Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,147,711
Top holders largest 14 of 14 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Ethos Financial Group, LLC 1,202,260 1.2M $49M — ADD 9% 2 2 Arcus Capital Partners, LLC 710,128 710,128 $29M — NEW 3 3 Almanack Investment Partners, LLC. 56,721 56,721 $2M — ADD 3% 4 4 Empirical Finance, LLC 36,370 36,370 $1M — NEW 5 5 Wealthcare Advisory Partners LLC 30,207 30,207 $1M — ADD 107% 6 6 Insight Wealth Strategies, LLC 27,467 27,467 $1M — NEW 7 7 JANE STREET GROUP, LLC 25,416 25,416 $1M — NEW 8 8 Cambridge Investment Research Advisors, Inc. 24,961 24,961 $1M — ADD 342% 9 9 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,410 15,410 $631,907 — NEW 10 10 Empire Financial Management Company, LLC 10,200 10,200 $418,264 — — 11 11 AQR CAPITAL MANAGEMENT LLC 7,520 7,520 $308,367 — NEW 12 12 MORGAN STANLEY 475 475 $19,478 — ADD 47400% 13 13 WELLS FARGO & COMPANY/MN 450 450 $18,453 — NEW 14 14 UBS Group AG 126 126 $5,167 — 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 14 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 Ethos Financial Group, LLC 387K 387K 783K 1.0M 1.1M 1.2M $49M Arcus Capital Partners, LLC — — — — — 710K $29M Almanack Investment Partners, LLC. 32K 39K 49K 53K 55K 57K $2M Empirical Finance, LLC 90K 90K 90K 36K — 36K $1M Wealthcare Advisory Partners LLC — — — 6K 15K 30K $1M Insight Wealth Strategies, LLC — — — — — 27K $1M JANE STREET GROUP, LLC — — — — — 25K $1M Cambridge Investment Research Advisors, Inc. — — — — 6K 25K $1M NATIONS FINANCIAL GROUP INC, /IA/ /ADV — — — — — 15K $631,907 Empire Financial Management Company, LLC — 10K 10K 10K 10K 10K $418,264 AQR CAPITAL MANAGEMENT LLC — — — — — 8K $308,367 MORGAN STANLEY 1 1 1 1 1 475 $19,478 WELLS FARGO & COMPANY/MN — — — — — 450 $18,453 UBS Group AG — — — — — 126 $5,167
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 14 2 2022-Q2 2026-Q1 2022-Q2 · 2 holders · % suppressed/unavailable 2022-Q3 · 3 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 4 holders · % suppressed/unavailable 2023-Q2 · 4 holders · % suppressed/unavailable 2023-Q3 · 4 holders · % suppressed/unavailable 2023-Q4 · 3 holders · % suppressed/unavailable 2024-Q1 · 5 holders · % suppressed/unavailable 2024-Q2 · 5 holders · % suppressed/unavailable 2024-Q3 · 6 holders · % suppressed/unavailable 2024-Q4 · 5 holders · % suppressed/unavailable 2025-Q1 · 6 holders · % suppressed/unavailable 2025-Q2 · 5 holders · % suppressed/unavailable 2025-Q3 · 6 holders · % suppressed/unavailable 2025-Q4 · 8 holders · % suppressed/unavailable 2026-Q1 · 14 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 14 2,147,711 — $88M 2025-Q4 8 1,212,115 — $47M 2025-Q3 6 1,134,998 — $41M 2025-Q2 5 932,885 — $31M 2025-Q1 6 539,107 — $16M 2024-Q4 5 523,917 — $15M 2024-Q3 6 487,943 — $15M 2024-Q2 5 447,722 — $13M 2024-Q1 5 422,017 — $12M 2023-Q4 3 401,550 — $11M 2023-Q3 4 382,293 — $10M 2023-Q2 4 163,224 — $4M 2023-Q1 4 158,461 — $4M 2022-Q4 4 139,178
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.