Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,040,408
Top holders largest 28 of 28 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 LPL Financial LLC 239,353 239,353 $8M — ADD 17% 2 2 RAYMOND JAMES FINANCIAL INC 223,805 223,805 $8M — ADD 133% 3 3 BYRNE FINANCIAL FREEDOM, LLC 105,554 105,554 $4M — ADD 3% 4 4 OLD MISSION CAPITAL LLC 97,342 97,342 $3M — NEW 5 5 JANE STREET GROUP, LLC 87,100 87,100 $3M — NEW 6 6 ROYAL BANK OF CANADA 39,991 39,991 $1M — NEW 7 7 J.W. COLE ADVISORS, INC. 39,272 39,272 $1M — — 8 8 TRUIST FINANCIAL CORP 38,584 38,584 $1M — NEW 9 9 Sequent Planning LLC 22,737 22,737 $803,679 — ADD 23% 10 10 Sanctuary Advisors, LLC 22,469 22,469 $794,214 — ADD 9% 11 11 OSAIC HOLDINGS, INC. 21,422 21,422 $757,196 — ADD 123% 12 12 Indivisible Partners 15,227 15,227 $538,237 — TRIM -3% 13 13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,136 15,136 $535,008 — TRIM -3% 14 14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,612 13,612 $481,139 — NEW 15 15 BCS Wealth Management 12,711 12,711 $449,292 — NEW 16 16 Bank of New York Mellon Corp 9,512 9,512 $336,226 — ADD 46% 17 17 Cetera Investment Advisers 8,340 8,340 $294,784 — ADD 2% 18 18 JPMORGAN CHASE & CO 7,967 7,967 $271,576 — — 19 19 Cambridge Investment Research Advisors, Inc. 5,888 5,888 $208,000 — NEW 20 20 MORGAN STANLEY 4,815 4,815 $170,196 — — 21 21 FRANKLIN RESOURCES INC 4,080 4,080 $144,215 — TRIM -13% 22 22 Capital Analysts, LLC 3,606 3,606 $127,000 — ADD 10% 23 23 Geneos Wealth Management Inc. 750 750 $26,513 — ADD 30% 24 24 UBS Group AG 599 599 $21,173 — NEW 25 25 CWM, LLC 251 251 $8,872 — — 26 26 Tidemark, LLC 197 197 $6,963 — — 27 27 Smartleaf Asset Management LLC 87 87 $2,966 — NEW 28 28 WELLS FARGO & COMPANY/MN 1 1 $27 — 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 LPL Financial LLC 47K 63K 121K 145K 204K 239K $8M RAYMOND JAMES FINANCIAL INC 11K 9K 70K 85K 96K 224K $8M BYRNE FINANCIAL FREEDOM, LLC — — — 101K 102K 106K $4M OLD MISSION CAPITAL LLC 116K 92K 51K 21K — 97K $3M JANE STREET GROUP, LLC 25K 86K 11K — — 87K $3M ROYAL BANK OF CANADA — — — — — 40K $1M J.W. COLE ADVISORS, INC. — — — — 39K 39K $1M TRUIST FINANCIAL CORP — — — — — 39K $1M Sequent Planning LLC — — — 14K 18K 23K $803,679 Sanctuary Advisors, LLC 19K 20K 20K 40K 21K 22K $794,214 OSAIC HOLDINGS, INC. 2K 833 917 1K 10K 21K $757,196 Indivisible Partners — — — — 16K 15K $538,237 O'SHAUGHNESSY ASSET MANAGEMENT, LLC — — — 10K 16K 15K $535,008 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12K 13K 11K — — 14K $481,139 BCS Wealth Management — — — — — 13K $449,292
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 2016-Q2 2026-Q1 2016-Q2 · 1 holders · % suppressed/unavailable 2016-Q3 · 3 holders · % suppressed/unavailable 2016-Q4 · 4 holders · % suppressed/unavailable 2017-Q1 · 10 holders · % suppressed/unavailable 2017-Q2 · 14 holders · % suppressed/unavailable 2017-Q3 · 17 holders · % suppressed/unavailable 2017-Q4 · 21 holders · % suppressed/unavailable 2018-Q1 · 22 holders · % suppressed/unavailable 2018-Q2 · 23 holders · % suppressed/unavailable 2018-Q3 · 20 holders · % suppressed/unavailable 2018-Q4 · 23 holders · % suppressed/unavailable 2019-Q1 · 22 holders · % suppressed/unavailable 2019-Q2 · 22 holders · % suppressed/unavailable 2019-Q3 · 21 holders · % suppressed/unavailable 2019-Q4 · 21 holders · % suppressed/unavailable 2020-Q1 · 18 holders · % suppressed/unavailable 2020-Q2 · 20 holders · % suppressed/unavailable 2020-Q3 · 18 holders · % suppressed/unavailable 2020-Q4 · 17 holders · % suppressed/unavailable 2021-Q1 · 17 holders · % suppressed/unavailable 2021-Q2 · 17 holders · % suppressed/unavailable 2021-Q3 · 17 holders · % suppressed/unavailable 2021-Q4 · 16 holders · % suppressed/unavailable 2022-Q1 · 14 holders · % suppressed/unavailable 2022-Q2 · 13 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 10 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 14 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 15 holders · % suppressed/unavailable 2024-Q1 · 16 holders · % suppressed/unavailable 2024-Q2 · 14 holders · % suppressed/unavailable 2024-Q3 · 17 holders · % suppressed/unavailable 2024-Q4 · 16 holders · % suppressed/unavailable 2025-Q1 · 16 holders · % suppressed/unavailable 2025-Q2 · 20 holders · % suppressed/unavailable 2025-Q3 · 20 holders · % suppressed/unavailable 2025-Q4 · 21 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 1,040,408 — $37M 2025-Q4 21 697,972 — $22M 2025-Q3 20 544,310 — $17M 2025-Q2 20 420,095 — $13M 2025-Q1 16 315,773 — $9M 2024-Q4 16 319,806 — $8M 2024-Q3 17 343,799 — $10M 2024-Q2 14 336,519 — $9M 2024-Q1 16
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.