IBD

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Institutional ownership· 13F filers holding IBD · 2026-Q1 methodology → sources →

105 holders

% of shares outstanding held

—

Shares held (13F)

16,372,672

Reporting holders

105

Top holders

largest 100 of 105 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Inspire Advisors, LLC	4,327,7894.3M	$103M	—	ADD 28%
2	Faithward Advisors, LLC	1,661,7061.7M	$40M	—	ADD 4%
3	CREATIVE FINANCIAL DESIGNS INC /ADV	1,056,4811.1M	$25M	—	ADD 7%
4	Inspire Investing, LLC	988,722988,722	$24M	—	ADD 35%
5	Bare Financial Services, Inc	769,879769,879	$18M	—	ADD 8%
6	OneAscent Financial Services LLC	663,927663,927	$16M	—	ADD 4%
7	LPL Financial LLC	615,486615,486	$15M	—	ADD 46%
8	CreativeOne Wealth, LLC	575,866575,866	$14M	—	ADD 1435%
9	PAX Financial Group, LLC	343,996343,996	$8M	—	—
10	Plan A Wealth LLC	297,360297,360	$7M	—	ADD 5%
11	OneAscent Wealth Management LLC	292,461292,461	$7M	—	—
12	CITADEL ADVISORS LLC	228,764228,764	$5M	—	ADD 364%
13	UNITED CAPITAL FINANCIAL ADVISORS, LLC	225,919225,919	$5M	—	ADD 14%
14	ASSETMARK, INC	212,075212,075	$5M	—	—
15	WorthPointe, LLC	206,967206,967	$5M	—	TRIM -34%
16	GOLDMAN SACHS GROUP INC	200,001200,001	$5M	—	ADD 896%
17	LVZ, Inc.	195,296195,296	$5M	—	ADD 7%
18	Valmark Advisers, Inc.	186,518186,518	$4M	—	—
19	Cetera Investment Advisers	178,643178,643	$4M	—	ADD 16%
20	Legacy Wealth Asset Management, LLC	170,546170,546	$4M	—	ADD 7%
21	ENVESTNET ASSET MANAGEMENT INC	156,095156,095	$4M	—	—
22	OneAscent Investment Solutions LLC	154,153154,153	$4M	—	—
23	Allworth Financial LP	147,360147,360	$4M	—	ADD 19%
24	Range Financial Group LLC	133,193133,193	$3M	—	TRIM -3%
25	TrueWealth Advisors, LLC	110,273110,273	$3M	—	ADD 20%
26	Belpointe Asset Management LLC	105,617105,617	$3M	—	ADD 4%
27	OSAIC HOLDINGS, INC.	92,42192,421	$2M	—	TRIM -18%
28	VICUS CAPITAL	84,92584,925	$2M	—	—
29	Kestra Advisory Services, LLC	80,23880,238	$2M	—	ADD 10%
30	RAYMOND JAMES FINANCIAL INC	79,81879,818	$2M	—	ADD 8%
31	IFP Advisors, Inc	79,66379,663	$2M	—	ADD 8%
32	Farther Finance Advisors, LLC	76,80776,807	$2M	—	NEW
33	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	75,81975,819	$2M	—	ADD 16%
34	AlphaStar Capital Management, LLC	68,89268,892	$2M	—	ADD 4%
35	Cambridge Investment Research Advisors, Inc.	64,79764,797	$2M	—	ADD 3%
36	Cornerstone Financial Management LLC	61,59561,595	$1M	—	ADD 6%
37	Allen Capital Group, LLC	58,25158,251	$1M	—	—
38	JANE STREET GROUP, LLC	55,44955,449	$1M	—	NEW
39	SUMMIT WEALTH GROUP LLC / CO	53,11753,117	$1M	—	ADD 55%
40	Optivise Advisory Services LLC	52,96252,962	$1M	—	TRIM -4%
41	Turning Point Benefit Group, Inc.	45,58345,583	$1M	—	ADD 50%
42	AE Wealth Management LLC	45,00645,006	$1M	—	ADD 50%
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	43,96743,967	$1M	—	NEW
44	TRUST POINT INC.	43,79443,794	$1M	—	ADD 9%
45	First Heartland Consultants, Inc.	42,15042,150	$1M	—	ADD 3%
46	LaSalle St. Investment Advisors, LLC	41,96041,960	$1M	—	ADD 27%
47	HFG Wealth Management, LLC	40,89240,892	$975,550	—	—
48	SILVER OAK SECURITIES, INCORPORATED	37,67137,671	$898,714	—	TRIM -37%
