Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 29 of 29 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Kestra Advisory Services, LLC 60,156 60,156 $2M — TRIM -9% 2 2 OSAIC HOLDINGS, INC. 58,345 58,345 $2M — TRIM -5% 3 3 Ascentis Independent Advisors 35,619 35,619 $1M — ADD 120% 4 4 CITADEL ADVISORS LLC 35,081 35,081 $1M — ADD 11% 5 5 JANE STREET GROUP, LLC 30,638 30,638 $1M — TRIM -10% 6 6 LPL Financial LLC 27,704 27,704 $1M — TRIM -86% 7 7 Golden State Wealth Management, LLC 20,358 20,358 $749,365 — TRIM -16% 8 8 GOLDMAN SACHS GROUP INC 13,239 13,239 $487,326 — TRIM -13% 9 9 INDEPENDENT FINANCIAL GROUP, LLC 12,208 12,208 $449,375 — — 10 10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,512 9,512 $350,136 — NEW 11 11 Private Advisor Group, LLC 9,200 9,200 $338,667 — TRIM -43% 12 12 ENVESTNET ASSET MANAGEMENT INC 9,037 9,037 $332,665 — ADD 2% 13 13 Gladstone Institutional Advisory LLC 8,379 8,379 $308,430 — ADD 5% 14 14 Lido Advisors, LLC 7,013 7,013 $258,136 — — 15 15 TRUIST FINANCIAL CORP 7,000 7,000 $257,670 — — 16 16 United Advisor Group, LLC 6,280 6,280 $231,171 — TRIM -24% 17 17 FLOW TRADERS U.S. LLC 5,631 5,631 $207,000 — TRIM -72% 18 18 HARBOUR INVESTMENTS, INC. 742 742 $27,313 — TRIM -9% 19 19 Realta Investment Advisors 500 500 $18,405 — NEW 20 20 Arax Advisory Partners 370 370 $13,620 — — 21 21 UBS Group AG 221 221 $8,135 — TRIM -56% 22 22 AE Wealth Management LLC 189 189 $6,957 — — 23 23 MORGAN STANLEY 148 148 $5,448 — ADD 3% 24 24 Larson Financial Group LLC 141 141 $5,174 — — 25 25 WPG Advisers, LLC 87 87 $3,202 — — 26 26 Lloyd Advisory Services, LLC. 61 61 $2,247 — NEW 27 27 Kingdom Financial Group LLC. 61 61 $2,247 — — 28 28 WELLS FARGO & COMPANY/MN 1 1 $28 — — 29 29 Russell Investments Group, Ltd. 1 1 $21 — —
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 Kestra Advisory Services, LLC — — 68K 66K 66K 60K $2M OSAIC HOLDINGS, INC. 70K 64K 61K 61K 62K 58K $2M Ascentis Independent Advisors 44K 40K 32K 40K 16K 36K $1M CITADEL ADVISORS LLC 12K 42K 21K 33K 32K 35K $1M JANE STREET GROUP, LLC 28K — 25K 30K 34K 31K $1M LPL Financial LLC 166K 175K 188K 179K 195K 28K $1M Golden State Wealth Management, LLC 30K 29K 26K 26K 24K 20K $749,365 GOLDMAN SACHS GROUP INC 30K 28K 18K 17K 15K 13K $487,326 INDEPENDENT FINANCIAL GROUP, LLC — — 8K 10K 12K 12K $449,375 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19K 23K — — — 10K $350,136 Private Advisor Group, LLC — — — — 16K 9K $338,667 ENVESTNET ASSET MANAGEMENT INC 211K 213K 8K 9K 9K 9K $332,665 Gladstone Institutional Advisory LLC 15K 8K — 8K 8K 8K $308,430 Lido Advisors, LLC — — — — 7K 7K $258,136 TRUIST FINANCIAL CORP 8K 8K 7K 7K 7K 7K $257,670
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 50 4 2016-Q3 2026-Q1 2016-Q3 · 4 holders · % suppressed/unavailable 2016-Q4 · 7 holders · % suppressed/unavailable 2017-Q1 · 11 holders · % suppressed/unavailable 2017-Q2 · 10 holders · % suppressed/unavailable 2017-Q3 · 14 holders · % suppressed/unavailable 2017-Q4 · 14 holders · % suppressed/unavailable 2018-Q1 · 14 holders · % suppressed/unavailable 2018-Q2 · 18 holders · % suppressed/unavailable 2018-Q3 · 15 holders · % suppressed/unavailable 2018-Q4 · 17 holders · % suppressed/unavailable 2019-Q1 · 18 holders · % suppressed/unavailable 2019-Q2 · 22 holders · % suppressed/unavailable 2019-Q3 · 34 holders · % suppressed/unavailable 2019-Q4 · 47 holders · % suppressed/unavailable 2020-Q1 · 50 holders · % suppressed/unavailable 2020-Q2 · 49 holders · % suppressed/unavailable 2020-Q3 · 37 holders · % suppressed/unavailable 2020-Q4 · 36 holders · % suppressed/unavailable 2021-Q1 · 35 holders · % suppressed/unavailable 2021-Q2 · 37 holders · % suppressed/unavailable 2021-Q3 · 33 holders · % suppressed/unavailable 2021-Q4 · 34 holders · % suppressed/unavailable 2022-Q1 · 26 holders · % suppressed/unavailable 2022-Q2 · 28 holders · % suppressed/unavailable 2022-Q3 · 26 holders · % suppressed/unavailable 2022-Q4 · 30 holders · % suppressed/unavailable 2023-Q1 · 32 holders · % suppressed/unavailable 2023-Q2 · 30 holders · % suppressed/unavailable 2023-Q3 · 34 holders · % suppressed/unavailable 2023-Q4 · 35 holders · % suppressed/unavailable 2024-Q1 · 31 holders · % suppressed/unavailable 2024-Q2 · 31 holders · % suppressed/unavailable 2024-Q3 · 33 holders · % suppressed/unavailable 2024-Q4 · 36 holders · % suppressed/unavailable 2025-Q1 · 31 holders · % suppressed/unavailable 2025-Q2 · 29 holders · % suppressed/unavailable 2025-Q3 · 25 holders · % suppressed/unavailable 2025-Q4 · 27 holders · % suppressed/unavailable 2026-Q1 · 29 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 29 357,922 — $13M 2025-Q4 27 534,302 — $19M 2025-Q3 25 551,837 — $19M 2025-Q2 29 549,360 — $19M 2025-Q1 31 1,135,153 — $36M 2024-Q4 36 1,174,092 — $34M 2024-Q3 33 1,287,930 — $41M 2024-Q2 31 1,206,826 — $34M 2024-Q1 31 1,126,795
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.