Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,045,350
Top holders largest 25 of 25 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Ferguson Shapiro LLC 530,624 530,624 $17M — ADD 12% 2 2 Integrated Wealth Concepts LLC 184,177 184,177 $6M — NEW 3 3 OSAIC HOLDINGS, INC. 84,456 84,456 $3M — TRIM -6% 4 4 HighTower Advisors, LLC 36,492 36,492 $1M — — 5 5 Cambridge Investment Research Advisors, Inc. 36,052 36,052 $1M — ADD 3% 6 6 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 29,722 29,722 $975,625 — TRIM -5% 7 7 Harvest Investment Services, LLC 20,721 20,721 $680,167 — ADD 2% 8 8 CITADEL ADVISORS LLC 15,476 15,476 $508,000 — TRIM -5% 9 9 Clear Creek Financial Management, LLC 15,225 15,225 $499,761 — ADD 8% 10 10 ENVESTNET ASSET MANAGEMENT INC 13,144 13,144 $431,466 — ADD 5% 11 11 LPL Financial LLC 10,912 10,912 $358,186 — NEW 12 12 &PARTNERS 10,841 10,841 $355,856 — ADD 7% 13 13 Sanctuary Advisors, LLC 10,579 10,579 $347,245 — ADD 9% 14 14 Foundations Investment Advisors, LLC 9,972 9,972 $327,331 — TRIM -4% 15 15 Arkadios Wealth Advisors 9,818 9,818 $322,276 — — 16 16 KESTRA PRIVATE WEALTH SERVICES, LLC 8,063 8,063 $264,665 — TRIM -6% 17 17 Geneos Wealth Management Inc. 5,064 5,064 $166,251 — ADD 4% 18 18 HAZLETT, BURT & WATSON, INC. 4,200 4,200 $138,000 — TRIM -9% 19 19 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,866 2,866 $94,853 — — 20 20 PRIVATE TRUST CO NA 1,900 1,900 $62,368 — NEW 21 21 HARBOUR INVESTMENTS, INC. 1,832 1,832 $60,160 — — 22 22 Advisory Services Network, LLC 1,166 1,166 $38,274 — NEW 23 23 IFP Advisors, Inc 1,058 1,058 $34,729 — — 24 24 AE Wealth Management LLC 730 730 $23,962 — — 25 25 Ashton Thomas Private Wealth, LLC 260 260 $8,535 — 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
Holder 2024-Q4 2025-Q1 2025-Q2 2025-Q3 2025-Q4 2026-Q1 Latest value Ferguson Shapiro LLC — — — — 474K 531K $17M Integrated Wealth Concepts LLC — 152K 141K 155K — 184K $6M OSAIC HOLDINGS, INC. 96K 99K 100K 101K 90K 84K $3M HighTower Advisors, LLC 26K 30K 30K 30K 36K 36K $1M Cambridge Investment Research Advisors, Inc. 34K 35K 35K 35K 35K 36K $1M NATIONS FINANCIAL GROUP INC, /IA/ /ADV — 34K 32K 32K 31K 30K $975,625 Harvest Investment Services, LLC 40K 24K 23K 20K 20K 21K $680,167 CITADEL ADVISORS LLC 15K — — — 16K 15K $508,000 Clear Creek Financial Management, LLC — — 14K 14K 14K 15K $499,761 ENVESTNET ASSET MANAGEMENT INC — — 9K 12K 12K 13K $431,466 LPL Financial LLC — — — — — 11K $358,186 &PARTNERS — — 7K 10K 10K 11K $355,856 Sanctuary Advisors, LLC — — — 8K 10K 11K $347,245 Foundations Investment Advisors, LLC — — 9K 10K 10K 10K $327,331 Arkadios Wealth Advisors — — 8K 9K 10K 10K $322,276
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 26 2 2021-Q2 2026-Q1 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 2 holders · % suppressed/unavailable 2022-Q2 · 7 holders · % suppressed/unavailable 2022-Q3 · 4 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 7 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 6 holders · % suppressed/unavailable 2024-Q1 · 8 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 10 holders · % suppressed/unavailable 2024-Q4 · 16 holders · % suppressed/unavailable 2025-Q1 · 14 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 26 holders · % suppressed/unavailable 2025-Q4 · 26 holders · % suppressed/unavailable 2026-Q1 · 25 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 25 1,045,350 — $34M 2025-Q4 26 846,993 — $31M 2025-Q3 26 513,703 — $18M 2025-Q2 21 470,630 — $16M 2025-Q1 14 453,705 — $13M 2024-Q4 16 303,256 — $9M 2024-Q3 10 392,892 — $11M 2024-Q2 10 393,999 — $11M 2024-Q1 8 389,548 — $10M 2023-Q4 6 345,936 — $8M 2023-Q3 5 173,690 — $4M 2023-Q2 7 173,532 — $4M 2023-Q1 7 291,861 —
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.
