Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 18 of 18 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Q3 Asset Management 288,051 288,051 $7M — ADD 4% 2 2 HBW ADVISORY SERVICES LLC 107,200 107,200 $2M — ADD 18% 3 3 Fifth Third Securities, Inc. 67,113 67,113 $2M — ADD 23% 4 4 Redwood Family Wealth LLC 42,134 42,134 $967,005 — — 5 5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39,890 39,890 $929,038 — TRIM -36% 6 6 Private Advisor Group, LLC 29,400 29,400 $674,751 — TRIM -36% 7 7 PFG Investments, LLC 20,326 20,326 $466,505 — ADD 13% 8 8 GTS SECURITIES LLC 17,888 17,888 $410,547 — TRIM -12% 9 9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,728 16,728 $383,919 — NEW 10 10 ENVESTNET ASSET MANAGEMENT INC 16,185 16,185 $371,457 — NEW 11 11 COMMONWEALTH EQUITY SERVICES, LLC 10,771 10,771 $247,190 — ADD 4% 12 12 LPL Financial LLC 9,656 9,656 $221,612 — ADD 4% 13 13 Transamerica Financial Advisors, LLC 5,753 5,753 $132,058 — ADD 37% 14 14 AE Wealth Management LLC 4,080 4,080 $93,639 — — 15 15 HARBOUR INVESTMENTS, INC. 3,975 3,975 $91,241 — TRIM -16% 16 16 Triumph Capital Management 200 200 $4,590 — TRIM -60% 17 17 UBS Group AG 68 68 $1,561 — NEW 18 18 WELLS FARGO & COMPANY/MN 0 0 $5 — 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 Q3 Asset Management 527K 516K 613K 285K 277K 288K $7M HBW ADVISORY SERVICES LLC 11K 36K 38K 57K 91K 107K $2M Fifth Third Securities, Inc. — — — — 54K 67K $2M Redwood Family Wealth LLC — — — — 42K 42K $967,005 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — 77K 75K 65K 62K 40K $929,038 Private Advisor Group, LLC 60K 53K 53K 51K 46K 29K $674,751 PFG Investments, LLC — — — 13K 18K 20K $466,505 GTS SECURITIES LLC — — — 22K 20K 18K $410,547 SUSQUEHANNA INTERNATIONAL GROUP, LLP — — — — — 17K $383,919 ENVESTNET ASSET MANAGEMENT INC — — — — — 16K $371,457 COMMONWEALTH EQUITY SERVICES, LLC 12K 15K 21K 10K 10K 11K $247,190 LPL Financial LLC 12K — — 9K 9K 10K $221,612 Transamerica Financial Advisors, LLC 377K 358K 362K 334K 4K 6K $132,058 AE Wealth Management LLC — — — — 4K 4K $93,639 HARBOUR INVESTMENTS, INC. 8K 8K 5K 5K 5K 4K $91,241
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 22 3 2022-Q2 2026-Q1 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 3 holders · % suppressed/unavailable 2023-Q2 · 4 holders · % suppressed/unavailable 2023-Q3 · 4 holders · % suppressed/unavailable 2023-Q4 · 7 holders · % suppressed/unavailable 2024-Q1 · 7 holders · % suppressed/unavailable 2024-Q2 · 9 holders · % suppressed/unavailable 2024-Q3 · 12 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 14 holders · % suppressed/unavailable 2025-Q2 · 13 holders · % suppressed/unavailable 2025-Q3 · 15 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 18 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 18 679,418 — $16M 2025-Q4 22 694,234 — $18M 2025-Q3 15 883,652 — $23M 2025-Q2 13 1,193,796 — $29M 2025-Q1 14 1,131,532 — $24M 2024-Q4 18 1,068,265 — $26M 2024-Q3 12 828,144 — $19M 2024-Q2 9 1,097,450 — $27M 2024-Q1 7 1,312,029 — $31M 2023-Q4 7 1,312,466 — $30M 2023-Q3 4 1,309,972 — $28M 2023-Q2 4 1,096,941 — $25M 2023-Q1 3 674,862 — $14M 2022-Q4 7
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.
