Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,052,472
Top holders largest 24 of 24 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 ENVESTNET ASSET MANAGEMENT INC 246,851 246,851 $6M — ADD 715% 2 2 Thrivent Financial for Lutherans 192,672 192,672 $4M — TRIM -4% 3 3 MORGAN STANLEY 136,822 136,822 $3M — ADD 30% 4 4 LPL Financial LLC 106,112 106,112 $2M — TRIM -17% 5 5 Cambridge Investment Research Advisors, Inc. 90,675 90,675 $2M — ADD 3% 6 6 FLOW TRADERS U.S. LLC 55,429 55,429 $1M — ADD 24% 7 7 RAYMOND JAMES FINANCIAL INC 46,600 46,600 $1M — ADD 84% 8 8 ASSETMARK, INC 44,058 44,058 $1M — ADD 5% 9 9 Parkside Financial Bank & Trust 29,384 29,384 $684,798 — — 10 10 US BANCORP \DE\ 19,890 19,890 $463,537 — ADD 6% 11 11 GOLDMAN SACHS GROUP INC 18,442 18,442 $429,791 — NEW 12 12 Apella Capital, LLC 16,108 16,108 $375,880 — NEW 13 13 Financial Connections Group, Inc. 16,108 16,108 $375,000 — TRIM -9% 14 14 Stratos Wealth Partners, LTD. 15,415 15,415 $359,247 — — 15 15 JANE STREET GROUP, LLC 11,246 11,246 $262,088 — TRIM -75% 16 16 Rockefeller Capital Management L.P. 2,149 2,149 $50,102 — — 17 17 OSAIC HOLDINGS, INC. 1,553 1,553 $36,196 — TRIM -89% 18 18 CWM, LLC 863 863 $20,112 — — 19 19 Steward Partners Investment Advisory, LLC 843 843 $19,646 — TRIM -97% 20 20 Cherry Tree Wealth Management, LLC 624 624 $14,543 — — 21 21 SOUTHERN MICHIGAN BANK & TRUST 400 400 $9,322 — NEW 22 22 CREATIVE FINANCIAL DESIGNS INC /ADV 131 131 $3,053 — — 23 23 Allworth Financial LP 96 96 $2,243 — — 24 24 DHJJ Financial Advisors, Ltd. 1 1 $24 — —
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 ENVESTNET ASSET MANAGEMENT INC 28K 29K 31K 34K 30K 247K $6M Thrivent Financial for Lutherans — — — 213K 200K 193K $4M MORGAN STANLEY 71K 98K 91K 101K 105K 137K $3M LPL Financial LLC 66K 167K 136K 135K 127K 106K $2M Cambridge Investment Research Advisors, Inc. 86K 84K 85K 85K 88K 91K $2M FLOW TRADERS U.S. LLC — — — 76K 45K 55K $1M RAYMOND JAMES FINANCIAL INC 22K 23K 23K 27K 25K 47K $1M ASSETMARK, INC 26K 32K 35K 39K 42K 44K $1M Parkside Financial Bank & Trust 26K 26K 26K 27K 29K 29K $684,798 US BANCORP \DE\ 21K 21K 21K 21K 19K 20K $463,537 GOLDMAN SACHS GROUP INC — — — — — 18K $429,791 Apella Capital, LLC — — — — — 16K $375,880 Financial Connections Group, Inc. — — 78K 84K 18K 16K $375,000 Stratos Wealth Partners, LTD. 20K 19K 16K 16K 15K 15K $359,247 JANE STREET GROUP, LLC — — — 15K 45K 11K $262,088
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 2 2017-Q2 2026-Q1 2017-Q2 · 2 holders · % suppressed/unavailable 2017-Q3 · 4 holders · % suppressed/unavailable 2017-Q4 · 4 holders · % suppressed/unavailable 2018-Q1 · 3 holders · % suppressed/unavailable 2018-Q2 · 7 holders · % suppressed/unavailable 2018-Q3 · 8 holders · % suppressed/unavailable 2018-Q4 · 9 holders · % suppressed/unavailable 2019-Q1 · 9 holders · % suppressed/unavailable 2019-Q2 · 11 holders · % suppressed/unavailable 2019-Q3 · 12 holders · % suppressed/unavailable 2019-Q4 · 12 holders · % suppressed/unavailable 2020-Q1 · 11 holders · % suppressed/unavailable 2020-Q2 · 12 holders · % suppressed/unavailable 2020-Q3 · 16 holders · % suppressed/unavailable 2020-Q4 · 17 holders · % suppressed/unavailable 2021-Q1 · 18 holders · % suppressed/unavailable 2021-Q2 · 16 holders · % suppressed/unavailable 2021-Q3 · 15 holders · % suppressed/unavailable 2021-Q4 · 18 holders · % suppressed/unavailable 2022-Q1 · 17 holders · % suppressed/unavailable 2022-Q2 · 15 holders · % suppressed/unavailable 2022-Q3 · 18 holders · % suppressed/unavailable 2022-Q4 · 17 holders · % suppressed/unavailable 2023-Q1 · 15 holders · % suppressed/unavailable 2023-Q2 · 17 holders · % suppressed/unavailable 2023-Q3 · 17 holders · % suppressed/unavailable 2023-Q4 · 19 holders · % suppressed/unavailable 2024-Q1 · 19 holders · % suppressed/unavailable 2024-Q2 · 23 holders · % suppressed/unavailable 2024-Q3 · 24 holders · % suppressed/unavailable 2024-Q4 · 22 holders · % suppressed/unavailable 2025-Q1 · 20 holders · % suppressed/unavailable 2025-Q2 · 24 holders · % suppressed/unavailable 2025-Q3 · 29 holders · % suppressed/unavailable 2025-Q4 · 29 holders · % suppressed/unavailable 2026-Q1 · 24 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 24 1,052,472 — $25M 2025-Q4 29 1,080,074 — $25M 2025-Q3 29 1,153,132 — $27M 2025-Q2 24 783,073 — $18M 2025-Q1 20 700,576 — $16M 2024-Q4 22 596,704 — $14M 2024-Q3 24 705,243 — $17M 2024-Q2 23 1,064,287 — $24M 2024-Q1 19 682,607 — $16M 2023-Q4
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.