Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 13 of 13 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Crumly & Associates Inc. 609,624 609,624 $20M — ADD 39% 2 2 Empire Financial Management Company, LLC 133,031 133,031 $4M — — 3 3 Rockefeller Capital Management L.P. 65,818 65,818 $2M — TRIM -8% 4 4 Focus Partners Wealth 14,281 14,281 $462,813 — — 5 5 National Philanthropic Trust 11,000 11,000 $356,455 — NEW 6 6 Sequoia Financial Advisors, LLC 10,206 10,206 $330,733 — — 7 7 JANE STREET GROUP, LLC 7,187 7,187 $232,900 — NEW 8 8 QUANTIFY CHAOS ADVISORS, LLC 7,185 7,185 $232,824 — — 9 9 WealthCare Investment Partners, LLC 6,623 6,623 $211,832 — — 10 10 AlphaCore Capital LLC 1,681 1,681 $54,470 — ADD 57% 11 11 JPMORGAN CHASE & CO 1,104 1,104 $34,569 — — 12 12 UBS Group AG 172 172 $5,574 — NEW 13 13 MORGAN STANLEY 1 1 $52 — —
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 13 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 Crumly & Associates Inc. 406K 412K 423K 432K 439K 610K $20M Empire Financial Management Company, LLC 140K 143K 136K 136K 132K 133K $4M Rockefeller Capital Management L.P. 112K 70K 121K 77K 72K 66K $2M Focus Partners Wealth — — — — 14K 14K $462,813 National Philanthropic Trust — — — — — 11K $356,455 Sequoia Financial Advisors, LLC — 10K 10K 10K 10K 10K $330,733 JANE STREET GROUP, LLC — 14K 17K — — 7K $232,900 QUANTIFY CHAOS ADVISORS, LLC — — — — 7K 7K $232,824 WealthCare Investment Partners, LLC — — — — 7K 7K $211,832 AlphaCore Capital LLC — 1K 1K 1K 1K 2K $54,470 JPMORGAN CHASE & CO — — — 2K 1K 1K $34,569 UBS Group AG 7K 6K 6K 6K — 172 $5,574 MORGAN STANLEY — 1 1 — 1 1 $52
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 13 3 2020-Q4 2026-Q1 2020-Q4 · 3 holders · % suppressed/unavailable 2021-Q1 · 8 holders · % suppressed/unavailable 2021-Q2 · 6 holders · % suppressed/unavailable 2021-Q3 · 7 holders · % suppressed/unavailable 2021-Q4 · 6 holders · % suppressed/unavailable 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 8 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 5 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 11 holders · % suppressed/unavailable 2023-Q3 · 9 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 8 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 8 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 10 holders · % suppressed/unavailable 2025-Q3 · 10 holders · % suppressed/unavailable 2025-Q4 · 10 holders · % suppressed/unavailable 2026-Q1 · 13 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 13 867,913 — $28M 2025-Q4 10 683,276 — $22M 2025-Q3 10 696,617 — $21M 2025-Q2 10 729,289 — $20M 2025-Q1 12 831,358 — $21M 2024-Q4 8 809,895 — $19M 2024-Q3 9 780,477 — $20M 2024-Q2 12 823,105 — $19M 2024-Q1 8 846,126 — $21M 2023-Q4 13 862,203 — $20M 2023-Q3 9 790,904 — $17M 2023-Q2 11 722,690 — $16M 2023-Q1
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.