Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 28 of 28 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 GTS SECURITIES LLC 64,905 64,905 $1M — ADD 191% 2 2 OSAIC HOLDINGS, INC. 23,369 23,369 $471,118 — — 3 3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,176 23,176 $467,233 — TRIM -20% 4 4 LPL Financial LLC 18,332 18,332 $369,586 — TRIM -3% 5 5 Creative Planning 13,129 13,129 $264,676 — TRIM -24% 6 6 Wedmont Private Capital 12,570 12,570 $261,858 — — 7 7 CITADEL ADVISORS LLC 12,145 12,145 $244,846 — TRIM -46% 8 8 CAPTRUST FINANCIAL ADVISORS 11,325 11,325 $228,314 — — 9 9 Focus Partners Wealth 10,677 10,677 $215,250 — — 10 10 COMMONWEALTH EQUITY SERVICES, LLC 10,319 10,319 $208,040 — — 11 11 FMR LLC 6,355 6,355 $128,126 — ADD 148% 12 12 Key Financial Inc 3,954 3,954 $79,713 — — 13 13 MAI Capital Management 1,920 1,920 $38,708 — — 14 14 MORGAN STANLEY 1,895 1,895 $38,218 — — 15 15 Trust Co 1,682 1,682 $33,909 — TRIM -30% 16 16 Destiny Wealth Partners, LLC 1,673 1,673 $33,730 — NEW 17 17 CWM, LLC 1,320 1,320 $26,611 — — 18 18 Allworth Financial LP 491 491 $9,899 — TRIM -17% 19 19 Smartleaf Asset Management LLC 481 481 $9,507 — — 20 20 Farther Finance Advisors, LLC 422 422 $8,481 — — 21 21 US BANCORP \DE\ 278 278 $5,605 — — 22 22 Basepoint Wealth LLC 184 184 $3,713 — — 23 23 Darwin Wealth Management, LLC 85 85 $1,713 — — 24 24 Ancora Advisors LLC 43 43 $867 — NEW 25 25 Larson Financial Group LLC 26 26 $524 — — 26 26 DHJJ Financial Advisors, Ltd. 5 5 $101 — — 27 27 SIGNATUREFD, LLC 1 1 $15 — — 28 28 WELLS FARGO & COMPANY/MN 0 0 $8 — EXIT
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 GTS SECURITIES LLC 71K 68K 86K 68K 22K 65K $1M OSAIC HOLDINGS, INC. 23K 55K 46K 44K 23K 23K $471,118 SUSQUEHANNA INTERNATIONAL GROUP, LLP — — 23K 19K 29K 23K $467,233 LPL Financial LLC 18K 17K 16K 19K 19K 18K $369,586 Creative Planning 20K 20K 20K 18K 17K 13K $264,676 Wedmont Private Capital 13K 13K 13K 13K 13K 13K $261,858 CITADEL ADVISORS LLC — 9K — — 23K 12K $244,846 CAPTRUST FINANCIAL ADVISORS — 11K 11K 11K 11K 11K $228,314 Focus Partners Wealth — — — — 11K 11K $215,250 COMMONWEALTH EQUITY SERVICES, LLC 10K 10K 10K 10K 10K 10K $208,040 FMR LLC 3K 3K 3K 3K 3K 6K $128,126 Key Financial Inc 4K 4K 4K 4K 4K 4K $79,713 MAI Capital Management 2K 2K 2K 2K 2K 2K $38,708 MORGAN STANLEY 2K 2K 2K 2K 2K 2K $38,218 Trust Co 2K 2K 2K 2K 2K 2K $33,909
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 38 18 2021-Q4 2026-Q1 2021-Q4 · 18 holders · % suppressed/unavailable 2022-Q1 · 22 holders · % suppressed/unavailable 2022-Q2 · 19 holders · % suppressed/unavailable 2022-Q3 · 19 holders · % suppressed/unavailable 2022-Q4 · 24 holders · % suppressed/unavailable 2023-Q1 · 19 holders · % suppressed/unavailable 2023-Q2 · 19 holders · % suppressed/unavailable 2023-Q3 · 22 holders · % suppressed/unavailable 2023-Q4 · 25 holders · % suppressed/unavailable 2024-Q1 · 30 holders · % suppressed/unavailable 2024-Q2 · 30 holders · % suppressed/unavailable 2024-Q3 · 31 holders · % suppressed/unavailable 2024-Q4 · 30 holders · % suppressed/unavailable 2025-Q1 · 31 holders · % suppressed/unavailable 2025-Q2 · 38 holders · % suppressed/unavailable 2025-Q3 · 33 holders · % suppressed/unavailable 2025-Q4 · 32 holders · % suppressed/unavailable 2026-Q1 · 28 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 28 220,762 — $4M 2025-Q4 32 219,459 — $5M 2025-Q3 33 318,685 — $8M 2025-Q2 38 396,842 — $11M 2025-Q1 31 279,281 — $7M 2024-Q4 30 246,402 — $6M 2024-Q3 31 337,675 — $10M 2024-Q2 30 353,755 — $9M 2024-Q1 30 202,536 — $5M 2023-Q4 25 336,138 — $8M 2023-Q3 22 356,266 — $8M 2023-Q2 19 277,241 — $7M 2023-Q1 19 148,888 — $3M
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.
