Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
4,642,647
Top holders largest 21 of 21 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 KESTRA PRIVATE WEALTH SERVICES, LLC 1,219,567 1.2M $9M — ADD 12% 2 2 LPL Financial LLC 1,042,341 1.0M $8M — ADD 44% 3 3 PARTNERS WEALTH MANAGEMENT, LLC 800,842 800,842 $6M — ADD 42% 4 4 Encompass More Asset Management 383,376 383,376 $3M — TRIM -43% 5 5 OSAIC HOLDINGS, INC. 361,089 361,089 $3M — TRIM -6% 6 6 Rockport Wealth LLC 340,852 340,852 $3M — — 7 7 RAYMOND JAMES FINANCIAL INC 136,136 136,136 $1M — — 8 8 JANE STREET GROUP, LLC 60,802 60,802 $466,959 — ADD 158% 9 9 Janney Montgomery Scott LLC 56,466 56,466 $434,000 — ADD 126% 10 10 Foundations Investment Advisors, LLC 46,838 46,838 $359,716 — TRIM -43% 11 11 LaSalle St. Investment Advisors, LLC 39,646 39,646 $304,481 — — 12 12 INTEGRITY ALLIANCE, LLC. 38,294 38,294 $294,099 — ADD 39% 13 13 Cetera Investment Advisers 32,111 32,111 $246,613 — TRIM -32% 14 14 CITADEL ADVISORS LLC 23,992 23,992 $184,259 — NEW 15 15 CENTAURUS FINANCIAL, INC. 15,519 15,519 $119,000 — TRIM -14% 16 16 Empirical Asset Management, LLC 12,208 12,208 $93,759 — — 17 17 Atria Investments, Inc 11,067 11,067 $84,995 — — 18 18 Ausdal Financial Partners, Inc. 11,067 11,067 $84,995 — — 19 19 ENVESTNET ASSET MANAGEMENT INC 10,395 10,395 $79,834 — NEW 20 20 UBS Group AG 37 37 $284 — NEW 21 21 MORGAN STANLEY 2 2 $22 — ADD 100%
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 KESTRA PRIVATE WEALTH SERVICES, LLC 913K 941K 956K 1.0M 1.1M 1.2M $9M LPL Financial LLC 229K 235K 227K 231K 726K 1.0M $8M PARTNERS WEALTH MANAGEMENT, LLC 289K 307K 305K 494K 563K 801K $6M Encompass More Asset Management 481K 510K 504K 665K 667K 383K $3M OSAIC HOLDINGS, INC. 722 — — 378K 384K 361K $3M Rockport Wealth LLC 428K 285K 291K 298K 341K 341K $3M RAYMOND JAMES FINANCIAL INC — — — 124K 139K 136K $1M JANE STREET GROUP, LLC 22K 58K — 57K 24K 61K $466,959 Janney Montgomery Scott LLC — — — — 25K 56K $434,000 Foundations Investment Advisors, LLC — — — 54K 83K 47K $359,716 LaSalle St. Investment Advisors, LLC — — — — 40K 40K $304,481 INTEGRITY ALLIANCE, LLC. — 99K — 34K 28K 38K $294,099 Cetera Investment Advisers 90K 70K 57K 55K 47K 32K $246,613 CITADEL ADVISORS LLC — — — — — 24K $184,259 CENTAURUS FINANCIAL, INC. 25K 25K 18K 18K 18K 16K $119,000
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 21 8 2021-Q4 2026-Q1 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 10 holders · % suppressed/unavailable 2022-Q2 · 10 holders · % suppressed/unavailable 2022-Q3 · 13 holders · % suppressed/unavailable 2022-Q4 · 18 holders · % suppressed/unavailable 2023-Q1 · 17 holders · % suppressed/unavailable 2023-Q2 · 15 holders · % suppressed/unavailable 2023-Q3 · 15 holders · % suppressed/unavailable 2023-Q4 · 18 holders · % suppressed/unavailable 2024-Q1 · 15 holders · % suppressed/unavailable 2024-Q2 · 16 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 20 holders · % suppressed/unavailable 2025-Q4 · 20 holders · % suppressed/unavailable 2026-Q1 · 21 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 21 4,642,647 — $36M 2025-Q4 20 4,268,963 — $34M 2025-Q3 20 3,545,800 — $29M 2025-Q2 17 2,533,753 — $20M 2025-Q1 18 2,652,152 — $20M 2024-Q4 17 2,642,677 — $21M 2024-Q3 15 2,104,691 — $17M 2024-Q2 16 2,191,166 — $17M 2024-Q1 15 2,271,218 — $18M 2023-Q4 18 3,960,456 — $30M 2023-Q3 15 2,949,579 — $21M 2023-Q2 15 5,110,755 — $40M 2023-Q1 17 5,980,491 — $46M
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.
