Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 23 of 23 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Cardinal Point Capital Management ULC 33,540 33,540 $1M — — 2 2 CITADEL ADVISORS LLC 14,448 14,448 $585,670 — ADD 63% 3 3 JPMORGAN CHASE & CO 11,694 11,694 $462,643 — — 4 4 OSAIC HOLDINGS, INC. 9,012 9,012 $365,333 — — 5 5 Moss Adams Wealth Advisors LLC 8,435 8,435 $341,939 — NEW 6 6 SAX WEALTH ADVISORS, LLC 7,795 7,795 $322,556 — — 7 7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,569 7,569 $306,820 — NEW 8 8 Westmount Partners, LLC 5,896 5,896 $239,021 — ADD 3% 9 9 Bond & Devick Financial Network, Inc. 5,787 5,787 $234,584 — TRIM -20% 10 10 Steward Partners Investment Advisory, LLC 5,000 5,000 $202,682 — — 11 11 Parallel Advisors, LLC 2,691 2,691 $109,083 — — 12 12 CoreCap Advisors, LLC 1,499 1,499 $60,764 — ADD 11% 13 13 Birchwood Financial Partners, Inc. 1,228 1,228 $49,760 — ADD 17% 14 14 Gould Capital, LLC 1,177 1,177 $47,711 — — 15 15 BANK OF MONTREAL /CAN/ 783 783 $31,727 — — 16 16 CGC Financial Services, LLC 483 483 $19,579 — — 17 17 HALBERT HARGROVE GLOBAL ADVISORS, LLC 226 226 $9,170 — ADD 111% 18 18 IMA Advisory Services, Inc. 163 163 $6,607 — NEW 19 19 Mascoma Wealth Management LLC 129 129 $5,217 — TRIM -61% 20 20 AdvisorNet Financial, Inc 100 100 $4,054 — TRIM -58% 21 21 JNBA Financial Advisors 64 64 $2,595 — ADD 14% 22 22 MORGAN STANLEY 1 1 $73 — — 23 23 Lodestone Wealth Management LLC 1 1 $21 — —
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 Cardinal Point Capital Management ULC 35K 32K 32K 33K 33K 34K $1M CITADEL ADVISORS LLC 8K 7K 12K 14K 9K 14K $585,670 JPMORGAN CHASE & CO 5K 770 12K 23K 12K 12K $462,643 OSAIC HOLDINGS, INC. 191 6K 7K 9K 9K 9K $365,333 Moss Adams Wealth Advisors LLC — — — — — 8K $341,939 SAX WEALTH ADVISORS, LLC 8K 8K 8K 8K 8K 8K $322,556 SUSQUEHANNA INTERNATIONAL GROUP, LLP — — 21K 21K — 8K $306,820 Westmount Partners, LLC 6K 6K 6K 6K 6K 6K $239,021 Bond & Devick Financial Network, Inc. — — — 6K 7K 6K $234,584 Steward Partners Investment Advisory, LLC 5K 5K 5K 5K 5K 5K $202,682 Parallel Advisors, LLC 2K 2K 2K 2K 3K 3K $109,083 CoreCap Advisors, LLC 1K 1K 1K 1K 1K 1K $60,764 Birchwood Financial Partners, Inc. — — — — 1K 1K $49,760 Gould Capital, LLC 1K 1K 1K 1K 1K 1K $47,711 BANK OF MONTREAL /CAN/ — 2K 2K 2K 783 783 $31,727
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 2020-Q2 2026-Q1 2020-Q2 · 1 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 8 holders · % suppressed/unavailable 2021-Q2 · 10 holders · % suppressed/unavailable 2021-Q3 · 11 holders · % suppressed/unavailable 2021-Q4 · 13 holders · % suppressed/unavailable 2022-Q1 · 10 holders · % suppressed/unavailable 2022-Q2 · 12 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 14 holders · % suppressed/unavailable 2023-Q1 · 13 holders · % suppressed/unavailable 2023-Q2 · 14 holders · % suppressed/unavailable 2023-Q3 · 16 holders · % suppressed/unavailable 2023-Q4 · 17 holders · % suppressed/unavailable 2024-Q1 · 18 holders · % suppressed/unavailable 2024-Q2 · 18 holders · % suppressed/unavailable 2024-Q3 · 19 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 17 holders · % suppressed/unavailable 2025-Q2 · 22 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 23 holders · % suppressed/unavailable 2026-Q1 · 23 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 23 117,721 — $5M 2025-Q4 23 122,535 — $5M 2025-Q3 21 150,507 — $6M 2025-Q2 22 126,428 — $5M 2025-Q1 17 73,484 — $3M 2024-Q4 17 97,582 — $3M 2024-Q3 19 112,844 — $4M 2024-Q2 18 144,469 — $5M 2024-Q1 18 137,994 — $5M 2023-Q4 17 126,987 — $4M 2023-Q3 16 111,872 — $3M 2023-Q2 14 80,925 — $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.