49	Independent Advisor Alliance	37,40737,407	$892,421	—	NEW
50	OneAscent Family Office, LLC	35,07335,073	$836,737	—	ADD 4%
51	Tulsa Wealth Advisors, INC	31,93331,933	$761,831	—	NEW
52	TrustWell Financial Advisors, LLC	31,52431,524	$752,061	—	TRIM -15%
53	Revisor Wealth Management LLC	30,07730,077	$720,350	—	NEW
54	Simplicity Wealth,LLC	29,68329,683	$708,140	—	ADD 12%
55	HARBOUR INVESTMENTS, INC.	29,21429,214	$696,973	—	ADD 951%
56	LifeGuide Financial Advisors, LLC	26,69126,691	$636,779	—	ADD 13%
57	COMMONWEALTH EQUITY SERVICES, LLC	26,02726,027	$620,930	—	ADD 6%
58	Larry Mathis Financial Planning, LLC	25,76225,762	$614,604	—	—
59	Cyndeo Wealth Partners, LLC	24,45524,455	$583,413	—	ADD 115%
60	Merit Financial Group, LLC	24,45424,454	$583,402	—	ADD 7%
61	JOHNSON INVESTMENT COUNSEL INC	22,53522,535	$537,617	—	NEW
62	Christian Investment Advisors, Inc.	20,61720,617	$497,911	—	TRIM -97%
63	Pioneer Wealth Management Group	20,82620,826	$496,838	—	ADD 40%
64	CWM, LLC	20,02120,021	$477,641	—	—
65	Straight Path Wealth Management	19,59019,590	$467,359	—	—
66	INDEPENDENT FINANCIAL GROUP, LLC	19,13119,131	$456,408	—	ADD 14%
67	Advisory Services Network, LLC	18,57118,571	$443,048	—	ADD 115%
68	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18,33518,335	$438,757	—	TRIM -97%
69	EverSource Wealth Advisors, LLC	18,25518,255	$435,519	—	TRIM -5%
70	BENJAMIN EDWARDS INC	18,20018,200	$434,194	—	ADD 15%
71	RMG Wealth Management LLC	18,08218,082	$431,617	—	NEW
72	RFG Advisory, LLC	17,23217,232	$411,104	—	NEW
73	Blue Trust, Inc.	17,05517,055	$406,888	—	TRIM -64%
74	Schwallier Wealth Management LLC	16,13816,138	$385,010	—	TRIM -16%
75	Trek Financial, LLC	15,59615,596	$372,074	—	ADD 3%
76	Hobbs Group Advisors, LLC	15,11015,110	$360,490	—	—
77	ROYAL BANK OF CANADA	14,82214,822	$354,000	—	—
78	Waverly Advisors, LLC	14,73414,734	$351,509	—	—
79	Atria Investments, Inc	14,71114,711	$350,960	—	ADD 3%
80	PANORAMIC INVESTMENT ADVISORS, LLC	14,50014,500	$345,927	—	ADD 38%
81	HOWARD BAILEY SECURITIES, LLC	14,01614,016	$334,385	—	ADD 21%
82	Sanctuary Advisors, LLC	11,56911,569	$275,997	—	TRIM -34%
83	MRA Advisory Group	11,23811,238	$268,113	—	NEW
84	Harvest Investment Services, LLC	10,94710,947	$261,165	—	TRIM -18%
85	Bedel Financial Consulting, Inc.	10,52610,526	$251,119	—	ADD 10%
86	Gateway Wealth Partners, LLC	10,39610,396	$248,028	—	NEW
87	STIFEL FINANCIAL CORP	9,7609,760	$232,844	—	ADD 4%
88	MML INVESTORS SERVICES, LLC	8,9418,941	$213,302	—	TRIM -43%
89	Triad Wealth Partners, LLC	8,8148,814	$210,276	—	NEW
90	D.A. DAVIDSON & CO.	8,4338,433	$201,186	—	—
91	SHP Wealth Management	7,4307,430	$177,258	—	—
92	Hanson & Doremus Investment Management	6,4356,435	$154,000	—	—
93	Root Financial Partners, LLC	4,9364,936	$117,758	—	NEW
94	Ameritas Investment Partners, Inc.	2,6222,622	$62,562	—	—
95	Values First Advisors, Inc.	2,3292,329	$55,574	—	—
96	AdvisorNet Financial, Inc	2,2772,277	$54,322	—	ADD 6054%
97	MAI Capital Management	1,6381,638	$39,078	—	—
98	Larson Financial Group LLC	1,0001,000	$23,857	—	—
99	Arax Advisory Partners	732732	$17,464	—	—
100	Geneos Wealth Management Inc.	697697	$16,630	—	ADD 35%

