Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 27 of 27 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Bank of New York Mellon Corp 521,416 521,416 $41M — ADD 27% 2 2 Integrated Wealth Concepts LLC 53,054 53,054 $4M — ADD 6% 3 3 ENVESTNET ASSET MANAGEMENT INC 36,041 36,041 $3M — ADD 27% 4 4 Cetera Investment Advisers 25,706 25,706 $2M — ADD 28% 5 5 CRUX WEALTH ADVISORS 17,947 17,947 $1M — TRIM -6% 6 6 BANK OF AMERICA CORP /DE/ 14,875 14,875 $1M — TRIM -13% 7 7 CITADEL ADVISORS LLC 13,595 13,595 $1M — NEW 8 8 OSAIC HOLDINGS, INC. 11,398 11,398 $903,031 — ADD 10% 9 9 Symphony Financial, Ltd. Co. 9,129 9,129 $708,684 — ADD 13% 10 10 PARK AVENUE SECURITIES LLC 8,766 8,766 $695,000 — NEW 11 11 Sanctuary Advisors, LLC 8,000 8,000 $633,856 — ADD 37% 12 12 LPL Financial LLC 5,945 5,945 $471,033 — TRIM -73% 13 13 OLD MISSION CAPITAL LLC 5,887 5,887 $466,438 — TRIM -17% 14 14 COMMONWEALTH EQUITY SERVICES, LLC 5,200 5,200 $412,010 — ADD 21% 15 15 Zhang Financial LLC 2,628 2,628 $208,222 — NEW 16 16 ROYAL BANK OF CANADA 1,951 1,951 $155,000 — — 17 17 Key Financial Inc 1,580 1,580 $125,186 — — 18 18 Allworth Financial LP 526 526 $41,676 — NEW 19 19 Atlantic Union Bankshares Corp 329 329 $26,068 — — 20 20 JPMORGAN CHASE & CO 189 189 $14,451 — NEW 21 21 FMR LLC 139 139 $11,010 — TRIM -3% 22 22 MORGAN STANLEY 121 121 $9,587 — TRIM -13% 23 23 Larson Financial Group LLC 104 104 $8,230 — — 24 24 HARBOUR INVESTMENTS, INC. 36 36 $2,852 — — 25 25 ASSETMARK, INC 20 20 $1,585 — TRIM -89% 26 26 VANGUARD ADVISERS INC 6 6 $475 — NEW 27 27 WELLS FARGO & COMPANY/MN 1 1 $60 — —
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 Bank of New York Mellon Corp 425K 407K 378K 420K 409K 521K $41M Integrated Wealth Concepts LLC 45K 42K 47K 48K 50K 53K $4M ENVESTNET ASSET MANAGEMENT INC 15K 16K 21K 30K 28K 36K $3M Cetera Investment Advisers 14K 16K 18K 24K 20K 26K $2M CRUX WEALTH ADVISORS — 5K 13K 15K 19K 18K $1M BANK OF AMERICA CORP /DE/ 17K 17K 17K 16K 17K 15K $1M CITADEL ADVISORS LLC 47K 42K — — — 14K $1M OSAIC HOLDINGS, INC. 9K 11K 11K 11K 10K 11K $903,031 Symphony Financial, Ltd. Co. — — 6K 8K 8K 9K $708,684 PARK AVENUE SECURITIES LLC — — — 5K — 9K $695,000 Sanctuary Advisors, LLC 5K 6K 6K 12K 6K 8K $633,856 LPL Financial LLC — — 34K 44K 22K 6K $471,033 OLD MISSION CAPITAL LLC — — 4K — 7K 6K $466,438 COMMONWEALTH EQUITY SERVICES, LLC 4K 4K 5K 5K 4K 5K $412,010 Zhang Financial LLC 3K 3K — — — 3K $208,222
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 27 2 2020-Q2 2026-Q1 2020-Q2 · 2 holders · % suppressed/unavailable 2020-Q3 · 2 holders · % suppressed/unavailable 2020-Q4 · 3 holders · % suppressed/unavailable 2021-Q1 · 3 holders · % suppressed/unavailable 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 6 holders · % suppressed/unavailable 2022-Q1 · 7 holders · % suppressed/unavailable 2022-Q2 · 9 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 8 holders · % suppressed/unavailable 2023-Q1 · 9 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 9 holders · % suppressed/unavailable 2023-Q4 · 14 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 15 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 22 holders · % suppressed/unavailable 2025-Q1 · 23 holders · % suppressed/unavailable 2025-Q2 · 26 holders · % suppressed/unavailable 2025-Q3 · 27 holders · % suppressed/unavailable 2025-Q4 · 26 holders · % suppressed/unavailable 2026-Q1 · 27 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 27 744,589 — $59M 2025-Q4 26 644,760 — $48M 2025-Q3 27 729,990 — $54M 2025-Q2 26 1,926,220 — $129M 2025-Q1 23 1,934,244 — $118M 2024-Q4 22 1,824,048 — $107M 2024-Q3 15 1,437,657 — $92M 2024-Q2 15 1,580,298 — $95M 2024-Q1 14 1,594,277 — $92M 2023-Q4 14 1,607,227 — $90M 2023-Q3 9 416,002 — $22M 2023-Q2 9 454,552 —
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.