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 CARY STREET PARTNERS FINANCIAL LLC 9,930 9,930 $417,773 — — 2 2 Comprehensive Money Management Services LLC 9,634 9,634 $405,320 — — 3 3 CITADEL ADVISORS LLC 8,779 8,779 $369,348 — NEW 4 4 SFI Advisors, LLC 6,751 6,751 $284,027 — TRIM -45% 5 5 HighTower Advisors, LLC 4,924 4,924 $207,162 — — 6 6 Geneos Wealth Management Inc. 600 600 $25,242 — — 7 7 Farther Finance Advisors, LLC 506 506 $21,438 — — 8 8 SHP Wealth Management 352 352 $14,810 — — 9 9 Advisory Services Network, LLC 330 330 $13,884 — NEW 10 10 OSAIC HOLDINGS, INC. 313 313 $13,167 — TRIM -12% 11 11 Ascentis Independent Advisors 217 217 $9,148 — NEW 12 12 Steigerwald, Gordon & Koch Inc. 100 100 $4,207 — — 13 13 CREATIVE FINANCIAL DESIGNS INC /ADV 97 97 $4,081 — — 14 14 MORGAN STANLEY 88 88 $3,702 — — 15 15 Triumph Capital Management 65 65 $2,735 — —
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 CARY STREET PARTNERS FINANCIAL LLC 10K 10K 10K 10K 10K 10K $417,773 Comprehensive Money Management Services LLC 11K 11K 11K 10K 10K 10K $405,320 CITADEL ADVISORS LLC 6K — — — — 9K $369,348 SFI Advisors, LLC 13K 13K 13K 13K 12K 7K $284,027 HighTower Advisors, LLC — — — 5K 5K 5K $207,162 Geneos Wealth Management Inc. — — — — 600 600 $25,242 Farther Finance Advisors, LLC — — 504 505 506 506 $21,438 SHP Wealth Management — — — — 352 352 $14,810 Advisory Services Network, LLC — — — 330 — 330 $13,884 OSAIC HOLDINGS, INC. 91 241 241 241 354 313 $13,167 Ascentis Independent Advisors — — — — — 217 $9,148 Steigerwald, Gordon & Koch Inc. — — — 100 100 100 $4,207 CREATIVE FINANCIAL DESIGNS INC /ADV 40 40 40 97 97 97 $4,081 MORGAN STANLEY 195 196 134 89 89 88 $3,702 Triumph Capital Management — — — — 65 65 $2,735
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 42 1 2017-Q4 2026-Q1 2017-Q4 · 1 holders · % suppressed/unavailable 2018-Q1 · 6 holders · % suppressed/unavailable 2018-Q2 · 7 holders · % suppressed/unavailable 2018-Q3 · 7 holders · % suppressed/unavailable 2018-Q4 · 7 holders · % suppressed/unavailable 2019-Q1 · 8 holders · % suppressed/unavailable 2019-Q2 · 8 holders · % suppressed/unavailable 2019-Q3 · 9 holders · % suppressed/unavailable 2019-Q4 · 9 holders · % suppressed/unavailable 2020-Q1 · 9 holders · % suppressed/unavailable 2020-Q2 · 10 holders · % suppressed/unavailable 2020-Q3 · 10 holders · % suppressed/unavailable 2020-Q4 · 15 holders · % suppressed/unavailable 2021-Q1 · 28 holders · % suppressed/unavailable 2021-Q2 · 34 holders · % suppressed/unavailable 2021-Q3 · 36 holders · % suppressed/unavailable 2021-Q4 · 42 holders · % suppressed/unavailable 2022-Q1 · 36 holders · % suppressed/unavailable 2022-Q2 · 31 holders · % suppressed/unavailable 2022-Q3 · 34 holders · % suppressed/unavailable 2022-Q4 · 31 holders · % suppressed/unavailable 2023-Q1 · 26 holders · % suppressed/unavailable 2023-Q2 · 25 holders · % suppressed/unavailable 2023-Q3 · 25 holders · % suppressed/unavailable 2023-Q4 · 25 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 23 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 14 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 12 holders · % suppressed/unavailable 2025-Q3 · 14 holders · % suppressed/unavailable 2025-Q4 · 14 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 42,686 — $2M 2025-Q4 14 41,904 — $2M 2025-Q3 14 49,338 — $2M 2025-Q2 12 61,790 — $2M 2025-Q1 12 64,166 — $2M 2024-Q4 14 77,302 — $3M 2024-Q3 15 77,357 — $3M 2024-Q2 23 122,793 — $4M 2024-Q1 26 262,128 — $9M 2023-Q4 25 240,299 —
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.