Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 29 of 29 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 JMAC ENTERPRISES LLC 87,928 87,928 $4M — — 2 2 MORGAN STANLEY 82,154 82,154 $4M — ADD 12% 3 3 LPL Financial LLC 64,213 64,213 $3M — ADD 2% 4 4 Janney Montgomery Scott LLC 49,162 49,162 $2M — ADD 10% 5 5 Vestmark Advisory Solutions, Inc. 48,949 48,949 $2M — ADD 9% 6 6 SMART Wealth LLC 44,344 44,344 $2M — NEW 7 7 JPMORGAN CHASE & CO 41,282 41,282 $2M — ADD 12% 8 8 BANK OF AMERICA CORP /DE/ 26,907 26,907 $1M — ADD 241% 9 9 JANE STREET GROUP, LLC 20,816 20,816 $944,006 — ADD 11% 10 10 Independent Wealth Network Inc. 19,612 19,612 $889,408 — NEW 11 11 Cerity Partners LLC 19,237 19,237 $872,383 — TRIM -7% 12 12 Midwestern Financial, LLC /IA 12,888 12,888 $584,462 — — 13 13 CreativeOne Wealth, LLC 12,171 12,171 $551,955 — TRIM -4% 14 14 ENVESTNET ASSET MANAGEMENT INC 11,092 11,092 $503,004 — ADD 13% 15 15 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 10,955 10,955 $496,809 — NEW 16 16 Cetera Investment Advisers 6,770 6,770 $307,001 — ADD 14% 17 17 Freedom Investment Management, Inc. 6,495 6,495 $294,535 — — 18 18 AdvisorNet Financial, Inc 1,054 1,054 $47,799 — — 19 19 MassMutual Private Wealth & Trust, FSB 955 955 $43,309 — — 20 20 IFP Advisors, Inc 915 915 $41,495 — ADD 19% 21 21 Farther Finance Advisors, LLC 692 692 $31,231 — TRIM -11% 22 22 UBS Group AG 193 193 $8,753 — ADD 257% 23 23 Ashton Thomas Private Wealth, LLC 188 188 $8,526 — NEW 24 24 LGT Financial Advisors LLC 161 161 $7,301 — ADD 4% 25 25 Capital Analysts, LLC 25 25 $1,000 — — 26 26 OSAIC HOLDINGS, INC. 19 19 $862 — TRIM -5% 27 27 HARBOUR INVESTMENTS, INC. 2 2 $91 — — 28 28 FWL INVESTMENT MANAGEMENT, LLC 2 2 $91 — TRIM -71% 29 29 WELLS FARGO & COMPANY/MN 0 0 $19 — EXIT
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 JMAC ENTERPRISES LLC 71K 76K 84K 86K 87K 88K $4M MORGAN STANLEY 29K 34K 38K 60K 73K 82K $4M LPL Financial LLC 58K 66K 60K 64K 63K 64K $3M Janney Montgomery Scott LLC 28K 30K 36K 40K 45K 49K $2M Vestmark Advisory Solutions, Inc. 22K 28K 66K 40K 45K 49K $2M SMART Wealth LLC — — — — — 44K $2M JPMORGAN CHASE & CO 36K 35K 62K 72K 37K 41K $2M BANK OF AMERICA CORP /DE/ 3K 6K 9K 7K 8K 27K $1M JANE STREET GROUP, LLC 60K 38K — 46K 19K 21K $944,006 Independent Wealth Network Inc. — — — — — 20K $889,408 Cerity Partners LLC — — — — 21K 19K $872,383 Midwestern Financial, LLC /IA — — 13K 14K 13K 13K $584,462 CreativeOne Wealth, LLC 10K 10K 10K 11K 13K 12K $551,955 ENVESTNET ASSET MANAGEMENT INC 7K 8K 10K 10K 10K 11K $503,004 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — — — — — 11K $496,809
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 30 1 2018-Q4 2026-Q1 2018-Q4 · 2 holders · % suppressed/unavailable 2019-Q1 · 1 holders · % suppressed/unavailable 2019-Q2 · 2 holders · % suppressed/unavailable 2019-Q3 · 3 holders · % suppressed/unavailable 2019-Q4 · 4 holders · % suppressed/unavailable 2020-Q1 · 8 holders · % suppressed/unavailable 2020-Q2 · 9 holders · % suppressed/unavailable 2020-Q3 · 8 holders · % suppressed/unavailable 2020-Q4 · 10 holders · % suppressed/unavailable 2021-Q1 · 10 holders · % suppressed/unavailable 2021-Q2 · 10 holders · % suppressed/unavailable 2021-Q3 · 12 holders · % suppressed/unavailable 2021-Q4 · 11 holders · % suppressed/unavailable 2022-Q1 · 10 holders · % suppressed/unavailable 2022-Q2 · 9 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 16 holders · % suppressed/unavailable 2023-Q1 · 15 holders · % suppressed/unavailable 2023-Q2 · 13 holders · % suppressed/unavailable 2023-Q3 · 14 holders · % suppressed/unavailable 2023-Q4 · 17 holders · % suppressed/unavailable 2024-Q1 · 19 holders · % suppressed/unavailable 2024-Q2 · 23 holders · % suppressed/unavailable 2024-Q3 · 22 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 27 holders · % suppressed/unavailable 2025-Q2 · 27 holders · % suppressed/unavailable 2025-Q3 · 26 holders · % suppressed/unavailable 2025-Q4 · 30 holders · % suppressed/unavailable 2026-Q1 · 29 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 29 569,181 — $26M 2025-Q4 30 474,011 — $22M 2025-Q3 26 505,764 — $24M 2025-Q2 27 547,903 — $25M 2025-Q1 27 510,245 — $23M 2024-Q4 25 514,996 — $23M 2024-Q3 22 596,172 — $28M 2024-Q2 23 839,274 — $38M 2024-Q1 19 766,624 — $35M 2023-Q4 17 1,034,518 — $48M 2023-Q3 14 678,893
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.