Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,790,130
Top holders largest 29 of 29 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Advisory Resource Group 628,077 628,077 $18M — ADD 5% 2 2 Cambridge Investment Research Advisors, Inc. 221,644 221,644 $6M — NEW 3 3 OSAIC HOLDINGS, INC. 198,472 198,472 $6M — ADD 2071% 4 4 Stratos Wealth Advisors, LLC 113,497 113,497 $3M — NEW 5 5 ENVESTNET ASSET MANAGEMENT INC 111,507 111,507 $3M — NEW 6 6 BENJAMIN EDWARDS INC 82,103 82,103 $2M — NEW 7 7 Cetera Investment Advisers 74,791 74,791 $2M — ADD 591% 8 8 JANE STREET GROUP, LLC 63,229 63,229 $2M — NEW 9 9 GTS SECURITIES LLC 52,729 52,729 $1M — NEW 10 10 Smart Portfolios, LLC 46,951 46,951 $1M — ADD 3% 11 11 FLOW TRADERS U.S. LLC 44,010 44,010 $1M — ADD 247% 12 12 HARBOUR INVESTMENTS, INC. 39,580 39,580 $1M — ADD 3670% 13 13 Mascagni Wealth Management, Inc. 21,871 21,871 $621,445 — NEW 14 14 Sovran Advisors, LLC 12,803 12,803 $414,881 — NEW 15 15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,307 13,307 $380,430 — NEW 16 16 CITADEL ADVISORS LLC 12,939 12,939 $367,650 — NEW 17 17 Steward Partners Investment Advisory, LLC 11,174 11,174 $317,499 — NEW 18 18 LPL Financial LLC 10,156 10,156 $288,574 — NEW 19 19 RAYMOND JAMES FINANCIAL INC 9,121 9,121 $259,165 — NEW 20 20 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,800 8,800 $255,014 — ADD 155% 21 21 Sankala Group LLC 7,956 7,956 $222,656 — ADD 7% 22 22 CREATIVE FINANCIAL DESIGNS INC /ADV 2,200 2,200 $62,511 — NEW 23 23 Advisory Services Network, LLC 1,299 1,299 $36,913 — NEW 24 24 Golden State Wealth Management, LLC 630 630 $17,901 — NEW 25 25 EverSource Wealth Advisors, LLC 525 525 $14,917 — — 26 26 Sound Income Strategies, LLC 350 350 $10,143 — — 27 27 Farther Finance Advisors, LLC 250 250 $7,245 — NEW 28 28 Key Capital Management, INC 136 136 $3,864 — NEW 29 29 Avion Wealth 23 23 $0 — 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 Advisory Resource Group — 186K 438K 606K 598K 628K $18M Cambridge Investment Research Advisors, Inc. — — — — — 222K $6M OSAIC HOLDINGS, INC. — — 1K 1K 9K 198K $6M Stratos Wealth Advisors, LLC — — — — — 113K $3M ENVESTNET ASSET MANAGEMENT INC — — — — — 112K $3M BENJAMIN EDWARDS INC — — — — — 82K $2M Cetera Investment Advisers — — — — 11K 75K $2M JANE STREET GROUP, LLC — — 11K 12K — 63K $2M GTS SECURITIES LLC — — — — — 53K $1M Smart Portfolios, LLC — — — — 46K 47K $1M FLOW TRADERS U.S. LLC — — — — 13K 44K $1M HARBOUR INVESTMENTS, INC. — — — — 1K 40K $1M Mascagni Wealth Management, Inc. — — — — — 22K $621,445 Sovran Advisors, LLC — — — — — 13K $414,881 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — — — — — 13K $380,430
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 1 2025-Q1 2026-Q1 2025-Q1 · 1 holders · % suppressed/unavailable 2025-Q2 · 4 holders · % suppressed/unavailable 2025-Q3 · 4 holders · % suppressed/unavailable 2025-Q4 · 10 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 1,790,130 — $51M 2025-Q4 10 689,348 — $19M 2025-Q3 4 636,762 — $16M 2025-Q2 4 463,659 — $11M 2025-Q1 1 185,969 — $4M
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.
