Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,239,044
Top holders largest 32 of 32 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 620,886 620,886 $18M — ADD 5% 2 2 EP Wealth Advisors, LLC 395,986 395,986 $12M — NEW 3 3 New York Life Investment Management LLC 358,701 358,701 $11M — TRIM -4% 4 4 ENVESTNET ASSET MANAGEMENT INC 244,552 244,552 $7M — ADD 5% 5 5 CITADEL ADVISORS LLC 223,598 223,598 $7M — NEW 6 6 Legend Financial Advisors, Inc. 187,349 187,349 $5M — ADD 4% 7 7 Orion Porfolio Solutions, LLC 163,051 163,051 $5M — TRIM -12% 8 8 HighTower Advisors, LLC 141,307 141,307 $4M — ADD 8% 9 9 DIVERSIFY WEALTH MANAGEMENT, LLC 127,859 127,859 $4M — NEW 10 10 PFG Advisors 87,164 87,164 $3M — TRIM -23% 11 11 RAYMOND JAMES FINANCIAL INC 75,911 75,911 $2M — TRIM -25% 12 12 Dynamic Advisor Solutions LLC 71,685 71,685 $2M — ADD 11% 13 13 Steward Partners Investment Advisory, LLC 64,266 64,266 $2M — ADD 12% 14 14 Advisory Services Network, LLC 63,586 63,586 $2M — ADD 12% 15 15 Sonoma Allocations LLC 59,700 59,700 $2M — ADD 12% 16 16 OSAIC HOLDINGS, INC. 58,867 58,867 $2M — — 17 17 Cetera Investment Advisers 53,975 53,975 $2M — ADD 9% 18 18 CAPTRUST FINANCIAL ADVISORS 34,562 34,562 $1M — TRIM -5% 19 19 Columbus Macro, LLC 32,505 32,505 $953,058 — ADD 11% 20 20 MORGAN STANLEY 29,949 29,949 $878,130 — ADD 4% 21 21 BANK OF AMERICA CORP /DE/ 29,637 29,637 $868,957 — ADD 4% 22 22 JANE STREET GROUP, LLC 27,886 27,886 $817,618 — NEW 23 23 ASSETMARK, INC 21,042 21,042 $616,951 — TRIM -92% 24 24 Apollon Wealth Management, LLC 18,711 18,711 $548,597 — NEW 25 25 LPL Financial LLC 17,139 17,139 $502,515 — TRIM -13% 26 26 GTS SECURITIES LLC 15,628 15,628 $458,213 — TRIM -64% 27 27 ROYAL BANK OF CANADA 6,656 6,656 $196,000 — ADD 67% 28 28 Allworth Financial LP 2,830 2,830 $82,961 — ADD 3% 29 29 Prosperity Bancshares Inc 2,695 2,695 $79,017 — TRIM -70% 30 30 PRIVATE TRUST CO NA 1,194 1,194 $35,008 — ADD 5% 31 31 HARBOUR INVESTMENTS, INC. 113 113 $3,313 — TRIM -89% 32 32 True Wealth Design, LLC 54 54 $1,584 — NEW
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
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 35 1 2020-Q2 2026-Q1 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 2 holders · % suppressed/unavailable 2021-Q2 · 2 holders · % suppressed/unavailable 2021-Q3 · 1 holders · % suppressed/unavailable 2021-Q4 · 4 holders · % suppressed/unavailable 2022-Q1 · 18 holders · % suppressed/unavailable 2022-Q2 · 19 holders · % suppressed/unavailable 2022-Q3 · 24 holders · % suppressed/unavailable 2022-Q4 · 25 holders · % suppressed/unavailable 2023-Q1 · 27 holders · % suppressed/unavailable 2023-Q2 · 24 holders · % suppressed/unavailable 2023-Q3 · 25 holders · % suppressed/unavailable 2023-Q4 · 28 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 32 holders · % suppressed/unavailable 2024-Q3 · 32 holders · % suppressed/unavailable 2024-Q4 · 32 holders · % suppressed/unavailable 2025-Q1 · 32 holders · % suppressed/unavailable 2025-Q2 · 35 holders · % suppressed/unavailable 2025-Q3 · 30 holders · % suppressed/unavailable 2025-Q4 · 30 holders · % suppressed/unavailable 2026-Q1 · 32 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 32 3,239,044 — $95M 2025-Q4 30 3,185,087 — $93M 2025-Q3 30 2,772,233 — $80M 2025-Q2 35 2,824,441 — $81M 2025-Q1 32 2,860,228 — $81M 2024-Q4 32 2,660,962 — $73M 2024-Q3 32 2,253,384 — $62M 2024-Q2 32 2,309,798 — $62M 2024-Q1 26 2,248,390 — $61M 2023-Q4 28 2,166,962 — $58M 2023-Q3 25 2,820,557 — $74M 2023-Q2 24 2,711,629
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.
