Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 14 of 14 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 ROYAL BANK OF CANADA 38,550 38,550 $2M — ADD 84% 2 2 Syntegra Private Wealth Group, LLC 32,385 32,385 $1M — ADD 53% 3 3 EXENCIAL WEALTH ADVISORS, LLC 29,101 29,101 $1M — ADD 7% 4 4 Creative Planning 20,047 20,047 $903,505 — ADD 4% 5 5 Ethos Financial Group, LLC 8,078 8,078 $359,511 — — 6 6 JANE STREET GROUP, LLC 7,711 7,711 $347,535 — NEW 7 7 City Center Advisors, LLC 6,081 6,081 $274,071 — ADD 31% 8 8 Kestra Advisory Services, LLC 5,319 5,319 $239,709 — ADD 12% 9 9 OSAIC HOLDINGS, INC. 1,808 1,808 $81,678 — TRIM -19% 10 10 1620 INVESTMENT ADVISORS, INC. 1,649 1,649 $74,320 — ADD 3% 11 11 HARBOUR INVESTMENTS, INC. 457 457 $20,597 — TRIM -98% 12 12 IMG Wealth Management, Inc. 173 173 $7,818 — — 13 13 AE Wealth Management LLC 50 50 $2,254 — — 14 14 MORGAN STANLEY 2 2 $114 — ADD 100%
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 ROYAL BANK OF CANADA 4K 7K 18K 370 21K 39K $2M Syntegra Private Wealth Group, LLC 47K 21K 22K 22K 21K 32K $1M EXENCIAL WEALTH ADVISORS, LLC 24K 26K 27K 26K 27K 29K $1M Creative Planning — — — 18K 19K 20K $903,505 Ethos Financial Group, LLC — 9K 9K 9K 8K 8K $359,511 JANE STREET GROUP, LLC 8K 12K 5K — — 8K $347,535 City Center Advisors, LLC — — — — 5K 6K $274,071 Kestra Advisory Services, LLC — — — — 5K 5K $239,709 OSAIC HOLDINGS, INC. 2K 2K 2K 2K 2K 2K $81,678 1620 INVESTMENT ADVISORS, INC. 337 959 2K 2K 2K 2K $74,320 HARBOUR INVESTMENTS, INC. — — — 30K 29K 457 $20,597 IMG Wealth Management, Inc. 168 168 168 169 173 173 $7,818 AE Wealth Management LLC 50 50 50 50 50 50 $2,254 MORGAN STANLEY — 1 1 1 1 2 $114
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 16 1 2014-Q4 2026-Q1 2014-Q4 · 3 holders · % suppressed/unavailable 2015-Q1 · 1 holders · % suppressed/unavailable 2015-Q2 · 2 holders · % suppressed/unavailable 2015-Q3 · 5 holders · % suppressed/unavailable 2015-Q4 · 5 holders · % suppressed/unavailable 2016-Q1 · 4 holders · % suppressed/unavailable 2016-Q2 · 7 holders · % suppressed/unavailable 2016-Q3 · 5 holders · % suppressed/unavailable 2016-Q4 · 5 holders · % suppressed/unavailable 2017-Q1 · 5 holders · % suppressed/unavailable 2017-Q2 · 6 holders · % suppressed/unavailable 2017-Q3 · 5 holders · % suppressed/unavailable 2017-Q4 · 6 holders · % suppressed/unavailable 2018-Q1 · 7 holders · % suppressed/unavailable 2018-Q2 · 8 holders · % suppressed/unavailable 2018-Q3 · 6 holders · % suppressed/unavailable 2018-Q4 · 5 holders · % suppressed/unavailable 2019-Q1 · 9 holders · % suppressed/unavailable 2019-Q2 · 8 holders · % suppressed/unavailable 2019-Q3 · 6 holders · % suppressed/unavailable 2019-Q4 · 10 holders · % suppressed/unavailable 2020-Q1 · 7 holders · % suppressed/unavailable 2020-Q2 · 9 holders · % suppressed/unavailable 2020-Q3 · 8 holders · % suppressed/unavailable 2020-Q4 · 8 holders · % suppressed/unavailable 2021-Q1 · 7 holders · % suppressed/unavailable 2021-Q2 · 10 holders · % suppressed/unavailable 2021-Q3 · 7 holders · % suppressed/unavailable 2021-Q4 · 11 holders · % suppressed/unavailable 2022-Q1 · 10 holders · % suppressed/unavailable 2022-Q2 · 15 holders · % suppressed/unavailable 2022-Q3 · 15 holders · % suppressed/unavailable 2022-Q4 · 14 holders · % suppressed/unavailable 2023-Q1 · 13 holders · % suppressed/unavailable 2023-Q2 · 12 holders · % suppressed/unavailable 2023-Q3 · 12 holders · % suppressed/unavailable 2023-Q4 · 11 holders · % suppressed/unavailable 2024-Q1 · 9 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 11 holders · % suppressed/unavailable 2025-Q2 · 12 holders · % suppressed/unavailable 2025-Q3 · 12 holders · % suppressed/unavailable 2025-Q4 · 16 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 14 151,411 — $7M 2025-Q4 16 146,024 — $6M 2025-Q3 12 118,347 — $5M 2025-Q2 12 96,606 — $4M 2025-Q1 11 87,779 — $4M 2024-Q4 10 93,284 — $4M 2024-Q3 9 79,806 — $3M 2024-Q2
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.