Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 26 of 26 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 LPL Financial LLC 411,873 411,873 $5M — — 2 2 KINGSWOOD WEALTH ADVISORS, LLC 79,238 79,238 $952,057 — ADD 51% 3 3 ENVESTNET ASSET MANAGEMENT INC 51,873 51,873 $623,254 — ADD 130% 4 4 BANK OF AMERICA CORP /DE/ 47,996 47,996 $576,677 — ADD 14% 5 5 Cetera Investment Advisers 39,825 39,825 $478,503 — NEW 6 6 Triumph Capital Management 29,228 29,228 $351,177 — — 7 7 MERCER GLOBAL ADVISORS INC /ADV 26,675 26,675 $320,503 — — 8 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,030 25,030 $302,738 — ADD 28% 9 9 GTS SECURITIES LLC 24,311 24,311 $292,097 — NEW 10 10 Cambridge Investment Research Advisors, Inc. 23,433 23,433 $282,000 — ADD 72% 11 11 TRUIST FINANCIAL CORP 23,236 23,236 $279,178 — TRIM -5% 12 12 Kingsview Wealth Management, LLC 20,380 20,380 $244,864 — TRIM -52% 13 13 OSAIC HOLDINGS, INC. 18,488 18,488 $222,225 — ADD 84% 14 14 Private Advisor Group, LLC 15,600 15,600 $187,436 — ADD 48% 15 15 Kovack Advisors, Inc. 12,988 12,988 $156,434 — — 16 16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,867 12,867 $154,598 — NEW 17 17 Rehmann Capital Advisory Group 10,030 10,030 $120,511 — NEW 18 18 SBI Securities Co., Ltd. 9,343 9,343 $112,257 — ADD 39% 19 19 Founders Financial Alliance, LLC 6,244 6,244 $75,024 — — 20 20 Advisory Services Network, LLC 5,100 5,100 $61,277 — NEW 21 21 MORGAN STANLEY 4,587 4,587 $55,117 — ADD 627% 22 22 HARBOUR INVESTMENTS, INC. 3,793 3,793 $45,573 — — 23 23 Luminist Capital LLC 3,127 3,127 $37,572 — TRIM -3% 24 24 TD Waterhouse Canada Inc. 330 330 $3,970 — ADD 10% 25 25 Allworth Financial LP 31 31 $375 — — 26 26 WELLS FARGO & COMPANY/MN 1 1 $7 — —
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 LPL Financial LLC 361K 403K 476K 393K 414K 412K $5M KINGSWOOD WEALTH ADVISORS, LLC — — 16K 61K 53K 79K $952,057 ENVESTNET ASSET MANAGEMENT INC 28K 44K 45K 25K 23K 52K $623,254 BANK OF AMERICA CORP /DE/ 8K 16K 24K 31K 42K 48K $576,677 Cetera Investment Advisers 11K 17K 18K 12K — 40K $478,503 Triumph Capital Management 30K 30K 29K 30K 29K 29K $351,177 MERCER GLOBAL ADVISORS INC /ADV 27K 27K 27K 27K 27K 27K $320,503 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — — — — 20K 25K $302,738 GTS SECURITIES LLC 31K — 12K — — 24K $292,097 Cambridge Investment Research Advisors, Inc. 12K 12K 11K 12K 14K 23K $282,000 TRUIST FINANCIAL CORP — 15K 18K 27K 24K 23K $279,178 Kingsview Wealth Management, LLC — — — 31K 42K 20K $244,864 OSAIC HOLDINGS, INC. 7K 7K 3K 7K 10K 18K $222,225 Private Advisor Group, LLC — — — — 11K 16K $187,436 Kovack Advisors, Inc. 19K 17K 16K 16K 13K 13K $156,434
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 2015-Q3 2026-Q1 2015-Q3 · 2 holders · % suppressed/unavailable 2015-Q4 · 2 holders · % suppressed/unavailable 2016-Q1 · 3 holders · % suppressed/unavailable 2016-Q2 · 4 holders · % suppressed/unavailable 2016-Q3 · 5 holders · % suppressed/unavailable 2016-Q4 · 6 holders · % suppressed/unavailable 2017-Q1 · 5 holders · % suppressed/unavailable 2017-Q2 · 4 holders · % suppressed/unavailable 2017-Q3 · 3 holders · % suppressed/unavailable 2017-Q4 · 6 holders · % suppressed/unavailable 2018-Q1 · 9 holders · % suppressed/unavailable 2018-Q2 · 9 holders · % suppressed/unavailable 2018-Q3 · 9 holders · % suppressed/unavailable 2018-Q4 · 11 holders · % suppressed/unavailable 2019-Q1 · 11 holders · % suppressed/unavailable 2019-Q2 · 12 holders · % suppressed/unavailable 2019-Q3 · 20 holders · % suppressed/unavailable 2019-Q4 · 19 holders · % suppressed/unavailable 2020-Q1 · 18 holders · % suppressed/unavailable 2020-Q2 · 14 holders · % suppressed/unavailable 2020-Q3 · 14 holders · % suppressed/unavailable 2020-Q4 · 14 holders · % suppressed/unavailable 2021-Q1 · 9 holders · % suppressed/unavailable 2021-Q2 · 16 holders · % suppressed/unavailable 2021-Q3 · 19 holders · % suppressed/unavailable 2021-Q4 · 18 holders · % suppressed/unavailable 2022-Q1 · 18 holders · % suppressed/unavailable 2022-Q2 · 16 holders · % suppressed/unavailable 2022-Q3 · 19 holders · % suppressed/unavailable 2022-Q4 · 18 holders · % suppressed/unavailable 2023-Q1 · 21 holders · % suppressed/unavailable 2023-Q2 · 20 holders · % suppressed/unavailable 2023-Q3 · 20 holders · % suppressed/unavailable 2023-Q4 · 20 holders · % suppressed/unavailable 2024-Q1 · 17 holders · % suppressed/unavailable 2024-Q2 · 17 holders · % suppressed/unavailable 2024-Q3 · 17 holders · % suppressed/unavailable 2024-Q4 · 19 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 20 holders · % suppressed/unavailable 2025-Q3 · 22 holders · % suppressed/unavailable 2025-Q4 · 23 holders · % suppressed/unavailable 2026-Q1 · 26 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 26 905,627 — $11M 2025-Q4 23 747,700 — $9M 2025-Q3 22 705,208 — $8M 2025-Q2 20 725,382 — $8M 2025-Q1 18 637,938 — $7M 2024-Q4 19 582,998 — $7M 2024-Q3 17 631,411 — $8M 2024-Q2 17 671,516 — $8M
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.