Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 10 of 10 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Trek Financial, LLC 105,273 105,273 $4M — ADD 5% 2 2 CIBC WORLD MARKET INC. 19,515 19,515 $758,938 — — 3 3 SRH ADVISORS, LLC 18,185 18,185 $707,209 — — 4 4 CITADEL ADVISORS LLC 9,041 9,041 $351,602 — TRIM -10% 5 5 MONEY CONCEPTS CAPITAL CORP 8,034 8,034 $312,441 — ADD 10% 6 6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,601 1,601 $62,262 — NEW 7 7 Allworth Financial LP 1,290 1,290 $50,168 — NEW 8 8 MORGAN STANLEY 439 439 $17,078 — — 9 9 CREATIVE FINANCIAL DESIGNS INC /ADV 397 397 $15,447 — TRIM -69% 10 10 UBS Group AG 109 109 $4,239 — TRIM -94%
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 10 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 Trek Financial, LLC 213K 80K 85K 90K 100K 105K $4M CIBC WORLD MARKET INC. 19K 21K 20K 20K 20K 20K $758,938 SRH ADVISORS, LLC 23K 23K 23K 22K 18K 18K $707,209 CITADEL ADVISORS LLC 19K 15K — 7K 10K 9K $351,602 MONEY CONCEPTS CAPITAL CORP 7K 8K 6K 7K 7K 8K $312,441 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — — — — — 2K $62,262 Allworth Financial LP — — — — — 1K $50,168 MORGAN STANLEY 752 750 2K 751 439 439 $17,078 CREATIVE FINANCIAL DESIGNS INC /ADV 2K 2K 2K 1K 1K 397 $15,447 UBS Group AG 2K 2K 2K 3K 2K 109 $4,239
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 11 2 2019-Q2 2026-Q1 2019-Q2 · 2 holders · % suppressed/unavailable 2019-Q3 · 6 holders · % suppressed/unavailable 2019-Q4 · 5 holders · % suppressed/unavailable 2020-Q1 · 6 holders · % suppressed/unavailable 2020-Q2 · 5 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 4 holders · % suppressed/unavailable 2021-Q1 · 3 holders · % suppressed/unavailable 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 4 holders · % suppressed/unavailable 2021-Q4 · 6 holders · % suppressed/unavailable 2022-Q1 · 8 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 8 holders · % suppressed/unavailable 2023-Q1 · 8 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 10 holders · % suppressed/unavailable 2023-Q4 · 8 holders · % suppressed/unavailable 2024-Q1 · 8 holders · % suppressed/unavailable 2024-Q2 · 9 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 8 holders · % suppressed/unavailable 2025-Q3 · 10 holders · % suppressed/unavailable 2025-Q4 · 9 holders · % suppressed/unavailable 2026-Q1 · 10 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 10 163,884 — $6M 2025-Q4 9 182,002 — $7M 2025-Q3 10 163,264 — $6M 2025-Q2 8 145,678 — $5M 2025-Q1 9 160,683 — $6M 2024-Q4 10 304,925 — $12M 2024-Q3 11 308,127 — $12M 2024-Q2 9 287,416 — $10M 2024-Q1 8 214,741 — $8M 2023-Q4 8 209,620 — $7M 2023-Q3 10 402,026 — $13M
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.