Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
12,552,662
Top holders largest 12 of 12 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 HighTower Advisors, LLC 12,488,185 12.5M $526M — — 2 2 OLD MISSION CAPITAL LLC 22,734 22,734 $958,238 — ADD 72% 3 3 Wealth Alliance Advisory Group, LLC 16,833 16,833 $709,511 — TRIM -58% 4 4 Aspen Wealth Strategies, LLC 7,519 7,519 $316,926 — — 5 5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,259 6,259 $263,817 — NEW 6 6 PNC FINANCIAL SERVICES GROUP, INC. 4,433 4,433 $186,851 — — 7 7 Keating Financial Advisory Services, Inc. 2,339 2,339 $98,589 — — 8 8 CoreCap Advisors, LLC 1,490 1,490 $62,824 — — 9 9 OSAIC HOLDINGS, INC. 1,310 1,310 $55,213 — ADD 3% 10 10 UBS Group AG 1,158 1,158 $48,810 — ADD 52% 11 11 JPMORGAN CHASE & CO 400 400 $16,661 — — 12 12 MORGAN STANLEY 2 2 $96 — ADD 100%
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 12 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 HighTower Advisors, LLC 11.5M 11.7M 12.0M 12.2M 12.4M 12.5M $526M OLD MISSION CAPITAL LLC — 9K 12K 7K 13K 23K $958,238 Wealth Alliance Advisory Group, LLC — 17K 17K 17K 40K 17K $709,511 Aspen Wealth Strategies, LLC 9K 9K 8K 8K 8K 8K $316,926 SUSQUEHANNA INTERNATIONAL GROUP, LLP — — — — — 6K $263,817 PNC FINANCIAL SERVICES GROUP, INC. 4K 4K 4K 4K 4K 4K $186,851 Keating Financial Advisory Services, Inc. — — — — 2K 2K $98,589 CoreCap Advisors, LLC 2K 2K 2K 2K 1K 1K $62,824 OSAIC HOLDINGS, INC. — — 149 649 1K 1K $55,213 UBS Group AG — — — 796 763 1K $48,810 JPMORGAN CHASE & CO — — — 800 400 400 $16,661 MORGAN STANLEY 1 1 — 1 1 2 $96
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 15 1 2020-Q2 2026-Q1 2020-Q2 · 1 holders · % suppressed/unavailable 2020-Q3 · 1 holders · % suppressed/unavailable 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 2 holders · % suppressed/unavailable 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 1 holders · % suppressed/unavailable 2021-Q4 · 1 holders · % suppressed/unavailable 2022-Q1 · 2 holders · % suppressed/unavailable 2022-Q2 · 3 holders · % suppressed/unavailable 2022-Q3 · 2 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 5 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 5 holders · % suppressed/unavailable 2024-Q1 · 6 holders · % suppressed/unavailable 2024-Q2 · 4 holders · % suppressed/unavailable 2024-Q3 · 6 holders · % suppressed/unavailable 2024-Q4 · 6 holders · % suppressed/unavailable 2025-Q1 · 11 holders · % suppressed/unavailable 2025-Q2 · 13 holders · % suppressed/unavailable 2025-Q3 · 15 holders · % suppressed/unavailable 2025-Q4 · 12 holders · % suppressed/unavailable 2026-Q1 · 12 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 12 12,552,662 — $529M 2025-Q4 12 12,458,383 — $489M 2025-Q3 15 12,432,824 — $481M 2025-Q2 13 14,709,918 — $565M 2025-Q1 11 14,312,365 — $562M 2024-Q4 6 11,612,011 — $426M 2024-Q3 6 11,290,980 — $420M 2024-Q2 4 11,064,243 — $394M 2024-Q1 6 10,864,825 — $386M 2023-Q4 5 10,809,643 — $360M 2023-Q3 5 10,738,791 — $344M 2023-Q2 5 10,832,208
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.