Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
5,315,768
Top holders largest 29 of 29 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 OneAscent Financial Services LLC 2,835,799 2.8M $97M — ADD 11% 2 2 OneAscent Wealth Management LLC 1,168,065 1.2M $40M — — 3 3 Atria Investments, Inc 302,883 302,883 $10M — ADD 17% 4 4 PATRON PARTNERS, LLC 129,178 129,178 $4M — ADD 9% 5 5 OneAscent Family Office, LLC 117,615 117,615 $4M — TRIM -5% 6 6 TrueWealth Advisors, LLC 116,784 116,784 $4M — — 7 7 ENVESTNET ASSET MANAGEMENT INC 109,792 109,792 $4M — ADD 63% 8 8 RFG Advisory, LLC 83,994 83,994 $3M — ADD 8% 9 9 Cambridge Investment Research Advisors, Inc. 83,584 83,584 $3M — — 10 10 LPL Financial LLC 75,086 75,086 $3M — ADD 28% 11 11 JONES FINANCIAL COMPANIES LLLP 72,105 72,105 $2M — ADD 47% 12 12 First Heartland Consultants, Inc. 66,659 66,659 $2M — — 13 13 GOLDMAN SACHS GROUP INC 26,539 26,539 $909,526 — NEW 14 14 OneAscent Investment Solutions LLC 24,604 24,604 $843,216 — ADD 8% 15 15 Dynamic Advisor Solutions LLC 15,889 15,889 $544,543 — — 16 16 IFP Advisors, Inc 13,419 13,419 $459,887 — — 17 17 Kestra Advisory Services, LLC 12,982 12,982 $444,912 — ADD 14% 18 18 Security Financial Services, INC. 12,828 12,828 $439,632 — — 19 19 JANE STREET GROUP, LLC 8,771 8,771 $300,594 — TRIM -54% 20 20 Equitable Holdings, Inc. 8,235 8,235 $291,931 — ADD 16% 21 21 Plan A Wealth LLC 8,188 8,188 $280,613 — ADD 4% 22 22 Values First Advisors, Inc. 7,215 7,215 $247,248 — TRIM -4% 23 23 Rockefeller Capital Management L.P. 7,173 7,173 $245,861 — — 24 24 SHP Wealth Management 4,450 4,450 $152,507 — — 25 25 Aptus Capital Advisors, LLC 2,893 2,893 $99,147 — — 26 26 Clarity Asset Management, Inc. 691 691 $23,687 — — 27 27 Blue Trust, Inc. 276 276 $9,459 — NEW 28 28 EverSource Wealth Advisors, LLC 70 70 $2,399 — NEW 29 29 VANGUARD ADVISERS INC 1 1 $34 — 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 2.1M 2.1M 2.3M 1.8M 2.5M 2.8M $97M OneAscent Wealth Management LLC 1.1M 980K 980K 1.1M 1.2M 1.2M $40M Atria Investments, Inc 2.4M 834K 926K 763K 259K 303K $10M PATRON PARTNERS, LLC 107K 118K 116K 119K 118K 129K $4M OneAscent Family Office, LLC 76K 124K 120K 131K 124K 118K $4M TrueWealth Advisors, LLC 76K 88K 89K 100K 115K 117K $4M ENVESTNET ASSET MANAGEMENT INC — — 13K 45K 67K 110K $4M RFG Advisory, LLC 53K 70K 73K 72K 78K 84K $3M Cambridge Investment Research Advisors, Inc. 100K 95K 88K 81K 84K 84K $3M LPL Financial LLC 19K 23K 29K 31K 59K 75K $3M JONES FINANCIAL COMPANIES LLLP — 370 5K 22K 49K 72K $2M First Heartland Consultants, Inc. — 18K 64K 65K 66K 67K $2M GOLDMAN SACHS GROUP INC — — — — — 27K $909,526 OneAscent Investment Solutions LLC — 17K 22K 22K 23K 25K $843,216 Dynamic Advisor Solutions LLC — 28K 17K 16K 16K 16K $544,543
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 3 2021-Q4 2026-Q1 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 8 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 8 holders · % suppressed/unavailable 2023-Q2 · 8 holders · % suppressed/unavailable 2023-Q3 · 8 holders · % suppressed/unavailable 2023-Q4 · 11 holders · % suppressed/unavailable 2024-Q1 · 8 holders · % suppressed/unavailable 2024-Q2 · 11 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 20 holders · % suppressed/unavailable 2025-Q2 · 23 holders · % suppressed/unavailable 2025-Q3 · 26 holders · % suppressed/unavailable 2025-Q4 · 28 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 5,315,768 — $182M 2025-Q4 28 4,876,831 — $173M 2025-Q3 26 4,437,946 — $154M 2025-Q2 23 4,890,145 — $159M 2025-Q1 20 4,611,712 — $132M 2024-Q4 17 6,108,698 — $181M 2024-Q3 13 3,728,894 — $109M 2024-Q2 11 5,983,723 — $167M 2024-Q1 8 5,947,203 — $163M 2023-Q4 11 4,773,569 — $119M 2023-Q3 8 2,899,760 — $65M 2023-Q2 8 2,804,530 — $64M 2023-Q1 8 2,737,781 — $60M
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.
