Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
9,727,875
Top holders largest 34 of 34 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 ENVESTNET ASSET MANAGEMENT INC 8,332,768 8.3M $346M — — 2 2 Thrivent Financial for Lutherans 320,634 320,634 $13M — TRIM -94% 3 3 Aspire Capital Advisors LLC 283,426 283,426 $12M — ADD 147% 4 4 COMMONWEALTH EQUITY SERVICES, LLC 166,751 166,751 $7M — ADD 7% 5 5 Cambridge Investment Research Advisors, Inc. 143,655 143,655 $6M — ADD 21% 6 6 LPL Financial LLC 131,786 131,786 $5M — ADD 165% 7 7 STIFEL FINANCIAL CORP 96,876 96,876 $4M — ADD 26% 8 8 Clarity Asset Management, Inc. 70,687 70,687 $3M — TRIM -70% 9 9 BAILARD, INC. 37,668 37,668 $2M — — 10 10 Sunbelt Securities, Inc. 32,236 32,236 $1M — ADD 70% 11 11 TRUIST FINANCIAL CORP 16,681 16,681 $693,602 — ADD 6% 12 12 Legacy Wealth Management, LLC / MS 14,494 14,494 $602,656 — TRIM -4% 13 13 JANE STREET GROUP, LLC 11,688 11,688 $485,987 — NEW 14 14 Capital Analysts, LLC 10,584 10,584 $440,000 — ADD 690% 15 15 BROWN ADVISORY INC 10,478 10,478 $435,675 — NEW 16 16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,917 9,917 $412,349 — NEW 17 17 OSAIC HOLDINGS, INC. 7,436 7,436 $309,163 — TRIM -4% 18 18 BNB Wealth Management, LLC 5,890 5,890 $244,906 — NEW 19 19 Apella Capital, LLC 5,107 5,107 $238,957 — — 20 20 RAYMOND JAMES FINANCIAL INC 5,133 5,133 $213,430 — — 21 21 PRINCIPAL SECURITIES, INC. 4,819 4,819 $200,374 — NEW 22 22 Geneos Wealth Management Inc. 1,905 1,905 $79,210 — — 23 23 ROYAL BANK OF CANADA 1,684 1,684 $70,000 — TRIM -81% 24 24 RMG Wealth Management LLC 2,293 2,293 $39,050 — NEW 25 25 BESSEMER GROUP INC 750 750 $31,000 — — 26 26 TD Capital Management LLC 688 688 $28,607 — NEW 27 27 LGT Financial Advisors LLC 439 439 $18,254 — ADD 85% 28 28 Blue Trust, Inc. 363 363 $15,094 — NEW 29 29 Winch Advisory Services, LLC 327 327 $13,597 — NEW 30 30 ASSETMARK, INC 305 305 $12,682 — — 31 31 Triumph Capital Management 282 282 $11,726 — ADD 3% 32 32 JONES FINANCIAL COMPANIES LLLP 102 102 $4,157 — NEW 33 33 UBS Group AG 21 21 $873 — NEW 34 34 EverSource Wealth Advisors, LLC 2 2 $83 — —
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 ENVESTNET ASSET MANAGEMENT INC 16K 38K 2.1M 4.4M 8.3M 8.3M $346M Thrivent Financial for Lutherans 2.6M 12K 4.9M 25K 5.6M 321K $13M Aspire Capital Advisors LLC — — — 109K 115K 283K $12M COMMONWEALTH EQUITY SERVICES, LLC 109K 130K 126K 154K 156K 167K $7M Cambridge Investment Research Advisors, Inc. 82K 86K 71K 83K 119K 144K $6M LPL Financial LLC 9K 6K 8K 12K 50K 132K $5M STIFEL FINANCIAL CORP 56K 55K 50K 61K 77K 97K $4M Clarity Asset Management, Inc. 2K 244K 241K 237K 236K 71K $3M BAILARD, INC. 43K 41K 39K 37K 38K 38K $2M Sunbelt Securities, Inc. 11K 13K 11K 16K 19K 32K $1M TRUIST FINANCIAL CORP — — — 9K 16K 17K $693,602 Legacy Wealth Management, LLC / MS — — 7K 13K 15K 14K $602,656 JANE STREET GROUP, LLC — 8K 8K — — 12K $485,987 Capital Analysts, LLC — — — — 1K 11K $440,000 BROWN ADVISORY INC — — — — — 10K $435,675
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 34 4 2022-Q4 2026-Q1 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 8 holders · % suppressed/unavailable 2024-Q1 · 10 holders · % suppressed/unavailable 2024-Q2 · 9 holders · % suppressed/unavailable 2024-Q3 · 12 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 16 holders · % suppressed/unavailable 2025-Q2 · 16 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 26 holders · % suppressed/unavailable 2026-Q1 · 34 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 34 9,727,875 — $404M 2025-Q4 26 14,743,524 — $614M 2025-Q3 21 5,199,549 — $216M 2025-Q2 16 7,628,054 — $285M 2025-Q1 16 679,166 — $23M 2024-Q4 17 2,987,979 — $110M 2024-Q3 12 2,110,058 — $77M 2024-Q2 9 1,950,459 — $65M 2024-Q1 10 2,094,538 — $73M 2023-Q4 8 3,699,664 — $114M 2023-Q3 7 4,122,432 — $115M 2023-Q2 5 4,078,817 — $119M 2023-Q1 6 3,874,452 — $108M 2022-Q4 4 2,456,299 —
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.
