Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 11 of 11 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 WJ Interests, LLC 450,526 450,526 $14M — ADD 6% 2 2 Financial Enhancement Group LLC 51,872 51,872 $2M — — 3 3 Innova Wealth Partners 37,583 37,583 $1M — TRIM -33% 4 4 Outlook Wealth Advisors, LLC 16,336 16,336 $514,419 — ADD 46% 5 5 World Investment Advisors 11,911 11,911 $375,073 — TRIM -3% 6 6 Lifeworks Advisors, LLC 10,410 10,410 $327,819 — TRIM -51% 7 7 CITADEL ADVISORS LLC 8,069 8,069 $254,092 — NEW 8 8 CWM, LLC 3,153 3,153 $99,288 — — 9 9 Geneos Wealth Management Inc. 2,400 2,400 $75,576 — — 10 10 HARBOUR INVESTMENTS, INC. 301 301 $9,478 — — 11 11 ASSETMARK, INC 48 48 $1,512 — —
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 11 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 WJ Interests, LLC 458K 450K 441K 446K 423K 451K $14M Financial Enhancement Group LLC 46K 50K 50K 52K 52K 52K $2M Innova Wealth Partners 58K 58K 57K 56K 56K 38K $1M Outlook Wealth Advisors, LLC — — — — 11K 16K $514,419 World Investment Advisors 13K 13K 13K 12K 12K 12K $375,073 Lifeworks Advisors, LLC 84K 61K 52K 44K 21K 10K $327,819 CITADEL ADVISORS LLC — — — — — 8K $254,092 CWM, LLC 225K 231K 4K 3K 3K 3K $99,288 Geneos Wealth Management Inc. 1K 4K 2K 2K 2K 2K $75,576 HARBOUR INVESTMENTS, INC. 301 301 301 301 301 301 $9,478 ASSETMARK, INC — 48 48 48 48 48 $1,512
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 18 3 2019-Q4 2026-Q1 2019-Q4 · 3 holders · % suppressed/unavailable 2020-Q1 · 7 holders · % suppressed/unavailable 2020-Q2 · 6 holders · % suppressed/unavailable 2020-Q3 · 8 holders · % suppressed/unavailable 2020-Q4 · 8 holders · % suppressed/unavailable 2021-Q1 · 9 holders · % suppressed/unavailable 2021-Q2 · 9 holders · % suppressed/unavailable 2021-Q3 · 7 holders · % suppressed/unavailable 2021-Q4 · 10 holders · % suppressed/unavailable 2022-Q1 · 8 holders · % suppressed/unavailable 2022-Q2 · 8 holders · % suppressed/unavailable 2022-Q3 · 10 holders · % suppressed/unavailable 2022-Q4 · 12 holders · % suppressed/unavailable 2023-Q1 · 9 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 8 holders · % suppressed/unavailable 2023-Q4 · 8 holders · % suppressed/unavailable 2024-Q1 · 11 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 13 holders · % suppressed/unavailable 2025-Q3 · 12 holders · % suppressed/unavailable 2025-Q4 · 11 holders · % suppressed/unavailable 2026-Q1 · 11 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 11 592,609 — $19M 2025-Q4 11 617,241 — $20M 2025-Q3 12 632,017 — $21M 2025-Q2 13 665,754 — $21M 2025-Q1 12 886,409 — $27M 2024-Q4 18 1,039,097 — $33M 2024-Q3 13 937,803 — $29M 2024-Q2 12 862,248 — $26M 2024-Q1 11 772,548 — $22M 2023-Q4 8 920,964 — $24M 2023-Q3 8 1,020,427 — $25M 2023-Q2 9
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.