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 trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Inspire Advisors, LLC

3.0M

2.9M

3.1M

3.4M

4.3M

$103M

Faithward Advisors, LLC

1.4M

1.5M

1.6M

1.7M

$40M

CREATIVE FINANCIAL DESIGNS INC /ADV

680K

673K

899K

938K

987K

1.1M

$25M

Inspire Investing, LLC

549K

585K

598K

661K

733K

989K

$24M

Bare Financial Services, Inc

535K

613K

637K

674K

715K

770K

$18M

OneAscent Financial Services LLC

475K

442K

305K

588K

639K

664K

$16M

LPL Financial LLC

250K

308K

346K

351K

420K

615K

$15M

CreativeOne Wealth, LLC

629K

616K

620K

615K

38K

576K

$14M

PAX Financial Group, LLC

431K

419K

367K

332K

339K

344K

$8M

Plan A Wealth LLC

89K

136K

191K

238K

282K

297K

$7M

OneAscent Wealth Management LLC

339K

320K

316K

291K

292K

$7M

CITADEL ADVISORS LLC

174K

50K

53K

19K

49K

229K

$5M

UNITED CAPITAL FINANCIAL ADVISORS, LLC

38K

77K

122K

147K

198K

226K

$5M

ASSETMARK, INC

—

195K

209K

212K

$5M

WorthPointe, LLC

—

312K

207K

$5M

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

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	105	16,372,672	—	$391M
2025-Q4	100	14,598,340	—	$353M
2025-Q3	97	13,144,435	—	$318M
2025-Q2	95	12,140,053	—	$291M
2025-Q1	92	12,170,155	—	$289M
2024-Q4	88	12,320,781	—	$289M
2024-Q3	81	11,718,259	—	$282M
2024-Q2	71	11,588,129	—	$270M
2024-Q1	64	8,907,635	—	$209M
2023-Q4

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.

Institutional ownership· 13F filers holding IBD · 2026-Q1 methodology → sources →

105 holders

% of shares outstanding held

—

Shares held (13F)

