Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,227,755
Top holders largest 33 of 33 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 GUGGENHEIM CAPITAL LLC 168,620 168,620 $2M — TRIM -3% 2 2 LPL Financial LLC 134,518 134,518 $1M — TRIM -4% 3 3 Rockefeller Capital Management L.P. 120,426 120,426 $1M — ADD 9% 4 4 MORGAN STANLEY 118,086 118,086 $1M — ADD 2% 5 5 RAYMOND JAMES FINANCIAL INC 60,162 60,162 $605,531 — — 6 6 Cypress Wealth Services, LLC 59,078 59,078 $594,621 — — 7 7 Atala Financial Inc 52,582 52,582 $531,078 — — 8 8 WEDBUSH SECURITIES INC 52,497 52,497 $528,000 — ADD 55% 9 9 Hennion & Walsh Asset Management, Inc. 51,319 51,319 $516,526 — TRIM -21% 10 10 WESCAP Management Group, Inc. 50,218 50,218 $505,444 — ADD 3% 11 11 WELLS FARGO & COMPANY/MN 50,202 50,202 $505,286 — — 12 12 UBS Group AG 40,863 40,863 $411,286 — ADD 57% 13 13 Vivaldi Capital Management LP 39,103 39,103 $393,570 — — 14 14 Wealthspire Advisors, LLC 24,196 24,196 $243,533 — — 15 15 EVOLVE PRIVATE WEALTH, LLC 23,627 23,627 $237,806 — — 16 16 MELFA WEALTH MANAGEMENT, INC. 20,679 20,679 $208,138 — — 17 17 Plancorp, LLC 20,000 20,000 $206,000 — — 18 18 FIRST AMERICAN TRUST, FSB 20,000 20,000 $201,300 — — 19 19 Mariner, LLC 18,212 18,212 $183,299 — — 20 20 Whipplewood Advisors, LLC 17,942 17,942 $180,586 — — 21 21 Vanguard Capital Wealth Advisors 17,000 17,000 $171,105 — NEW 22 22 Advisors Asset Management, Inc. 14,810 14,810 $149,063 — TRIM -69% 23 23 MATHER GROUP, LLC. 12,119 12,119 $121,978 — NEW 24 24 ROYAL BANK OF CANADA 11,298 11,298 $114,000 — ADD 3% 25 25 Pasadena Private Wealth, LLC 10,000 10,000 $100,650 — — 26 26 US BANCORP \DE\ 7,457 7,457 $75,055 — TRIM -9% 27 27 WHITTIER TRUST CO 2,840 2,840 $28,116 — TRIM -14% 28 28 HOLLENCREST CAPITAL MANAGEMENT 2,370 2,370 $23,854 — — 29 29 Noble Wealth Management PBC 2,300 2,300 $23,150 — — 30 30 OSAIC HOLDINGS, INC. 2,000 2,000 $20,140 — TRIM -50% 31 31 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,528 1,528 $15,379 — — 32 32 WOLFF WIESE MAGANA LLC 1,000 1,000 $10,065 — NEW 33 33 FIFTH THIRD BANCORP 703 703 $7,076 — 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 GUGGENHEIM CAPITAL LLC 170K 166K 159K 173K 174K 169K $2M LPL Financial LLC 36K 49K 69K 104K 141K 135K $1M Rockefeller Capital Management L.P. — — — 70K 110K 120K $1M MORGAN STANLEY 81K 85K 80K 79K 115K 118K $1M RAYMOND JAMES FINANCIAL INC 48K 48K 52K 52K 59K 60K $605,531 Cypress Wealth Services, LLC — — 55K 55K 58K 59K $594,621 Atala Financial Inc — — — 23K 53K 53K $531,078 WEDBUSH SECURITIES INC — — — 14K 34K 52K $528,000 Hennion & Walsh Asset Management, Inc. 172K 163K 156K 128K 65K 51K $516,526 WESCAP Management Group, Inc. — — 59K 62K 49K 50K $505,444 WELLS FARGO & COMPANY/MN 31K 39K 47K 46K 51K 50K $505,286 UBS Group AG 36K 39K 28K 23K 26K 41K $411,286 Vivaldi Capital Management LP 40K 40K 40K 40K 39K 39K $393,570 Wealthspire Advisors, LLC 24K 24K 24K 24K 24K 24K $243,533 EVOLVE PRIVATE WEALTH, LLC — — — — 24K 24K $237,806
