Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
4,842,968
Top holders largest 41 of 41 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Empowered Funds, LLC 1,005,490 1.0M $26M — ADD 19% 2 2 Resonant Capital Advisors, LLC 926,883 926,883 $24M — ADD 24% 3 3 Betterment LLC 787,955 787,955 $21M — ADD 19% 4 4 Beacon Harbor Wealth Advisors, Inc. 512,309 512,309 $13M — NEW 5 5 ROYAL BANK OF CANADA 367,054 367,054 $10M — ADD 87% 6 6 One Degree Advisors Inc 232,173 232,173 $6M — ADD 5% 7 7 AMERICAN FINANCIAL & TAX STRATEGIES INC 220,507 220,507 $6M — — 8 8 APPLETON PARTNERS INC/MA 179,249 179,249 $5M — — 9 9 Inscription Capital, LLC 93,452 93,452 $2M — — 10 10 Prospect Financial Group LLC 75,919 75,919 $2M — ADD 5% 11 11 Evolution Wealth Advisors, LLC 56,255 56,255 $1M — — 12 12 LPL Financial LLC 40,316 40,316 $1M — TRIM -7% 13 13 Cresset Asset Management, LLC 40,268 40,268 $1M — NEW 14 14 Vise Technologies, Inc. 44,898 44,898 $947,797 — — 15 15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,095 35,095 $921,770 — NEW 16 16 Comprehensive Money Management Services LLC 33,325 33,325 $875,281 — — 17 17 STIFEL FINANCIAL CORP 32,988 32,988 $866,431 — — 18 18 Brooklyn Investment Group 32,546 32,546 $854,822 — ADD 28% 19 19 Sanctuary Advisors, LLC 23,075 23,075 $606,065 — NEW 20 20 WCG Wealth Advisors LLC 18,282 18,282 $480,177 — TRIM -6% 21 21 IFP Advisors, Inc 14,066 14,066 $369,443 — ADD 217% 22 22 Focus Partners Wealth 13,965 13,965 $366,800 — TRIM -21% 23 23 JANE STREET GROUP, LLC 10,600 10,600 $278,409 — NEW 24 24 Janney Montgomery Scott LLC 10,018 10,018 $263,000 — TRIM -13% 25 25 Braun-Bostich & Associates Inc. 9,615 9,615 $252,538 — NEW 26 26 DMC Group, LLC 8,710 8,710 $228,768 — NEW 27 27 US BANCORP \DE\ 4,846 4,846 $127,280 — TRIM -8% 28 28 OSAIC HOLDINGS, INC. 4,464 4,464 $117,250 — TRIM -19% 29 29 Pacific Center for Financial Services 2,665 2,665 $69,997 — ADD 28% 30 30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,547 2,547 $66,897 — NEW 31 31 FIFTH THIRD BANCORP 1,177 1,177 $30,914 — NEW 32 32 Farther Finance Advisors, LLC 1,000 1,000 $26,000 — NEW 33 33 Allworth Financial LP 554 554 $14,539 — TRIM -16% 34 34 ASSETMARK, INC 215 215 $5,647 — — 35 35 MCF Advisors LLC 200 200 $5,253 — — 36 36 Rockefeller Capital Management L.P. 190 190 $4,990 — — 37 37 Geneos Wealth Management Inc. 55 55 $1,445 — NEW 38 38 Arax Advisory Partners 30 30 $788 — — 39 39 Blue Trust, Inc. 11 11 $289 — — 40 40 MORGAN STANLEY 1 1 $47 — — 41 41 WELLS FARGO & COMPANY/MN 0 0 $12 — EXIT
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 Empowered Funds, LLC — 442K — 361K 847K 1.0M $26M Resonant Capital Advisors, LLC 568K 639K 657K 714K 749K 927K $24M Betterment LLC 500K 533K 551K 617K 661K 788K $21M Beacon Harbor Wealth Advisors, Inc. — 565K — — — 512K $13M ROYAL BANK OF CANADA 3K 2K 4K 2K 196K 367K $10M One Degree Advisors Inc 178K 181K 135K 211K 222K 232K $6M AMERICAN FINANCIAL & TAX STRATEGIES INC 219K 216K 221K 223K 223K 221K $6M APPLETON PARTNERS INC/MA 163K 169K 172K 173K 176K 179K $5M Inscription Capital, LLC — 97K 89K 103K 93K 93K $2M Prospect Financial Group LLC 88K 85K 87K 90K 73K 76K $2M Evolution Wealth Advisors, LLC 60K 59K 57K 57K 56K 56K $1M LPL Financial LLC 20K 22K 22K 23K 43K 40K $1M Cresset Asset Management, LLC — — — — — 40K $1M Vise Technologies, Inc. 52K — 45K 44K 45K 45K $947,797 SUSQUEHANNA INTERNATIONAL GROUP, LLP 39K — 46K — — 35K $921,770
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 63 1 2016-Q1 2026-Q1 2016-Q1 · 1 holders · % suppressed/unavailable 2017-Q2 · 1 holders · % suppressed/unavailable 2017-Q3 · 5 holders · % suppressed/unavailable 2017-Q4 · 5 holders · % suppressed/unavailable 2018-Q1 · 8 holders · % suppressed/unavailable 2018-Q2 · 10 holders · % suppressed/unavailable 2018-Q3 · 14 holders · % suppressed/unavailable 2018-Q4 · 16 holders · % suppressed/unavailable 2019-Q1 · 15 holders · % suppressed/unavailable 2019-Q2 · 14 holders · % suppressed/unavailable 2019-Q3 · 18 holders · % suppressed/unavailable 2019-Q4 · 15 holders · % suppressed/unavailable 2020-Q1 · 15 holders · % suppressed/unavailable 2020-Q2 · 13 holders · % suppressed/unavailable 2020-Q3 · 15 holders · % suppressed/unavailable 2020-Q4 · 18 holders · % suppressed/unavailable 2021-Q1 · 28 holders · % suppressed/unavailable 2021-Q2 · 35 holders · % suppressed/unavailable 2021-Q3 · 37 holders · % suppressed/unavailable 2021-Q4 · 40 holders · % suppressed/unavailable 2022-Q1 · 53 holders · % suppressed/unavailable 2022-Q2 · 63 holders · % suppressed/unavailable 2022-Q3 · 63 holders · % suppressed/unavailable 2022-Q4 · 63 holders · % suppressed/unavailable 2023-Q1 · 56 holders · % suppressed/unavailable 2023-Q2 · 50 holders · % suppressed/unavailable 2023-Q3 · 47 holders · % suppressed/unavailable 2023-Q4 · 45 holders · % suppressed/unavailable 2024-Q1 · 44 holders · % suppressed/unavailable 2024-Q2 · 42 holders · % suppressed/unavailable 2024-Q3 · 38 holders · % suppressed/unavailable 2024-Q4 · 34 holders · % suppressed/unavailable 2025-Q1 · 39 holders · % suppressed/unavailable 2025-Q2 · 38 holders · % suppressed/unavailable 2025-Q3 · 39 holders · % suppressed/unavailable 2025-Q4 · 31 holders · % suppressed/unavailable 2026-Q1 · 41 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 41 4,842,968 — $127M 2025-Q4 31 3,543,626 — $75M 2025-Q3 39 2,834,899 — $62M 2025-Q2 38 2,386,237 — $50M 2025-Q1 39 3,371,258 — $73M 2024-Q4 34 2,643,699 — $53M 2024-Q3 38 2,481,352 — $51M 2024-Q2 42 3,053,975 — $62M 2024-Q1 44 2,600,140 — $52M
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.