Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,534,341
Top holders largest 30 of 30 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Trilogy Capital Inc. 1,885,593 1.9M $62M — ADD 6% 2 2 LPL Financial LLC 327,683 327,683 $11M — ADD 14% 3 3 CWM, LLC 322,839 322,839 $11M — ADD 29% 4 4 Tidemark, LLC 226,212 226,212 $7M — TRIM -8% 5 5 Kestra Advisory Services, LLC 197,280 197,280 $7M — TRIM -13% 6 6 JANE STREET GROUP, LLC 136,632 136,632 $5M — ADD 339% 7 7 Welch Financial Planning, LLC 123,040 123,040 $4M — ADD 3% 8 8 JPMORGAN CHASE & CO 91,947 91,947 $3M — ADD 25% 9 9 GREENWOOD CAPITAL ASSOCIATES LLC 43,523 43,523 $1M — ADD 17% 10 10 OLD MISSION CAPITAL LLC 35,992 35,992 $1M — NEW 11 11 STIFEL FINANCIAL CORP 31,402 31,402 $1M — — 12 12 OSAIC HOLDINGS, INC. 24,241 24,241 $802,617 — ADD 69% 13 13 United Advisor Group, LLC 23,205 23,205 $768,303 — ADD 11% 14 14 RAYMOND JAMES FINANCIAL INC 14,832 14,832 $491,087 — ADD 66% 15 15 Baird Financial Group, Inc. 10,815 10,815 $358,084 — — 16 16 Independent Advisor Alliance 9,856 9,856 $326,338 — NEW 17 17 Stratos Wealth Partners, LTD. 8,322 8,322 $275,541 — NEW 18 18 Gateway Wealth Partners, LLC 6,400 6,400 $211,900 — NEW 19 19 WELLS FARGO & COMPANY/MN 5,827 5,827 $192,916 — ADD 582600% 20 20 Cheviot Value Management, LLC 4,606 4,606 $152,504 — — 21 21 IFP Advisors, Inc 2,294 2,294 $75,954 — — 22 22 Glass Jacobson Investment Advisors llc 749 749 $24,804 — — 23 23 Princeton Global Asset Management LLC 415 415 $13,741 — — 24 24 Rockefeller Capital Management L.P. 273 273 $9,039 — NEW 25 25 Signature Resources Capital Management, LLC 225 225 $7,450 — NEW 26 26 Farther Finance Advisors, LLC 96 96 $3,187 — — 27 27 Mosley Wealth Management 27 27 $826 — NEW 28 28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13 13 $438 — — 29 29 MORGAN STANLEY 1 1 $52 — — 30 30 FMR LLC 1 1 $33 — —
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 Trilogy Capital Inc. 605K 1.7M 1.8M 1.8M 1.8M 1.9M $62M LPL Financial LLC 72K 88K 210K 271K 287K 328K $11M CWM, LLC — — 79K 125K 250K 323K $11M Tidemark, LLC — — 174K 228K 246K 226K $7M Kestra Advisory Services, LLC 67K 175K 221K 249K 227K 197K $7M JANE STREET GROUP, LLC 37K 10K — — 31K 137K $5M Welch Financial Planning, LLC — — — — 119K 123K $4M JPMORGAN CHASE & CO 57 57 31 55K 73K 92K $3M GREENWOOD CAPITAL ASSOCIATES LLC — 17K 24K 29K 37K 44K $1M OLD MISSION CAPITAL LLC — — — 20K — 36K $1M STIFEL FINANCIAL CORP — 27K 29K 30K 31K 31K $1M OSAIC HOLDINGS, INC. 4K 8K 13K 17K 14K 24K $802,617 United Advisor Group, LLC — — — 8K 21K 23K $768,303 RAYMOND JAMES FINANCIAL INC — — — — 9K 15K $491,087 Baird Financial Group, Inc. — — — — 11K 11K $358,084
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 30 1 2018-Q3 2026-Q1 2018-Q3 · 1 holders · % suppressed/unavailable 2018-Q4 · 4 holders · % suppressed/unavailable 2019-Q1 · 5 holders · % suppressed/unavailable 2019-Q2 · 8 holders · % suppressed/unavailable 2019-Q3 · 14 holders · % suppressed/unavailable 2019-Q4 · 8 holders · % suppressed/unavailable 2020-Q1 · 9 holders · % suppressed/unavailable 2020-Q2 · 8 holders · % suppressed/unavailable 2020-Q3 · 8 holders · % suppressed/unavailable 2020-Q4 · 9 holders · % suppressed/unavailable 2021-Q1 · 7 holders · % suppressed/unavailable 2021-Q2 · 7 holders · % suppressed/unavailable 2021-Q3 · 8 holders · % suppressed/unavailable 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 8 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 6 holders · % suppressed/unavailable 2023-Q4 · 8 holders · % suppressed/unavailable 2024-Q1 · 13 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 22 holders · % suppressed/unavailable 2025-Q1 · 26 holders · % suppressed/unavailable 2025-Q2 · 25 holders · % suppressed/unavailable 2025-Q3 · 25 holders · % suppressed/unavailable 2025-Q4 · 26 holders · % suppressed/unavailable 2026-Q1 · 30 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 30 3,534,341 — $117M 2025-Q4 26 3,255,661 — $103M 2025-Q3 25 2,925,977 — $90M 2025-Q2 25 2,676,828 — $77M 2025-Q1 26 2,211,749 — $59M 2024-Q4 22 886,824 — $24M 2024-Q3 15 881,711 — $25M 2024-Q2 12 675,855 — $19M 2024-Q1 13 803,891 — $21M 2023-Q4 8 101,514 — $3M 2023-Q3
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.