Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
10,936,327
Top holders largest 22 of 22 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 LPL Financial LLC 9,838,080 9.8M $209M — ADD 11% 2 2 Concurrent Investment Advisors, LLC 196,104 196,104 $4M — — 3 3 F/m Investments LLC 166,190 166,190 $4M — NEW 4 4 Integrated Wealth Concepts LLC 132,479 132,479 $3M — NEW 5 5 Counterpoint Mutual Funds LLC 131,600 131,600 $3M — ADD 9% 6 6 JPMORGAN CHASE & CO 119,801 119,801 $3M — TRIM -9% 7 7 OSAIC HOLDINGS, INC. 82,665 82,665 $2M — — 8 8 Accurate Wealth Management, LLC 49,806 49,806 $1M — ADD 239% 9 9 CITADEL ADVISORS LLC 44,286 44,286 $942,849 — ADD 62% 10 10 Cetera Investment Advisers 42,989 42,989 $915,236 — ADD 3% 11 11 CWM, LLC 42,403 42,403 $902,760 — NEW 12 12 WEST MICHIGAN ADVISORS, LLC 24,756 24,756 $527,055 — ADD 139% 13 13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,454 17,454 $371,596 — NEW 14 14 WORLD EQUITY GROUP, INC. 11,761 11,761 $250,383 — NEW 15 15 Jacobi Capital Management LLC 11,666 11,666 $248,362 — — 16 16 Atria Investments, Inc 11,395 11,395 $242,598 — NEW 17 17 CITIGROUP INC 6,501 6,501 $138,406 — NEW 18 18 MORGAN STANLEY 3,261 3,261 $69,436 — — 19 19 Luminist Capital LLC 1,722 1,722 $36,661 — — 20 20 Advisory Services Network, LLC 1,238 1,238 $26,357 — NEW 21 21 UBS Group AG 103 103 $2,193 — NEW 22 22 FIFTH THIRD BANCORP 67 67 $1,426 — 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 LPL Financial LLC 2.8M 4.5M 5.9M 7.3M 8.9M 9.8M $209M Concurrent Investment Advisors, LLC — — — — 198K 196K $4M F/m Investments LLC — — — — — 166K $4M Integrated Wealth Concepts LLC — — 13K 133K — 132K $3M Counterpoint Mutual Funds LLC 76K 87K 95K 108K 120K 132K $3M JPMORGAN CHASE & CO — — — 238K 132K 120K $3M OSAIC HOLDINGS, INC. 14K 23K 82K 85K 83K 83K $2M Accurate Wealth Management, LLC — — — — 15K 50K $1M CITADEL ADVISORS LLC 15K — 28K 18K 27K 44K $942,849 Cetera Investment Advisers — — — 10K 42K 43K $915,236 CWM, LLC — — — — — 42K $902,760 WEST MICHIGAN ADVISORS, LLC — — — 10K 10K 25K $527,055 SUSQUEHANNA INTERNATIONAL GROUP, LLP — — — 12K — 17K $371,596 WORLD EQUITY GROUP, INC. 83K — — — — 12K $250,383 Jacobi Capital Management LLC — — — 10K 12K 12K $248,362
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 22 2 2020-Q1 2026-Q1 2020-Q1 · 2 holders · % suppressed/unavailable 2020-Q2 · 3 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 3 holders · % suppressed/unavailable 2021-Q1 · 3 holders · % suppressed/unavailable 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 5 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 5 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 4 holders · % suppressed/unavailable 2023-Q2 · 7 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 5 holders · % suppressed/unavailable 2024-Q1 · 3 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 8 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 12 holders · % suppressed/unavailable 2025-Q3 · 17 holders · % suppressed/unavailable 2025-Q4 · 16 holders · % suppressed/unavailable 2026-Q1 · 22 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 22 10,936,327 — $233M 2025-Q4 16 9,553,514 — $207M 2025-Q3 17 7,956,519 — $174M 2025-Q2 12 6,224,216 — $135M 2025-Q1 9 4,794,254 — $105M 2024-Q4 12 3,130,291 — $68M 2024-Q3 8 565,366 — $13M 2024-Q2 7 170,254 — $4M 2024-Q1 3 72,773 — $2M 2023-Q4 5 293,608 — $8M 2023-Q3 5 176,660 — $4M 2023-Q2 7 197,240
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.