · 17 holders · % suppressed/unavailable 2023-Q4 · 19 holders · % suppressed/unavailable 2024-Q1 · 19 holders · % suppressed/unavailable 2024-Q2 · 17 holders · % suppressed/unavailable 2024-Q3 · 18 holders · % suppressed/unavailable 2024-Q4 · 13 holders · % suppressed/unavailable 2025-Q1 · 13 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 15 holders · % suppressed/unavailable 2025-Q4 · 19 holders · % suppressed/unavailable 2026-Q1 · 20 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 20 483,451 — $14M 2025-Q4 19 553,165 — $17M 2025-Q3 15 566,480 — $17M 2025-Q2 17 624,042 — $18M 2025-Q1 13 436,488 — $12M 2024-Q4 13 428,678 — $10M 2024-Q3 18 11,708,501 — $256M 2024-Q2 17 592,660 — $15M
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.