Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,702,467
Top holders largest 23 of 23 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 WBI INVESTMENTS, LLC 872,310 872,310 $30M — ADD 11% 2 2 Maridea Wealth Management LLC 405,808 405,808 $14M — TRIM -4% 3 3 LPL Financial LLC 139,188 139,188 $5M — TRIM -5% 4 4 Stratos Wealth Partners, LTD. 62,912 62,912 $2M — TRIM -4% 5 5 ENVESTNET ASSET MANAGEMENT INC 59,567 59,567 $2M — TRIM -12% 6 6 MORGAN STANLEY 18,950 18,950 $643,194 — TRIM -6% 7 7 Ausdal Financial Partners, Inc. 17,733 17,733 $601,858 — — 8 8 Advyzon Investment Management, LLC 17,733 17,733 $601,858 — — 9 9 GTS SECURITIES LLC 16,581 16,581 $562,759 — TRIM -62% 10 10 Cetera Investment Advisers 16,152 16,152 $548,205 — ADD 17% 11 11 Private Advisor Group, LLC 16,100 16,100 $546,422 — — 12 12 HighTower Advisors, LLC 10,050 10,050 $341,097 — — 13 13 Southland Equity Partners LLC 9,866 9,866 $334,852 — TRIM -7% 14 14 World Investment Advisors 9,832 9,832 $333,700 — NEW 15 15 Cambridge Investment Research Advisors, Inc. 9,301 9,301 $316,000 — — 16 16 OSAIC HOLDINGS, INC. 8,834 8,834 $299,898 — ADD 11% 17 17 HARBOUR INVESTMENTS, INC. 7,626 7,626 $258,826 — ADD 21% 18 18 Signature Equity Partners, LLC 1,065 1,065 $36,157 — — 19 19 FMR LLC 700 700 $23,755 — ADD 67% 20 20 ASSETMARK, INC 615 615 $20,873 — — 21 21 UBS Group AG 590 590 $20,025 — ADD 4438% 22 22 Western Wealth Management, LLC 500 500 $16,970 — NEW 23 23 Fourth Dimension Wealth, LLC 454 454 $15,409 — TRIM -25%
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 WBI INVESTMENTS, LLC 912K 827K 827K 781K 785K 872K $30M Maridea Wealth Management LLC 548K 476K 465K 431K 421K 406K $14M LPL Financial LLC 156K 159K 148K 141K 146K 139K $5M Stratos Wealth Partners, LTD. 61K 63K 63K 66K 66K 63K $2M ENVESTNET ASSET MANAGEMENT INC 131K 102K 96K 90K 68K 60K $2M MORGAN STANLEY 21K 21K 20K 19K 20K 19K $643,194 Ausdal Financial Partners, Inc. — — — 20K 18K 18K $601,858 Advyzon Investment Management, LLC — — 22K 20K 18K 18K $601,858 GTS SECURITIES LLC — — — — 43K 17K $562,759 Cetera Investment Advisers 35K 32K 30K 27K 14K 16K $548,205 Private Advisor Group, LLC 65K 65K 18K 17K 16K 16K $546,422 HighTower Advisors, LLC 10K 10K 10K 10K 10K 10K $341,097 Southland Equity Partners LLC 12K 11K 11K 11K 11K 10K $334,852 World Investment Advisors — — — — — 10K $333,700 Cambridge Investment Research Advisors, Inc. — — 8K 9K 9K 9K $316,000
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 27 4 2016-Q4 2026-Q1 2016-Q4 · 4 holders · % suppressed/unavailable 2017-Q1 · 8 holders · % suppressed/unavailable 2017-Q2 · 7 holders · % suppressed/unavailable 2017-Q3 · 9 holders · % suppressed/unavailable 2017-Q4 · 9 holders · % suppressed/unavailable 2018-Q1 · 13 holders · % suppressed/unavailable 2018-Q2 · 18 holders · % suppressed/unavailable 2018-Q3 · 18 holders · % suppressed/unavailable 2018-Q4 · 19 holders · % suppressed/unavailable 2019-Q1 · 19 holders · % suppressed/unavailable 2019-Q2 · 22 holders · % suppressed/unavailable 2019-Q3 · 19 holders · % suppressed/unavailable 2019-Q4 · 22 holders · % suppressed/unavailable 2020-Q1 · 23 holders · % suppressed/unavailable 2020-Q2 · 19 holders · % suppressed/unavailable 2020-Q3 · 17 holders · % suppressed/unavailable 2020-Q4 · 20 holders · % suppressed/unavailable 2021-Q1 · 21 holders · % suppressed/unavailable 2021-Q2 · 23 holders · % suppressed/unavailable 2021-Q3 · 23 holders · % suppressed/unavailable 2021-Q4 · 25 holders · % suppressed/unavailable 2022-Q1 · 27 holders · % suppressed/unavailable 2022-Q2 · 26 holders · % suppressed/unavailable 2022-Q3 · 22 holders · % suppressed/unavailable 2022-Q4 · 22 holders · % suppressed/unavailable 2023-Q1 · 24 holders · % suppressed/unavailable 2023-Q2 · 25 holders · % suppressed/unavailable 2023-Q3 · 21 holders · % suppressed/unavailable 2023-Q4 · 26 holders · % suppressed/unavailable 2024-Q1 · 22 holders · % suppressed/unavailable 2024-Q2 · 23 holders · % suppressed/unavailable 2024-Q3 · 24 holders · % suppressed/unavailable 2024-Q4 · 24 holders · % suppressed/unavailable 2025-Q1 · 26 holders · % suppressed/unavailable 2025-Q2 · 26 holders · % suppressed/unavailable 2025-Q3 · 22 holders · % suppressed/unavailable 2025-Q4 · 25 holders · % suppressed/unavailable 2026-Q1 · 23 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 23 1,702,467 — $58M 2025-Q4 25 1,818,712 — $58M 2025-Q3 22 1,822,333 — $56M 2025-Q2 26 1,932,469 — $57M 2025-Q1 26 1,996,856 — $59M 2024-Q4 24 2,100,009 — $62M 2024-Q3 24 1,606,063 — $50M 2024-Q2 23 1,566,916 — $45M 2024-Q1 22 1,691,620 —
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.