Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
12,733,637
Top holders largest 20 of 20 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 EVOKE WEALTH, LLC 10,669,231 10.7M $237M — — 2 2 HighTower Advisors, LLC 1,273,827 1.3M $28M — ADD 9% 3 3 Fermata Advisors, LLC 207,713 207,713 $5M — ADD 3% 4 4 AQR CAPITAL MANAGEMENT LLC 158,743 158,743 $4M — — 5 5 MORGAN STANLEY 86,708 86,708 $2M — ADD 146% 6 6 JANE STREET GROUP, LLC 66,474 66,474 $1M — ADD 63% 7 7 LPL Financial LLC 61,318 61,318 $1M — TRIM -11% 8 8 Lido Advisors, LLC 61,018 61,018 $1M — NEW 9 9 ZEGA Investments, LLC 40,233 40,233 $895,587 — NEW 10 10 Centric Wealth Management 36,847 36,847 $834,492 — TRIM -31% 11 11 Gladstone Institutional Advisory LLC 14,901 14,901 $331,696 — TRIM -7% 12 12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,051 13,051 $290,515 — TRIM -84% 13 13 Geneos Wealth Management Inc. 10,647 10,647 $237,002 — — 14 14 ROYAL BANK OF CANADA 10,367 10,367 $231,000 — TRIM -3% 15 15 Main Street Group, LTD 7,422 7,422 $165,214 — NEW 16 16 Asset Dedication, LLC 6,962 6,962 $154,975 — — 17 17 Parkside Financial Bank & Trust 4,500 4,500 $100,170 — NEW 18 18 CWM, LLC 2,551 2,551 $56,782 — — 19 19 MARSHALL INVESTMENT MANAGEMENT, LLC 620 620 $13,801 — NEW 20 20 OSAIC HOLDINGS, INC. 504 504 $11,215 — ADD 7%
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 EVOKE WEALTH, LLC 11.1M 10.9M 9.6M 10.2M 10.5M 10.7M $237M HighTower Advisors, LLC — — — 1.2M 1.2M 1.3M $28M Fermata Advisors, LLC 172K 178K 171K 179K 202K 208K $5M AQR CAPITAL MANAGEMENT LLC — 159K 159K 159K 159K 159K $4M MORGAN STANLEY 4K 3K 3K 3K 35K 87K $2M JANE STREET GROUP, LLC 435K 54K 37K 61K 41K 66K $1M LPL Financial LLC 11K 11K 15K 68K 69K 61K $1M Lido Advisors, LLC — — — — — 61K $1M ZEGA Investments, LLC — — — — — 40K $895,587 Centric Wealth Management — — — 53K 54K 37K $834,492 Gladstone Institutional Advisory LLC 16K 17K 16K 16K 16K 15K $331,696 SUSQUEHANNA INTERNATIONAL GROUP, LLP 53K 80K 132K 90K 84K 13K $290,515 Geneos Wealth Management Inc. 11K 21K 11K 11K 11K 11K $237,002 ROYAL BANK OF CANADA 8K 8K 21K 12K 11K 10K $231,000 Main Street Group, LTD — — — — — 7K $165,214
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 57 2 2019-Q4 2026-Q1 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q1 · 5 holders · % suppressed/unavailable 2020-Q2 · 6 holders · % suppressed/unavailable 2020-Q3 · 22 holders · % suppressed/unavailable 2020-Q4 · 31 holders · % suppressed/unavailable 2021-Q1 · 32 holders · % suppressed/unavailable 2021-Q2 · 42 holders · % suppressed/unavailable 2021-Q3 · 42 holders · % suppressed/unavailable 2021-Q4 · 52 holders · % suppressed/unavailable 2022-Q1 · 57 holders · % suppressed/unavailable 2022-Q2 · 47 holders · % suppressed/unavailable 2022-Q3 · 40 holders · % suppressed/unavailable 2022-Q4 · 38 holders · % suppressed/unavailable 2023-Q1 · 35 holders · % suppressed/unavailable 2023-Q2 · 27 holders · % suppressed/unavailable 2023-Q3 · 29 holders · % suppressed/unavailable 2023-Q4 · 29 holders · % suppressed/unavailable 2024-Q1 · 20 holders · % suppressed/unavailable 2024-Q2 · 20 holders · % suppressed/unavailable 2024-Q3 · 16 holders · % suppressed/unavailable 2024-Q4 · 19 holders · % suppressed/unavailable 2025-Q1 · 22 holders · % suppressed/unavailable 2025-Q2 · 20 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 19 holders · % suppressed/unavailable 2026-Q1 · 20 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 20 12,733,637 — $283M 2025-Q4 19 12,467,501 — $267M 2025-Q3 21 12,101,393 — $255M 2025-Q2 20 10,215,972 — $204M 2025-Q1 22 12,886,006 — $254M 2024-Q4 19 12,961,396 — $242M 2024-Q3 16 14,744,208 — $304M 2024-Q2 20 2,117,808 — $41M 2024-Q1 20 15,683,125 — $302M 2023-Q4 29 6,823,742 — $131M 2023-Q3 29 31,691,664 — $555M
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.