Institutional holders Index & fund register Insiders (Form 4) Congress
% of shares outstanding held
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% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Top holders largest 18 of 18 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Ellsworth Advisors, LLC 149,236 149,236 $4M — ADD 3% 2 2 KESTRA PRIVATE WEALTH SERVICES, LLC 32,593 32,593 $891,282 — — 3 3 &PARTNERS 16,560 16,560 $452,843 — TRIM -38% 4 4 TWO SIGMA INVESTMENTS, LP 11,500 11,500 $314,474 — ADD 20% 5 5 GTS SECURITIES LLC 9,571 9,571 $261,729 — TRIM -7% 6 6 Fermata Advisors, LLC 9,013 9,013 $246,472 — — 7 7 Summit Financial, LLC 8,199 8,199 $224,198 — TRIM -22% 8 8 Park Edge Advisors, LLC 7,966 7,966 $217,835 — ADD 4% 9 9 NATIONAL BANK OF CANADA /FI/ 3,118 3,118 $85,215 — TRIM -3% 10 10 Main Street Group, LTD 3,050 3,050 $83,401 — NEW 11 11 HARBOUR INVESTMENTS, INC. 2,038 2,038 $55,730 — ADD 10% 12 12 Larson Financial Group LLC 104 104 $2,844 — NEW 13 13 TSFG, LLC 46 46 $1,000 — TRIM -23% 14 14 OSAIC HOLDINGS, INC. 11 11 $300 — — 15 15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4 4 $109 — NEW 16 16 VANGUARD ADVISERS INC 3 3 $82 — NEW 17 17 MORGAN STANLEY 1 1 $34 — NEW 18 18 Farther Finance Advisors, LLC 1 1 $25 — NEW
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 Ellsworth Advisors, LLC 121K 124K 131K 139K 145K 149K $4M KESTRA PRIVATE WEALTH SERVICES, LLC 26K 28K 29K 32K 33K 33K $891,282 &PARTNERS — 68K 34K 55K 27K 17K $452,843 TWO SIGMA INVESTMENTS, LP — — — — 10K 12K $314,474 GTS SECURITIES LLC 12K 10K 11K 18K 10K 10K $261,729 Fermata Advisors, LLC 9K 9K 9K 9K 9K 9K $246,472 Summit Financial, LLC — — — 13K 10K 8K $224,198 Park Edge Advisors, LLC 14K 15K — — 8K 8K $217,835 NATIONAL BANK OF CANADA /FI/ 4K 4K 4K 4K 3K 3K $85,215 Main Street Group, LTD — 824 2K 2K — 3K $83,401 HARBOUR INVESTMENTS, INC. 2K 2K 2K 2K 2K 2K $55,730 Larson Financial Group LLC — — — — — 104 $2,844 TSFG, LLC — — — 60 60 46 $1,000 OSAIC HOLDINGS, INC. 500 — — — 11 11 $300 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — — 92 — — 4 $109
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 23 1 2021-Q2 2026-Q1 2021-Q2 · 1 holders · % suppressed/unavailable 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 2 holders · % suppressed/unavailable 2022-Q1 · 2 holders · % suppressed/unavailable 2022-Q2 · 1 holders · % suppressed/unavailable 2022-Q3 · 1 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 4 holders · % suppressed/unavailable 2023-Q2 · 6 holders · % suppressed/unavailable 2023-Q3 · 6 holders · % suppressed/unavailable 2023-Q4 · 8 holders · % suppressed/unavailable 2024-Q1 · 10 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 23 holders · % suppressed/unavailable 2025-Q2 · 19 holders · % suppressed/unavailable 2025-Q3 · 19 holders · % suppressed/unavailable 2025-Q4 · 16 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.
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.
