Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
16,672,084
Top holders largest 29 of 29 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 FRANKLIN RESOURCES INC 11,711,192 11.7M $666M — — 2 2 Sanctuary Advisors, LLC 2,140,419 2.1M $122M — ADD 8% 3 3 Bank of New York Mellon Corp 1,411,314 1.4M $80M — ADD 7% 4 4 JPMORGAN CHASE & CO 505,876 505,876 $28M — ADD 10% 5 5 Sequent Planning LLC 373,851 373,851 $21M — ADD 16% 6 6 LPL Financial LLC 188,602 188,602 $11M — — 7 7 Atria Investments, Inc 97,668 97,668 $6M — ADD 37% 8 8 OSAIC HOLDINGS, INC. 61,850 61,850 $4M — ADD 189% 9 9 GOLDMAN SACHS GROUP INC 50,000 50,000 $3M — — 10 10 CITADEL ADVISORS LLC 39,656 39,656 $2M — TRIM -27% 11 11 PARK AVENUE SECURITIES LLC 26,566 26,566 $2M — ADD 17% 12 12 Cetera Investment Advisers 16,359 16,359 $930,342 — ADD 27% 13 13 ENVESTNET ASSET MANAGEMENT INC 13,676 13,676 $777,754 — ADD 3% 14 14 Mariner, LLC 6,378 6,378 $362,716 — TRIM -3% 15 15 GTS SECURITIES LLC 6,365 6,365 $361,978 — ADD 5% 16 16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,479 5,479 $311,591 — TRIM -80% 17 17 Latitude Advisors, LLC 4,969 4,969 $282,591 — — 18 18 Bogart Wealth, LLC 2,543 2,543 $144,620 — — 19 19 Key Financial Inc 2,232 2,232 $126,934 — — 20 20 Medallion Wealth Advisors, LLC 1,945 1,945 $110,612 — — 21 21 Larson Financial Group LLC 1,780 1,780 $101,229 — — 22 22 ROTHSCHILD INVESTMENT LLC 1,120 1,120 $63,694 — — 23 23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 895 895 $50,899 — NEW 24 24 CITIGROUP INC 732 732 $41,629 — NEW 25 25 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 480 480 $27,298 — TRIM -38% 26 26 FMR LLC 118 118 $6,682 — TRIM -86% 27 27 SIGNATUREFD, LLC 16 16 $887 — — 28 28 Jackson, Grant Investment Advisers, Inc. 2 2 $114 — — 29 29 WELLS FARGO & COMPANY/MN 1 1 $35 — NEW
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
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 32 3 2016-Q3 2026-Q1 2016-Q3 · 4 holders · % suppressed/unavailable 2016-Q4 · 5 holders · % suppressed/unavailable 2017-Q1 · 3 holders · % suppressed/unavailable 2017-Q2 · 6 holders · % suppressed/unavailable 2017-Q3 · 7 holders · % suppressed/unavailable 2017-Q4 · 9 holders · % suppressed/unavailable 2018-Q1 · 8 holders · % suppressed/unavailable 2018-Q2 · 8 holders · % suppressed/unavailable 2018-Q3 · 8 holders · % suppressed/unavailable 2018-Q4 · 9 holders · % suppressed/unavailable 2019-Q1 · 9 holders · % suppressed/unavailable 2019-Q2 · 6 holders · % suppressed/unavailable 2019-Q3 · 6 holders · % suppressed/unavailable 2019-Q4 · 7 holders · % suppressed/unavailable 2020-Q1 · 7 holders · % suppressed/unavailable 2020-Q2 · 5 holders · % suppressed/unavailable 2020-Q3 · 5 holders · % suppressed/unavailable 2020-Q4 · 8 holders · % suppressed/unavailable 2021-Q1 · 6 holders · % suppressed/unavailable 2021-Q2 · 6 holders · % suppressed/unavailable 2021-Q3 · 8 holders · % suppressed/unavailable 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 9 holders · % suppressed/unavailable 2022-Q2 · 8 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 9 holders · % suppressed/unavailable 2023-Q1 · 9 holders · % suppressed/unavailable 2023-Q2 · 11 holders · % suppressed/unavailable 2023-Q3 · 14 holders · % suppressed/unavailable 2023-Q4 · 14 holders · % suppressed/unavailable 2024-Q1 · 15 holders · % suppressed/unavailable 2024-Q2 · 17 holders · % suppressed/unavailable 2024-Q3 · 24 holders · % suppressed/unavailable 2024-Q4 · 24 holders · % suppressed/unavailable 2025-Q1 · 24 holders · % suppressed/unavailable 2025-Q2 · 28 holders · % suppressed/unavailable 2025-Q3 · 29 holders · % suppressed/unavailable 2025-Q4 · 32 holders · % suppressed/unavailable 2026-Q1 · 29 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 29 16,672,084 — $947M 2025-Q4 32 16,132,312 — $964M 2025-Q3 29 18,047,180 — $1.0B 2025-Q2 28 12,210,236 — $664M 2025-Q1 24 13,791,895 — $676M 2024-Q4 24 12,647,175 — $653M 2024-Q3 24 22,810,577 — $1.2B 2024-Q2 17 24,019,810 — $1.1B 2024-Q1 15 22,018,174
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.