Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,666,827
Top holders largest 34 of 34 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Geneos Wealth Management Inc. 701,803 701,803 $31M — ADD 59% 2 2 LPL Financial LLC 253,950 253,950 $11M — ADD 21% 3 3 COMMONWEALTH EQUITY SERVICES, LLC 138,826 138,826 $6M — ADD 7% 4 4 tru Independence LLC 70,968 70,968 $3M — ADD 8% 5 5 ROYAL BANK OF CANADA 63,120 63,120 $3M — ADD 72% 6 6 Betterment LLC 60,028 60,028 $3M — ADD 23% 7 7 Cetera Investment Advisers 43,769 43,769 $2M — ADD 12% 8 8 CITADEL ADVISORS LLC 41,241 41,241 $2M — ADD 17% 9 9 Independent Advisor Alliance 40,202 40,202 $2M — NEW 10 10 JANE STREET GROUP, LLC 36,722 36,722 $2M — ADD 226% 11 11 Cambridge Investment Research Advisors, Inc. 32,209 32,209 $1M — — 12 12 RAYMOND JAMES FINANCIAL INC 29,379 29,379 $1M — ADD 20% 13 13 Perigon Wealth Management, LLC 26,792 26,792 $1M — TRIM -3% 14 14 Prospera Financial Services Inc 25,360 25,360 $1M — TRIM -5% 15 15 ENVESTNET ASSET MANAGEMENT INC 23,205 23,205 $1M — TRIM -3% 16 16 Proactive Wealth Strategies LLC 17,836 17,836 $790,856 — ADD 99% 17 17 Equitable Holdings, Inc. 9,360 9,360 $423,493 — NEW 18 18 BARRETT & COMPANY, INC. 8,750 8,750 $387,981 — NEW 19 19 Integrated Wealth Concepts LLC 6,747 6,747 $299,167 — NEW 20 20 Altus Wealth Group LLC 4,590 4,590 $203,524 — TRIM -12% 21 21 Arax Advisory Partners 4,210 4,210 $186,675 — — 22 22 OSAIC HOLDINGS, INC. 3,232 3,232 $143,304 — — 23 23 NewEdge Advisors, LLC 18,096 18,096 $108,042 — TRIM -12% 24 24 HARBOUR INVESTMENTS, INC. 2,269 2,269 $100,630 — NEW 25 25 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,250 1,250 $55,419 — TRIM -16% 26 26 PRIVATE TRUST CO NA 942 942 $41,769 — — 27 27 AE Wealth Management LLC 880 880 $39,001 — TRIM -36% 28 28 HARBOR INVESTMENT ADVISORY, LLC 660 660 $29,265 — — 29 29 Godfrey Financial Associates, Inc. 130 130 $5,764 — NEW 30 30 Tidemark, LLC 113 113 $5,010 — — 31 31 UBS Group AG 102 102 $4,523 — NEW 32 32 Western Wealth Management, LLC 54 54 $2,400 — NEW 33 33 HANTZ FINANCIAL SERVICES, INC. 31 31 $1,000 — TRIM -9% 34 34 WELLS FARGO & COMPANY/MN 1 1 $58 — —
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
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 40 9 2014-Q3 2026-Q1 2014-Q3 · 9 holders · % suppressed/unavailable 2014-Q4 · 10 holders · % suppressed/unavailable 2015-Q1 · 13 holders · % suppressed/unavailable 2015-Q2 · 14 holders · % suppressed/unavailable 2015-Q3 · 14 holders · % suppressed/unavailable 2015-Q4 · 16 holders · % suppressed/unavailable 2016-Q1 · 17 holders · % suppressed/unavailable 2016-Q2 · 16 holders · % suppressed/unavailable 2016-Q3 · 17 holders · % suppressed/unavailable 2016-Q4 · 27 holders · % suppressed/unavailable 2017-Q1 · 32 holders · % suppressed/unavailable 2017-Q2 · 35 holders · % suppressed/unavailable 2017-Q3 · 33 holders · % suppressed/unavailable 2017-Q4 · 34 holders · % suppressed/unavailable 2018-Q1 · 38 holders · % suppressed/unavailable 2018-Q2 · 35 holders · % suppressed/unavailable 2018-Q3 · 33 holders · % suppressed/unavailable 2018-Q4 · 32 holders · % suppressed/unavailable 2019-Q1 · 31 holders · % suppressed/unavailable 2019-Q2 · 33 holders · % suppressed/unavailable 2019-Q3 · 35 holders · % suppressed/unavailable 2019-Q4 · 36 holders · % suppressed/unavailable 2020-Q1 · 34 holders · % suppressed/unavailable 2020-Q2 · 29 holders · % suppressed/unavailable 2020-Q3 · 30 holders · % suppressed/unavailable 2020-Q4 · 30 holders · % suppressed/unavailable 2021-Q1 · 30 holders · % suppressed/unavailable 2021-Q2 · 32 holders · % suppressed/unavailable 2021-Q3 · 33 holders · % suppressed/unavailable 2021-Q4 · 40 holders · % suppressed/unavailable 2022-Q1 · 36 holders · % suppressed/unavailable 2022-Q2 · 31 holders · % suppressed/unavailable 2022-Q3 · 30 holders · % suppressed/unavailable 2022-Q4 · 31 holders · % suppressed/unavailable 2023-Q1 · 31 holders · % suppressed/unavailable 2023-Q2 · 28 holders · % suppressed/unavailable 2023-Q3 · 30 holders · % suppressed/unavailable 2023-Q4 · 34 holders · % suppressed/unavailable 2024-Q1 · 35 holders · % suppressed/unavailable 2024-Q2 · 37 holders · % suppressed/unavailable 2024-Q3 · 33 holders · % suppressed/unavailable 2024-Q4 · 36 holders · % suppressed/unavailable 2025-Q1 · 32 holders · % suppressed/unavailable 2025-Q2 · 30 holders · % suppressed/unavailable 2025-Q3 · 32 holders · % suppressed/unavailable 2025-Q4 · 32 holders · % suppressed/unavailable 2026-Q1 · 34 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 34 1,666,827 — $73M 2025-Q4 32 1,231,540 — $56M 2025-Q3 32 923,544 — $42M 2025-Q2 30 657,562 — $29M 2025-Q1 32 673,099 — $30M 2024-Q4 36 642,089 — $28M 2024-Q3 33 570,111 — $26M
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.