Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,197,292
Top holders largest 10 of 10 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Freedom Day Solutions, LLC 3,136,304 3.1M $114M — — 2 2 HighTower Advisors, LLC 18,811 18,811 $686,559 — ADD 32% 3 3 MORGAN STANLEY 10,817 10,817 $394,809 — ADD 1081600% 4 4 SAPIENT CAPITAL LLC 6,377 6,377 $232,731 — — 5 5 LaSalle St. Investment Advisors, LLC 6,193 6,193 $226,030 — TRIM -4% 6 6 Ethos Financial Group, LLC 6,096 6,096 $222,491 — — 7 7 Cetera Investment Advisers 5,932 5,932 $216,502 — — 8 8 ROYAL BANK OF CANADA 3,740 3,740 $137,000 — TRIM -11% 9 9 UBS Group AG 1,604 1,604 $58,543 — ADD 183% 10 10 JPMORGAN CHASE & CO 1,418 1,418 $51,277 — —
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 10 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 Freedom Day Solutions, LLC 3.0M 3.1M 3.1M 3.1M 3.1M 3.1M $114M HighTower Advisors, LLC 25K 19K 14K 14K 14K 19K $686,559 MORGAN STANLEY 1 — 1 2 1 11K $394,809 SAPIENT CAPITAL LLC 8K 10K 6K 6K 6K 6K $232,731 LaSalle St. Investment Advisors, LLC — — 7K 7K 6K 6K $226,030 Ethos Financial Group, LLC 60K 60K 9K 9K 6K 6K $222,491 Cetera Investment Advisers 7K 6K 6K 6K 6K 6K $216,502 ROYAL BANK OF CANADA 19K 1K 140K 1K 4K 4K $137,000 UBS Group AG 267 153 — 826 567 2K $58,543 JPMORGAN CHASE & CO — — — 6K 1K 1K $51,277
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 12 1 2021-Q2 2026-Q1 2021-Q2 · 2 holders · % suppressed/unavailable 2021-Q3 · 1 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 3 holders · % suppressed/unavailable 2022-Q2 · 2 holders · % suppressed/unavailable 2022-Q3 · 3 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 6 holders · % suppressed/unavailable 2023-Q4 · 9 holders · % suppressed/unavailable 2024-Q1 · 8 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 8 holders · % suppressed/unavailable 2025-Q1 · 7 holders · % suppressed/unavailable 2025-Q2 · 9 holders · % suppressed/unavailable 2025-Q3 · 10 holders · % suppressed/unavailable 2025-Q4 · 12 holders · % suppressed/unavailable 2026-Q1 · 10 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 10 3,197,292 — $117M 2025-Q4 12 3,185,298 — $111M 2025-Q3 10 3,178,119 — $112M 2025-Q2 9 3,267,634 — $110M 2025-Q1 7 3,192,023 — $106M 2024-Q4 8 3,161,780 — $104M 2024-Q3 9 2,929,960 — $100M 2024-Q2 7 2,849,730 — $91M 2024-Q1 8 2,733,637 — $88M 2023-Q4 9 2,671,752 — $77M 2023-Q3 6 2,549,140 — $66M 2023-Q2 5 2,376,990 — $61M 2023-Q1 7 2,209,788
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.