Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,244,143
Top holders largest 19 of 19 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Foundations Investment Advisors, LLC 2,505,336 2.5M $65M — TRIM -10% 2 2 Corient Private Wealth LLC 464,849 464,849 $12M — TRIM -51% 3 3 GeoWealth Management, LLC 63,883 63,883 $2M — TRIM -73% 4 4 Signal Advisors Wealth, LLC 62,210 62,210 $2M — ADD 317% 5 5 Aegis Wealth Management, Inc. 31,523 31,523 $819,707 — TRIM -13% 6 6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,119 28,119 $731,198 — ADD 228% 7 7 GTS SECURITIES LLC 25,960 25,960 $675,064 — TRIM -66% 8 8 AE Wealth Management LLC 21,057 21,057 $547,560 — TRIM -21% 9 9 Triad Wealth Partners, LLC 16,062 16,062 $417,671 — TRIM -32% 10 10 Mutual Advisors, LLC 12,587 12,587 $327,309 — ADD 3% 11 11 Continuum Advisory, LLC 9,897 9,897 $257,359 — TRIM -6% 12 12 HARBOUR INVESTMENTS, INC. 936 936 $24,342 — — 13 13 Geneos Wealth Management Inc. 782 782 $20,335 — — 14 14 UBS Group AG 383 383 $9,960 — NEW 15 15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 267 267 $6,943 — — 16 16 Advisory Services Network, LLC 200 200 $5,213 — NEW 17 17 Innovative Asset Advisors Group, LLC 90 90 $2,340 — NEW 18 18 MORGAN STANLEY 2 2 $57 — ADD 100% 19 19 Beacon Capital Management, Inc. 0 0 $3 — EXIT
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 Foundations Investment Advisors, LLC 4.6M 4.1M 3.7M 3.2M 2.8M 2.5M $65M Corient Private Wealth LLC — — 229K 251K 952K 465K $12M GeoWealth Management, LLC 2.1M 2.0M 1.4M 644K 233K 64K $2M Signal Advisors Wealth, LLC 51K 51K 51K 50K 15K 62K $2M Aegis Wealth Management, Inc. — — — — 36K 32K $819,707 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20K 25K 14K 9K 9K 28K $731,198 GTS SECURITIES LLC 41K 32K 44K 24K 77K 26K $675,064 AE Wealth Management LLC 34K 32K 30K 28K 27K 21K $547,560 Triad Wealth Partners, LLC 9K 9K — 38K 24K 16K $417,671 Mutual Advisors, LLC 18K 18K 18K 12K 12K 13K $327,309 Continuum Advisory, LLC 26K 18K 12K 11K 11K 10K $257,359 HARBOUR INVESTMENTS, INC. — — 923 929 934 936 $24,342 Geneos Wealth Management Inc. — 2K 782 782 782 782 $20,335 UBS Group AG 315 1K 440 — — 383 $9,960 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — — 267 267 267 267 $6,943
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 20 3 2020-Q3 2026-Q1 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 8 holders · % suppressed/unavailable 2021-Q1 · 6 holders · % suppressed/unavailable 2021-Q2 · 7 holders · % suppressed/unavailable 2021-Q3 · 14 holders · % suppressed/unavailable 2021-Q4 · 13 holders · % suppressed/unavailable 2022-Q1 · 9 holders · % suppressed/unavailable 2022-Q2 · 12 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 16 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 16 holders · % suppressed/unavailable 2023-Q3 · 18 holders · % suppressed/unavailable 2023-Q4 · 20 holders · % suppressed/unavailable 2024-Q1 · 18 holders · % suppressed/unavailable 2024-Q2 · 17 holders · % suppressed/unavailable 2024-Q3 · 16 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 16 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 18 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 3,244,143 — $84M 2025-Q4 17 4,188,258 — $106M 2025-Q3 18 4,294,032 — $108M 2025-Q2 17 5,554,895 — $134M 2025-Q1 16 6,366,847 — $158M 2024-Q4 17 6,932,017 — $169M 2024-Q3 16 7,455,663 — $190M 2024-Q2 17 8,686,543 — $210M 2024-Q1 18 9,903,310 — $240M 2023-Q4 20 10,900,662 — $254M 2023-Q3 18 13,331,495 — $290M 2023-Q2 16 16,524,636 —
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.