Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,098,046
Top holders largest 23 of 23 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 ENVESTNET ASSET MANAGEMENT INC 844,006 844,006 $52M — ADD 4% 2 2 Sunpointe, LLC 71,745 71,745 $4M — — 3 3 Impact Investors, Inc 49,477 49,477 $3M — ADD 14% 4 4 MML INVESTORS SERVICES, LLC 36,246 36,246 $2M — TRIM -23% 5 5 Peak Planning Group, LLC 29,754 29,754 $2M — ADD 3% 6 6 LPL Financial LLC 15,715 15,715 $960,119 — — 7 7 RAYMOND JAMES FINANCIAL INC 8,658 8,658 $528,967 — — 8 8 TRUIST FINANCIAL CORP 6,799 6,799 $415,390 — ADD 17% 9 9 OSAIC HOLDINGS, INC. 6,500 6,500 $397,150 — ADD 55% 10 10 Orion Porfolio Solutions, LLC 5,342 5,342 $326,382 — TRIM -52% 11 11 Cambridge Investment Research Advisors, Inc. 4,691 4,691 $287,000 — ADD 31% 12 12 COMMONWEALTH EQUITY SERVICES, LLC 4,096 4,096 $250,230 — — 13 13 RIDGECREST WEALTH PARTNERS, LLC 4,000 4,000 $244,383 — NEW 14 14 Cetera Investment Advisers 3,669 3,669 $224,160 — NEW 15 15 Addison Advisors LLC 2,675 2,675 $163,431 — — 16 16 HARBOUR INVESTMENTS, INC. 1,620 1,620 $98,975 — ADD 124% 17 17 MORGAN STANLEY 1,481 1,481 $90,483 — — 18 18 MAI Capital Management 776 776 $47,423 — — 19 19 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 285 285 $17,412 — — 20 20 JPMORGAN CHASE & CO 270 270 $16,050 — NEW 21 21 WealthShield Partners, LLC 223 223 $13,624 — — 22 22 FMR LLC 15 15 $916 — — 23 23 IFP Advisors, Inc 3 3 $183 — —
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 ENVESTNET ASSET MANAGEMENT INC 776K 748K 787K 792K 813K 844K $52M Sunpointe, LLC 76K 75K 73K 73K 72K 72K $4M Impact Investors, Inc 48K 53K 44K 41K 44K 49K $3M MML INVESTORS SERVICES, LLC 50K 40K 47K 43K 47K 36K $2M Peak Planning Group, LLC 31K — — — 29K 30K $2M LPL Financial LLC — 9K 13K 16K 16K 16K $960,119 RAYMOND JAMES FINANCIAL INC — — — 9K 9K 9K $528,967 TRUIST FINANCIAL CORP — — 5K 6K 6K 7K $415,390 OSAIC HOLDINGS, INC. 543 139 725 775 4K 7K $397,150 Orion Porfolio Solutions, LLC 13K 12K 11K 10K 11K 5K $326,382 Cambridge Investment Research Advisors, Inc. — — — 4K 4K 5K $287,000 COMMONWEALTH EQUITY SERVICES, LLC 12K 12K 5K 4K 4K 4K $250,230 RIDGECREST WEALTH PARTNERS, LLC — — — — — 4K $244,383 Cetera Investment Advisers — — — — — 4K $224,160 Addison Advisors LLC 3K 3K 3K 3K 3K 3K $163,431
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 3 2020-Q3 2026-Q1 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 3 holders · % suppressed/unavailable 2021-Q1 · 6 holders · % suppressed/unavailable 2021-Q2 · 6 holders · % suppressed/unavailable 2021-Q3 · 4 holders · % suppressed/unavailable 2021-Q4 · 7 holders · % suppressed/unavailable 2022-Q1 · 7 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 4 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 8 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 10 holders · % suppressed/unavailable 2024-Q1 · 8 holders · % suppressed/unavailable 2024-Q2 · 11 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 16 holders · % suppressed/unavailable 2025-Q1 · 16 holders · % suppressed/unavailable 2025-Q2 · 19 holders · % suppressed/unavailable 2025-Q3 · 21 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 1,098,046 — $67M 2025-Q4 23 1,194,061 — $78M 2025-Q3 21 1,008,498 — $67M 2025-Q2 19 1,109,550 — $73M 2025-Q1 16 981,631 — $56M 2024-Q4 16 1,029,039 — $62M 2024-Q3 11 954,258 — $59M 2024-Q2 11 971,982 — $55M 2024-Q1 8 918,141 — $53M 2023-Q4 10 821,967 — $42M 2023-Q3 7 739,048 — $33M 2023-Q2 8 693,680 — $33M
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.