Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 15 of 15 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Sunbelt Securities, Inc. 97,189 97,189 $3M — TRIM -9% 2 2 COMMONWEALTH EQUITY SERVICES, LLC 29,373 29,373 $834,930 — ADD 12% 3 3 OSAIC HOLDINGS, INC. 28,485 28,485 $809,796 — — 4 4 HighTower Advisors, LLC 23,997 23,997 $682,115 — — 5 5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,379 23,379 $664,548 — TRIM -49% 6 6 OLD MISSION CAPITAL LLC 19,979 19,979 $567,903 — TRIM -88% 7 7 Brookwood Investment Group LLC 18,888 18,888 $536,892 — ADD 8% 8 8 Kestra Advisory Services, LLC 13,661 13,661 $388,314 — ADD 189% 9 9 Welch Financial Planning, LLC 13,469 13,469 $382,856 — NEW 10 10 World Investment Advisors 8,910 8,910 $253,267 — ADD 10% 11 11 RED REEF ADVISORS LLC 1,008 1,008 $28,652 — — 12 12 CoreCap Advisors, LLC 633 633 $17,993 — — 13 13 Larson Financial Group LLC 330 330 $9,380 — — 14 14 DHJJ Financial Advisors, Ltd. 35 35 $995 — — 15 15 AE Wealth Management LLC 20 20 $569 — —
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. 185K 145K 186K 121K 107K 97K $3M COMMONWEALTH EQUITY SERVICES, LLC 32K 35K 32K 26K 26K 29K $834,930 OSAIC HOLDINGS, INC. 33K 33K 29K 28K 28K 28K $809,796 HighTower Advisors, LLC — 26K 26K 24K 24K 24K $682,115 SUSQUEHANNA INTERNATIONAL GROUP, LLP 24K 12K — 14K 46K 23K $664,548 OLD MISSION CAPITAL LLC — — 35K 14K 172K 20K $567,903 Brookwood Investment Group LLC — 14K 16K 17K 17K 19K $536,892 Kestra Advisory Services, LLC 10K 10K — — 5K 14K $388,314 Welch Financial Planning, LLC — — — — — 13K $382,856 World Investment Advisors — — 8K 8K 8K 9K $253,267 RED REEF ADVISORS LLC — — — — 1K 1K $28,652 CoreCap Advisors, LLC 633 633 633 633 633 633 $17,993 Larson Financial Group LLC 330 330 330 330 330 330 $9,380 DHJJ Financial Advisors, Ltd. 35 35 35 35 35 35 $995 AE Wealth Management LLC 47 20 20 20 20 20 $569
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 19 4 2022-Q1 2026-Q1 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 7 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 8 holders · % suppressed/unavailable 2023-Q2 · 12 holders · % suppressed/unavailable 2023-Q3 · 17 holders · % suppressed/unavailable 2023-Q4 · 14 holders · % suppressed/unavailable 2024-Q1 · 11 holders · % suppressed/unavailable 2024-Q2 · 14 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 19 holders · % suppressed/unavailable 2025-Q1 · 17 holders · % suppressed/unavailable 2025-Q2 · 18 holders · % suppressed/unavailable 2025-Q3 · 16 holders · % suppressed/unavailable 2025-Q4 · 18 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 15 279,356 — $8M 2025-Q4 18 450,865 — $13M 2025-Q3 16 278,361 — $8M 2025-Q2 18 368,737 — $10M 2025-Q1 17 343,533 — $7M 2024-Q4 19 419,694 — $11M 2024-Q3 15 649,985 — $16M 2024-Q2 14 672,057 — $16M 2024-Q1 11 649,470 — $15M 2023-Q4 14 557,564 — $12M 2023-Q3 17 707,863 — $15M 2023-Q2 12 1,100,786 — $22M 2023-Q1 8 375,052 — $7M 2022-Q4 4
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.