Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,896,759
Top holders largest 19 of 19 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 McElhenny Sheffield Capital Management, LLC 3,150,789 3.2M $109M — ADD 2% 2 2 Aptus Capital Advisors, LLC 254,599 254,599 $9M — ADD 2% 3 3 United Advisor Group, LLC 218,531 218,531 $8M — — 4 4 HERITAGE OAK WEALTH ADVISORS LLC 60,192 60,192 $2M — ADD 9% 5 5 Cerity Partners LLC 45,355 45,355 $2M — — 6 6 WorthPointe, LLC 42,257 42,257 $1M — TRIM -4% 7 7 Accurate Wealth Management, LLC 28,409 28,409 $976,230 — ADD 14% 8 8 Janney Montgomery Scott LLC 18,603 18,603 $642,000 — ADD 131% 9 9 LaSalle St. Investment Advisors, LLC 15,892 15,892 $548,120 — — 10 10 Symphony Financial, Ltd. Co. 14,399 14,399 $496,614 — TRIM -8% 11 11 Signal Advisors Wealth, LLC 13,200 13,200 $455,271 — TRIM -9% 12 12 Brookwood Investment Group LLC 7,591 7,591 $261,814 — NEW 13 13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,437 7,437 $256,502 — NEW 14 14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,961 6,961 $240,085 — NEW 15 15 KINGSWOOD WEALTH ADVISORS, LLC 6,725 6,725 $231,945 — NEW 16 16 Sankala Group LLC 4,495 4,495 $153,937 — TRIM -16% 17 17 GUARDIAN WEALTH ADVISORS, LLC / NC 649 649 $22,384 — NEW 18 18 UBS Group AG 405 405 $13,968 — NEW 19 19 MORGAN STANLEY 270 270 $9,346 — —
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 McElhenny Sheffield Capital Management, LLC 2.1M 2.7M 3.0M 3.0M 3.1M 3.2M $109M Aptus Capital Advisors, LLC 2K 2K 205K 209K 250K 255K $9M United Advisor Group, LLC 7K 61K 184K 209K 216K 219K $8M HERITAGE OAK WEALTH ADVISORS LLC 42K 205K 204K 65K 55K 60K $2M Cerity Partners LLC 45K 45K 45K 45K 45K 45K $2M WorthPointe, LLC 25K 25K 37K 40K 44K 42K $1M Accurate Wealth Management, LLC — 16K 11K 12K 25K 28K $976,230 Janney Montgomery Scott LLC — — — — 8K 19K $642,000 LaSalle St. Investment Advisors, LLC — — 8K 14K 16K 16K $548,120 Symphony Financial, Ltd. Co. — — — — 16K 14K $496,614 Signal Advisors Wealth, LLC — — 7K 12K 14K 13K $455,271 Brookwood Investment Group LLC — — — — — 8K $261,814 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14K 23K — 8K — 7K $256,502 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — — — — — 7K $240,085 KINGSWOOD WEALTH ADVISORS, LLC — — — — — 7K $231,945
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 19 1 2021-Q4 2026-Q1 2021-Q4 · 5 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 2 holders · % suppressed/unavailable 2022-Q3 · 4 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 2 holders · % suppressed/unavailable 2023-Q2 · 1 holders · % suppressed/unavailable 2023-Q3 · 4 holders · % suppressed/unavailable 2023-Q4 · 2 holders · % suppressed/unavailable 2024-Q1 · 6 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 8 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 14 holders · % suppressed/unavailable 2025-Q2 · 14 holders · % suppressed/unavailable 2025-Q3 · 12 holders · % suppressed/unavailable 2025-Q4 · 15 holders · % suppressed/unavailable 2026-Q1 · 19 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 19 3,896,759 — $134M 2025-Q4 15 3,797,025 — $132M 2025-Q3 12 3,624,365 — $123M 2025-Q2 14 3,733,296 — $116M 2025-Q1 14 3,135,500 — $93M 2024-Q4 10 2,242,030 — $68M 2024-Q3 8 2,077,466 — $62M 2024-Q2 7 2,051,110 — $58M 2024-Q1 6 1,629,562 — $45M 2023-Q4 2 1,476,261 — $37M 2023-Q3 4 1,543,668 — $37M 2023-Q2 1 336,864 — $9M 2023-Q1 2 327,620 — $7M
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.