Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
10,181,707
Top holders largest 28 of 28 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 OneAscent Financial Services LLC 5,524,960 5.5M $126M — ADD 13% 2 2 OneAscent Wealth Management LLC 2,561,902 2.6M $58M — ADD 6% 3 3 Atria Investments, Inc 690,717 690,717 $16M — ADD 10% 4 4 OneAscent Family Office, LLC 415,648 415,648 $9M — TRIM -5% 5 5 PATRON PARTNERS, LLC 176,434 176,434 $4M — ADD 23% 6 6 OneAscent Investment Solutions LLC 124,408 124,408 $3M — ADD 15% 7 7 RFG Advisory, LLC 114,356 114,356 $3M — ADD 13% 8 8 ENVESTNET ASSET MANAGEMENT INC 86,793 86,793 $2M — ADD 90% 9 9 First Heartland Consultants, Inc. 84,003 84,003 $2M — ADD 29% 10 10 Cambridge Investment Research Advisors, Inc. 82,401 82,401 $2M — — 11 11 Dynamic Advisor Solutions LLC 62,439 62,439 $1M — ADD 7% 12 12 Merit Financial Group, LLC 37,000 37,000 $840,641 — ADD 13% 13 13 IFP Advisors, Inc 32,724 32,724 $743,489 — TRIM -4% 14 14 Security Financial Services, INC. 28,669 28,669 $651,360 — ADD 15% 15 15 CITADEL ADVISORS LLC 27,948 27,948 $634,979 — NEW 16 16 JANE STREET GROUP, LLC 24,562 24,562 $558,049 — ADD 107% 17 17 Strategic Blueprint, LLC 20,515 20,515 $466,101 — ADD 5% 18 18 Plan A Wealth LLC 19,134 19,134 $434,724 — ADD 7% 19 19 LPL Financial LLC 18,383 18,383 $417,662 — ADD 23% 20 20 GOLDMAN SACHS GROUP INC 16,403 16,403 $372,676 — NEW 21 21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,733 10,733 $244,605 — NEW 22 22 EverSource Wealth Advisors, LLC 10,459 10,459 $237,637 — ADD 167% 23 23 JPMORGAN CHASE & CO 4,550 4,550 $103,035 — TRIM -40% 24 24 JONES FINANCIAL COMPANIES LLLP 3,435 3,435 $77,768 — ADD 287% 25 25 SHP Wealth Management 2,680 2,680 $60,890 — — 26 26 Clarity Asset Management, Inc. 253 253 $5,751 — — 27 27 Blue Trust, Inc. 196 196 $4,453 — NEW 28 28 OSAIC HOLDINGS, INC. 2 2 $45 — 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 OneAscent Financial Services LLC 3.8M 3.5M 4.2M 3.8M 4.9M 5.5M $126M OneAscent Wealth Management LLC 2.3M 2.2M 2.3M 2.3M 2.4M 2.6M $58M Atria Investments, Inc 5.4M 1.7M 2.1M 1.4M 630K 691K $16M OneAscent Family Office, LLC 319K 358K 354K 374K 438K 416K $9M PATRON PARTNERS, LLC 114K 129K 130K 126K 144K 176K $4M OneAscent Investment Solutions LLC — 122K 119K 108K 108K 124K $3M RFG Advisory, LLC 83K 103K 105K 101K 102K 114K $3M ENVESTNET ASSET MANAGEMENT INC — — — 27K 46K 87K $2M First Heartland Consultants, Inc. 29K 36K 60K 63K 65K 84K $2M Cambridge Investment Research Advisors, Inc. 91K 91K 87K 76K 82K 82K $2M Dynamic Advisor Solutions LLC — 34K 33K 21K 58K 62K $1M Merit Financial Group, LLC — — — 26K 33K 37K $840,641 IFP Advisors, Inc 5K 7K 33K 34K 34K 33K $743,489 Security Financial Services, INC. — — — 20K 25K 29K $651,360 CITADEL ADVISORS LLC 23K 87K 22K 65K — 28K $634,979
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 28 3 2022-Q1 2026-Q1 2022-Q1 · 3 holders · % suppressed/unavailable 2022-Q2 · 6 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 9 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 10 holders · % suppressed/unavailable 2024-Q1 · 9 holders · % suppressed/unavailable 2024-Q2 · 11 holders · % suppressed/unavailable 2024-Q3 · 10 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 19 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 22 holders · % suppressed/unavailable 2025-Q4 · 28 holders · % suppressed/unavailable 2026-Q1 · 28 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 28 10,181,707 — $231M 2025-Q4 28 9,215,091 — $212M 2025-Q3 22 8,661,049 — $200M 2025-Q2 21 9,634,173 — $220M 2025-Q1 19 8,524,903 — $194M 2024-Q4 18 12,281,945 — $276M 2024-Q3 10 8,142,957 — $191M 2024-Q2 11 11,493,502 — $259M 2024-Q1 9 11,645,171 — $265M 2023-Q4 10 10,630,194 — $244M 2023-Q3 7 9,180,130 — $199M 2023-Q2 9 9,085,847 — $206M 2023-Q1 9 8,783,617 — $203M
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.
