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 BANK OF AMERICA CORP /DE/ 240,867 240,867 $9M — TRIM -5% 2 2 LPL Financial LLC 120,778 120,778 $5M — ADD 3% 3 3 ENVESTNET ASSET MANAGEMENT INC 93,256 93,256 $3M — TRIM -2% 4 4 PURSUE WEALTH PARTNERS LLC 64,494 64,494 $2M — — 5 5 ROYAL BANK OF CANADA 61,561 61,561 $2M — ADD 3% 6 6 OSAIC HOLDINGS, INC. 43,087 43,087 $2M — ADD 125% 7 7 Marshall Financial Group, LLC 17,101 17,101 $639,976 — TRIM -37% 8 8 Intrua Financial, LLC 15,273 15,273 $571,560 — TRIM -3% 9 9 Tower Research Capital LLC (TRC) 14,843 14,843 $555,483 — TRIM -7% 10 10 Comprehensive Financial Consultants Institutional, Inc. 11,296 11,296 $422,740 — — 11 11 Cetera Investment Advisers 10,983 10,983 $411,026 — TRIM -11% 12 12 Virtu Financial LLC 8,521 8,521 $319,000 — ADD 12% 13 13 Concurrent Investment Advisors, LLC 7,084 7,084 $265,110 — — 14 14 Cornerstone Wealth Group, LLC 6,437 6,437 $234,411 — NEW 15 15 RAYMOND JAMES FINANCIAL INC 6,056 6,056 $226,639 — TRIM -15% 16 16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,556 5,556 $207,927 — NEW 17 17 AlphaCore Capital LLC 4,430 4,430 $165,788 — — 18 18 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,500 2,500 $91,981 — — 19 19 MORGAN STANLEY 1,060 1,060 $39,669 — TRIM -26% 20 20 UBS Group AG 308 308 $11,527 — TRIM -52% 21 21 WELLS FARGO & COMPANY/MN 1 1 $35 — —
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 AMERICA CORP /DE/ 241K 241K 235K 251K 253K 241K $9M LPL Financial LLC 137K 134K 128K 124K 117K 121K $5M ENVESTNET ASSET MANAGEMENT INC 103K 98K 91K 93K 95K 93K $3M PURSUE WEALTH PARTNERS LLC 64K 64K 64K 64K 64K 64K $2M ROYAL BANK OF CANADA 30K 22K 122K 33K 60K 62K $2M OSAIC HOLDINGS, INC. 21K 20K 21K 20K 19K 43K $2M Marshall Financial Group, LLC 41K 38K 35K 32K 27K 17K $639,976 Intrua Financial, LLC 16K 16K 16K 16K 16K 15K $571,560 Tower Research Capital LLC (TRC) 17K 23K 16K 17K 16K 15K $555,483 Comprehensive Financial Consultants Institutional, Inc. — — 11K 11K 11K 11K $422,740 Cetera Investment Advisers 23K 23K 11K 12K 12K 11K $411,026 Virtu Financial LLC — 9K — 26K 8K 9K $319,000 Concurrent Investment Advisors, LLC — — — — 7K 7K $265,110 Cornerstone Wealth Group, LLC — — — — — 6K $234,411 RAYMOND JAMES FINANCIAL INC 10K 9K 9K 9K 7K 6K $226,639
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 34 3 2018-Q4 2026-Q1 2018-Q4 · 3 holders · % suppressed/unavailable 2019-Q1 · 3 holders · % suppressed/unavailable 2019-Q2 · 5 holders · % suppressed/unavailable 2019-Q3 · 9 holders · % suppressed/unavailable 2019-Q4 · 7 holders · % suppressed/unavailable 2020-Q1 · 9 holders · % suppressed/unavailable 2020-Q2 · 13 holders · % suppressed/unavailable 2020-Q3 · 14 holders · % suppressed/unavailable 2020-Q4 · 16 holders · % suppressed/unavailable 2021-Q1 · 20 holders · % suppressed/unavailable 2021-Q2 · 21 holders · % suppressed/unavailable 2021-Q3 · 22 holders · % suppressed/unavailable 2021-Q4 · 23 holders · % suppressed/unavailable 2022-Q1 · 26 holders · % suppressed/unavailable 2022-Q2 · 28 holders · % suppressed/unavailable 2022-Q3 · 28 holders · % suppressed/unavailable 2022-Q4 · 34 holders · % suppressed/unavailable 2023-Q1 · 33 holders · % suppressed/unavailable 2023-Q2 · 33 holders · % suppressed/unavailable 2023-Q3 · 28 holders · % suppressed/unavailable 2023-Q4 · 29 holders · % suppressed/unavailable 2024-Q1 · 27 holders · % suppressed/unavailable 2024-Q2 · 24 holders · % suppressed/unavailable 2024-Q3 · 25 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 25 holders · % suppressed/unavailable 2025-Q2 · 25 holders · % suppressed/unavailable 2025-Q3 · 22 holders · % suppressed/unavailable 2025-Q4 · 23 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 21 735,492 — $28M 2025-Q4 23 915,024 — $31M 2025-Q3 22 944,522 — $32M 2025-Q2 25 1,035,538 — $34M 2025-Q1 25 958,908 — $33M 2024-Q4 25 985,114 — $32M 2024-Q3 25 1,038,504 — $36M 2024-Q2 24 1,044,032 — $33M 2024-Q1 27 1,215,770 — $39M 2023-Q4 29 1,429,472 — $44M 2023-Q3 28 2,157,784
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.