Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,500,795
Top holders largest 28 of 28 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Mountain Capital Investment Advisors Inc. 1,097,120 1.1M $40M — ADD 4% 2 2 FRED ALGER MANAGEMENT, LLC 395,038 395,038 $12M — — 3 3 LPL Financial LLC 243,222 243,222 $8M — ADD 15% 4 4 CHILTON INVESTMENT CO INC. 120,901 120,901 $4M — ADD 29% 5 5 Cambridge Investment Research Advisors, Inc. 95,415 95,415 $3M — ADD 20% 6 6 CFO CAPITAL MANAGEMENT LLC 61,747 61,747 $2M — ADD 6% 7 7 Castle Rock Wealth Management, LLC 40,532 40,532 $1M — — 8 8 Integrated Wealth Concepts LLC 32,472 32,472 $1M — TRIM -2% 9 9 DAVENPORT & Co LLC 27,135 27,135 $851,238 — ADD 6% 10 10 CITADEL ADVISORS LLC 22,472 22,472 $704,947 — NEW 11 11 Mariner, LLC 15,932 15,932 $499,796 — TRIM -84% 12 12 Foundations Investment Advisors, LLC 15,726 15,726 $493,340 — ADD 77% 13 13 VISTA INVESTMENT PARTNERS II, LLC 15,293 15,293 $479,741 — TRIM -84% 14 14 COMMONWEALTH EQUITY SERVICES, LLC 15,101 15,101 $473,710 — ADD 10% 15 15 Avior Wealth Management, LLC 14,069 14,069 $441,345 — TRIM -18% 16 16 Onyx Bridge Wealth Group LLC 12,320 12,320 $386,466 — ADD 31% 17 17 HARBOUR INVESTMENTS, INC. 9,745 9,745 $305,701 — ADD 14% 18 18 Worth Asset Management, LLC 8,389 8,389 $263,163 — TRIM -7% 19 19 Beverly Hills Private Wealth, LLC 8,028 8,028 $251,854 — TRIM -4% 20 20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,548 7,548 $236,781 — NEW 21 21 NewEdge Advisors, LLC 234,956 234,956 $234,956 — ADD 1187% 22 22 Berbice Capital Management LLC 5,639 5,639 $176,895 — NEW 23 23 UBS Group AG 820 820 $25,723 — NEW 24 24 Ashton Thomas Private Wealth, LLC 736 736 $23,088 — NEW 25 25 CWM, LLC 330 330 $10,344 — TRIM -7% 26 26 AdvisorNet Financial, Inc 98 98 $3,074 — TRIM -80% 27 27 IFP Advisors, Inc 10 10 $314 — — 28 28 MORGAN STANLEY 1 1 $41 — —
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 Mountain Capital Investment Advisors Inc. — — — 844K 1.1M 1.1M $40M FRED ALGER MANAGEMENT, LLC 395K 395K 395K 395K 395K 395K $12M LPL Financial LLC — — — 133K 211K 243K $8M CHILTON INVESTMENT CO INC. — — — 83K 93K 121K $4M Cambridge Investment Research Advisors, Inc. — — — — 79K 95K $3M CFO CAPITAL MANAGEMENT LLC — — — — 58K 62K $2M Castle Rock Wealth Management, LLC 61K 52K 35K 37K 40K 41K $1M Integrated Wealth Concepts LLC — — — 7K 33K 32K $1M DAVENPORT & Co LLC 19K 20K 20K 24K 25K 27K $851,238 CITADEL ADVISORS LLC — — — 6K — 22K $704,947 Mariner, LLC — — — 93K 98K 16K $499,796 Foundations Investment Advisors, LLC — — — — 9K 16K $493,340 VISTA INVESTMENT PARTNERS II, LLC — — — — 96K 15K $479,741 COMMONWEALTH EQUITY SERVICES, LLC — — 9K 9K 14K 15K $473,710 Avior Wealth Management, LLC 2K — 16K 12K 17K 14K $441,345
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 28 1 2021-Q2 2026-Q1 2021-Q2 · 2 holders · % suppressed/unavailable 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 2 holders · % suppressed/unavailable 2022-Q2 · 3 holders · % suppressed/unavailable 2022-Q3 · 2 holders · % suppressed/unavailable 2022-Q4 · 3 holders · % suppressed/unavailable 2023-Q1 · 1 holders · % suppressed/unavailable 2023-Q2 · 3 holders · % suppressed/unavailable 2023-Q3 · 3 holders · % suppressed/unavailable 2023-Q4 · 4 holders · % suppressed/unavailable 2024-Q1 · 4 holders · % suppressed/unavailable 2024-Q2 · 3 holders · % suppressed/unavailable 2024-Q3 · 6 holders · % suppressed/unavailable 2024-Q4 · 9 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 10 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 24 holders · % suppressed/unavailable 2026-Q1 · 28 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 28 2,500,795 — $77M 2025-Q4 24 2,287,592 — $80M 2025-Q3 21 1,698,362 — $60M 2025-Q2 10 506,410 — $15M 2025-Q1 9 479,536 — $11M 2024-Q4 9 517,609 — $13M 2024-Q3 6 443,721 — $10M 2024-Q2 3 460,081 — $10M 2024-Q1 4 459,175 — $9M 2023-Q4 4 456,517 — $8M 2023-Q3 3 458,482 — $7M 2023-Q2 3 553,383 — $9M 2023-Q1 1 370,516 —
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.