Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 19 of 19 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 CWM, LLC 271,272 271,272 $11M — TRIM -3% 2 2 LPL Financial LLC 144,680 144,680 $6M — TRIM -16% 3 3 Professional Financial Advisors, LLC 127,184 127,184 $5M — NEW 4 4 Private Advisor Group, LLC 57,214 57,214 $2M — — 5 5 Chicago Partners Investment Group LLC 29,176 29,176 $1M — — 6 6 SFG Wealth Management, LLC. 29,616 29,616 $1M — TRIM -71% 7 7 CITADEL ADVISORS LLC 23,086 23,086 $960,064 — ADD 128% 8 8 Total Clarity Wealth Management, Inc. 21,019 21,019 $874,101 — TRIM -57% 9 9 OLD MISSION CAPITAL LLC 10,141 10,141 $421,727 — NEW 10 10 OSAIC HOLDINGS, INC. 9,073 9,073 $377,408 — TRIM -81% 11 11 JANE STREET GROUP, LLC 8,196 8,196 $340,842 — NEW 12 12 RAYMOND JAMES FINANCIAL INC 7,111 7,111 $295,721 — NEW 13 13 JPMORGAN CHASE & CO 346 346 $13,953 — — 14 14 PRIVATE TRUST CO NA 303 303 $12,602 — — 15 15 UBS Group AG 172 172 $7,153 — TRIM -33% 16 16 Larson Financial Group LLC 115 115 $4,785 — — 17 17 MRP Capital Investments, LLC 30 30 $1,248 — — 18 18 ROYAL BANK OF CANADA 24 24 $1,000 — NEW 19 19 MORGAN STANLEY 5 5 $225 — TRIM -17%
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 CWM, LLC — — 273K 274K 280K 271K $11M LPL Financial LLC 103K 185K 224K 394K 173K 145K $6M Professional Financial Advisors, LLC — — — — — 127K $5M Private Advisor Group, LLC 247K 55K 765K 428K 57K 57K $2M Chicago Partners Investment Group LLC 10K 14K 19K 29K 30K 29K $1M SFG Wealth Management, LLC. 227K 103K — 99K 100K 30K $1M CITADEL ADVISORS LLC 12K 21K — — 10K 23K $960,064 Total Clarity Wealth Management, Inc. 32K 32K 42K 41K 48K 21K $874,101 OLD MISSION CAPITAL LLC 22K 12K 16K — — 10K $421,727 OSAIC HOLDINGS, INC. 15K 59K 67K 51K 48K 9K $377,408 JANE STREET GROUP, LLC 14K — — 5K — 8K $340,842 RAYMOND JAMES FINANCIAL INC — — — — — 7K $295,721 JPMORGAN CHASE & CO — — — — 346 346 $13,953 PRIVATE TRUST CO NA 201 201 302 302 303 303 $12,602 UBS Group AG 4K — 2K 305 258 172 $7,153
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 22 3 2021-Q2 2026-Q1 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 6 holders · % suppressed/unavailable 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 8 holders · % suppressed/unavailable 2022-Q4 · 11 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 6 holders · % suppressed/unavailable 2023-Q4 · 7 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 16 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 20 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 18 holders · % suppressed/unavailable 2025-Q3 · 20 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 19 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 19 738,763 — $31M 2025-Q4 22 806,528 — $36M 2025-Q3 20 1,436,733 — $64M 2025-Q2 18 1,489,735 — $62M 2025-Q1 18 530,813 — $19M 2024-Q4 20 772,799 — $30M 2024-Q3 15 789,523 — $29M 2024-Q2 16 468,430 — $16M 2024-Q1 12 414,904 — $14M 2023-Q4 7 130,835 — $4M 2023-Q3 6 56,846 — $1M 2023-Q2 9 250,915 — $6M 2023-Q1 7 135,588 —
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.