Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,698,439
Top holders largest 9 of 9 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 WealthTrust Asset Management, LLC 1,334,218 1.3M $45M — ADD 8% 2 2 Simplicity Wealth,LLC 197,581 197,581 $7M — TRIM -12% 3 3 NEW WAVE WEALTH ADVISORS LLC 91,259 91,259 $3M — ADD 2% 4 4 Expressive Wealth LLC 26,433 26,433 $993,859 — TRIM -16% 5 5 GTS SECURITIES LLC 17,884 17,884 $606,196 — NEW 6 6 Atria Investments, Inc 11,468 11,468 $388,717 — ADD 12% 7 7 Summit Financial, LLC 8,165 8,165 $276,768 — TRIM -6% 8 8 MGO ONE SEVEN LLC 6,613 6,613 $224,158 — TRIM -5% 9 9 JPMORGAN CHASE & CO 4,818 4,818 $158,655 — 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 9 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 WealthTrust Asset Management, LLC 1.0M 1.1M 1.2M 1.2M 1.2M 1.3M $45M Simplicity Wealth,LLC 137K 213K 222K 205K 224K 198K $7M NEW WAVE WEALTH ADVISORS LLC — — — 88K 89K 91K $3M Expressive Wealth LLC — — — — 31K 26K $993,859 GTS SECURITIES LLC 10K 8K — 23K — 18K $606,196 Atria Investments, Inc — — — — 10K 11K $388,717 Summit Financial, LLC — — — — 9K 8K $276,768 MGO ONE SEVEN LLC — — — — 7K 7K $224,158 JPMORGAN CHASE & CO — — — — — 5K $158,655
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 11 1 2021-Q4 2026-Q1 2021-Q4 · 1 holders · % suppressed/unavailable 2022-Q1 · 2 holders · % suppressed/unavailable 2022-Q2 · 3 holders · % suppressed/unavailable 2022-Q3 · 3 holders · % suppressed/unavailable 2022-Q4 · 2 holders · % suppressed/unavailable 2023-Q1 · 2 holders · % suppressed/unavailable 2023-Q2 · 2 holders · % suppressed/unavailable 2023-Q3 · 2 holders · % suppressed/unavailable 2023-Q4 · 2 holders · % suppressed/unavailable 2024-Q1 · 2 holders · % suppressed/unavailable 2024-Q2 · 1 holders · % suppressed/unavailable 2024-Q3 · 3 holders · % suppressed/unavailable 2024-Q4 · 4 holders · % suppressed/unavailable 2025-Q1 · 3 holders · % suppressed/unavailable 2025-Q2 · 3 holders · % suppressed/unavailable 2025-Q3 · 5 holders · % suppressed/unavailable 2025-Q4 · 11 holders · % suppressed/unavailable 2026-Q1 · 9 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 9 1,698,439 — $58M 2025-Q4 11 1,620,977 — $56M 2025-Q3 5 1,546,136 — $54M 2025-Q2 3 1,381,846 — $44M 2025-Q1 3 1,354,202 — $38M 2024-Q4 4 1,187,423 — $35M 2024-Q3 3 1,014,321 — $29M 2024-Q2 1 916,518 — $25M 2024-Q1 2 918,583 — $24M 2023-Q4 2 669,742 — $15M 2023-Q3 2 652,765 — $14M 2023-Q2 2 638,040 — $14M 2023-Q1 2 536,387 — $11M
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.