Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 18 of 18 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Sunbelt Securities, Inc. 35,527 35,527 $1M — TRIM -7% 2 2 OLD MISSION CAPITAL LLC 28,162 28,162 $933,437 — ADD 103% 3 3 Welch Financial Planning, LLC 20,034 20,034 $664,033 — ADD 6% 4 4 COMMONWEALTH EQUITY SERVICES, LLC 17,886 17,886 $592,840 — ADD 3% 5 5 Brookwood Investment Group LLC 17,346 17,346 $574,938 — ADD 7% 6 6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,355 16,355 $542,091 — ADD 93% 7 7 World Investment Advisors 15,805 15,805 $523,862 — — 8 8 OSAIC HOLDINGS, INC. 14,475 14,475 $479,844 — TRIM -4% 9 9 CARY STREET PARTNERS FINANCIAL LLC 11,650 11,650 $386,143 — — 10 10 Kestra Advisory Services, LLC 10,070 10,070 $333,773 — ADD 158% 11 11 GOLDMAN SACHS GROUP INC 8,348 8,348 $276,697 — NEW 12 12 HighTower Advisors, LLC 6,859 6,859 $227,344 — — 13 13 IFP Advisors, Inc 805 805 $26,682 — — 14 14 EverSource Wealth Advisors, LLC 401 401 $13,291 — — 15 15 DHJJ Financial Advisors, Ltd. 45 45 $1,492 — — 16 16 CoreCap Advisors, LLC 21 21 $696 — — 17 17 RED REEF ADVISORS LLC 20 20 $663 — — 18 18 MORGAN STANLEY 1 1 $33 — —
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. 50K 46K 50K 45K 38K 36K $1M OLD MISSION CAPITAL LLC — — — — 14K 28K $933,437 Welch Financial Planning, LLC — — — — 19K 20K $664,033 COMMONWEALTH EQUITY SERVICES, LLC 15K 16K 15K 15K 17K 18K $592,840 Brookwood Investment Group LLC — 13K 15K 16K 16K 17K $574,938 SUSQUEHANNA INTERNATIONAL GROUP, LLP — 39K — 32K 8K 16K $542,091 World Investment Advisors 12K 12K 12K 12K 16K 16K $523,862 OSAIC HOLDINGS, INC. 15K 15K 15K 15K 15K 14K $479,844 CARY STREET PARTNERS FINANCIAL LLC 12K 12K 12K 12K 12K 12K $386,143 Kestra Advisory Services, LLC — — — — 4K 10K $333,773 GOLDMAN SACHS GROUP INC — — — — — 8K $276,697 HighTower Advisors, LLC — — 7K 7K 7K 7K $227,344 IFP Advisors, Inc 1K 1K 1K 505 805 805 $26,682 EverSource Wealth Advisors, LLC 1K 401 401 401 401 401 $13,291 DHJJ Financial Advisors, Ltd. 340 45 45 45 45 45 $1,492
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 3 2021-Q4 2026-Q1 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 8 holders · % suppressed/unavailable 2022-Q3 · 5 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 10 holders · % suppressed/unavailable 2024-Q1 · 13 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 14 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 14 holders · % suppressed/unavailable 2025-Q4 · 19 holders · % suppressed/unavailable 2026-Q1 · 18 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 18 203,810 — $7M 2025-Q4 19 197,863 — $7M 2025-Q3 14 190,272 — $6M 2025-Q2 15 181,137 — $6M 2025-Q1 14 186,272 — $5M 2024-Q4 12 137,290 — $4M 2024-Q3 9 142,435 — $4M 2024-Q2 10 206,295 — $6M 2024-Q1 13 283,089 — $8M 2023-Q4 10 292,483 — $7M 2023-Q3 5 268,915 — $6M 2023-Q2 9 606,892 — $14M 2023-Q1 7 393,240 — $8M 2022-Q4
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.