Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,319,474
Top holders largest 32 of 32 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 James J. Burns & Company, LLC 551,235 551,235 $18M — ADD 5% 2 2 CWM, LLC 422,615 422,615 $14M — ADD 26% 3 3 ENVESTNET ASSET MANAGEMENT INC 200,984 200,984 $7M — ADD 6% 4 4 TRUIST FINANCIAL CORP 193,088 193,088 $6M — ADD 4% 5 5 LPL Financial LLC 182,365 182,365 $6M — ADD 54% 6 6 JPMORGAN CHASE & CO 136,237 136,237 $4M — ADD 28% 7 7 Cetera Investment Advisers 84,058 84,058 $3M — TRIM -5% 8 8 Federation des caisses Desjardins du Quebec 78,734 78,734 $3M — — 9 9 MGO ONE SEVEN LLC 73,518 73,518 $2M — ADD 4% 10 10 U.S. Capital Wealth Advisors, LLC 63,919 63,919 $2M — NEW 11 11 Snowden Capital Advisors LLC 50,189 50,189 $2M — ADD 28% 12 12 Ethos Financial Group, LLC 45,344 45,344 $1M — ADD 10% 13 13 OSAIC HOLDINGS, INC. 45,126 45,126 $1M — TRIM -18% 14 14 Tower Research Capital LLC (TRC) 29,686 29,686 $975,482 — NEW 15 15 Kestra Advisory Services, LLC 28,109 28,109 $923,647 — ADD 5% 16 16 Crusonia Wealth Advisors LLC 18,801 18,801 $617,786 — — 17 17 ADVISORTRUST PARTNERS, LLC 17,162 17,162 $563,943 — — 18 18 Moors & Cabot, Inc. 16,682 16,682 $548,171 — ADD 22% 19 19 CITADEL ADVISORS LLC 14,125 14,125 $464,148 — NEW 20 20 FSB PREMIER WEALTH MANAGEMENT, INC. 10,651 10,651 $349,976 — ADD 14% 21 21 WORLD EQUITY GROUP, INC. 10,292 10,292 $338,196 — — 22 22 SMITH, MOORE & CO. 9,971 9,971 $327,647 — ADD 13% 23 23 KESTRA PRIVATE WEALTH SERVICES, LLC 9,142 9,142 $300,414 — — 24 24 WEDBUSH SECURITIES INC 7,000 7,000 $230,000 — — 25 25 RFG Advisory, LLC 6,875 6,875 $225,901 — NEW 26 26 Arkadios Wealth Advisors 6,296 6,296 $206,886 — — 27 27 Farther Finance Advisors, LLC 3,123 3,123 $103,594 — ADD 56% 28 28 HARBOUR INVESTMENTS, INC. 1,215 1,215 $39,925 — — 29 29 CREATIVE FINANCIAL DESIGNS INC /ADV 1,154 1,154 $37,912 — TRIM -93% 30 30 NATIONAL BANK OF CANADA /FI/ 1,118 1,118 $36,737 — TRIM -4% 31 31 MORGAN STANLEY 410 410 $13,473 — ADD 40900% 32 32 Founders Financial Alliance, LLC 250 250 $8,215 — 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 1 2019-Q4 2026-Q1 2019-Q4 · 1 holders · % suppressed/unavailable 2020-Q1 · 2 holders · % suppressed/unavailable 2020-Q2 · 1 holders · % suppressed/unavailable 2020-Q3 · 2 holders · % suppressed/unavailable 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 3 holders · % suppressed/unavailable 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 4 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 4 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 3 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 6 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 6 holders · % suppressed/unavailable 2024-Q1 · 5 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 19 holders · % suppressed/unavailable 2025-Q1 · 21 holders · % suppressed/unavailable 2025-Q2 · 26 holders · % suppressed/unavailable 2025-Q3 · 31 holders · % suppressed/unavailable 2025-Q4 · 30 holders · % suppressed/unavailable 2026-Q1 · 32 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 32 2,319,474 — $76M 2025-Q4 30 2,071,403 — $68M 2025-Q3 31 1,523,791 — $50M 2025-Q2 26 1,234,031 — $37M 2025-Q1 21 1,087,836 — $30M 2024-Q4 19 1,002,285 — $30M 2024-Q3 11 248,946 — $8M 2024-Q2 10 262,388 — $7M 2024-Q1 5 42,514 — $1M 2023-Q4 6 90,252 — $2M 2023-Q3 5 97,569 — $2M 2023-Q2 6
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.
