Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,756,959
Top holders largest 10 of 10 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Marshall Financial Group, LLC 1,031,739 1.0M $26M — TRIM -2% 2 2 Hedeker Wealth, LLC 387,675 387,675 $10M — ADD 16% 3 3 Atlas Private Wealth Advisors 183,086 183,086 $5M — ADD 6% 4 4 JANE STREET GROUP, LLC 56,373 56,373 $1M — ADD 49% 5 5 CWM, LLC 36,789 36,789 $942,303 — — 6 6 LPL Financial LLC 21,808 21,808 $558,590 — NEW 7 7 Medallion Wealth Advisors, LLC 14,100 14,100 $361,156 — — 8 8 AQR CAPITAL MANAGEMENT LLC 10,989 10,989 $281,469 — NEW 9 9 AdvisorNet Financial, Inc 9,850 9,850 $252,296 — — 10 10 Global Assets Advisory, LLC 4,550 4,550 $112,911 — 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 10 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 Marshall Financial Group, LLC 1.0M 1.0M 1.0M 1.0M 1.1M 1.0M $26M Hedeker Wealth, LLC 325K 333K 344K 343K 335K 388K $10M Atlas Private Wealth Advisors 109K 315K 312K 159K 173K 183K $5M JANE STREET GROUP, LLC 105K — 36K 23K 38K 56K $1M CWM, LLC — — — 36K 37K 37K $942,303 LPL Financial LLC — — — — — 22K $558,590 Medallion Wealth Advisors, LLC 13K 14K 14K 14K 14K 14K $361,156 AQR CAPITAL MANAGEMENT LLC — — — — — 11K $281,469 AdvisorNet Financial, Inc 5K 6K 8K 9K 10K 10K $252,296 Global Assets Advisory, LLC — — — — — 5K $112,911
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 10 1 2021-Q3 2026-Q1 2021-Q3 · 1 holders · % suppressed/unavailable 2021-Q4 · 4 holders · % suppressed/unavailable 2022-Q1 · 3 holders · % suppressed/unavailable 2022-Q2 · 2 holders · % suppressed/unavailable 2022-Q3 · 2 holders · % suppressed/unavailable 2022-Q4 · 3 holders · % suppressed/unavailable 2023-Q1 · 2 holders · % suppressed/unavailable 2023-Q2 · 4 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 7 holders · % suppressed/unavailable 2024-Q1 · 7 holders · % suppressed/unavailable 2024-Q2 · 5 holders · % suppressed/unavailable 2024-Q3 · 8 holders · % suppressed/unavailable 2024-Q4 · 8 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 7 holders · % suppressed/unavailable 2025-Q3 · 9 holders · % suppressed/unavailable 2025-Q4 · 10 holders · % suppressed/unavailable 2026-Q1 · 10 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 10 1,756,959 — $45M 2025-Q4 10 1,736,640 — $45M 2025-Q3 9 1,711,395 — $45M 2025-Q2 7 1,789,489 — $46M 2025-Q1 9 1,760,806 — $46M 2024-Q4 8 1,764,183 — $45M 2024-Q3 8 1,296,828 — $34M 2024-Q2 5 1,125,125 — $29M 2024-Q1 7 875,438 — $23M 2023-Q4 7 380,318 — $10M 2023-Q3 5 329,726 — $8M 2023-Q2 4 68,957 — $2M 2023-Q1 2 301,917 — $8M
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.