Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
5,301,238
Top holders largest 20 of 20 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 New York Life Investment Management LLC 4,916,364 4.9M $252M — ADD 33% 2 2 ENVESTNET ASSET MANAGEMENT INC 132,210 132,210 $7M — ADD 41% 3 3 GOLDMAN SACHS GROUP INC 50,398 50,398 $3M — TRIM -60% 4 4 CAPTRUST FINANCIAL ADVISORS 50,150 50,150 $3M — — 5 5 BANK OF AMERICA CORP /DE/ 35,629 35,629 $2M — TRIM -13% 6 6 TWO SIGMA INVESTMENTS, LP 24,300 24,300 $1M — NEW 7 7 Paul R. Ried Financial Group, LLC 18,893 18,893 $967,478 — ADD 21% 8 8 LPL Financial LLC 18,706 18,706 $957,916 — TRIM -10% 9 9 Waterloo Capital, L.P. 17,718 17,718 $907,309 — — 10 10 RAYMOND JAMES FINANCIAL INC 10,521 10,521 $538,763 — — 11 11 Private Advisor Group, LLC 6,831 6,831 $349,819 — TRIM -41% 12 12 Palisades Hudson Asset Management, L.P. 5,180 5,180 $265,000 — — 13 13 Financial Gravity Asset Management, Inc. 4,464 4,464 $228,594 — — 14 14 Rossby Financial, LCC 3,243 3,243 $167,985 — NEW 15 15 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,004 2,004 $102,621 — — 16 16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,891 1,891 $96,835 — — 17 17 MORGAN STANLEY 1,788 1,788 $91,597 — — 18 18 OSAIC HOLDINGS, INC. 634 634 $32,534 — — 19 19 IFP Advisors, Inc 220 220 $11,266 — TRIM -98% 20 20 FMR LLC 94 94 $4,826 — —
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 New York Life Investment Management LLC 5.4M 5.3M 4.7M 4.5M 3.7M 4.9M $252M ENVESTNET ASSET MANAGEMENT INC 8K 23K 45K 75K 94K 132K $7M GOLDMAN SACHS GROUP INC — — — — 125K 50K $3M CAPTRUST FINANCIAL ADVISORS — 50K 51K 51K 50K 50K $3M BANK OF AMERICA CORP /DE/ 38K 37K 36K 37K 41K 36K $2M TWO SIGMA INVESTMENTS, LP 15K 10K 5K — — 24K $1M Paul R. Ried Financial Group, LLC 13K 14K 14K 15K 16K 19K $967,478 LPL Financial LLC 35K 28K 26K 25K 21K 19K $957,916 Waterloo Capital, L.P. 18K 18K 18K 18K 18K 18K $907,309 RAYMOND JAMES FINANCIAL INC 9K 9K 10K 10K 10K 11K $538,763 Private Advisor Group, LLC 16K 16K 15K 14K 12K 7K $349,819 Palisades Hudson Asset Management, L.P. 5K 5K 5K 5K 5K 5K $265,000 Financial Gravity Asset Management, Inc. — 4K — 5K 4K 4K $228,594 Rossby Financial, LCC — — — — — 3K $167,985 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2K 2K 2K 2K 2K 2K $102,621
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 2 2019-Q4 2026-Q1 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q1 · 2 holders · % suppressed/unavailable 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 4 holders · % suppressed/unavailable 2020-Q4 · 6 holders · % suppressed/unavailable 2021-Q1 · 8 holders · % suppressed/unavailable 2021-Q2 · 11 holders · % suppressed/unavailable 2021-Q3 · 12 holders · % suppressed/unavailable 2021-Q4 · 14 holders · % suppressed/unavailable 2022-Q1 · 12 holders · % suppressed/unavailable 2022-Q2 · 14 holders · % suppressed/unavailable 2022-Q3 · 16 holders · % suppressed/unavailable 2022-Q4 · 13 holders · % suppressed/unavailable 2023-Q1 · 18 holders · % suppressed/unavailable 2023-Q2 · 19 holders · % suppressed/unavailable 2023-Q3 · 19 holders · % suppressed/unavailable 2023-Q4 · 23 holders · % suppressed/unavailable 2024-Q1 · 22 holders · % suppressed/unavailable 2024-Q2 · 24 holders · % suppressed/unavailable 2024-Q3 · 27 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 25 holders · % suppressed/unavailable 2025-Q2 · 24 holders · % suppressed/unavailable 2025-Q3 · 23 holders · % suppressed/unavailable 2025-Q4 · 23 holders · % suppressed/unavailable 2026-Q1 · 20 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 20 5,301,238 — $271M 2025-Q4 23 4,147,651 — $227M 2025-Q3 23 4,827,312 — $257M 2025-Q2 24 6,837,099 — $339M 2025-Q1 25 7,437,683 — $337M 2024-Q4 25 7,504,715 — $363M 2024-Q3 27 7,545,233 — $361M 2024-Q2 24 7,996,012 — $364M 2024-Q1 22 8,541,357 — $379M 2023-Q4 23 8,825,044 — $371M 2023-Q3 19 8,402,980 — $314M 2023-Q2
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.