Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
4,940,294
Top holders largest 15 of 15 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Hartford Funds Management Co LLC 3,404,528 3.4M $83M — — 2 2 JONES FINANCIAL COMPANIES LLLP 425,547 425,547 $10M — ADD 51% 3 3 Cambridge Investment Research Advisors, Inc. 325,039 325,039 $8M — TRIM -20% 4 4 LPL Financial LLC 302,553 302,553 $7M — ADD 5% 5 5 WELLINGTON MANAGEMENT GROUP LLP 227,200 227,200 $6M — — 6 6 TRUIST FINANCIAL CORP 115,125 115,125 $3M — ADD 3% 7 7 Mariner, LLC 72,354 72,354 $2M — TRIM -83% 8 8 RAYMOND JAMES FINANCIAL INC 20,022 20,022 $488,937 — NEW 9 9 World Investment Advisors 19,325 19,325 $471,915 — NEW 10 10 JANE STREET GROUP, LLC 9,142 9,142 $223,248 — NEW 11 11 COMMONWEALTH EQUITY SERVICES, LLC 8,822 8,822 $215,430 — TRIM -44% 12 12 LaSalle St. Investment Advisors, LLC 8,760 8,760 $213,919 — NEW 13 13 Geneos Wealth Management Inc. 1,200 1,200 $29,304 — NEW 14 14 Steward Partners Investment Advisory, LLC 450 450 $10,989 — — 15 15 Allworth Financial LP 227 227 $5,544 — NEW
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 Hartford Funds Management Co LLC 3.6M 3.7M 3.4M 3.4M 3.4M 3.4M $83M JONES FINANCIAL COMPANIES LLLP — 21K 91K 170K 283K 426K $10M Cambridge Investment Research Advisors, Inc. — 375K 414K 393K 404K 325K $8M LPL Financial LLC 18K 72K 59K 139K 288K 303K $7M WELLINGTON MANAGEMENT GROUP LLP 620K 453K 324K 283K 227K 227K $6M TRUIST FINANCIAL CORP 136K 114K 115K 118K 112K 115K $3M Mariner, LLC — 127K 396K 397K 414K 72K $2M RAYMOND JAMES FINANCIAL INC — — — — — 20K $488,937 World Investment Advisors — — — — — 19K $471,915 JANE STREET GROUP, LLC — — 10K — — 9K $223,248 COMMONWEALTH EQUITY SERVICES, LLC 11K 14K 9K 12K 16K 9K $215,430 LaSalle St. Investment Advisors, LLC — — — — — 9K $213,919 Geneos Wealth Management Inc. — — — — — 1K $29,304 Steward Partners Investment Advisory, LLC — — — — 450 450 $10,989 Allworth Financial LP — — — — — 227 $5,544
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 15 1 2021-Q4 2026-Q1 2021-Q4 · 1 holders · % suppressed/unavailable 2022-Q1 · 4 holders · % suppressed/unavailable 2022-Q2 · 7 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 5 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 8 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 6 holders · % suppressed/unavailable 2024-Q1 · 6 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 7 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 13 holders · % suppressed/unavailable 2025-Q2 · 12 holders · % suppressed/unavailable 2025-Q3 · 13 holders · % suppressed/unavailable 2025-Q4 · 13 holders · % suppressed/unavailable 2026-Q1 · 15 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 15 4,940,294 — $120M 2025-Q4 13 5,188,220 — $142M 2025-Q3 13 5,090,483 — $138M 2025-Q2 12 4,931,198 — $123M 2025-Q1 13 4,987,375 — $104M 2024-Q4 10 4,594,762 — $109M 2024-Q3 7 4,996,314 — $108M 2024-Q2 7 5,978,420 — $126M 2024-Q1 6 5,951,516 — $116M 2023-Q4 6 5,992,982 — $101M 2023-Q3 5 5,372,704 — $78M 2023-Q2 8 5,375,584 — $83M 2023-Q1 7 5,406,058 — $74M
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.