Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,021,429
Top holders largest 39 of 39 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 ENVESTNET ASSET MANAGEMENT INC 846,084 846,084 $39M — ADD 5% 2 2 Beaird Harris Wealth Management, LLC 184,187 184,187 $8M — — 3 3 Plancorp, LLC 144,818 144,818 $7M — — 4 4 SAX WEALTH ADVISORS, LLC 111,888 111,888 $5M — — 5 5 COMMONWEALTH EQUITY SERVICES, LLC 81,258 81,258 $4M — — 6 6 Savant Capital, LLC 71,464 71,464 $3M — — 7 7 LPL Financial LLC 69,375 69,375 $3M — — 8 8 Tortoise Investment Management, LLC 63,630 63,630 $3M — ADD 69% 9 9 Align Financial, LLC 59,995 59,995 $3M — TRIM -98% 10 10 Visionary Wealth Advisors 51,765 51,765 $2M — ADD 6% 11 11 Financial Engines Advisors L.L.C. 45,318 45,318 $2M — TRIM -18% 12 12 EJMK Ventures LLC 32,022 32,022 $1M — ADD 172% 13 13 L.K. Benson & Company, P.C. 24,639 24,639 $1M — ADD 2% 14 14 JANE STREET GROUP, LLC 22,740 22,740 $1M — ADD 61% 15 15 Landmark Wealth Management, LLC 17,181 17,181 $786,826 — — 16 16 CITADEL ADVISORS LLC 15,752 15,752 $721,386 — NEW 17 17 Haven Private, LLC 15,450 15,450 $707,556 — TRIM -3% 18 18 Mattern Wealth Management LLC 13,437 13,437 $615,368 — ADD 5% 19 19 Crews Bank & Trust 13,369 13,369 $612,253 — — 20 20 FLOW TRADERS U.S. LLC 13,298 13,298 $609,000 — TRIM -70% 21 21 OLD MISSION CAPITAL LLC 12,466 12,466 $570,899 — TRIM -49% 22 22 ACTION POINT FINANCIAL PLANNING, LLC 12,406 12,406 $568,106 — NEW 23 23 Financial Plan, Inc. 11,599 11,599 $531,194 — ADD 10% 24 24 Mutual Advisors, LLC 9,642 9,642 $441,570 — — 25 25 Hill Investment Group Partners, LLC 8,410 8,410 $385,149 — TRIM -83% 26 26 WEBSTERROGERS FINANCIAL ADVISORS, LLC 7,802 7,802 $357,304 — — 27 27 Argent Trust Co 7,000 7,000 $320,576 — ADD 8% 28 28 Kestra Advisory Services, LLC 6,517 6,517 $298,440 — ADD 16% 29 29 Wheels Up Wealth, Inc. 5,711 5,711 $261,544 — NEW 30 30 MML INVESTORS SERVICES, LLC 5,690 5,690 $260,570 — TRIM -16% 31 31 Trailhead Planners LLC 4,629 4,629 $211,992 — — 32 32 Fourth Dimension Wealth, LLC 3,994 3,994 $182,893 — TRIM -3% 33 33 Nemes Rush Group LLC 3,463 3,463 $158,593 — ADD 59% 34 34 Dogwood Wealth Management LLC 2,969 2,969 $135,970 — TRIM -9% 35 35 NewEdge Advisors, LLC 20,544 20,544 $20,544 — TRIM -3% 36 36 Farther Finance Advisors, LLC 435 435 $19,949 — NEW 37 37 Allworth Financial LP 209 209 $9,572 — NEW 38 38 McIlrath & Eck, LLC 165 165 $7,556 — — 39 39 MORGAN STANLEY 108 108 $4,946 — —
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 ENVESTNET ASSET MANAGEMENT INC 702K 686K 766K 771K 804K 846K $39M Beaird Harris Wealth Management, LLC 256K 254K 241K 212K 186K 184K $8M Plancorp, LLC 144K 144K 145K 145K 145K 145K $7M SAX WEALTH ADVISORS, LLC — — 68K 107K 112K 112K $5M COMMONWEALTH EQUITY SERVICES, LLC 82K 85K 89K 84K 81K 81K $4M Savant Capital, LLC — — — 56K 70K 71K $3M LPL Financial LLC 77K 87K 75K 70K 68K 69K $3M Tortoise Investment Management, LLC 4K 3K 5K 29K 38K 64K $3M Align Financial, LLC — — — — 2.7M 60K $3M Visionary Wealth Advisors 31K 31K 47K 48K 49K 52K $2M Financial Engines Advisors L.L.C. 94K 78K 68K 64K 56K 45K $2M EJMK Ventures LLC — — — — 12K 32K $1M L.K. Benson & Company, P.C. 31K 31K 25K 24K 24K 25K $1M JANE STREET GROUP, LLC 11K 84K 217K 180K 14K 23K $1M Landmark Wealth Management, LLC 9K 9K 20K 18K 17K 17K $786,826
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 43 3 2020-Q4 2026-Q1 2020-Q4 · 3 holders · % suppressed/unavailable 2021-Q1 · 6 holders · % suppressed/unavailable 2021-Q2 · 6 holders · % suppressed/unavailable 2021-Q3 · 8 holders · % suppressed/unavailable 2021-Q4 · 10 holders · % suppressed/unavailable 2022-Q1 · 10 holders · % suppressed/unavailable 2022-Q2 · 15 holders · % suppressed/unavailable 2022-Q3 · 15 holders · % suppressed/unavailable 2022-Q4 · 20 holders · % suppressed/unavailable 2023-Q1 · 23 holders · % suppressed/unavailable 2023-Q2 · 23 holders · % suppressed/unavailable 2023-Q3 · 23 holders · % suppressed/unavailable 2023-Q4 · 34 holders · % suppressed/unavailable 2024-Q1 · 33 holders · % suppressed/unavailable 2024-Q2 · 34 holders · % suppressed/unavailable 2024-Q3 · 40 holders · % suppressed/unavailable 2024-Q4 · 43 holders · % suppressed/unavailable 2025-Q1 · 40 holders · % suppressed/unavailable 2025-Q2 · 34 holders · % suppressed/unavailable 2025-Q3 · 34 holders · % suppressed/unavailable 2025-Q4 · 39 holders · % suppressed/unavailable 2026-Q1 · 39 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 39 2,021,429 — $92M 2025-Q4 39 4,695,772 — $95M 2025-Q3 34 1,964,124 — $90M 2025-Q2 34 2,009,530 — $90M 2025-Q1 40 2,277,799 — $104M 2024-Q4 43 2,383,013 — $110M 2024-Q3 40 2,243,497 — $105M 2024-Q2 34 3,453,209 — $99M 2024-Q1 33 2,204,853 — $103M 2023-Q4 34 2,139,341 — $100M 2023-Q3 23 1,491,625 — $66M 2023-Q2 23 1,435,608 — $66M
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.
