Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
14,118,700
Top holders largest 16 of 16 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 New York Life Investment Management LLC 12,885,219 12.9M $270M — — 2 2 MORGAN STANLEY 478,090 478,090 $10M — ADD 1787% 3 3 ENVESTNET ASSET MANAGEMENT INC 428,023 428,023 $9M — ADD 14% 4 4 Fortis Group Advisors, LLC 66,069 66,069 $1M — TRIM -16% 5 5 Prosperity Financial Group, Inc. 53,130 53,130 $1M — ADD 20% 6 6 CITADEL ADVISORS LLC 37,421 37,421 $785,093 — NEW 7 7 First Affirmative Financial Network 34,853 34,853 $731,207 — NEW 8 8 Keudell/Morrison Wealth Management 29,395 29,395 $616,707 — ADD 17% 9 9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,928 27,928 $585,929 — TRIM -79% 10 10 Orion Porfolio Solutions, LLC 18,288 18,288 $383,686 — TRIM -16% 11 11 Stratos Wealth Partners, LTD. 17,350 17,350 $364,004 — NEW 12 12 GOLDMAN SACHS GROUP INC 14,911 14,911 $312,833 — NEW 13 13 JANE STREET GROUP, LLC 14,868 14,868 $311,931 — TRIM -59% 14 14 Cetera Investment Advisers 9,598 9,598 $201,366 — NEW 15 15 OSAIC HOLDINGS, INC. 3,532 3,532 $74,100 — TRIM -71% 16 16 UBS Group AG 25 25 $525 — 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
Holder 2024-Q4 2025-Q1 2025-Q2 2025-Q3 2025-Q4 2026-Q1 Latest value New York Life Investment Management LLC 14.1M 12.9M 13.0M 12.9M 12.8M 12.9M $270M MORGAN STANLEY — 1 2 1 25K 478K $10M ENVESTNET ASSET MANAGEMENT INC 22K 71K 277K 314K 377K 428K $9M Fortis Group Advisors, LLC — — — 61K 78K 66K $1M Prosperity Financial Group, Inc. — 16K 29K 48K 44K 53K $1M CITADEL ADVISORS LLC — 20K 15K 41K — 37K $785,093 First Affirmative Financial Network — — 97K 33K — 35K $731,207 Keudell/Morrison Wealth Management 27K 29K 30K — 25K 29K $616,707 SUSQUEHANNA INTERNATIONAL GROUP, LLP 30K 59K 20K — 134K 28K $585,929 Orion Porfolio Solutions, LLC 32K 35K 22K 22K 22K 18K $383,686 Stratos Wealth Partners, LTD. — — — — — 17K $364,004 GOLDMAN SACHS GROUP INC — — — — — 15K $312,833 JANE STREET GROUP, LLC — 35K 19K 18K 36K 15K $311,931 Cetera Investment Advisers — — — — — 10K $201,366 OSAIC HOLDINGS, INC. 1K — 9K 12K 12K 4K $74,100
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 16 1 2021-Q2 2026-Q1 2021-Q2 · 1 holders · % suppressed/unavailable 2021-Q3 · 4 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 4 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 3 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 4 holders · % suppressed/unavailable 2023-Q3 · 3 holders · % suppressed/unavailable 2023-Q4 · 5 holders · % suppressed/unavailable 2024-Q1 · 5 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 8 holders · % suppressed/unavailable 2025-Q1 · 10 holders · % suppressed/unavailable 2025-Q2 · 12 holders · % suppressed/unavailable 2025-Q3 · 13 holders · % suppressed/unavailable 2025-Q4 · 12 holders · % suppressed/unavailable 2026-Q1 · 16 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 16 14,118,700 — $296M 2025-Q4 12 13,570,610 — $288M 2025-Q3 13 13,462,847 — $288M 2025-Q2 12 13,530,341 — $288M 2025-Q1 10 13,188,700 — $280M 2024-Q4 8 14,404,739 — $300M 2024-Q3 9 7,621,953 — $166M 2024-Q2 10 7,920,969 — $165M 2024-Q1 5 10,176,482 — $214M 2023-Q4 5 10,692,265 — $225M 2023-Q3 3 11,424,618 — $228M 2023-Q2 4 11,341,573 — $236M 2023-Q1 6
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.