Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,046,959
Top holders largest 31 of 31 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Schiavi & Co LLC 1,302,965 1.3M $76M — ADD 2% 2 2 Austin Wealth Management, LLC 448,541 448,541 $26M — TRIM -26% 3 3 FINANCIAL CONSULATE, INC 263,494 263,494 $15M — ADD 246% 4 4 Baker Ellis Asset Management LLC 228,668 228,668 $13M — — 5 5 MARSHALL INVESTMENT MANAGEMENT, LLC 194,540 194,540 $11M — ADD 27% 6 6 Williams & Novak, LLC 146,339 146,339 $9M — — 7 7 ENTREWEALTH, LLC 144,109 144,109 $8M — ADD 2% 8 8 GOLDMAN SACHS GROUP INC 47,849 47,849 $3M — TRIM -40% 9 9 JPMORGAN CHASE & CO 48,740 48,740 $3M — TRIM -43% 10 10 CITADEL ADVISORS LLC 38,437 38,437 $2M — ADD 30% 11 11 Cetera Investment Advisers 36,233 36,233 $2M — ADD 14% 12 12 Janney Montgomery Scott LLC 25,790 25,790 $2M — ADD 2% 13 13 LPL Financial LLC 21,819 21,819 $1M — — 14 14 First Growth Capital LLC 19,214 19,214 $1M — — 15 15 Walkner Condon Financial Advisors LLC 14,306 14,306 $835,512 — ADD 19% 16 16 Mid-American Wealth Advisory Group, Inc. 13,294 13,294 $752,615 — — 17 17 ENVESTNET ASSET MANAGEMENT INC 9,817 9,817 $573,369 — TRIM -15% 18 18 AQR CAPITAL MANAGEMENT LLC 9,560 9,560 $558,332 — — 19 19 RAYMOND JAMES FINANCIAL INC 8,352 8,352 $487,781 — TRIM -68% 20 20 Integrated Wealth Concepts LLC 7,946 7,946 $464,082 — NEW 21 21 COMMONWEALTH EQUITY SERVICES, LLC 7,897 7,897 $461,210 — NEW 22 22 WELLS FARGO & COMPANY/MN 3,117 3,117 $182,042 — TRIM -11% 23 23 FMR LLC 2,735 2,735 $159,748 — ADD 23% 24 24 OSAIC HOLDINGS, INC. 1,462 1,462 $85,400 — TRIM -57% 25 25 Sunbelt Securities, Inc. 728 728 $42,491 — — 26 26 Geneos Wealth Management Inc. 553 553 $32,295 — TRIM -4% 27 27 MORGAN STANLEY 171 171 $9,987 — — 28 28 Advisory Services Network, LLC 136 136 $7,943 — NEW 29 29 Steward Partners Investment Advisory, LLC 95 95 $5,548 — TRIM -99% 30 30 Blue Trust, Inc. 35 35 $2,044 — NEW 31 31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17 17 $993 — NEW
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 31 4 2017-Q3 2026-Q1 2017-Q3 · 4 holders · % suppressed/unavailable 2017-Q4 · 7 holders · % suppressed/unavailable 2018-Q1 · 11 holders · % suppressed/unavailable 2018-Q2 · 8 holders · % suppressed/unavailable 2018-Q3 · 10 holders · % suppressed/unavailable 2018-Q4 · 13 holders · % suppressed/unavailable 2019-Q1 · 13 holders · % suppressed/unavailable 2019-Q2 · 12 holders · % suppressed/unavailable 2019-Q3 · 13 holders · % suppressed/unavailable 2019-Q4 · 12 holders · % suppressed/unavailable 2020-Q1 · 13 holders · % suppressed/unavailable 2020-Q2 · 13 holders · % suppressed/unavailable 2020-Q3 · 11 holders · % suppressed/unavailable 2020-Q4 · 8 holders · % suppressed/unavailable 2021-Q1 · 9 holders · % suppressed/unavailable 2021-Q2 · 10 holders · % suppressed/unavailable 2021-Q3 · 9 holders · % suppressed/unavailable 2021-Q4 · 9 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 12 holders · % suppressed/unavailable 2022-Q3 · 11 holders · % suppressed/unavailable 2022-Q4 · 13 holders · % suppressed/unavailable 2023-Q1 · 15 holders · % suppressed/unavailable 2023-Q2 · 18 holders · % suppressed/unavailable 2023-Q3 · 17 holders · % suppressed/unavailable 2023-Q4 · 18 holders · % suppressed/unavailable 2024-Q1 · 18 holders · % suppressed/unavailable 2024-Q2 · 20 holders · % suppressed/unavailable 2024-Q3 · 22 holders · % suppressed/unavailable 2024-Q4 · 24 holders · % suppressed/unavailable 2025-Q1 · 28 holders · % suppressed/unavailable 2025-Q2 · 27 holders · % suppressed/unavailable 2025-Q3 · 30 holders · % suppressed/unavailable 2025-Q4 · 31 holders · % suppressed/unavailable 2026-Q1 · 31 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 31 3,046,959 — $178M 2025-Q4 31 3,030,704 — $173M 2025-Q3 30 3,198,809 — $180M 2025-Q2 27 2,730,825 — $146M 2025-Q1 28 2,836,569 — $141M 2024-Q4 24 2,809,205 — $140M 2024-Q3 22 2,616,773 — $132M 2024-Q2 20 2,662,598 — $127M 2024-Q1 18 2,775,978 — $130M 2023-Q4 18
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.