Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,659,060
Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 TCP Asset Management, LLC 2,050,095 2.1M $45M — ADD 110% 2 2 Orion Porfolio Solutions, LLC 990,118 990,118 $22M — TRIM -3% 3 3 RPg Family Wealth Advisory, LLC 171,548 171,548 $4M — — 4 4 Ausdal Financial Partners, Inc. 113,108 113,108 $2M — ADD 7% 5 5 RPS ADVISORY SOLUTIONS LLC 111,153 111,153 $2M — — 6 6 CFS Investment Advisory Services, LLC 58,227 58,227 $1M — — 7 7 LPL Financial LLC 53,493 53,493 $1M — ADD 11% 8 8 OSAIC HOLDINGS, INC. 50,264 50,264 $1M — TRIM -7% 9 9 Geneos Wealth Management Inc. 25,747 25,747 $565,919 — ADD 8% 10 10 ENVESTNET ASSET MANAGEMENT INC 11,302 11,302 $248,363 — ADD 3% 11 11 Cambridge Investment Research Advisors, Inc. 11,137 11,137 $245,000 — NEW 12 12 GTS SECURITIES LLC 9,222 9,222 $202,653 — NEW 13 13 MORGAN STANLEY 2,250 2,250 $49,444 — ADD 224900% 14 14 HARBOUR INVESTMENTS, INC. 550 550 $12,086 — — 15 15 IFP Advisors, Inc 527 527 $11,581 — — 16 16 UBS Group AG 281 281 $6,175 — ADD 49% 17 17 ASSETMARK, INC 38 38 $835 — —
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 TCP Asset Management, LLC — — — 908K 977K 2.1M $45M Orion Porfolio Solutions, LLC 849K 945K 1.0M 1.0M 1.0M 990K $22M RPg Family Wealth Advisory, LLC 147K 162K 169K 167K 169K 172K $4M Ausdal Financial Partners, Inc. — — — 67K 106K 113K $2M RPS ADVISORY SOLUTIONS LLC — — — — 113K 111K $2M CFS Investment Advisory Services, LLC — — 33K 55K 58K 58K $1M LPL Financial LLC 54K 52K 48K 71K 48K 53K $1M OSAIC HOLDINGS, INC. 64K 14K 55K 59K 54K 50K $1M Geneos Wealth Management Inc. 2K 4K 2K 2K 24K 26K $565,919 ENVESTNET ASSET MANAGEMENT INC 24K 10K 12K 11K 11K 11K $248,363 Cambridge Investment Research Advisors, Inc. 44K — — 13K — 11K $245,000 GTS SECURITIES LLC 27K 39K — 34K — 9K $202,653 MORGAN STANLEY — — — — 1 2K $49,444 HARBOUR INVESTMENTS, INC. — — — 188 550 550 $12,086 IFP Advisors, Inc — 527 527 527 527 527 $11,581
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 4 2020-Q2 2026-Q1 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 6 holders · % suppressed/unavailable 2020-Q4 · 6 holders · % suppressed/unavailable 2021-Q1 · 7 holders · % suppressed/unavailable 2021-Q2 · 8 holders · % suppressed/unavailable 2021-Q3 · 10 holders · % suppressed/unavailable 2021-Q4 · 12 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 11 holders · % suppressed/unavailable 2022-Q3 · 14 holders · % suppressed/unavailable 2022-Q4 · 12 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 10 holders · % suppressed/unavailable 2023-Q3 · 10 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 16 holders · % suppressed/unavailable 2024-Q2 · 15 holders · % suppressed/unavailable 2024-Q3 · 17 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 16 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 20 holders · % suppressed/unavailable 2025-Q4 · 19 holders · % suppressed/unavailable 2026-Q1 · 17 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 17 3,659,060 — $80M 2025-Q4 19 2,645,366 — $59M 2025-Q3 20 2,467,401 — $56M 2025-Q2 15 1,424,888 — $32M 2025-Q1 16 3,097,293 — $69M 2024-Q4 17 2,195,423 — $49M 2024-Q3 17 1,844,170 — $43M 2024-Q2 15 1,738,089 — $39M 2024-Q1 16 1,753,422 — $39M 2023-Q4 13 1,707,821 — $38M 2023-Q3 10 1,915,598 — $41M 2023-Q2 10 1,762,891
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.