Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 27 of 27 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Lunt Capital Management, Inc. 223,607 223,607 $11M — — 2 2 Kestra Advisory Services, LLC 185,911 185,911 $9M — ADD 2% 3 3 Cambridge Investment Research Advisors, Inc. 44,450 44,450 $2M — TRIM -5% 4 4 LPL Financial LLC 43,521 43,521 $2M — TRIM -4% 5 5 Ausdal Financial Partners, Inc. 36,030 36,030 $2M — TRIM -3% 6 6 Geneos Wealth Management Inc. 29,083 29,083 $1M — — 7 7 Sanctuary Advisors, LLC 28,075 28,075 $1M — — 8 8 OSAIC HOLDINGS, INC. 24,443 24,443 $1M — TRIM -21% 9 9 Clear Creek Financial Management, LLC 24,118 24,118 $1M — ADD 52% 10 10 JPMORGAN CHASE & CO 24,255 24,255 $1M — ADD 4% 11 11 GeoWealth Management, LLC 17,571 17,571 $840,954 — — 12 12 MORGAN STANLEY 12,395 12,395 $593,262 — ADD 1239400% 13 13 Belpointe Asset Management LLC 10,382 10,382 $496,878 — TRIM -3% 14 14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,844 8,844 $430,548 — TRIM -30% 15 15 Atria Investments, Inc 5,440 5,440 $260,356 — — 16 16 Aptus Capital Advisors, LLC 5,159 5,159 $246,907 — — 17 17 Clarus Group, Inc. 5,159 5,159 $246,905 — — 18 18 CREATIVE FINANCIAL DESIGNS INC /ADV 5,055 5,055 $241,929 — TRIM -10% 19 19 INDEPENDENT FINANCIAL GROUP, LLC 5,034 5,034 $240,925 — ADD 4% 20 20 Cetera Investment Advisers 4,717 4,717 $225,765 — TRIM -8% 21 21 COMMONWEALTH EQUITY SERVICES, LLC 4,660 4,660 $223,020 — TRIM -80% 22 22 Unified Investment Management 4,365 4,365 $208,904 — — 23 23 HARBOUR INVESTMENTS, INC. 1,614 1,614 $77,245 — TRIM -35% 24 24 ROTHSCHILD INVESTMENT LLC 600 600 $28,716 — — 25 25 BLAIR WILLIAM & CO/IL 25 25 $1,196 — — 26 26 Triumph Capital Management 13 13 $622 — TRIM -99% 27 27 AE Wealth Management LLC 4 4 $191 — —
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 Lunt Capital Management, Inc. 206K 220K 223K 225K 227K 224K $11M Kestra Advisory Services, LLC 63K 64K 69K 69K 182K 186K $9M Cambridge Investment Research Advisors, Inc. 30K 36K 36K 48K 47K 44K $2M LPL Financial LLC 48K 58K 56K 53K 45K 44K $2M Ausdal Financial Partners, Inc. 25K 35K 41K 41K 37K 36K $2M Geneos Wealth Management Inc. 68K 167K 114K 45K 29K 29K $1M Sanctuary Advisors, LLC 26K 30K 32K 62K 28K 28K $1M OSAIC HOLDINGS, INC. 88K 79K 80K 66K 31K 24K $1M Clear Creek Financial Management, LLC — — 10K 14K 16K 24K $1M JPMORGAN CHASE & CO — — — 38K 23K 24K $1M GeoWealth Management, LLC 18K 21K 22K 20K 18K 18K $840,954 MORGAN STANLEY 811 — 1 1 1 12K $593,262 Belpointe Asset Management LLC — 29K 14K 12K 11K 10K $496,878 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — 17K 18K 17K 13K 9K $430,548 Atria Investments, Inc 5K 5K 5K 5K 5K 5K $260,356
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 33 3 2020-Q2 2026-Q1 2020-Q2 · 3 holders · % suppressed/unavailable 2020-Q3 · 5 holders · % suppressed/unavailable 2020-Q4 · 7 holders · % suppressed/unavailable 2021-Q1 · 10 holders · % suppressed/unavailable 2021-Q2 · 15 holders · % suppressed/unavailable 2021-Q3 · 16 holders · % suppressed/unavailable 2021-Q4 · 22 holders · % suppressed/unavailable 2022-Q1 · 20 holders · % suppressed/unavailable 2022-Q2 · 19 holders · % suppressed/unavailable 2022-Q3 · 20 holders · % suppressed/unavailable 2022-Q4 · 25 holders · % suppressed/unavailable 2023-Q1 · 23 holders · % suppressed/unavailable 2023-Q2 · 20 holders · % suppressed/unavailable 2023-Q3 · 18 holders · % suppressed/unavailable 2023-Q4 · 23 holders · % suppressed/unavailable 2024-Q1 · 22 holders · % suppressed/unavailable 2024-Q2 · 29 holders · % suppressed/unavailable 2024-Q3 · 28 holders · % suppressed/unavailable 2024-Q4 · 31 holders · % suppressed/unavailable 2025-Q1 · 28 holders · % suppressed/unavailable 2025-Q2 · 33 holders · % suppressed/unavailable 2025-Q3 · 28 holders · % suppressed/unavailable 2025-Q4 · 28 holders · % suppressed/unavailable 2026-Q1 · 27 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 27 754,530 — $36M 2025-Q4 28 770,320 — $36M 2025-Q3 28 833,095 — $39M 2025-Q2 33 1,183,384 — $52M 2025-Q1 28 1,329,008 — $56M 2024-Q4 31 1,128,617 — $52M 2024-Q3 28 907,393 — $42M 2024-Q2 29 976,143 — $43M 2024-Q1 22 798,023 — $36M 2023-Q4 23 791,664 — $29M 2023-Q3 18 768,517 — $27M 2023-Q2 20 777,184 —
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.
