Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,459,173
Top holders largest 35 of 35 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 FMR LLC 596,370 596,370 $20M — — 2 2 NATIONAL BANK OF CANADA /FI/ 547,370 547,370 $18M — — 3 3 FSM Wealth Advisors, LLC 50,147 50,147 $2M — — 4 4 ENVESTNET ASSET MANAGEMENT INC 38,089 38,089 $1M — TRIM -27% 5 5 AE Wealth Management LLC 37,613 37,613 $1M — ADD 14% 6 6 LPL Financial LLC 37,498 37,498 $1M — — 7 7 TRUIST FINANCIAL CORP 35,771 35,771 $1M — TRIM -27% 8 8 SteelPeak Wealth, LLC 25,000 25,000 $827,710 — NEW 9 9 Cetera Investment Advisers 17,727 17,727 $586,929 — ADD 21% 10 10 Farther Finance Advisors, LLC 13,617 13,617 $459,445 — — 11 11 COMMONWEALTH EQUITY SERVICES, LLC 11,075 11,075 $366,680 — ADD 22% 12 12 Kovack Advisors, Inc. 8,400 8,400 $283,413 — TRIM -2% 13 13 FLOW TRADERS U.S. LLC 8,142 8,142 $270,000 — TRIM -85% 14 14 JANE STREET GROUP, LLC 8,127 8,127 $269,072 — TRIM -60% 15 15 POM Investment Strategies, LLC 8,057 8,057 $266,765 — ADD 2249% 16 16 MORGAN STANLEY 4,522 4,522 $149,716 — ADD 766% 17 17 OSAIC HOLDINGS, INC. 3,640 3,640 $120,572 — TRIM -82% 18 18 Raleigh Capital Management Inc. 1,148 1,148 $38,019 — — 19 19 Advisory Services Network, LLC 1,136 1,136 $37,601 — NEW 20 20 EPG Wealth Management LLC 847 847 $28,027 — — 21 21 Key Capital Management, INC 845 845 $27,977 — ADD 6% 22 22 Glass Jacobson Investment Advisors llc 780 780 $25,827 — NEW 23 23 Lloyd Advisory Services, LLC. 496 496 $16,422 — NEW 24 24 Kingdom Financial Group LLC. 496 496 $16,422 — NEW 25 25 Allworth Financial LP 409 409 $13,535 — ADD 107% 26 26 Rockefeller Capital Management L.P. 386 386 $12,780 — — 27 27 BANK OF MONTREAL /CAN/ 250 250 $8,277 — TRIM -46% 28 28 Sunbelt Securities, Inc. 246 246 $8,145 — ADD 64% 29 29 Steward Partners Investment Advisory, LLC 235 235 $7,777 — ADD 24% 30 30 Federation des caisses Desjardins du Quebec 226 226 $7,482 — TRIM -89% 31 31 ROYAL BANK OF CANADA 221 221 $7,000 — NEW 32 32 Networth Advisors, LLC 209 209 $6,920 — — 33 33 Strategic Advocates LLC 74 74 $2,450 — NEW 34 34 HARBOUR INVESTMENTS, INC. 4 4 $132 — NEW 35 35 JPMORGAN CHASE & CO 0 0 $18 — 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 FMR LLC 600K 580K 597K 599K 596K 596K $20M NATIONAL BANK OF CANADA /FI/ — — 531K 550K 550K 547K $18M FSM Wealth Advisors, LLC — — 48K 48K 50K 50K $2M ENVESTNET ASSET MANAGEMENT INC — 86K 93K 76K 52K 38K $1M AE Wealth Management LLC 455 426 13K 27K 33K 38K $1M LPL Financial LLC — — — 9K 38K 37K $1M TRUIST FINANCIAL CORP — 51K 56K 52K 49K 36K $1M SteelPeak Wealth, LLC — — — — — 25K $827,710 Cetera Investment Advisers — — — — 15K 18K $586,929 Farther Finance Advisors, LLC 128 190 14K 14K 14K 14K $459,445 COMMONWEALTH EQUITY SERVICES, LLC 11K 23K 9K 11K 9K 11K $366,680 Kovack Advisors, Inc. 10K 10K 9K 9K 9K 8K $283,413 FLOW TRADERS U.S. LLC — — 66K 59K 56K 8K $270,000 JANE STREET GROUP, LLC — 71K 11K 109K 20K 8K $269,072 POM Investment Strategies, LLC — — 343 343 343 8K $266,765
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 35 9 2023-Q2 2026-Q1 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 14 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 15 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 20 holders · % suppressed/unavailable 2025-Q2 · 24 holders · % suppressed/unavailable 2025-Q3 · 27 holders · % suppressed/unavailable 2025-Q4 · 32 holders · % suppressed/unavailable 2026-Q1 · 35 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 35 1,459,173 — $48M 2025-Q4 32 1,578,692 — $53M 2025-Q3 27 1,644,131 — $54M 2025-Q2 24 1,528,400 — $46M 2025-Q1 20 957,960 — $25M 2024-Q4 12 709,621 — $20M 2024-Q3 13 864,947 — $23M 2024-Q2 15 846,743 — $22M 2024-Q1 14 850,526 — $23M 2023-Q4 14 878,184 — $22M 2023-Q3 13 799,095 — $18M 2023-Q2 9 874,626 — $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.
