Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,860,587
Top holders largest 14 of 14 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Cambria Investment Management, L.P. 651,835 651,835 $16M — ADD 2% 2 2 ALM First Financial Advisors, LLC 598,127 598,127 $14M — ADD 20% 3 3 Empowered Funds, LLC 268,692 268,692 $6M — NEW 4 4 Carter Financial Group, INC. 127,134 127,134 $3M — TRIM -20% 5 5 Lifetime Wealth Management P.C. 63,868 63,868 $2M — TRIM -23% 6 6 VestGen Advisors, LLC 42,301 42,301 $1M — — 7 7 OSAIC HOLDINGS, INC. 33,920 33,920 $813,218 — ADD 11% 8 8 Betterment LLC 26,639 26,639 $639,000 — TRIM -7% 9 9 JANE STREET GROUP, LLC 25,492 25,492 $611,163 — NEW 10 10 Belpointe Asset Management LLC 13,465 13,465 $322,819 — TRIM -47% 11 11 CENTAURUS FINANCIAL, INC. 8,382 8,382 $201,000 — ADD 5% 12 12 STANCE CAPITAL LLC 406 406 $9,734 — NEW 13 13 WELLS FARGO & COMPANY/MN 321 321 $7,696 — TRIM -79% 14 14 CoreCap Advisors, LLC 5 5 $120 — —
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 14 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 Cambria Investment Management, L.P. 685K 354K 372K 598K 637K 652K $16M ALM First Financial Advisors, LLC 441K 499K 499K 499K 499K 598K $14M Empowered Funds, LLC — — — 230K — 269K $6M Carter Financial Group, INC. — — 146K 150K 159K 127K $3M Lifetime Wealth Management P.C. — — — — 83K 64K $2M VestGen Advisors, LLC — 41K 28K 42K 42K 42K $1M OSAIC HOLDINGS, INC. 3K 5K 22K 21K 31K 34K $813,218 Betterment LLC 34K 35K 28K 29K 29K 27K $639,000 JANE STREET GROUP, LLC — 16K 20K 28K — 25K $611,163 Belpointe Asset Management LLC — 25K 24K 25K 25K 13K $322,819 CENTAURUS FINANCIAL, INC. — — — 7K 8K 8K $201,000 STANCE CAPITAL LLC — — — 406 — 406 $9,734 WELLS FARGO & COMPANY/MN — — — 484 2K 321 $7,696 CoreCap Advisors, LLC 5 5 5 5 5 5 $120
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 14 1 2020-Q3 2026-Q1 2020-Q3 · 1 holders · % suppressed/unavailable 2020-Q4 · 3 holders · % suppressed/unavailable 2021-Q1 · 6 holders · % suppressed/unavailable 2021-Q2 · 10 holders · % suppressed/unavailable 2021-Q3 · 8 holders · % suppressed/unavailable 2021-Q4 · 10 holders · % suppressed/unavailable 2022-Q1 · 8 holders · % suppressed/unavailable 2022-Q2 · 10 holders · % suppressed/unavailable 2022-Q3 · 8 holders · % suppressed/unavailable 2022-Q4 · 11 holders · % suppressed/unavailable 2023-Q1 · 10 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 9 holders · % suppressed/unavailable 2024-Q1 · 9 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 8 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 11 holders · % suppressed/unavailable 2025-Q2 · 12 holders · % suppressed/unavailable 2025-Q3 · 14 holders · % suppressed/unavailable 2025-Q4 · 14 holders · % suppressed/unavailable 2026-Q1 · 14 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 14 1,860,587 — $45M 2025-Q4 14 1,580,579 — $39M 2025-Q3 14 1,713,522 — $44M 2025-Q2 12 1,194,287 — $30M 2025-Q1 11 999,454 — $24M 2024-Q4 10 1,176,975 — $30M 2024-Q3 8 814,522 — $22M 2024-Q2 10 1,013,824 — $24M 2024-Q1 9 941,419 — $23M 2023-Q4 9 976,028 — $25M 2023-Q3 7 934,745 — $21M 2023-Q2 9 972,833 — $23M
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.