Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,119,420
Top holders largest 29 of 29 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 RAYMOND JAMES FINANCIAL INC 279,466 279,466 $7M — ADD 12% 2 2 Dynamic Advisor Solutions LLC 228,551 228,551 $6M — TRIM -4% 3 3 MORGAN STANLEY 122,913 122,913 $3M — TRIM -53% 4 4 MAI Capital Management 80,010 80,010 $2M — TRIM -12% 5 5 GOLDMAN SACHS GROUP INC 70,854 70,854 $2M — ADD 296% 6 6 LPL Financial LLC 62,556 62,556 $2M — ADD 10% 7 7 Stratos Wealth Partners, LTD. 60,662 60,662 $1M — ADD 4% 8 8 ENVESTNET ASSET MANAGEMENT INC 43,120 43,120 $1M — ADD 13% 9 9 WT Wealth Management 24,892 24,892 $614,571 — NEW 10 10 JANE STREET GROUP, LLC 24,001 24,001 $592,573 — NEW 11 11 New England Private Wealth Advisors LLC 20,245 20,245 $499,834 — — 12 12 TWO SIGMA INVESTMENTS, LP 18,500 18,500 $456,756 — ADD 59% 13 13 CITADEL ADVISORS LLC 15,214 15,214 $375,626 — NEW 14 14 Gladstone Institutional Advisory LLC 14,058 14,058 $347,106 — ADD 53% 15 15 Cetera Investment Advisers 11,630 11,630 $287,139 — NEW 16 16 Cambridge Investment Research Advisors, Inc. 10,955 10,955 $270,000 — ADD 24% 17 17 Private Advisor Group, LLC 9,798 9,798 $241,909 — NEW 18 18 OSAIC HOLDINGS, INC. 8,120 8,120 $200,499 — ADD 19% 19 19 Versant Capital Management, Inc 7,649 7,649 $188,854 — — 20 20 UMB Bank, n.a. 2,486 2,486 $61,378 — TRIM -27% 21 21 UBS Group AG 995 995 $24,566 — ADD 306% 22 22 PRIVATE TRUST CO NA 636 636 $16,500 — — 23 23 FIFTH THIRD BANCORP 535 535 $13,209 — NEW 24 24 Keating Financial Advisory Services, Inc. 510 510 $12,591 — — 25 25 ROYAL BANK OF CANADA 368 368 $9,000 — — 26 26 Advisory Services Network, LLC 353 353 $8,726 — NEW 27 27 MATHER GROUP, LLC. 328 328 $8,098 — NEW 28 28 HARBOUR INVESTMENTS, INC. 10 10 $248 — — 29 29 Russell Investments Group, Ltd. 5 5 $123 — 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 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 RAYMOND JAMES FINANCIAL INC 10K — 166K 214K 249K 279K $7M Dynamic Advisor Solutions LLC 202K 213K 230K 225K 239K 229K $6M MORGAN STANLEY 226K 229K 250K 268K 264K 123K $3M MAI Capital Management 166K 138K 127K 108K 91K 80K $2M GOLDMAN SACHS GROUP INC 18K 18K 18K 18K 18K 71K $2M LPL Financial LLC 47K 46K 47K 51K 57K 63K $2M Stratos Wealth Partners, LTD. 44K 44K 48K 57K 58K 61K $1M ENVESTNET ASSET MANAGEMENT INC — — — — 38K 43K $1M WT Wealth Management — — — — — 25K $614,571 JANE STREET GROUP, LLC 33K 15K — — — 24K $592,573 New England Private Wealth Advisors LLC 30K 24K 23K 23K 20K 20K $499,834 TWO SIGMA INVESTMENTS, LP — — 16K 15K 12K 19K $456,756 CITADEL ADVISORS LLC 10K — — — — 15K $375,626 Gladstone Institutional Advisory LLC — — — — 9K 14K $347,106 Cetera Investment Advisers 10K — — — — 12K $287,139
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 39 1 2019-Q1 2026-Q1 2019-Q1 · 1 holders · % suppressed/unavailable 2019-Q2 · 9 holders · % suppressed/unavailable 2019-Q3 · 11 holders · % suppressed/unavailable 2019-Q4 · 16 holders · % suppressed/unavailable 2020-Q1 · 18 holders · % suppressed/unavailable 2020-Q2 · 16 holders · % suppressed/unavailable 2020-Q3 · 17 holders · % suppressed/unavailable 2020-Q4 · 21 holders · % suppressed/unavailable 2021-Q1 · 22 holders · % suppressed/unavailable 2021-Q2 · 27 holders · % suppressed/unavailable 2021-Q3 · 31 holders · % suppressed/unavailable 2021-Q4 · 32 holders · % suppressed/unavailable 2022-Q1 · 39 holders · % suppressed/unavailable 2022-Q2 · 35 holders · % suppressed/unavailable 2022-Q3 · 33 holders · % suppressed/unavailable 2022-Q4 · 30 holders · % suppressed/unavailable 2023-Q1 · 32 holders · % suppressed/unavailable 2023-Q2 · 28 holders · % suppressed/unavailable 2023-Q3 · 27 holders · % suppressed/unavailable 2023-Q4 · 28 holders · % suppressed/unavailable 2024-Q1 · 27 holders · % suppressed/unavailable 2024-Q2 · 21 holders · % suppressed/unavailable 2024-Q3 · 27 holders · % suppressed/unavailable 2024-Q4 · 27 holders · % suppressed/unavailable 2025-Q1 · 24 holders · % suppressed/unavailable 2025-Q2 · 24 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 23 holders · % suppressed/unavailable 2026-Q1 · 29 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 29 1,119,420 — $28M 2025-Q4 23 1,119,737 — $26M 2025-Q3 21 1,051,516 — $26M 2025-Q2 24 1,070,119 — $26M 2025-Q1 24 843,006 — $21M 2024-Q4 27 999,213 — $24M 2024-Q3 27 886,831 — $24M 2024-Q2 21 795,077 — $18M 2024-Q1 27 1,569,029 — $37M 2023-Q4 28 1,374,791 — $34M 2023-Q3 27 1,934,892 —
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.