Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
4,866,096
Top holders largest 19 of 19 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 PRINCIPAL FINANCIAL GROUP INC 1,973,436 2.0M $102M — ADD 155% 2 2 PRINCIPAL SECURITIES, INC. 1,428,413 1.4M $74M — ADD 23% 3 3 ENVESTNET ASSET MANAGEMENT INC 1,268,872 1.3M $65M — ADD 26% 4 4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 81,228 81,228 $4M — TRIM -16% 5 5 LPL Financial LLC 29,401 29,401 $2M — ADD 11% 6 6 Capital Investment Advisory Services, LLC 21,347 21,347 $1M — TRIM -21% 7 7 Smartleaf Asset Management LLC 17,237 17,237 $873,657 — TRIM -17% 8 8 Cambridge Investment Research Advisors, Inc. 16,281 16,281 $838,000 — — 9 9 Kestra Advisory Services, LLC 10,307 10,307 $530,692 — TRIM -3% 10 10 Integrity Wealth Partners, LLC 5,973 5,973 $307,549 — NEW 11 11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,607 5,607 $288,703 — NEW 12 12 Cetera Investment Advisers 4,260 4,260 $219,347 — — 13 13 UBS Group AG 1,405 1,405 $72,343 — NEW 14 14 MORGAN STANLEY 1,270 1,270 $65,407 — ADD 8971% 15 15 PNC FINANCIAL SERVICES GROUP, INC. 460 460 $23,685 — NEW 16 16 OSAIC HOLDINGS, INC. 417 417 $21,501 — — 17 17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 134 134 $6,916 — ADD 5% 18 18 FMR LLC 45 45 $2,294 — ADD 55% 19 19 MCGUIRE CAPITAL ADVISORS INC 3 3 $154 — —
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 PRINCIPAL FINANCIAL GROUP INC 329K 4.9M 3.3M 1.4M 774K 2.0M $102M PRINCIPAL SECURITIES, INC. 877K 877K 685K 933K 1.2M 1.4M $74M ENVESTNET ASSET MANAGEMENT INC 825K 812K 562K 791K 1.0M 1.3M $65M WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 103K 99K 98K 98K 97K 81K $4M LPL Financial LLC 23K 31K 50K 26K 26K 29K $2M Capital Investment Advisory Services, LLC 6K 25K 34K 27K 27K 21K $1M Smartleaf Asset Management LLC 14K 22K 27K 20K 21K 17K $873,657 Cambridge Investment Research Advisors, Inc. 11K 12K 13K 16K 17K 16K $838,000 Kestra Advisory Services, LLC — — — — 11K 10K $530,692 Integrity Wealth Partners, LLC — — — — — 6K $307,549 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6K — 16K 5K — 6K $288,703 Cetera Investment Advisers 4K 4K 4K 4K 4K 4K $219,347 UBS Group AG — 302 — — — 1K $72,343 MORGAN STANLEY 1 1 1 1 14 1K $65,407 PNC FINANCIAL SERVICES GROUP, INC. — — — — — 460 $23,685
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 21 1 2016-Q1 2026-Q1 2016-Q1 · 1 holders · % suppressed/unavailable 2016-Q2 · 3 holders · % suppressed/unavailable 2016-Q3 · 2 holders · % suppressed/unavailable 2016-Q4 · 2 holders · % suppressed/unavailable 2017-Q1 · 3 holders · % suppressed/unavailable 2017-Q2 · 2 holders · % suppressed/unavailable 2017-Q3 · 1 holders · % suppressed/unavailable 2017-Q4 · 1 holders · % suppressed/unavailable 2018-Q1 · 5 holders · % suppressed/unavailable 2018-Q2 · 3 holders · % suppressed/unavailable 2018-Q3 · 4 holders · % suppressed/unavailable 2018-Q4 · 3 holders · % suppressed/unavailable 2019-Q1 · 2 holders · % suppressed/unavailable 2019-Q2 · 3 holders · % suppressed/unavailable 2019-Q3 · 1 holders · % suppressed/unavailable 2019-Q4 · 3 holders · % suppressed/unavailable 2020-Q1 · 4 holders · % suppressed/unavailable 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 3 holders · % suppressed/unavailable 2021-Q1 · 2 holders · % suppressed/unavailable 2021-Q2 · 5 holders · % suppressed/unavailable 2021-Q3 · 5 holders · % suppressed/unavailable 2021-Q4 · 7 holders · % suppressed/unavailable 2022-Q1 · 8 holders · % suppressed/unavailable 2022-Q2 · 13 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 9 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 7 holders · % suppressed/unavailable 2023-Q3 · 6 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 16 holders · % suppressed/unavailable 2024-Q3 · 14 holders · % suppressed/unavailable 2024-Q4 · 19 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 18 holders · % suppressed/unavailable 2025-Q4 · 19 holders · % suppressed/unavailable 2026-Q1 · 19 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 19 4,866,096 — $251M 2025-Q4 19 3,145,902 — $164M 2025-Q3 18 3,343,140 — $175M 2025-Q2 21 4,874,357 — $241M 2025-Q1 18 6,765,317 — $332M 2024-Q4 19 2,234,154 — $111M 2024-Q3 14 2,136,979 — $107M 2024-Q2 16 2,088,804 — $96M
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.