Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
6,811,645
Top holders largest 16 of 16 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Invesco Ltd. 6,280,984 6.3M $139M — ADD 16% 2 2 LPL Financial LLC 142,118 142,118 $3M — ADD 3% 3 3 JANE STREET GROUP, LLC 85,762 85,762 $2M — NEW 4 4 CITADEL ADVISORS LLC 76,556 76,556 $2M — NEW 5 5 World Investment Advisors 62,735 62,735 $1M — ADD 9% 6 6 Independent Advisor Alliance 49,084 49,084 $1M — NEW 7 7 Avestar Capital, LLC 43,742 43,742 $965,084 — TRIM -3% 8 8 Westside Investment Management, Inc. 19,700 19,700 $434,643 — — 9 9 Kestra Advisory Services, LLC 13,435 13,435 $296,428 — TRIM -25% 10 10 OSAIC HOLDINGS, INC. 12,852 12,852 $283,517 — — 11 11 Stratos Wealth Partners, LTD. 11,808 11,808 $260,521 — NEW 12 12 MRA Advisory Group 10,572 10,572 $233,251 — — 13 13 HARBOUR INVESTMENTS, INC. 1,100 1,100 $24,269 — — 14 14 AE Wealth Management LLC 852 852 $18,798 — — 15 15 NATIONAL BANK OF CANADA /FI/ 183 183 $4,035 — TRIM -7% 16 16 Wagner Wealth Management, LLC 162 162 $3,575 — —
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 Invesco Ltd. 1.2M 1.4M 1.9M 3.9M 5.4M 6.3M $139M LPL Financial LLC 77K 91K 101K 111K 138K 142K $3M JANE STREET GROUP, LLC 15K 13K 114K — — 86K $2M CITADEL ADVISORS LLC — — — — — 77K $2M World Investment Advisors 47K 50K 52K 52K 57K 63K $1M Independent Advisor Alliance 77K — — — — 49K $1M Avestar Capital, LLC 45K 45K 42K 42K 45K 44K $965,084 Westside Investment Management, Inc. 20K 20K 20K 20K 20K 20K $434,643 Kestra Advisory Services, LLC 19K 17K 18K 18K 18K 13K $296,428 OSAIC HOLDINGS, INC. 14K 14K 15K 15K 13K 13K $283,517 Stratos Wealth Partners, LTD. — — — — — 12K $260,521 MRA Advisory Group 531K 562K 17K 17K 11K 11K $233,251 HARBOUR INVESTMENTS, INC. — — — — 1K 1K $24,269 AE Wealth Management LLC 861 861 861 861 852 852 $18,798 NATIONAL BANK OF CANADA /FI/ 341 341 341 200 196 183 $4,035
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 19 1 2020-Q4 2026-Q1 2020-Q4 · 1 holders · % suppressed/unavailable 2021-Q1 · 2 holders · % suppressed/unavailable 2021-Q2 · 2 holders · % suppressed/unavailable 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 4 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 4 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 8 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 15 holders · % suppressed/unavailable 2024-Q1 · 17 holders · % suppressed/unavailable 2024-Q2 · 13 holders · % suppressed/unavailable 2024-Q3 · 19 holders · % suppressed/unavailable 2024-Q4 · 16 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 13 holders · % suppressed/unavailable 2025-Q3 · 11 holders · % suppressed/unavailable 2025-Q4 · 13 holders · % suppressed/unavailable 2026-Q1 · 16 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 16 6,811,645 — $150M 2025-Q4 13 5,705,332 — $129M 2025-Q3 11 4,131,592 — $94M 2025-Q2 13 2,280,886 — $52M 2025-Q1 15 2,291,069 — $51M 2024-Q4 16 2,033,145 — $46M 2024-Q3 19 2,090,539 — $47M 2024-Q2 13 2,021,983 — $45M 2024-Q1 17 1,533,292 — $34M 2023-Q4 15 1,494,443 — $33M 2023-Q3 13 1,425,687 — $30M 2023-Q2 8 1,391,516 — $30M
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.