Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,791,458
Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Financial Gravity Asset Management, Inc. 409,131 409,131 $19M — ADD 6% 2 2 Columbus Macro, LLC 390,407 390,407 $18M — TRIM -20% 3 3 ENVESTNET ASSET MANAGEMENT INC 374,165 374,165 $17M — TRIM -20% 4 4 Cetera Investment Advisers 354,661 354,661 $17M — TRIM -21% 5 5 MORGAN STANLEY 100,001 100,001 $5M — — 6 6 MRA Advisory Group 38,629 38,629 $2M — ADD 49% 7 7 JANE STREET GROUP, LLC 37,149 37,149 $2M — NEW 8 8 Allworth Financial LP 36,658 36,658 $2M — — 9 9 JPMORGAN CHASE & CO 14,757 14,757 $682,278 — ADD 22% 10 10 LPL Financial LLC 14,067 14,067 $655,747 — TRIM -25% 11 11 Wealth Management Associates, Inc. 10,480 10,480 $488,525 — ADD 25% 12 12 Mutual Advisors, LLC 9,610 9,610 $447,970 — ADD 6% 13 13 Capital Analysts, LLC 790 790 $37,000 — — 14 14 ROYAL BANK OF CANADA 541 541 $25,000 — — 15 15 UBS Group AG 332 332 $15,476 — NEW 16 16 CITIGROUP INC 64 64 $2,983 — NEW 17 17 HARBOUR INVESTMENTS, INC. 16 16 $746 — 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 Financial Gravity Asset Management, Inc. — 332K — 363K 387K 409K $19M Columbus Macro, LLC 402K 427K 444K 475K 487K 390K $18M ENVESTNET ASSET MANAGEMENT INC 385K 410K 425K 455K 470K 374K $17M Cetera Investment Advisers 371K 398K 410K 441K 448K 355K $17M MORGAN STANLEY 1 — 2 100K 100K 100K $5M MRA Advisory Group — — — — 26K 39K $2M JANE STREET GROUP, LLC 13K 40K 17K 16K — 37K $2M Allworth Financial LP 10K 42K 37K 37K 36K 37K $2M JPMORGAN CHASE & CO 8K 9K 12K 24K 12K 15K $682,278 LPL Financial LLC 17K 18K 21K 18K 19K 14K $655,747 Wealth Management Associates, Inc. — — — — 8K 10K $488,525 Mutual Advisors, LLC 9K 9K 9K 9K 9K 10K $447,970 Capital Analysts, LLC 340 — 757 769 783 790 $37,000 ROYAL BANK OF CANADA 2K 2K 1K 541 541 541 $25,000 UBS Group AG 1K — — — — 332 $15,476
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 27 1 2018-Q2 2026-Q1 2018-Q2 · 1 holders · % suppressed/unavailable 2018-Q3 · 1 holders · % suppressed/unavailable 2018-Q4 · 3 holders · % suppressed/unavailable 2019-Q1 · 4 holders · % suppressed/unavailable 2019-Q2 · 4 holders · % suppressed/unavailable 2019-Q3 · 3 holders · % suppressed/unavailable 2019-Q4 · 7 holders · % suppressed/unavailable 2020-Q1 · 11 holders · % suppressed/unavailable 2020-Q2 · 8 holders · % suppressed/unavailable 2020-Q3 · 11 holders · % suppressed/unavailable 2020-Q4 · 9 holders · % suppressed/unavailable 2021-Q1 · 16 holders · % suppressed/unavailable 2021-Q2 · 17 holders · % suppressed/unavailable 2021-Q3 · 19 holders · % suppressed/unavailable 2021-Q4 · 18 holders · % suppressed/unavailable 2022-Q1 · 27 holders · % suppressed/unavailable 2022-Q2 · 23 holders · % suppressed/unavailable 2022-Q3 · 22 holders · % suppressed/unavailable 2022-Q4 · 25 holders · % suppressed/unavailable 2023-Q1 · 22 holders · % suppressed/unavailable 2023-Q2 · 18 holders · % suppressed/unavailable 2023-Q3 · 21 holders · % suppressed/unavailable 2023-Q4 · 24 holders · % suppressed/unavailable 2024-Q1 · 22 holders · % suppressed/unavailable 2024-Q2 · 21 holders · % suppressed/unavailable 2024-Q3 · 22 holders · % suppressed/unavailable 2024-Q4 · 19 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 17 holders · % suppressed/unavailable 2025-Q4 · 19 holders · % suppressed/unavailable 2026-Q1 · 17 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 17 1,791,458 — $84M 2025-Q4 19 2,040,825 — $96M 2025-Q3 17 3,762,521 — $178M 2025-Q2 21 7,085,477 — $335M 2025-Q1 18 4,674,942 — $217M 2024-Q4 19 7,269,523 — $335M 2024-Q3 22 4,761,547 — $225M 2024-Q2 21 4,722,911 — $218M 2024-Q1 22 5,031,151 — $232M 2023-Q4 24 8,257,441 — $283M
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.