Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 15 of 15 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 GOLDMAN SACHS GROUP INC 21,029 21,029 $767,979 — — 2 2 LPL Financial LLC 14,346 14,346 $523,919 — — 3 3 Hilltop Holdings Inc. 9,850 9,850 $359,722 — — 4 4 Independent Advisor Alliance 9,240 9,240 $337,443 — NEW 5 5 Private Advisor Group, LLC 5,772 5,772 $210,806 — NEW 6 6 HARBOUR INVESTMENTS, INC. 1,800 1,800 $65,736 — — 7 7 MAI Capital Management 510 510 $18,627 — — 8 8 OSAIC HOLDINGS, INC. 440 440 $16,090 — TRIM -6% 9 9 IFP Advisors, Inc 204 204 $7,450 — TRIM -47% 10 10 NATIONAL BANK OF CANADA /FI/ 135 135 $4,923 — — 11 11 CWM, LLC 102 102 $3,714 — — 12 12 Parallel Advisors, LLC 98 98 $3,579 — — 13 13 Sankala Group LLC 82 82 $2,971 — — 14 14 Fourth Dimension Wealth, LLC 7 7 $256 — — 15 15 MORGAN STANLEY 1 1 $40 — —
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 GOLDMAN SACHS GROUP INC 21K 21K 21K 21K 21K 21K $767,979 LPL Financial LLC 16K 14K 14K 14K 14K 14K $523,919 Hilltop Holdings Inc. 11K 11K 11K 10K 10K 10K $359,722 Independent Advisor Alliance 8K — — — — 9K $337,443 Private Advisor Group, LLC — — — — — 6K $210,806 HARBOUR INVESTMENTS, INC. 2K 2K 2K 2K 2K 2K $65,736 MAI Capital Management 497 502 502 502 507 510 $18,627 OSAIC HOLDINGS, INC. — 130 469 469 470 440 $16,090 IFP Advisors, Inc 328 330 330 330 385 204 $7,450 NATIONAL BANK OF CANADA /FI/ 135 135 135 135 135 135 $4,923 CWM, LLC — — — 100 101 102 $3,714 Parallel Advisors, LLC 98 98 98 98 98 98 $3,579 Sankala Group LLC — — — — 82 82 $2,971 Fourth Dimension Wealth, LLC 7 7 7 7 7 7 $256 MORGAN STANLEY 734 735 1 1 1 1 $40
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 24 3 2014-Q3 2026-Q1 2014-Q3 · 3 holders · % suppressed/unavailable 2014-Q4 · 7 holders · % suppressed/unavailable 2015-Q1 · 7 holders · % suppressed/unavailable 2015-Q2 · 7 holders · % suppressed/unavailable 2015-Q3 · 9 holders · % suppressed/unavailable 2015-Q4 · 9 holders · % suppressed/unavailable 2016-Q1 · 11 holders · % suppressed/unavailable 2016-Q2 · 9 holders · % suppressed/unavailable 2016-Q3 · 12 holders · % suppressed/unavailable 2016-Q4 · 9 holders · % suppressed/unavailable 2017-Q1 · 10 holders · % suppressed/unavailable 2017-Q2 · 8 holders · % suppressed/unavailable 2017-Q3 · 8 holders · % suppressed/unavailable 2017-Q4 · 13 holders · % suppressed/unavailable 2018-Q1 · 15 holders · % suppressed/unavailable 2018-Q2 · 13 holders · % suppressed/unavailable 2018-Q3 · 13 holders · % suppressed/unavailable 2018-Q4 · 22 holders · % suppressed/unavailable 2019-Q1 · 20 holders · % suppressed/unavailable 2019-Q2 · 22 holders · % suppressed/unavailable 2019-Q3 · 19 holders · % suppressed/unavailable 2019-Q4 · 23 holders · % suppressed/unavailable 2020-Q1 · 20 holders · % suppressed/unavailable 2020-Q2 · 17 holders · % suppressed/unavailable 2020-Q3 · 17 holders · % suppressed/unavailable 2020-Q4 · 24 holders · % suppressed/unavailable 2021-Q1 · 20 holders · % suppressed/unavailable 2021-Q2 · 24 holders · % suppressed/unavailable 2021-Q3 · 21 holders · % suppressed/unavailable 2021-Q4 · 20 holders · % suppressed/unavailable 2022-Q1 · 23 holders · % suppressed/unavailable 2022-Q2 · 22 holders · % suppressed/unavailable 2022-Q3 · 21 holders · % suppressed/unavailable 2022-Q4 · 22 holders · % suppressed/unavailable 2023-Q1 · 21 holders · % suppressed/unavailable 2023-Q2 · 19 holders · % suppressed/unavailable 2023-Q3 · 20 holders · % suppressed/unavailable 2023-Q4 · 20 holders · % suppressed/unavailable 2024-Q1 · 17 holders · % suppressed/unavailable 2024-Q2 · 15 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 16 holders · % suppressed/unavailable 2025-Q2 · 16 holders · % suppressed/unavailable 2025-Q3 · 16 holders · % suppressed/unavailable 2025-Q4 · 18 holders · % suppressed/unavailable 2026-Q1 · 15 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 15 63,616 — $2M 2025-Q4 18 72,473 — $3M 2025-Q3 16 56,601 — $2M 2025-Q2 16 62,310 — $2M 2025-Q1 16 102,521 — $3M 2024-Q4 18 129,145 — $4M 2024-Q3 13 63,877 — $2M
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.