Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,065,508
Top holders largest 19 of 19 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Simplify Asset Management Inc. 1,634,812 1.6M $72M — — 2 2 COMMONWEALTH EQUITY SERVICES, LLC 247,063 247,063 $11M — ADD 9% 3 3 AE Wealth Management LLC 94,085 94,085 $4M — — 4 4 OLD MISSION CAPITAL LLC 25,049 25,049 $1M — ADD 131% 5 5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,961 16,961 $749,337 — NEW 6 6 Elevated Capital Advisors, LLC 11,636 11,636 $514,066 — NEW 7 7 B.O.S.S. Retirement Advisors, LLC 9,570 9,570 $422,824 — TRIM -7% 8 8 HOWARD BAILEY SECURITIES, LLC 8,988 8,988 $397,098 — — 9 9 MML INVESTORS SERVICES, LLC 5,669 5,669 $250,460 — — 10 10 Great Lakes Retirement, Inc. 4,967 4,967 $219,431 — TRIM -8% 11 11 JPMORGAN CHASE & CO 1,920 1,920 $82,349 — NEW 12 12 Lloyd Advisory Services, LLC. 1,770 1,770 $78,208 — TRIM -95% 13 13 Kingdom Financial Group LLC. 1,770 1,770 $78,208 — TRIM -4% 14 14 OSAIC HOLDINGS, INC. 437 437 $19,303 — TRIM -65% 15 15 Quest 10 Wealth Builders, Inc. 415 415 $18,335 — TRIM -3% 16 16 Networth Advisors, LLC 364 364 $16,098 — TRIM -7% 17 17 HANTZ FINANCIAL SERVICES, INC. 13 13 $1,000 — NEW 18 18 Noble Wealth Management PBC 18 18 $795 — — 19 19 MORGAN STANLEY 1 1 $66 — 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 Simplify Asset Management Inc. — 2.3M 1.9M 1.6M 1.6M 1.6M $72M COMMONWEALTH EQUITY SERVICES, LLC 263K 277K 199K 213K 227K 247K $11M AE Wealth Management LLC — — 104K 1K 93K 94K $4M OLD MISSION CAPITAL LLC 13K 12K 42K 31K 11K 25K $1M SUSQUEHANNA INTERNATIONAL GROUP, LLP — — — — — 17K $749,337 Elevated Capital Advisors, LLC — — — — — 12K $514,066 B.O.S.S. Retirement Advisors, LLC — — 20K — 10K 10K $422,824 HOWARD BAILEY SECURITIES, LLC — — 11K — 9K 9K $397,098 MML INVESTORS SERVICES, LLC — — — 5K 6K 6K $250,460 Great Lakes Retirement, Inc. — — 7K — 5K 5K $219,431 JPMORGAN CHASE & CO — — — — — 2K $82,349 Lloyd Advisory Services, LLC. — — 34K — 34K 2K $78,208 Kingdom Financial Group LLC. — — — — 2K 2K $78,208 OSAIC HOLDINGS, INC. 2K 2K 604 763 1K 437 $19,303 Quest 10 Wealth Builders, Inc. — — 442 — 428 415 $18,335
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 2020-Q3 2026-Q1 2020-Q3 · 1 holders · % suppressed/unavailable 2020-Q4 · 4 holders · % suppressed/unavailable 2021-Q1 · 5 holders · % suppressed/unavailable 2021-Q2 · 5 holders · % suppressed/unavailable 2021-Q3 · 5 holders · % suppressed/unavailable 2021-Q4 · 9 holders · % suppressed/unavailable 2022-Q1 · 9 holders · % suppressed/unavailable 2022-Q2 · 8 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 5 holders · % suppressed/unavailable 2023-Q2 · 8 holders · % suppressed/unavailable 2023-Q3 · 9 holders · % suppressed/unavailable 2023-Q4 · 6 holders · % suppressed/unavailable 2024-Q1 · 7 holders · % suppressed/unavailable 2024-Q2 · 6 holders · % suppressed/unavailable 2024-Q3 · 6 holders · % suppressed/unavailable 2024-Q4 · 5 holders · % suppressed/unavailable 2025-Q1 · 10 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 11 holders · % suppressed/unavailable 2025-Q4 · 17 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 2,065,508 — $91M 2025-Q4 17 2,041,174 — $95M 2025-Q3 11 1,987,569 — $100M 2025-Q2 21 2,468,501 — $110M 2025-Q1 10 2,733,113 — $104M 2024-Q4 5 307,132 — $13M 2024-Q3 6 74,889 — $3M 2024-Q2 6 92,497 — $4M 2024-Q1 7 61,386 — $2M 2023-Q4 6 80,226 — $3M 2023-Q3 9 86,426 — $3M 2023-Q2 8 56,327 — $2M
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.