Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 16 of 16 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 HARBOUR INVESTMENTS, INC. 101,337 101,337 $4M — TRIM -40% 2 2 LPL Financial LLC 82,374 82,374 $3M — TRIM -3% 3 3 Transamerica Financial Advisors, LLC 70,303 70,303 $3M — ADD 23% 4 4 ENVESTNET ASSET MANAGEMENT INC 48,178 48,178 $2M — NEW 5 5 GOLDMAN SACHS GROUP INC 40,187 40,187 $1M — ADD 100% 6 6 INDEPENDENT FINANCIAL GROUP, LLC 37,689 37,689 $1M — TRIM -9% 7 7 JANE STREET GROUP, LLC 11,843 11,843 $440,258 — NEW 8 8 CITADEL ADVISORS LLC 11,679 11,679 $434,161 — NEW 9 9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,831 10,831 $402,637 — NEW 10 10 Summit Global Investments 7,876 7,876 $293,000 — — 11 11 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,286 6,286 $236,376 — — 12 12 Belvedere Trading LLC 6,286 6,286 $233,682 — TRIM -9% 13 13 Geneos Wealth Management Inc. 6,268 6,268 $232,982 — — 14 14 MORGAN STANLEY 2,170 2,170 $80,669 — — 15 15 UBS Group AG 168 168 $6,245 — TRIM -35% 16 16 AE Wealth Management LLC 40 40 $1,487 — ADD 8%
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 HARBOUR INVESTMENTS, INC. 150K 173K 169K 169K 168K 101K $4M LPL Financial LLC 107K 95K 89K 90K 85K 82K $3M Transamerica Financial Advisors, LLC 5.0M 4.9M 4.8M 4.3M 57K 70K $3M ENVESTNET ASSET MANAGEMENT INC — — — — — 48K $2M GOLDMAN SACHS GROUP INC — — 8K 33K 20K 40K $1M INDEPENDENT FINANCIAL GROUP, LLC — 42K 42K 41K 41K 38K $1M JANE STREET GROUP, LLC — 17K — 18K — 12K $440,258 CITADEL ADVISORS LLC 19K 20K 11K 6K — 12K $434,161 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16K — — — — 11K $402,637 Summit Global Investments 11K 11K 11K 11K 8K 8K $293,000 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6K — 6K 6K 6K 6K $236,376 Belvedere Trading LLC — — — — 7K 6K $233,682 Geneos Wealth Management Inc. 6K 19K 12K 12K 6K 6K $232,982 MORGAN STANLEY 2K 2K 2K 12K 2K 2K $80,669 UBS Group AG 2K 1K 3K — 258 168 $6,245
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 18 3 2022-Q2 2026-Q1 2022-Q2 · 3 holders · % suppressed/unavailable 2022-Q3 · 3 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 3 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 10 holders · % suppressed/unavailable 2024-Q1 · 10 holders · % suppressed/unavailable 2024-Q2 · 11 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 18 holders · % suppressed/unavailable 2025-Q3 · 15 holders · % suppressed/unavailable 2025-Q4 · 15 holders · % suppressed/unavailable 2026-Q1 · 16 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 16 443,515 — $16M 2025-Q4 15 445,597 — $18M 2025-Q3 15 4,722,972 — $185M 2025-Q2 18 5,181,996 — $188M 2025-Q1 15 5,471,546 — $169M 2024-Q4 18 5,508,383 — $185M 2024-Q3 13 5,425,328 — $181M 2024-Q2 11 5,527,425 — $189M 2024-Q1 10 5,533,143 — $176M 2023-Q4 10 5,601,710 — $165M 2023-Q3 7 5,584,419 — $149M 2023-Q2 5 5,410,129 — $150M 2023-Q1 3 5,164,534 — $127M 2022-Q4 4
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.