Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
6,507,718
Top holders largest 28 of 28 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 CIBC Bancorp USA Inc. 3,094,257 3.1M $90M — NEW 2 2 WELLS FARGO & COMPANY/MN 2,254,587 2.3M $65M — TRIM -4% 3 3 Marion Wealth Management 602,363 602,363 $17M — — 4 4 PNC FINANCIAL SERVICES GROUP, INC. 137,694 137,694 $4M — — 5 5 MAI Capital Management 100,001 100,001 $3M — — 6 6 MBL Wealth, LLC 60,033 60,033 $2M — ADD 2% 7 7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,021 42,021 $1M — NEW 8 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,600 24,600 $710,701 — — 9 9 Diversified Trust Co 22,771 22,771 $661,067 — — 10 10 Savvy Advisors, Inc. 21,878 21,878 $635,142 — TRIM -14% 11 11 CITADEL ADVISORS LLC 18,583 18,583 $539,485 — — 12 12 IFP Advisors, Inc 16,310 16,310 $473,497 — — 13 13 FIFTH THIRD BANCORP 14,449 14,449 $419,470 — TRIM -19% 14 14 Corient Private Wealth LLC 11,868 11,868 $344,541 — NEW 15 15 LPL Financial LLC 11,350 11,350 $329,503 — — 16 16 Kestra Advisory Services, LLC 11,080 11,080 $321,658 — ADD 164% 17 17 Callan Family Office, LLC 10,702 10,702 $310,691 — — 18 18 COMMERCE BANK 9,475 9,475 $275,069 — NEW 19 19 ETF Store, Inc. 8,805 8,805 $255,619 — — 20 20 Genesis Financial Group, LLC 8,050 8,050 $233,700 — NEW 21 21 Creative Planning 8,041 8,041 $233,439 — TRIM -8% 22 22 EP Wealth Advisors, LLC 7,300 7,300 $211,927 — NEW 23 23 FIRST HORIZON CORP 4,800 4,800 $139,349 — — 24 24 MORGAN STANLEY 2,300 2,300 $66,772 — — 25 25 PRIVATE TRUST CO NA 1,800 1,800 $52,256 — — 26 26 AMERICAN NATIONAL BANK & TRUST 1,780 1,780 $51,675 — — 27 27 CWM, LLC 600 600 $17,419 — — 28 28 HARBOUR INVESTMENTS, INC. 220 220 $6,387 — —
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 CIBC Bancorp USA Inc. — — — — — 3.1M $90M WELLS FARGO & COMPANY/MN 2.2M 2.2M 2.3M 2.4M 2.3M 2.3M $65M Marion Wealth Management 603K 567K 578K 589K 608K 602K $17M PNC FINANCIAL SERVICES GROUP, INC. 162K 154K 150K 149K 138K 138K $4M MAI Capital Management 107K 107K 107K 100K 100K 100K $3M MBL Wealth, LLC 58K 56K 57K 59K 59K 60K $2M SUSQUEHANNA INTERNATIONAL GROUP, LLP 31K 39K — 21K — 42K $1M WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — — 24K 25K 25K 25K $710,701 Diversified Trust Co 21K 21K 21K 21K 23K 23K $661,067 Savvy Advisors, Inc. 27K 30K 29K 27K 25K 22K $635,142 CITADEL ADVISORS LLC — 10K 23K 17K 18K 19K $539,485 IFP Advisors, Inc — 13K 17K 17K 16K 16K $473,497 FIFTH THIRD BANCORP 18K 18K 18K 18K 18K 14K $419,470 Corient Private Wealth LLC — — — — — 12K $344,541 LPL Financial LLC 19K 18K 14K 14K 11K 11K $329,503
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 1 2015-Q4 2026-Q1 2015-Q4 · 1 holders · % suppressed/unavailable 2016-Q2 · 1 holders · % suppressed/unavailable 2016-Q3 · 1 holders · % suppressed/unavailable 2019-Q2 · 1 holders · % suppressed/unavailable 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q1 · 16 holders · % suppressed/unavailable 2020-Q2 · 25 holders · % suppressed/unavailable 2020-Q3 · 28 holders · % suppressed/unavailable 2020-Q4 · 25 holders · % suppressed/unavailable 2021-Q1 · 26 holders · % suppressed/unavailable 2021-Q2 · 22 holders · % suppressed/unavailable 2021-Q3 · 25 holders · % suppressed/unavailable 2021-Q4 · 25 holders · % suppressed/unavailable 2022-Q1 · 26 holders · % suppressed/unavailable 2022-Q2 · 27 holders · % suppressed/unavailable 2022-Q3 · 25 holders · % suppressed/unavailable 2022-Q4 · 26 holders · % suppressed/unavailable 2023-Q1 · 25 holders · % suppressed/unavailable 2023-Q2 · 22 holders · % suppressed/unavailable 2023-Q3 · 23 holders · % suppressed/unavailable 2023-Q4 · 24 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 24 holders · % suppressed/unavailable 2024-Q3 · 21 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 29 holders · % suppressed/unavailable 2025-Q2 · 29 holders · % suppressed/unavailable 2025-Q3 · 28 holders · % suppressed/unavailable 2025-Q4 · 25 holders · % suppressed/unavailable 2026-Q1 · 28 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 28 6,507,718 — $189M 2025-Q4 25 6,564,700 — $167M 2025-Q3 28 6,604,797 — $165M 2025-Q2 29 6,603,510 — $172M 2025-Q1 29 6,549,016 — $168M 2024-Q4 25 6,654,181 — $170M 2024-Q3 21 6,721,762 — $164M 2024-Q2 24 6,781,034 — $168M 2024-Q1 26 7,060,951 — $170M 2023-Q4 24 6,603,155 — $141M 2023-Q3 23
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.