16,372,672

Reporting holders

105

Top holders

largest 100 of 105 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Inspire Advisors, LLC	4,327,7894.3M	$103M	—	ADD 28%
2	Faithward Advisors, LLC	1,661,7061.7M	$40M	—	ADD 4%
3	CREATIVE FINANCIAL DESIGNS INC /ADV	1,056,4811.1M	$25M	—	ADD 7%
4	Inspire Investing, LLC	988,722988,722	$24M	—	ADD 35%
5	Bare Financial Services, Inc	769,879769,879	$18M	—	ADD 8%
6	OneAscent Financial Services LLC	663,927663,927	$16M	—	ADD 4%
7	LPL Financial LLC	615,486615,486	$15M	—	ADD 46%
8	CreativeOne Wealth, LLC	575,866575,866	$14M	—	ADD 1435%
9	PAX Financial Group, LLC	343,996343,996	$8M	—	—
10	Plan A Wealth LLC	297,360297,360	$7M	—	ADD 5%
11	OneAscent Wealth Management LLC	292,461292,461	$7M	—	—
12	CITADEL ADVISORS LLC	228,764228,764	$5M	—	ADD 364%
13	UNITED CAPITAL FINANCIAL ADVISORS, LLC	225,919225,919	$5M	—	ADD 14%
14	ASSETMARK, INC	212,075212,075	$5M	—	—
15	WorthPointe, LLC	206,967206,967	$5M	—	TRIM -34%
16	GOLDMAN SACHS GROUP INC	200,001200,001	$5M	—	ADD 896%
17	LVZ, Inc.	195,296195,296	$5M	—	ADD 7%
18	Valmark Advisers, Inc.	186,518186,518	$4M	—	—
19	Cetera Investment Advisers	178,643178,643	$4M	—	ADD 16%
20	Legacy Wealth Asset Management, LLC	170,546170,546	$4M	—	ADD 7%
21	ENVESTNET ASSET MANAGEMENT INC	156,095156,095	$4M	—	—
22	OneAscent Investment Solutions LLC	154,153154,153	$4M	—	—
23	Allworth Financial LP	147,360147,360	$4M	—	ADD 19%
24	Range Financial Group LLC	133,193133,193	$3M	—	TRIM -3%
25	TrueWealth Advisors, LLC	110,273110,273	$3M	—	ADD 20%
26	Belpointe Asset Management LLC	105,617105,617	$3M	—	ADD 4%
27	OSAIC HOLDINGS, INC.	92,42192,421	$2M	—	TRIM -18%
28	VICUS CAPITAL	84,92584,925	$2M	—	—
29	Kestra Advisory Services, LLC	80,23880,238	$2M	—	ADD 10%
30	RAYMOND JAMES FINANCIAL INC	79,81879,818	$2M	—	ADD 8%
31	IFP Advisors, Inc	79,66379,663	$2M	—	ADD 8%
32	Farther Finance Advisors, LLC	76,80776,807	$2M	—	NEW
33	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	75,81975,819	$2M	—	ADD 16%
34	AlphaStar Capital Management, LLC	68,89268,892	$2M	—	ADD 4%
35	Cambridge Investment Research Advisors, Inc.	64,79764,797	$2M	—	ADD 3%
36	Cornerstone Financial Management LLC	61,59561,595	$1M	—	ADD 6%
37	Allen Capital Group, LLC	58,25158,251	$1M	—	—
38	JANE STREET GROUP, LLC	55,44955,449	$1M	—	NEW
39	SUMMIT WEALTH GROUP LLC / CO	53,11753,117	$1M	—	ADD 55%
40	Optivise Advisory Services LLC	52,96252,962	$1M	—	TRIM -4%
41	Turning Point Benefit Group, Inc.	45,58345,583	$1M	—	ADD 50%
42	AE Wealth Management LLC	45,00645,006	$1M	—	ADD 50%
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	43,96743,967	$1M	—	NEW
44	TRUST POINT INC.	43,79443,794	$1M	—	ADD 9%
45	First Heartland Consultants, Inc.	42,15042,150	$1M	—	ADD 3%
46	LaSalle St. Investment Advisors, LLC	41,96041,960	$1M	—	ADD 27%
47	HFG Wealth Management, LLC	40,89240,892	$975,550	—	—
48	SILVER OAK SECURITIES, INCORPORATED	37,67137,671	$898,714	—	TRIM -37%
49	Independent Advisor Alliance	37,40737,407	$892,421	—	NEW
50	OneAscent Family Office, LLC	35,07335,073	$836,737	—	ADD 4%
51	Tulsa Wealth Advisors, INC	31,93331,933	$761,831	—	NEW
52	TrustWell Financial Advisors, LLC	31,52431,524	$752,061	—	TRIM -15%
53	Revisor Wealth Management LLC	30,07730,077	$720,350	—	NEW
54	Simplicity Wealth,LLC	29,68329,683	$708,140	—	ADD 12%
55	HARBOUR INVESTMENTS, INC.	29,21429,214	$696,973	—	ADD 951%
56	LifeGuide Financial Advisors, LLC	26,69126,691	$636,779	—	ADD 13%
57	COMMONWEALTH EQUITY SERVICES, LLC	26,02726,027	$620,930	—	ADD 6%
58	Larry Mathis Financial Planning, LLC	25,76225,762	$614,604	—	—
59	Cyndeo Wealth Partners, LLC	24,45524,455	$583,413	—	ADD 115%
60	Merit Financial Group, LLC	24,45424,454	$583,402	—	ADD 7%
61	JOHNSON INVESTMENT COUNSEL INC	22,53522,535	$537,617	—	NEW
62	Christian Investment Advisors, Inc.	20,61720,617	$497,911	—	TRIM -97%
63	Pioneer Wealth Management Group	20,82620,826	$496,838	—	ADD 40%
64	CWM, LLC	20,02120,021	$477,641	—	—
65	Straight Path Wealth Management	19,59019,590	$467,359	—	—
66	INDEPENDENT FINANCIAL GROUP, LLC	19,13119,131	$456,408	—	ADD 14%
67	Advisory Services Network, LLC	18,57118,571	$443,048	—	ADD 115%
68	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18,33518,335	$438,757	—	TRIM -97%
69	EverSource Wealth Advisors, LLC	18,25518,255	$435,519	—	TRIM -5%
70	BENJAMIN EDWARDS INC	18,20018,200	$434,194	—	ADD 15%
71	RMG Wealth Management LLC	18,08218,082	$431,617	—	NEW
72	RFG Advisory, LLC	17,23217,232	$411,104	—	NEW
73	Blue Trust, Inc.	17,05517,055	$406,888	—	TRIM -64%
74	Schwallier Wealth Management LLC	16,13816,138	$385,010	—	TRIM -16%
75	Trek Financial, LLC	15,59615,596	$372,074	—	ADD 3%
76	Hobbs Group Advisors, LLC	15,11015,110	$360,490	—	—
77	ROYAL BANK OF CANADA	14,82214,822	$354,000	—	—
78	Waverly Advisors, LLC	14,73414,734	$351,509	—	—
79	Atria Investments, Inc	14,71114,711	$350,960	—	ADD 3%
80	PANORAMIC INVESTMENT ADVISORS, LLC	14,50014,500	$345,927	—	ADD 38%
81	HOWARD BAILEY SECURITIES, LLC	14,01614,016	$334,385	—	ADD 21%
82	Sanctuary Advisors, LLC	11,56911,569	$275,997	—	TRIM -34%
83	MRA Advisory Group	11,23811,238	$268,113	—	NEW
84	Harvest Investment Services, LLC	10,94710,947	$261,165	—	TRIM -18%
85	Bedel Financial Consulting, Inc.	10,52610,526	$251,119	—	ADD 10%
86	Gateway Wealth Partners, LLC	10,39610,396	$248,028	—	NEW
87	STIFEL FINANCIAL CORP	9,7609,760	$232,844	—	ADD 4%
88	MML INVESTORS SERVICES, LLC	8,9418,941	$213,302	—	TRIM -43%
89	Triad Wealth Partners, LLC	8,8148,814	$210,276	—	NEW
90	D.A. DAVIDSON & CO.	8,4338,433	$201,186	—	—
91	SHP Wealth Management	7,4307,430	$177,258	—	—
92	Hanson & Doremus Investment Management	6,4356,435	$154,000	—	—
93	Root Financial Partners, LLC	4,9364,936	$117,758	—	NEW
94	Ameritas Investment Partners, Inc.	2,6222,622	$62,562	—	—
95	Values First Advisors, Inc.	2,3292,329	$55,574	—	—
96	AdvisorNet Financial, Inc	2,2772,277	$54,322	—	ADD 6054%
97	MAI Capital Management	1,6381,638	$39,078	—	—
98	Larson Financial Group LLC	1,0001,000	$23,857	—	—
99	Arax Advisory Partners	732732	$17,464	—	—
100	Geneos Wealth Management Inc.	697697	$16,630	—	ADD 35%

