Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
12,113,875
Top holders largest 25 of 25 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 PRINCIPAL SECURITIES, INC. 4,852,973 4.9M $100M — ADD 17% 2 2 ENVESTNET ASSET MANAGEMENT INC 4,748,867 4.7M $98M — ADD 17% 3 3 RAYMOND JAMES FINANCIAL INC 953,027 953,027 $20M — — 4 4 Spartan Wealth Advisory Services LLC 509,255 509,255 $11M — NEW 5 5 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 239,466 239,466 $5M — NEW 6 6 Insight Wealth Partners, LLC 226,628 226,628 $5M — ADD 3% 7 7 Western Wealth Management, LLC 134,126 134,126 $3M — NEW 8 8 GOLDMAN SACHS GROUP INC 96,715 96,715 $2M — ADD 7% 9 9 Mariner, LLC 96,224 96,224 $2M — TRIM -11% 10 10 ROYAL BANK OF CANADA 76,048 76,048 $2M — ADD 8% 11 11 CITADEL ADVISORS LLC 54,980 54,980 $1M — NEW 12 12 PRINCIPAL FINANCIAL GROUP INC 47,103 47,103 $968,947 — — 13 13 JANE STREET GROUP, LLC 36,230 36,230 $747,751 — NEW 14 14 LPL Financial LLC 15,500 15,500 $319,899 — ADD 8% 15 15 AlphaCore Capital LLC 11,762 11,762 $242,756 — — 16 16 Gladstone Institutional Advisory LLC 9,716 9,716 $200,544 — — 17 17 Sound Income Strategies, LLC 2,441 2,441 $50,207 — TRIM -4% 18 18 Smartleaf Asset Management LLC 1,523 1,523 $31,223 — — 19 19 PRIVATE TRUST CO NA 1,000 1,000 $20,639 — — 20 20 IFP Advisors, Inc 243 243 $5,015 — NEW 21 21 Ascentis Independent Advisors 25 25 $515 — NEW 22 22 Pinnacle Bancorp, Inc. 13 13 $268 — — 23 23 Capital Investment Advisory Services, LLC 8 8 $165 — — 24 24 MORGAN STANLEY 2 2 $43 — — 25 25 WELLS FARGO & COMPANY/MN 0 0 $4 — EXIT
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 25 1 2018-Q2 2026-Q1 2018-Q2 · 1 holders · % suppressed/unavailable 2018-Q3 · 1 holders · % suppressed/unavailable 2018-Q4 · 1 holders · % suppressed/unavailable 2019-Q1 · 1 holders · % suppressed/unavailable 2019-Q2 · 1 holders · % suppressed/unavailable 2019-Q3 · 1 holders · % suppressed/unavailable 2019-Q4 · 1 holders · % suppressed/unavailable 2020-Q1 · 3 holders · % suppressed/unavailable 2020-Q2 · 3 holders · % suppressed/unavailable 2020-Q3 · 6 holders · % suppressed/unavailable 2020-Q4 · 5 holders · % suppressed/unavailable 2021-Q1 · 8 holders · % suppressed/unavailable 2021-Q2 · 8 holders · % suppressed/unavailable 2021-Q3 · 11 holders · % suppressed/unavailable 2021-Q4 · 11 holders · % suppressed/unavailable 2022-Q1 · 13 holders · % suppressed/unavailable 2022-Q2 · 14 holders · % suppressed/unavailable 2022-Q3 · 10 holders · % suppressed/unavailable 2022-Q4 · 10 holders · % suppressed/unavailable 2023-Q1 · 15 holders · % suppressed/unavailable 2023-Q2 · 17 holders · % suppressed/unavailable 2023-Q3 · 18 holders · % suppressed/unavailable 2023-Q4 · 20 holders · % suppressed/unavailable 2024-Q1 · 21 holders · % suppressed/unavailable 2024-Q2 · 23 holders · % suppressed/unavailable 2024-Q3 · 23 holders · % suppressed/unavailable 2024-Q4 · 20 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 19 holders · % suppressed/unavailable 2025-Q4 · 21 holders · % suppressed/unavailable 2026-Q1 · 25 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 25 12,113,875 — $250M 2025-Q4 21 9,746,660 — $204M 2025-Q3 19 7,447,307 — $157M 2025-Q2 21 6,268,549 — $130M 2025-Q1 18 5,439,338 — $112M 2024-Q4 20 5,469,128 — $111M 2024-Q3 23 5,226,970 — $112M 2024-Q2 23 4,572,495 — $94M 2024-Q1 21 4,465,897 — $92M 2023-Q4 20 3,884,879 — $82M
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.