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 Millington Financial Advisors, LLC 26,913 26,913 $885,572 — TRIM -4% 2 2 HighTower Advisors, LLC 24,054 24,054 $732,925 — — 3 3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,244 20,244 $616,835 — ADD 127% 4 4 OLD MISSION CAPITAL LLC 20,176 20,176 $614,762 — TRIM -52% 5 5 OSAIC HOLDINGS, INC. 15,651 15,651 $476,874 — TRIM -2% 6 6 Soltis Investment Advisors LLC 14,203 14,203 $432,765 — NEW 7 7 Sunbelt Securities, Inc. 13,606 13,606 $414,575 — ADD 8% 8 8 Welch Financial Planning, LLC 12,832 12,832 $390,991 — — 9 9 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 8,436 8,436 $257,045 — TRIM -3% 10 10 Foundations Investment Advisors, LLC 7,954 7,954 $242,358 — TRIM -44% 11 11 VESTIA PERSONAL WEALTH ADVISORS 7,493 7,493 $228,312 — — 12 12 COMMONWEALTH EQUITY SERVICES, LLC 7,113 7,113 $216,730 — NEW 13 13 Arax Advisory Partners 2,495 2,495 $76,023 — TRIM -33% 14 14 BARCLAYS PLC 171 171 $5,210 — TRIM -91% 15 15 Orion Capital Management LLC 135 135 $4,113 — — 16 16 UBS Group AG 65 65 $1,981 — NEW 17 17 AE Wealth Management LLC 20 20 $609 — — 18 18 DHJJ Financial Advisors, Ltd. 10 10 $305 — — 19 19 Farther Finance Advisors, LLC 9 9 $277 — —
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 Millington Financial Advisors, LLC 13K 14K 23K 31K 28K 27K $885,572 HighTower Advisors, LLC 10K 22K 27K 25K 24K 24K $732,925 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8K 23K 13K 33K 9K 20K $616,835 OLD MISSION CAPITAL LLC 31K 22K 25K — 42K 20K $614,762 OSAIC HOLDINGS, INC. 17K 16K 16K 16K 16K 16K $476,874 Soltis Investment Advisors LLC — — — — — 14K $432,765 Sunbelt Securities, Inc. 16K 15K 16K 13K 13K 14K $414,575 Welch Financial Planning, LLC — — — — 13K 13K $390,991 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9K 9K 9K 9K 9K 8K $257,045 Foundations Investment Advisors, LLC 13K 12K 10K 10K 14K 8K $242,358 VESTIA PERSONAL WEALTH ADVISORS 7K 7K 7K 7K 7K 7K $228,312 COMMONWEALTH EQUITY SERVICES, LLC — — — — — 7K $216,730 Arax Advisory Partners 3K 4K 4K — 4K 2K $76,023 BARCLAYS PLC 1K 2K 5K 5K 2K 171 $5,210 Orion Capital Management LLC 135 135 135 135 135 135 $4,113
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 19 4 2022-Q1 2026-Q1 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 5 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 9 holders · % suppressed/unavailable 2023-Q2 · 11 holders · % suppressed/unavailable 2023-Q3 · 14 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 14 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 19 holders · % suppressed/unavailable 2025-Q3 · 15 holders · % suppressed/unavailable 2025-Q4 · 17 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 19 181,580 — $6M 2025-Q4 17 181,267 — $6M 2025-Q3 15 163,959 — $5M 2025-Q2 19 175,543 — $5M 2025-Q1 18 163,695 — $4M 2024-Q4 18 156,758 — $4M 2024-Q3 14 205,849 — $6M 2024-Q2 12 150,541 — $4M 2024-Q1 14 383,251 — $10M 2023-Q4 13 314,201 — $8M 2023-Q3 14 224,822 — $5M 2023-Q2 11 234,899 — $5M 2023-Q1 9 86,802 — $2M 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.