Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 21 of 21 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 LPL Financial LLC 273,449 273,449 $7M — ADD 165% 2 2 JANE STREET GROUP, LLC 79,617 79,617 $2M — NEW 3 3 Savvy Advisors, Inc. 67,321 67,321 $2M — NEW 4 4 OSAIC HOLDINGS, INC. 63,811 63,811 $2M — NEW 5 5 D.A. DAVIDSON & CO. 60,708 60,708 $2M — NEW 6 6 GTS SECURITIES LLC 55,724 55,724 $1M — NEW 7 7 Farther Finance Advisors, LLC 31,576 31,576 $818,952 — — 8 8 ENVESTNET ASSET MANAGEMENT INC 31,700 31,700 $809,108 — ADD 15% 9 9 Cetera Investment Advisers 28,544 28,544 $728,544 — ADD 12% 10 10 COTTONWOOD CAPITAL ADVISORS, LLC 27,551 27,551 $703,206 — — 11 11 Equitable Holdings, Inc. 30,947 30,947 $701,927 — — 12 12 RAYMOND JAMES FINANCIAL INC 21,048 21,048 $537,225 — NEW 13 13 Cambridge Investment Research Advisors, Inc. 19,272 19,272 $492,000 — NEW 14 14 Triad Wealth Partners, LLC 8,902 8,902 $227,213 — TRIM -15% 15 15 Balboa Wealth Partners 7,976 7,976 $203,565 — NEW 16 16 REAP Financial Group, LLC 1,434 1,434 $36,611 — — 17 17 Capital Analysts, LLC 623 623 $16,000 — — 18 18 HARBOUR INVESTMENTS, INC. 527 527 $13,451 — ADD 28% 19 19 MORGAN STANLEY 177 177 $4,525 — — 20 20 McIlrath & Eck, LLC 111 111 $2,833 — — 21 21 Transamerica Financial Advisors, LLC 52 52 $1,347 — TRIM -4%
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 38K 38K 63K 62K 103K 273K $7M JANE STREET GROUP, LLC 16K 13K — — — 80K $2M Savvy Advisors, Inc. — — — — — 67K $2M OSAIC HOLDINGS, INC. 22 — — — — 64K $2M D.A. DAVIDSON & CO. — — — — — 61K $2M GTS SECURITIES LLC — — — 21K — 56K $1M Farther Finance Advisors, LLC — 30K 30K 30K 32K 32K $818,952 ENVESTNET ASSET MANAGEMENT INC — — 27K 27K 28K 32K $809,108 Cetera Investment Advisers 11K — 26K 25K 26K 29K $728,544 COTTONWOOD CAPITAL ADVISORS, LLC 31K 29K 28K 30K 28K 28K $703,206 Equitable Holdings, Inc. 37K 36K 36K 32K 31K 31K $701,927 RAYMOND JAMES FINANCIAL INC — — 2K — — 21K $537,225 Cambridge Investment Research Advisors, Inc. — — — — — 19K $492,000 Triad Wealth Partners, LLC — — — — 11K 9K $227,213 Balboa Wealth Partners — — — — — 8K $203,565
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 29 6 2013-Q2 2026-Q1 2013-Q2 · 8 holders · % suppressed/unavailable 2013-Q3 · 8 holders · % suppressed/unavailable 2013-Q4 · 8 holders · % suppressed/unavailable 2014-Q1 · 9 holders · % suppressed/unavailable 2014-Q2 · 8 holders · % suppressed/unavailable 2014-Q3 · 6 holders · % suppressed/unavailable 2014-Q4 · 7 holders · % suppressed/unavailable 2015-Q1 · 8 holders · % suppressed/unavailable 2015-Q2 · 11 holders · % suppressed/unavailable 2015-Q3 · 9 holders · % suppressed/unavailable 2015-Q4 · 11 holders · % suppressed/unavailable 2016-Q1 · 10 holders · % suppressed/unavailable 2016-Q2 · 9 holders · % suppressed/unavailable 2016-Q3 · 17 holders · % suppressed/unavailable 2016-Q4 · 23 holders · % suppressed/unavailable 2017-Q1 · 29 holders · % suppressed/unavailable 2017-Q2 · 21 holders · % suppressed/unavailable 2017-Q3 · 20 holders · % suppressed/unavailable 2017-Q4 · 18 holders · % suppressed/unavailable 2018-Q1 · 19 holders · % suppressed/unavailable 2018-Q2 · 15 holders · % suppressed/unavailable 2018-Q3 · 14 holders · % suppressed/unavailable 2018-Q4 · 16 holders · % suppressed/unavailable 2019-Q1 · 18 holders · % suppressed/unavailable 2019-Q2 · 16 holders · % suppressed/unavailable 2019-Q3 · 24 holders · % suppressed/unavailable 2019-Q4 · 28 holders · % suppressed/unavailable 2020-Q1 · 21 holders · % suppressed/unavailable 2020-Q2 · 17 holders · % suppressed/unavailable 2020-Q3 · 15 holders · % suppressed/unavailable 2020-Q4 · 17 holders · % suppressed/unavailable 2021-Q1 · 14 holders · % suppressed/unavailable 2021-Q2 · 15 holders · % suppressed/unavailable 2021-Q3 · 15 holders · % suppressed/unavailable 2021-Q4 · 15 holders · % suppressed/unavailable 2022-Q1 · 20 holders · % suppressed/unavailable 2022-Q2 · 21 holders · % suppressed/unavailable 2022-Q3 · 22 holders · % suppressed/unavailable 2022-Q4 · 24 holders · % suppressed/unavailable 2023-Q1 · 19 holders · % suppressed/unavailable 2023-Q2 · 16 holders · % suppressed/unavailable 2023-Q3 · 21 holders · % suppressed/unavailable 2023-Q4 · 25 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 26 holders · % suppressed/unavailable 2024-Q3 · 22 holders · % suppressed/unavailable 2024-Q4 · 22 holders · % suppressed/unavailable 2025-Q1 · 19 holders · % suppressed/unavailable 2025-Q2 · 18 holders · % suppressed/unavailable 2025-Q3 · 16 holders · % suppressed/unavailable 2025-Q4 · 17 holders · % suppressed/unavailable 2026-Q1 · 21 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 21 811,070 — $21M 2025-Q4 17 297,064 — $7M 2025-Q3 16 264,128 — $6M 2025-Q2 18 252,022 — $5M 2025-Q1 19 228,912 — $4M 2024-Q4 22 493,962 — $8M
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.