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 35 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · % suppressed/unavailable 2013-Q2 · 18 holders · % suppressed/unavailable 2013-Q3 · 18 holders · % suppressed/unavailable 2013-Q4 · 21 holders · % suppressed/unavailable 2014-Q1 · 17 holders · % suppressed/unavailable 2014-Q2 · 20 holders · % suppressed/unavailable 2014-Q3 · 20 holders · % suppressed/unavailable 2014-Q4 · 17 holders · % suppressed/unavailable 2015-Q1 · 18 holders · % suppressed/unavailable 2015-Q2 · 19 holders · % suppressed/unavailable 2015-Q3 · 19 holders · % suppressed/unavailable 2015-Q4 · 23 holders · % suppressed/unavailable 2016-Q1 · 20 holders · % suppressed/unavailable 2016-Q2 · 23 holders · % suppressed/unavailable 2016-Q3 · 23 holders · % suppressed/unavailable 2016-Q4 · 27 holders · % suppressed/unavailable 2017-Q1 · 28 holders · % suppressed/unavailable 2017-Q2 · 26 holders · % suppressed/unavailable 2017-Q3 · 26 holders · % suppressed/unavailable 2017-Q4 · 24 holders · % suppressed/unavailable 2018-Q1 · 27 holders · % suppressed/unavailable 2018-Q2 · 28 holders · % suppressed/unavailable 2018-Q3 · 27 holders · % suppressed/unavailable 2018-Q4 · 27 holders · % suppressed/unavailable 2019-Q1 · 26 holders · % suppressed/unavailable 2019-Q2 · 28 holders · % suppressed/unavailable 2019-Q3 · 26 holders · % suppressed/unavailable 2019-Q4 · 24 holders · % suppressed/unavailable 2020-Q1 · 20 holders · % suppressed/unavailable 2020-Q2 · 18 holders · % suppressed/unavailable 2020-Q3 · 20 holders · % suppressed/unavailable 2020-Q4 · 22 holders · % suppressed/unavailable 2021-Q1 · 25 holders · % suppressed/unavailable 2021-Q2 · 26 holders · % suppressed/unavailable 2021-Q3 · 25 holders · % suppressed/unavailable 2021-Q4 · 23 holders · % suppressed/unavailable 2022-Q1 · 25 holders · % suppressed/unavailable 2022-Q2 · 20 holders · % suppressed/unavailable 2022-Q3 · 21 holders · % suppressed/unavailable 2022-Q4 · 22 holders · % suppressed/unavailable 2023-Q1 · 27 holders · % suppressed/unavailable 2023-Q2 · 25 holders · % suppressed/unavailable 2023-Q3 · 28 holders · % suppressed/unavailable 2023-Q4 · 29 holders · % suppressed/unavailable 2024-Q1 · 28 holders · % suppressed/unavailable 2024-Q2 · 30 holders · % suppressed/unavailable 2024-Q3 · 30 holders · % suppressed/unavailable 2024-Q4 · 33 holders · % suppressed/unavailable 2025-Q1 · 32 holders · % suppressed/unavailable 2025-Q2 · 34 holders · % suppressed/unavailable 2025-Q3 · 35 holders · % suppressed/unavailable 2025-Q4 · 33 holders · % suppressed/unavailable 2026-Q1 · 33 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 33 1,227,755 — $12M 2025-Q4 33 1,230,742 — $12M 2025-Q3 35 1,545,667 — $16M 2025-Q2 34 1,754,847 — $17M 2025-Q1 32 1,854,481 — $18M 2024-Q4 33 1,803,240
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.