Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,524,553
Top holders largest 32 of 32 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 FIL Ltd 1,508,628 1.5M $48M — TRIM -9% 2 2 WELLS FARGO & COMPANY/MN 942,820 942,820 $30M — TRIM -4% 3 3 Arkadios Wealth Advisors 220,450 220,450 $7M — ADD 14% 4 4 JONES FINANCIAL COMPANIES LLLP 162,014 162,014 $5M — ADD 21% 5 5 PNC FINANCIAL SERVICES GROUP, INC. 105,111 105,111 $3M — TRIM -23% 6 6 Anson Capital, Inc. 101,403 101,403 $3M — ADD 5% 7 7 ENVESTNET ASSET MANAGEMENT INC 97,592 97,592 $3M — — 8 8 BEAM WEALTH ADVISORS, INC. 75,728 75,728 $2M — TRIM -32% 9 9 UBS Group AG 57,768 57,768 $2M — TRIM -11% 10 10 Sigma Planning Corp 47,198 47,198 $1M — ADD 16% 11 11 Kestra Advisory Services, LLC 40,172 40,172 $1M — ADD 15% 12 12 COMMONWEALTH EQUITY SERVICES, LLC 28,912 28,912 $914,180 — TRIM -19% 13 13 Cetera Investment Advisers 28,808 28,808 $910,918 — ADD 66% 14 14 TWO SIGMA INVESTMENTS, LP 26,400 26,400 $834,768 — TRIM -22% 15 15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,326 23,326 $737,568 — — 16 16 GOLDMAN SACHS GROUP INC 21,671 21,671 $685,237 — ADD 3% 17 17 FMR LLC 9,413 9,413 $297,646 — TRIM -17% 18 18 ROYAL BANK OF CANADA 8,501 8,501 $269,000 — TRIM -67% 19 19 JPMORGAN CHASE & CO 7,393 7,393 $226,300 — NEW 20 20 LPL Financial LLC 7,043 7,043 $222,704 — ADD 8% 21 21 BANK OF MONTREAL /CAN/ 1,120 1,120 $35,414 — — 22 22 Sunbelt Securities, Inc. 935 935 $29,565 — — 23 23 OSAIC HOLDINGS, INC. 580 580 $18,353 — TRIM -73% 24 24 CWM, LLC 471 471 $14,893 — NEW 25 25 Rockefeller Capital Management L.P. 297 297 $9,393 — ADD 703% 26 26 VANGUARD ADVISERS INC 280 280 $8,854 — NEW 27 27 Hurley Capital, LLC 136 136 $4,300 — TRIM -3% 28 28 Steward Partners Investment Advisory, LLC 119 119 $3,763 — TRIM -33% 29 29 SALEM INVESTMENT COUNSELORS INC 115 115 $3,637 — NEW 30 30 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 100 100 $3,162 — — 31 31 Arax Advisory Partners 45 45 $2,877 — TRIM -100% 32 32 IFP Advisors, Inc 4 4 $126 — —
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 FIL Ltd 345K 1.5M 1.7M 1.7M 1.7M 1.5M $48M WELLS FARGO & COMPANY/MN 470K 595K 752K 937K 984K 943K $30M Arkadios Wealth Advisors — 135K 142K 161K 193K 220K $7M JONES FINANCIAL COMPANIES LLLP 10K 26K 50K 73K 134K 162K $5M PNC FINANCIAL SERVICES GROUP, INC. 90K 115K 122K 138K 137K 105K $3M Anson Capital, Inc. — 99K 96K 97K 97K 101K $3M ENVESTNET ASSET MANAGEMENT INC 89K 112K 106K 98K 96K 98K $3M BEAM WEALTH ADVISORS, INC. 119K 115K 114K 113K 112K 76K $2M UBS Group AG 158K 71K 44K 52K 65K 58K $2M Sigma Planning Corp 19K 25K 32K 39K 41K 47K $1M Kestra Advisory Services, LLC 7K 8K 22K 31K 35K 40K $1M COMMONWEALTH EQUITY SERVICES, LLC 43K 38K 42K 39K 36K 29K $914,180 Cetera Investment Advisers — — — 8K 17K 29K $910,918 TWO SIGMA INVESTMENTS, LP — — 32K 28K 34K 26K $834,768 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11K 49K 17K — 23K 23K $737,568
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 33 1 2019-Q1 2026-Q1 2019-Q1 · 1 holders · % suppressed/unavailable 2019-Q2 · 1 holders · % suppressed/unavailable 2019-Q3 · 1 holders · % suppressed/unavailable 2019-Q4 · 1 holders · % suppressed/unavailable 2020-Q1 · 1 holders · % suppressed/unavailable 2020-Q2 · 1 holders · % suppressed/unavailable 2020-Q3 · 1 holders · % suppressed/unavailable 2020-Q4 · 1 holders · % suppressed/unavailable 2021-Q1 · 3 holders · % suppressed/unavailable 2021-Q2 · 4 holders · % suppressed/unavailable 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 8 holders · % suppressed/unavailable 2022-Q2 · 8 holders · % suppressed/unavailable 2022-Q3 · 13 holders · % suppressed/unavailable 2022-Q4 · 11 holders · % suppressed/unavailable 2023-Q1 · 13 holders · % suppressed/unavailable 2023-Q2 · 13 holders · % suppressed/unavailable 2023-Q3 · 14 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 17 holders · % suppressed/unavailable 2024-Q2 · 21 holders · % suppressed/unavailable 2024-Q3 · 28 holders · % suppressed/unavailable 2024-Q4 · 26 holders · % suppressed/unavailable 2025-Q1 · 28 holders · % suppressed/unavailable 2025-Q2 · 32 holders · % suppressed/unavailable 2025-Q3 · 33 holders · % suppressed/unavailable 2025-Q4 · 33 holders · % suppressed/unavailable 2026-Q1 · 32 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 32 3,524,553 — $111M 2025-Q4 33 3,818,230 — $130M 2025-Q3 33 3,750,392 — $132M 2025-Q2 32 3,470,519 — $119M 2025-Q1 28 2,919,301 — $85M 2024-Q4 26 1,428,954 — $44M 2024-Q3 28 715,609 — $22M 2024-Q2 21 503,816 — $15M 2024-Q1 17 313,958 — $9M 2023-Q4 13 230,497 — $6M 2023-Q3 14 222,605 —
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.
