Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 16 of 16 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Sunbelt Securities, Inc. 33,348 33,348 $2M — TRIM -9% 2 2 OLD MISSION CAPITAL LLC 32,319 32,319 $1M — ADD 5% 3 3 Focus Financial Network, Inc. 22,512 22,512 $1M — TRIM -3% 4 4 GOLDMAN SACHS GROUP INC 21,256 21,256 $964,019 — TRIM -48% 5 5 Kestra Advisory Services, LLC 20,704 20,704 $938,984 — NEW 6 6 Brookwood Investment Group LLC 12,040 12,040 $546,048 — ADD 8% 7 7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,415 11,415 $517,702 — TRIM -69% 8 8 Lido Advisors, LLC 9,783 9,783 $443,688 — TRIM -82% 9 9 COMMONWEALTH EQUITY SERVICES, LLC 9,163 9,163 $415,570 — TRIM -90% 10 10 OSAIC HOLDINGS, INC. 8,021 8,021 $363,749 — TRIM -76% 11 11 World Investment Advisors 5,168 5,168 $234,384 — TRIM -2% 12 12 UBS Group AG 553 553 $25,080 — TRIM -85% 13 13 DHJJ Financial Advisors, Ltd. 425 425 $19,275 — — 14 14 IFP Advisors, Inc 171 171 $7,755 — TRIM -70% 15 15 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 45 45 $2,041 — — 16 16 RED REEF ADVISORS LLC 21 21 $952 — —
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 Sunbelt Securities, Inc. 34K 32K 34K 39K 37K 33K $2M OLD MISSION CAPITAL LLC — 31K 5K 38K 31K 32K $1M Focus Financial Network, Inc. — — 7K 20K 23K 23K $1M GOLDMAN SACHS GROUP INC 25K — — — 41K 21K $964,019 Kestra Advisory Services, LLC — — 10K — — 21K $938,984 Brookwood Investment Group LLC — 8K 11K 11K 11K 12K $546,048 SUSQUEHANNA INTERNATIONAL GROUP, LLP 41K 56K 6K 29K 37K 11K $517,702 Lido Advisors, LLC — — — — 56K 10K $443,688 COMMONWEALTH EQUITY SERVICES, LLC 78K 10K 44K 45K 92K 9K $415,570 OSAIC HOLDINGS, INC. 25K 26K 36K 35K 34K 8K $363,749 World Investment Advisors 6K 6K 7K 7K 5K 5K $234,384 UBS Group AG — 1K — 67 4K 553 $25,080 DHJJ Financial Advisors, Ltd. 425 425 425 425 425 425 $19,275 IFP Advisors, Inc 200 — 871 871 571 171 $7,755 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 45 45 — 45 45 45 $2,041
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-Q2 2026-Q1 2021-Q2 · 11 holders · % suppressed/unavailable 2021-Q3 · 11 holders · % suppressed/unavailable 2021-Q4 · 12 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 8 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 5 holders · % suppressed/unavailable 2023-Q1 · 4 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 12 holders · % suppressed/unavailable 2023-Q4 · 9 holders · % suppressed/unavailable 2024-Q1 · 9 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 15 holders · % suppressed/unavailable 2025-Q4 · 16 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 16 186,944 — $8M 2025-Q4 16 376,412 — $17M 2025-Q3 15 289,051 — $13M 2025-Q2 15 308,047 — $13M 2025-Q1 12 172,390 — $7M 2024-Q4 12 211,277 — $8M 2024-Q3 11 146,036 — $5M 2024-Q2 12 145,501 — $5M 2024-Q1 9 141,777 — $5M 2023-Q4 9 273,172 — $9M 2023-Q3 12 239,390 — $7M 2023-Q2 9 134,910 — $4M 2023-Q1 4 23,796 —
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.