Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 21 of 21 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 AFFINITY WEALTH MANAGEMENT LLC 375,861 375,861 $21M — — 2 2 Sonoma Allocations LLC 93,350 93,350 $5M — TRIM -8% 3 3 MORGAN STANLEY 83,690 83,690 $5M — TRIM -3% 4 4 ELEVATUS WELATH MANAGEMENT 28,097 28,097 $2M — ADD 25% 5 5 FLOW TRADERS U.S. LLC 25,007 25,007 $1M — ADD 134% 6 6 NewEdge Advisors, LLC 3,638 3,638 $1M — TRIM -87% 7 7 KKM Financial LLC 19,263 19,263 $1M — — 8 8 JANE STREET GROUP, LLC 15,816 15,816 $870,336 — ADD 44% 9 9 BANK OF AMERICA CORP /DE/ 15,465 15,465 $851,020 — ADD 5% 10 10 ProVise Management Group, LLC 10,854 10,854 $597,283 — ADD 9% 11 11 OSAIC HOLDINGS, INC. 7,905 7,905 $435,142 — ADD 9% 12 12 LPL Financial LLC 7,701 7,701 $423,768 — NEW 13 13 Cambridge Investment Research Advisors, Inc. 5,400 5,400 $297,000 — — 14 14 WHITTIER TRUST CO 3,075 3,075 $172,740 — — 15 15 Rockefeller Capital Management L.P. 1,504 1,504 $82,804 — — 16 16 HARBOUR INVESTMENTS, INC. 712 712 $39,181 — ADD 337% 17 17 WELLS FARGO & COMPANY/MN 423 423 $23,277 — NEW 18 18 NBC SECURITIES, INC. 327 327 $17,994 — — 19 19 Advisory Services Network, LLC 221 221 $12,161 — NEW 20 20 FMR LLC 106 106 $5,833 — — 21 21 FIFTH THIRD BANCORP 100 100 $5,503 — 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 AFFINITY WEALTH MANAGEMENT LLC 368K 373K 372K 374K 375K 376K $21M Sonoma Allocations LLC — — — 197K 102K 93K $5M MORGAN STANLEY 83K 133K 128K 87K 86K 84K $5M ELEVATUS WELATH MANAGEMENT 5K 5K 5K 11K 23K 28K $2M FLOW TRADERS U.S. LLC 11K — — 29K 11K 25K $1M NewEdge Advisors, LLC — — 25K 26K 27K 4K $1M KKM Financial LLC 14K 19K 19K 19K 19K 19K $1M JANE STREET GROUP, LLC 18K 13K 17K 16K 11K 16K $870,336 BANK OF AMERICA CORP /DE/ 17K 17K 16K 16K 15K 15K $851,020 ProVise Management Group, LLC 7K 7K 8K 9K 10K 11K $597,283 OSAIC HOLDINGS, INC. 3K 5K 8K 8K 7K 8K $435,142 LPL Financial LLC — 15K 6K — — 8K $423,768 Cambridge Investment Research Advisors, Inc. — — — 4K 5K 5K $297,000 WHITTIER TRUST CO 3K 3K 3K 3K 3K 3K $172,740 Rockefeller Capital Management L.P. — — — 1K 2K 2K $82,804
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 23 1 2014-Q4 2026-Q1 2014-Q4 · 1 holders · % suppressed/unavailable 2015-Q1 · 5 holders · % suppressed/unavailable 2015-Q2 · 7 holders · % suppressed/unavailable 2015-Q3 · 8 holders · % suppressed/unavailable 2015-Q4 · 13 holders · % suppressed/unavailable 2016-Q1 · 11 holders · % suppressed/unavailable 2016-Q2 · 12 holders · % suppressed/unavailable 2016-Q3 · 11 holders · % suppressed/unavailable 2016-Q4 · 9 holders · % suppressed/unavailable 2017-Q1 · 10 holders · % suppressed/unavailable 2017-Q2 · 16 holders · % suppressed/unavailable 2017-Q3 · 17 holders · % suppressed/unavailable 2017-Q4 · 15 holders · % suppressed/unavailable 2018-Q1 · 16 holders · % suppressed/unavailable 2018-Q2 · 16 holders · % suppressed/unavailable 2018-Q3 · 14 holders · % suppressed/unavailable 2018-Q4 · 13 holders · % suppressed/unavailable 2019-Q1 · 14 holders · % suppressed/unavailable 2019-Q2 · 12 holders · % suppressed/unavailable 2019-Q3 · 12 holders · % suppressed/unavailable 2019-Q4 · 13 holders · % suppressed/unavailable 2020-Q1 · 13 holders · % suppressed/unavailable 2020-Q2 · 14 holders · % suppressed/unavailable 2020-Q3 · 11 holders · % suppressed/unavailable 2020-Q4 · 9 holders · % suppressed/unavailable 2021-Q1 · 9 holders · % suppressed/unavailable 2021-Q2 · 9 holders · % suppressed/unavailable 2021-Q3 · 8 holders · % suppressed/unavailable 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 8 holders · % suppressed/unavailable 2022-Q2 · 9 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 10 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 13 holders · % suppressed/unavailable 2023-Q3 · 15 holders · % suppressed/unavailable 2023-Q4 · 16 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 20 holders · % suppressed/unavailable 2025-Q3 · 23 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 21 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 21 698,515 — $40M 2025-Q4 22 701,015 — $39M 2025-Q3 23 813,492 — $43M 2025-Q2 20 652,765 — $33M 2025-Q1 15 914,287 — $46M 2024-Q4 12 570,291 — $26M 2024-Q3 13 576,790 — $27M 2024-Q2
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.