Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
4,724,414
Top holders largest 23 of 23 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Granite Bay Wealth Management, LLC 1,789,236 1.8M $38M — ADD 9% 2 2 Cetera Investment Advisers 1,399,940 1.4M $30M — ADD 29% 3 3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 288,267 288,267 $6M — — 4 4 LPL Financial LLC 223,222 223,222 $5M — ADD 19% 5 5 ENVESTNET ASSET MANAGEMENT INC 213,217 213,217 $5M — — 6 6 GOLDMAN SACHS GROUP INC 149,419 149,419 $3M — NEW 7 7 COMMONWEALTH EQUITY SERVICES, LLC 118,138 118,138 $3M — ADD 29% 8 8 Simplicity Wealth,LLC 98,561 98,561 $2M — ADD 26% 9 9 CITADEL ADVISORS LLC 84,397 84,397 $2M — NEW 10 10 JANE STREET GROUP, LLC 60,350 60,350 $1M — ADD 20% 11 11 Steward Partners Investment Advisory, LLC 59,197 59,197 $1M — ADD 10% 12 12 MRP Capital Investments, LLC 42,634 42,634 $902,562 — TRIM -6% 13 13 Advisory Services Network, LLC 39,416 39,416 $834,447 — ADD 26% 14 14 OSAIC HOLDINGS, INC. 32,503 32,503 $688,178 — TRIM -22% 15 15 CoreCap Advisors, LLC 28,043 28,043 $593,670 — ADD 25% 16 16 Rubicon Advisors, GP 21,223 21,223 $449,291 — TRIM -6% 17 17 Robbins Farley 19,280 19,280 $408,158 — ADD 23% 18 18 OLD MISSION CAPITAL LLC 18,392 18,392 $389,358 — NEW 19 19 FLOW TRADERS U.S. LLC 17,528 17,528 $371,000 — ADD 62% 20 20 Envestnet Portfolio Solutions, Inc. 14,499 14,499 $306,944 — NEW 21 21 CWM, LLC 5,951 5,951 $125,980 — — 22 22 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,000 1,000 $21,180 — — 23 23 MORGAN STANLEY 1 1 $35 — TRIM -50%
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 Granite Bay Wealth Management, LLC 1.1M 1.2M 1.3M 1.5M 1.6M 1.8M $38M Cetera Investment Advisers — — — 68K 1.1M 1.4M $30M MANUFACTURERS LIFE INSURANCE COMPANY, THE 996K 643K 513K 717K 288K 288K $6M LPL Financial LLC 65K 82K 112K 122K 188K 223K $5M ENVESTNET ASSET MANAGEMENT INC 221K 209K 209K 211K 213K 213K $5M GOLDMAN SACHS GROUP INC — — — — — 149K $3M COMMONWEALTH EQUITY SERVICES, LLC 78K 66K 70K 75K 92K 118K $3M Simplicity Wealth,LLC — 12K 69K 52K 78K 99K $2M CITADEL ADVISORS LLC 66K 35K — 25K — 84K $2M JANE STREET GROUP, LLC 15K 65K — 35K 50K 60K $1M Steward Partners Investment Advisory, LLC — — 29K 54K 54K 59K $1M MRP Capital Investments, LLC 50K 50K 46K 46K 45K 43K $902,562 Advisory Services Network, LLC — — 19K 35K 31K 39K $834,447 OSAIC HOLDINGS, INC. 3K 41K 48K 52K 42K 33K $688,178 CoreCap Advisors, LLC 278 8K 16K 17K 22K 28K $593,670
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 23 2 2021-Q1 2026-Q1 2021-Q1 · 4 holders · % suppressed/unavailable 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 2 holders · % suppressed/unavailable 2022-Q1 · 4 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 5 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 11 holders · % suppressed/unavailable 2023-Q2 · 10 holders · % suppressed/unavailable 2023-Q3 · 6 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 7 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 14 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 22 holders · % suppressed/unavailable 2025-Q4 · 23 holders · % suppressed/unavailable 2026-Q1 · 23 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 23 4,724,414 — $100M 2025-Q4 23 4,352,775 — $94M 2025-Q3 22 3,512,191 — $76M 2025-Q2 17 2,491,032 — $53M 2025-Q1 14 2,426,920 — $52M 2024-Q4 12 2,631,217 — $55M 2024-Q3 13 2,762,823 — $61M 2024-Q2 10 3,014,242 — $63M 2024-Q1 7 2,530,833 — $54M 2023-Q4 12 14,175,162 — $291M 2023-Q3 6 10,977,589 — $225M 2023-Q2 10 1,857,436 — $39M 2023-Q1
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.
