Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 24 of 24 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Blue Trust, Inc. 153,441 153,441 $5M — TRIM -25% 2 2 Summit Financial, LLC 68,826 68,826 $2M — TRIM -53% 3 3 GOLDMAN SACHS GROUP INC 62,697 62,697 $2M — ADD 13% 4 4 Vident Advisory, LLC 33,340 33,340 $1M — TRIM -29% 5 5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,357 27,357 $823,755 — TRIM -15% 6 6 MGO ONE SEVEN LLC 24,909 24,909 $750,042 — ADD 6% 7 7 OneAscent Financial Services LLC 21,503 21,503 $647,468 — TRIM -28% 8 8 Arkadios Wealth Advisors 18,950 18,950 $570,607 — ADD 8% 9 9 ROYAL BANK OF CANADA 18,627 18,627 $561,000 — ADD 53% 10 10 Empirical Asset Management, LLC 13,359 13,359 $402,252 — TRIM -2% 11 11 GTS SECURITIES LLC 11,596 11,596 $349,167 — TRIM -71% 12 12 Walkner Condon Financial Advisors LLC 10,050 10,050 $302,619 — TRIM -11% 13 13 WorthPointe, LLC 9,047 9,047 $272,402 — ADD 9% 14 14 Focus Financial Network, Inc. 9,016 9,016 $271,469 — TRIM -9% 15 15 TWO SIGMA INVESTMENTS, LP 7,500 7,500 $225,835 — NEW 16 16 Global Assets Advisory, LLC 3,471 3,471 $97,188 — NEW 17 17 MORGAN STANLEY 3,110 3,110 $93,646 — TRIM -62% 18 18 UBS Group AG 2,773 2,773 $83,498 — NEW 19 19 Allworth Financial LP 1,516 1,516 $45,660 — — 20 20 MAI Capital Management 421 421 $12,677 — — 21 21 FMR LLC 265 265 $7,965 — — 22 22 Clarity Asset Management, Inc. 91 91 $2,734 — — 23 23 CWM, LLC 89 89 $2,680 — — 24 24 Farther Finance Advisors, LLC 75 75 $2,267 — 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 Blue Trust, Inc. 1.3M 803K 451K 289K 204K 153K $5M Summit Financial, LLC — — — 142K 146K 69K $2M GOLDMAN SACHS GROUP INC 100K 55K 62K 95K 55K 63K $2M Vident Advisory, LLC 89K 89K 81K 60K 47K 33K $1M SUSQUEHANNA INTERNATIONAL GROUP, LLP 53K 38K 30K 41K 32K 27K $823,755 MGO ONE SEVEN LLC 16K 16K 16K 17K 23K 25K $750,042 OneAscent Financial Services LLC 14K 14K 14K 26K 30K 22K $647,468 Arkadios Wealth Advisors 15K 16K 18K 18K 18K 19K $570,607 ROYAL BANK OF CANADA 4K 3K 35K 12K 12K 19K $561,000 Empirical Asset Management, LLC 69K 74K 77K 32K 14K 13K $402,252 GTS SECURITIES LLC 48K 19K 23K 30K 40K 12K $349,167 Walkner Condon Financial Advisors LLC 11K 11K 11K 11K 11K 10K $302,619 WorthPointe, LLC — — — — 8K 9K $272,402 Focus Financial Network, Inc. 10K 10K 10K 10K 10K 9K $271,469 TWO SIGMA INVESTMENTS, LP — — — — — 8K $225,835
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 25 1 2018-Q1 2026-Q1 2018-Q1 · 1 holders · % suppressed/unavailable 2018-Q2 · 5 holders · % suppressed/unavailable 2018-Q3 · 5 holders · % suppressed/unavailable 2018-Q4 · 7 holders · % suppressed/unavailable 2019-Q1 · 7 holders · % suppressed/unavailable 2019-Q2 · 9 holders · % suppressed/unavailable 2019-Q3 · 7 holders · % suppressed/unavailable 2019-Q4 · 13 holders · % suppressed/unavailable 2020-Q1 · 16 holders · % suppressed/unavailable 2020-Q2 · 13 holders · % suppressed/unavailable 2020-Q3 · 12 holders · % suppressed/unavailable 2020-Q4 · 12 holders · % suppressed/unavailable 2021-Q1 · 12 holders · % suppressed/unavailable 2021-Q2 · 12 holders · % suppressed/unavailable 2021-Q3 · 14 holders · % suppressed/unavailable 2021-Q4 · 15 holders · % suppressed/unavailable 2022-Q1 · 20 holders · % suppressed/unavailable 2022-Q2 · 14 holders · % suppressed/unavailable 2022-Q3 · 16 holders · % suppressed/unavailable 2022-Q4 · 17 holders · % suppressed/unavailable 2023-Q1 · 18 holders · % suppressed/unavailable 2023-Q2 · 18 holders · % suppressed/unavailable 2023-Q3 · 21 holders · % suppressed/unavailable 2023-Q4 · 20 holders · % suppressed/unavailable 2024-Q1 · 19 holders · % suppressed/unavailable 2024-Q2 · 22 holders · % suppressed/unavailable 2024-Q3 · 21 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 23 holders · % suppressed/unavailable 2025-Q2 · 22 holders · % suppressed/unavailable 2025-Q3 · 23 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 24 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 24 502,029 — $15M 2025-Q4 22 662,975 — $20M 2025-Q3 23 794,774 — $25M 2025-Q2 22 844,025 — $26M 2025-Q1 23 1,246,638 — $39M 2024-Q4 25 2,029,855 — $65M 2024-Q3 21 3,951,440 — $122M 2024-Q2 22 3,873,189 — $117M 2024-Q1 19 3,901,246 — $118M 2023-Q4 20 3,741,738 —
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.