Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,043,905
Top holders largest 23 of 23 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Redwood Investment Management, LLC 1,184,577 1.2M $54M — — 2 2 LPL Financial LLC 591,543 591,543 $27M — TRIM -5% 3 3 Cetera Investment Advisers 97,623 97,623 $4M — NEW 4 4 Private Advisor Group, LLC 32,864 32,864 $2M — TRIM -23% 5 5 IHT Wealth Management, LLC 32,189 32,189 $1M — — 6 6 GREAT VALLEY ADVISOR GROUP, INC. 28,466 28,466 $1M — ADD 13% 7 7 GOLDMAN SACHS GROUP INC 18,367 18,367 $843,007 — TRIM -20% 8 8 VestGen Advisors, LLC 10,108 10,108 $489,935 — ADD 46% 9 9 Cambridge Investment Research Advisors, Inc. 9,904 9,904 $455,000 — — 10 10 Aurora Private Wealth, Inc. 8,710 8,710 $393,000 — — 11 11 Maia Wealth LLC 6,897 6,897 $316,552 — — 12 12 Gladstone Institutional Advisory LLC 6,103 6,103 $280,115 — TRIM -61% 13 13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,990 5,990 $274,928 — TRIM -16% 14 14 UBS Group AG 4,534 4,534 $208,102 — ADD 345% 15 15 HARBOUR INVESTMENTS, INC. 2,267 2,267 $104,051 — NEW 16 16 FMR LLC 2,155 2,155 $98,932 — — 17 17 Allworth Financial LP 514 514 $23,592 — NEW 18 18 OSAIC HOLDINGS, INC. 384 384 $17,625 — ADD 113% 19 19 VANGUARD ADVISERS INC 348 348 $15,972 — NEW 20 20 IFP Advisors, Inc 305 305 $13,999 — — 21 21 Comprehensive Financial Planning, Inc./PA 29 29 $1,331 — — 22 22 Signature Equity Partners, LLC 27 27 $1,239 — — 23 23 AE Wealth Management LLC 1 1 $25 — —
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 Redwood Investment Management, LLC 1.7M 1.6M 1.6M 1.2M 1.2M 1.2M $54M LPL Financial LLC 771K 766K 768K 715K 625K 592K $27M Cetera Investment Advisers — — — — — 98K $4M Private Advisor Group, LLC 94K 87K 55K 45K 42K 33K $2M IHT Wealth Management, LLC 63K 63K 37K 32K 33K 32K $1M GREAT VALLEY ADVISOR GROUP, INC. 28K 32K 32K 26K 25K 28K $1M GOLDMAN SACHS GROUP INC 17K 17K 17K 19K 23K 18K $843,007 VestGen Advisors, LLC — — — — 7K 10K $489,935 Cambridge Investment Research Advisors, Inc. 21K 15K 14K 14K 10K 10K $455,000 Aurora Private Wealth, Inc. 11K 10K 10K — 9K 9K $393,000 Maia Wealth LLC 8K 8K 8K 7K 7K 7K $316,552 Gladstone Institutional Advisory LLC 39K 35K 34K 28K 16K 6K $280,115 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13K — 14K — 7K 6K $274,928 UBS Group AG 16K 22K 37K 32K 1K 5K $208,102 HARBOUR INVESTMENTS, INC. — — — — — 2K $104,051
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 29 2 2018-Q4 2026-Q1 2018-Q4 · 2 holders · % suppressed/unavailable 2019-Q1 · 7 holders · % suppressed/unavailable 2019-Q2 · 8 holders · % suppressed/unavailable 2019-Q3 · 11 holders · % suppressed/unavailable 2019-Q4 · 11 holders · % suppressed/unavailable 2020-Q1 · 8 holders · % suppressed/unavailable 2020-Q2 · 10 holders · % suppressed/unavailable 2020-Q3 · 9 holders · % suppressed/unavailable 2020-Q4 · 8 holders · % suppressed/unavailable 2021-Q1 · 11 holders · % suppressed/unavailable 2021-Q2 · 9 holders · % suppressed/unavailable 2021-Q3 · 12 holders · % suppressed/unavailable 2021-Q4 · 15 holders · % suppressed/unavailable 2022-Q1 · 23 holders · % suppressed/unavailable 2022-Q2 · 20 holders · % suppressed/unavailable 2022-Q3 · 21 holders · % suppressed/unavailable 2022-Q4 · 24 holders · % suppressed/unavailable 2023-Q1 · 28 holders · % suppressed/unavailable 2023-Q2 · 27 holders · % suppressed/unavailable 2023-Q3 · 29 holders · % suppressed/unavailable 2023-Q4 · 24 holders · % suppressed/unavailable 2024-Q1 · 23 holders · % suppressed/unavailable 2024-Q2 · 27 holders · % suppressed/unavailable 2024-Q3 · 29 holders · % suppressed/unavailable 2024-Q4 · 29 holders · % suppressed/unavailable 2025-Q1 · 26 holders · % suppressed/unavailable 2025-Q2 · 26 holders · % suppressed/unavailable 2025-Q3 · 23 holders · % suppressed/unavailable 2025-Q4 · 24 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 2,043,905 — $94M 2025-Q4 24 2,064,096 — $93M 2025-Q3 23 2,359,475 — $106M 2025-Q2 26 2,950,624 — $125M 2025-Q1 26 3,087,975 — $122M 2024-Q4 29 3,264,580 — $132M 2024-Q3 29 3,572,771 — $148M 2024-Q2 27 3,395,798 — $128M 2024-Q1 23 2,972,415 — $116M 2023-Q4 24 3,779,929 — $130M 2023-Q3 29
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.