Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 24 of 24 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 JANE STREET GROUP, LLC 16,030 16,030 $1M — ADD 117% 2 2 Belpointe Asset Management LLC 15,692 15,692 $1M — — 3 3 Claris Financial LLC 14,095 14,095 $1M — ADD 20% 4 4 EASTERN BANK 13,740 13,740 $1M — ADD 17% 5 5 OSAIC HOLDINGS, INC. 13,469 13,469 $1M — ADD 11% 6 6 OneAscent Family Office, LLC 12,162 12,162 $1M — ADD 59% 7 7 Split Rock Private Trading & Wealth Management, LLC 8,295 8,295 $737,130 — TRIM -4% 8 8 Marmo Financial Group, LLC 6,516 6,516 $579,014 — TRIM -3% 9 9 ENVESTNET ASSET MANAGEMENT INC 5,341 5,341 $474,603 — TRIM -17% 10 10 Kestra Advisory Services, LLC 5,328 5,328 $473,410 — — 11 11 LPL Financial LLC 5,189 5,189 $461,097 — ADD 23% 12 12 Private Advisor Group, LLC 4,520 4,520 $401,648 — ADD 29% 13 13 Kovack Advisors, Inc. 1,536 1,536 $349,794 — TRIM -45% 14 14 Cetera Investment Advisers 3,140 3,140 $279,002 — ADD 11% 15 15 DOVER ADVISORS, LLC 2,873 2,873 $255,296 — TRIM -8% 16 16 Colonial River Investments, LLC 2,352 2,352 $209,000 — ADD 2% 17 17 City State Bank 120 120 $10,663 — — 18 18 UBS Group AG 114 114 $10,130 — TRIM -30% 19 19 WELLS FARGO & COMPANY/MN 90 90 $8,033 — NEW 20 20 MORGAN STANLEY 25 25 $2,222 — — 21 21 SIGNATUREFD, LLC 20 20 $1,777 — — 22 22 SWAN Capital LLC 16 16 $1,422 — NEW 23 23 VISION FINANCIAL MARKETS LLC 10 10 $889 — — 24 24 Allworth Financial LP 1 1 $89 — 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 JANE STREET GROUP, LLC 10K — 18K — 7K 16K $1M Belpointe Asset Management LLC — 9K 15K 18K 16K 16K $1M Claris Financial LLC — — 20K 14K 12K 14K $1M EASTERN BANK — 3K 3K 3K 12K 14K $1M OSAIC HOLDINGS, INC. 3K 3K 7K 10K 12K 13K $1M OneAscent Family Office, LLC — — — 7K 8K 12K $1M Split Rock Private Trading & Wealth Management, LLC — — — — 9K 8K $737,130 Marmo Financial Group, LLC — — — — 7K 7K $579,014 ENVESTNET ASSET MANAGEMENT INC 6K 6K 7K 6K 6K 5K $474,603 Kestra Advisory Services, LLC 3K 3K 3K 4K 5K 5K $473,410 LPL Financial LLC — — 3K 5K 4K 5K $461,097 Private Advisor Group, LLC — — — — 4K 5K $401,648 Kovack Advisors, Inc. — — — — 3K 2K $349,794 Cetera Investment Advisers — — — 3K 3K 3K $279,002 DOVER ADVISORS, LLC — — — 3K 3K 3K $255,296
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 33 1 2021-Q4 2026-Q1 2021-Q4 · 1 holders · % suppressed/unavailable 2022-Q3 · 15 holders · % suppressed/unavailable 2022-Q4 · 17 holders · % suppressed/unavailable 2023-Q1 · 17 holders · % suppressed/unavailable 2023-Q2 · 12 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 16 holders · % suppressed/unavailable 2024-Q1 · 15 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 17 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 19 holders · % suppressed/unavailable 2025-Q4 · 33 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 24 130,674 — $12M 2025-Q4 33 151,784 — $15M 2025-Q3 19 98,331 — $9M 2025-Q2 21 123,698 — $10M 2025-Q1 17 83,586 — $7M 2024-Q4 12 48,050 — $4M 2024-Q3 9 46,677 — $4M 2024-Q2 10 59,465 — $5M 2024-Q1 15 110,195 — $8M 2023-Q4 16 120,108 — $9M 2023-Q3 13 59,259 — $4M 2023-Q2 12 60,554 — $4M 2023-Q1 17 95,125 — $8M 2022-Q4 17 78,680
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.