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 trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Inspire Advisors, LLC

3.0M

2.9M

3.1M

3.4M

4.3M

$103M

Faithward Advisors, LLC

1.4M

1.5M

1.6M

1.7M

$40M

CREATIVE FINANCIAL DESIGNS INC /ADV

680K

673K

899K

938K

987K

1.1M

$25M

Inspire Investing, LLC

549K

585K

598K

661K

733K

989K

$24M

Bare Financial Services, Inc

535K

613K

637K

674K

715K

770K

$18M

OneAscent Financial Services LLC

475K

442K

305K

588K

639K

664K

$16M

LPL Financial LLC

250K

308K

346K

351K

420K

615K

$15M

CreativeOne Wealth, LLC

629K

616K

620K

615K

38K

576K

$14M

PAX Financial Group, LLC

431K

419K

367K

332K

339K

344K

$8M

Plan A Wealth LLC

89K

136K

191K

238K

282K

297K

$7M

OneAscent Wealth Management LLC

339K

320K

316K

291K

292K

$7M

CITADEL ADVISORS LLC

174K

50K

53K

19K

49K

229K

$5M

UNITED CAPITAL FINANCIAL ADVISORS, LLC

38K

77K

122K

147K

198K

226K

$5M

ASSETMARK, INC

—

195K

209K

212K

$5M

WorthPointe, LLC

—

312K

207K

$5M

Institutional footprint by quarter

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	105	16,372,672	—	$391M
2025-Q4	100	14,598,340	—	$353M
2025-Q3	97	13,144,435	—	$318M
2025-Q2	95	12,140,053	—	$291M
2025-Q1	92	12,170,155	—	$289M
2024-Q4	88	12,320,781	—	$289M
2024-Q3	81	11,718,259	—	$282M
2024-Q2	71	11,588,129	—	$270M
2024-Q1	64	8,907,635	—	$209M
2023-Q4

Short interest has its own tab now — open SI →

IBD☆

Institutional ownership· 13F filers holding IBD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding IBD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

IBD