Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,704,309
Top holders largest 14 of 14 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Foundations Investment Advisors, LLC 1,372,548 1.4M $33M — TRIM -10% 2 2 Corient Private Wealth LLC 167,545 167,545 $4M — TRIM -56% 3 3 GTS SECURITIES LLC 42,558 42,558 $1M — ADD 68% 4 4 Signal Advisors Wealth, LLC 35,188 35,188 $856,089 — ADD 134% 5 5 GeoWealth Management, LLC 31,065 31,065 $755,779 — TRIM -74% 6 6 AE Wealth Management LLC 18,207 18,207 $442,958 — TRIM -13% 7 7 Aegis Wealth Management, Inc. 16,907 16,907 $411,334 — TRIM -21% 8 8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,858 16,858 $410,138 — ADD 34% 9 9 UBS Group AG 1,229 1,229 $29,900 — ADD 167% 10 10 MORGAN STANLEY 850 850 $20,680 — NEW 11 11 Geneos Wealth Management Inc. 755 755 $18,368 — — 12 12 HARBOUR INVESTMENTS, INC. 452 452 $10,997 — — 13 13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 122 122 $2,968 — — 14 14 ASSETMARK, INC 25 25 $608 — TRIM -67%
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 14 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 Foundations Investment Advisors, LLC 2.6M 2.3M 2.1M 1.8M 1.5M 1.4M $33M Corient Private Wealth LLC — — 146K 119K 381K 168K $4M GTS SECURITIES LLC 15K — 84K — 25K 43K $1M Signal Advisors Wealth, LLC 21K 21K 21K 20K 15K 35K $856,089 GeoWealth Management, LLC 928K 876K 594K 291K 118K 31K $755,779 AE Wealth Management LLC 21K 21K 21K 21K 21K 18K $442,958 Aegis Wealth Management, Inc. — — — — 21K 17K $411,334 SUSQUEHANNA INTERNATIONAL GROUP, LLP — — 11K 19K 13K 17K $410,138 UBS Group AG 228 479 5K — 460 1K $29,900 MORGAN STANLEY — — — — — 850 $20,680 Geneos Wealth Management Inc. — 2K 755 755 755 755 $18,368 HARBOUR INVESTMENTS, INC. — — 452 452 452 452 $10,997 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — — 122 122 122 122 $2,968 ASSETMARK, INC — — — — 76 25 $608
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 16 3 2020-Q3 2026-Q1 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 11 holders · % suppressed/unavailable 2021-Q1 · 6 holders · % suppressed/unavailable 2021-Q2 · 9 holders · % suppressed/unavailable 2021-Q3 · 7 holders · % suppressed/unavailable 2021-Q4 · 10 holders · % suppressed/unavailable 2022-Q1 · 9 holders · % suppressed/unavailable 2022-Q2 · 11 holders · % suppressed/unavailable 2022-Q3 · 11 holders · % suppressed/unavailable 2022-Q4 · 14 holders · % suppressed/unavailable 2023-Q1 · 10 holders · % suppressed/unavailable 2023-Q2 · 12 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 11 holders · % suppressed/unavailable 2024-Q1 · 9 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 10 holders · % suppressed/unavailable 2024-Q4 · 11 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 14 holders · % suppressed/unavailable 2025-Q3 · 11 holders · % suppressed/unavailable 2025-Q4 · 16 holders · % suppressed/unavailable 2026-Q1 · 14 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 14 1,704,309 — $41M 2025-Q4 16 2,286,181 — $52M 2025-Q3 11 2,295,297 — $54M 2025-Q2 14 2,985,207 — $66M 2025-Q1 9 3,297,645 — $73M 2024-Q4 11 3,638,698 — $79M 2024-Q3 10 4,010,326 — $91M 2024-Q2 12 4,649,437 — $102M 2024-Q1 9 5,187,547 — $115M 2023-Q4 11 5,408,941 — $118M 2023-Q3 13 4,637,116 — $96M 2023-Q2 12 5,938,179 — $125M
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.