Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Encompass More Asset Management 224,477 224,477 $10M — TRIM -6% 2 2 Professional Financial Advisors, LLC 64,745 64,745 $3M — — 3 3 Cambridge Investment Research Advisors, Inc. 54,466 54,466 $2M — — 4 4 OSAIC HOLDINGS, INC. 50,974 50,974 $2M — TRIM -6% 5 5 Cetera Investment Advisers 39,330 39,330 $2M — TRIM -28% 6 6 Rothschild Wealth LLC 30,639 30,639 $1M — — 7 7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,307 26,307 $1M — ADD 130% 8 8 Foundations Investment Advisors, LLC 17,480 17,480 $740,136 — TRIM -38% 9 9 Legacy Wealth Managment, LLC/ID 17,280 17,280 $731,668 — TRIM -6% 10 10 ENVESTNET ASSET MANAGEMENT INC 10,821 10,821 $458,182 — ADD 2% 11 11 CWM, LLC 1,242 1,242 $52,589 — — 12 12 AMERIFLEX GROUP, INC. 1,061 1,061 $44,924 — — 13 13 UBS Group AG 498 498 $21,086 — ADD 150% 14 14 Aptus Capital Advisors, LLC 439 439 $18,588 — — 15 15 Sunbelt Securities, Inc. 379 379 $16,048 — TRIM -5% 16 16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 230 230 $9,739 — — 17 17 AE Wealth Management LLC 190 190 $8,045 — ADD 12%
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 Encompass More Asset Management 163K 165K 160K 241K 240K 224K $10M Professional Financial Advisors, LLC 65K 65K 65K 64K 64K 65K $3M Cambridge Investment Research Advisors, Inc. 56K 54K 54K 54K 54K 54K $2M OSAIC HOLDINGS, INC. 67K 59K 70K 65K 54K 51K $2M Cetera Investment Advisers 92K 78K 72K 64K 55K 39K $2M Rothschild Wealth LLC 33K 33K 33K 33K 31K 31K $1M SUSQUEHANNA INTERNATIONAL GROUP, LLP 14K — 10K 8K 11K 26K $1M Foundations Investment Advisors, LLC — — — 18K 28K 17K $740,136 Legacy Wealth Managment, LLC/ID 20K 13K 19K 16K 18K 17K $731,668 ENVESTNET ASSET MANAGEMENT INC 20K 21K 21K 11K 11K 11K $458,182 CWM, LLC — — — 1K 1K 1K $52,589 AMERIFLEX GROUP, INC. 1K 1K 1K 2K 1K 1K $44,924 UBS Group AG 253 307 2K 3K 199 498 $21,086 Aptus Capital Advisors, LLC — — 439 439 439 439 $18,588 Sunbelt Securities, Inc. 653 653 653 397 397 379 $16,048
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 19 2 2020-Q4 2026-Q1 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 11 holders · % suppressed/unavailable 2021-Q2 · 15 holders · % suppressed/unavailable 2021-Q3 · 19 holders · % suppressed/unavailable 2021-Q4 · 18 holders · % suppressed/unavailable 2022-Q1 · 17 holders · % suppressed/unavailable 2022-Q2 · 11 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 13 holders · % suppressed/unavailable 2023-Q1 · 14 holders · % suppressed/unavailable 2023-Q2 · 12 holders · % suppressed/unavailable 2023-Q3 · 8 holders · % suppressed/unavailable 2023-Q4 · 9 holders · % suppressed/unavailable 2024-Q1 · 10 holders · % suppressed/unavailable 2024-Q2 · 9 holders · % suppressed/unavailable 2024-Q3 · 10 holders · % suppressed/unavailable 2024-Q4 · 14 holders · % suppressed/unavailable 2025-Q1 · 13 holders · % suppressed/unavailable 2025-Q2 · 18 holders · % suppressed/unavailable 2025-Q3 · 18 holders · % suppressed/unavailable 2025-Q4 · 17 holders · % suppressed/unavailable 2026-Q1 · 17 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 17 540,558 — $23M 2025-Q4 17 570,060 — $25M 2025-Q3 18 581,625 — $25M 2025-Q2 18 533,726 — $21M 2025-Q1 13 493,438 — $17M 2024-Q4 14 566,159 — $20M 2024-Q3 10 606,463 — $27M 2024-Q2 9 539,381 — $18M 2024-Q1 10 620,885 — $20M 2023-Q4 9 490,590 — $15M 2023-Q3 8 455,657 — $12M 2023-Q2 12 478,575 — $14M 2023-Q1
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.