Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,525,030
Top holders largest 28 of 28 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 ROYAL BANK OF CANADA 866,916 866,916 $14M — ADD 61% 2 2 WEBSTERROGERS FINANCIAL ADVISORS, LLC 108,933 108,933 $2M — ADD 4% 3 3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 103,371 103,371 $2M — — 4 4 LPL Financial LLC 70,732 70,732 $1M — TRIM -8% 5 5 UBS Group AG 69,568 69,568 $1M — TRIM -5% 6 6 OSAIC HOLDINGS, INC. 46,388 46,388 $769,652 — TRIM -7% 7 7 Whipplewood Advisors, LLC 40,641 40,641 $674,234 — ADD 2% 8 8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,115 34,115 $565,968 — TRIM -31% 9 9 Cambridge Investment Research Advisors, Inc. 25,333 25,333 $420,000 — TRIM -7% 10 10 AlphaCore Capital LLC 23,895 23,895 $398,449 — ADD 2% 11 11 RAYMOND JAMES FINANCIAL INC 21,245 21,245 $352,455 — TRIM -20% 12 12 Jaffetilchin Investment Partners, LLC 15,704 15,704 $260,532 — TRIM -31% 13 13 BANK OF AMERICA CORP /DE/ 15,190 15,190 $252,002 — — 14 14 FORM Wealth Advisors, LLC 13,529 13,529 $224,452 — — 15 15 Cetera Investment Advisers 12,654 12,654 $209,930 — TRIM -24% 16 16 STIFEL FINANCIAL CORP 12,555 12,555 $208,288 — — 17 17 ENVESTNET ASSET MANAGEMENT INC 12,247 12,247 $203,178 — ADD 17% 18 18 Chicago Partners Investment Group LLC 11,296 11,296 $194,634 — — 19 19 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,032 11,032 $183,021 — — 20 20 Glen Eagle Advisors, LLC 3,791 3,791 $62,891 — TRIM -38% 21 21 MORGAN STANLEY 3,711 3,711 $61,565 — — 22 22 Synergy Investment Management, LLC 1,118 1,118 $18,544 — NEW 23 23 NVWM, LLC 443 443 $7,387 — — 24 24 IFP Advisors, Inc 442 442 $7,333 — — 25 25 DELTA ASSET MANAGEMENT LLC/TN 92 92 $1,526 — — 26 26 Sound Income Strategies, LLC 45 45 $749 — — 27 27 DHJJ Financial Advisors, Ltd. 44 44 $730 — — 28 28 WELLS FARGO & COMPANY/MN 0 0 $3 — EXIT
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 ROYAL BANK OF CANADA 408K 528K 1.2M 689K 537K 867K $14M WEBSTERROGERS FINANCIAL ADVISORS, LLC 89K 93K 97K 100K 105K 109K $2M WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 53K 54K 54K 93K 104K 103K $2M LPL Financial LLC 54K 57K 59K 83K 77K 71K $1M UBS Group AG 82K 70K 87K 83K 73K 70K $1M OSAIC HOLDINGS, INC. 63K 63K 63K 52K 50K 46K $769,652 Whipplewood Advisors, LLC 35K 97K 36K 38K 40K 41K $674,234 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34K 51K 20K 20K 50K 34K $565,968 Cambridge Investment Research Advisors, Inc. 31K 27K 27K 27K 27K 25K $420,000 AlphaCore Capital LLC — — — — 23K 24K $398,449 RAYMOND JAMES FINANCIAL INC 71K 70K 72K 64K 26K 21K $352,455 Jaffetilchin Investment Partners, LLC 566K 24K 23K 23K 23K 16K $260,532 BANK OF AMERICA CORP /DE/ 14K 14K 14K 14K 15K 15K $252,002 FORM Wealth Advisors, LLC — 13K 13K — 13K 14K $224,452 Cetera Investment Advisers 46K 24K 23K 19K 17K 13K $209,930
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 51 1 2020-Q4 2026-Q1 2020-Q4 · 1 holders · % suppressed/unavailable 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 51 holders · % suppressed/unavailable 2022-Q1 · 47 holders · % suppressed/unavailable 2022-Q2 · 47 holders · % suppressed/unavailable 2022-Q3 · 46 holders · % suppressed/unavailable 2022-Q4 · 47 holders · % suppressed/unavailable 2023-Q1 · 41 holders · % suppressed/unavailable 2023-Q2 · 40 holders · % suppressed/unavailable 2023-Q3 · 41 holders · % suppressed/unavailable 2023-Q4 · 37 holders · % suppressed/unavailable 2024-Q1 · 33 holders · % suppressed/unavailable 2024-Q2 · 37 holders · % suppressed/unavailable 2024-Q3 · 35 holders · % suppressed/unavailable 2024-Q4 · 34 holders · % suppressed/unavailable 2025-Q1 · 34 holders · % suppressed/unavailable 2025-Q2 · 35 holders · % suppressed/unavailable 2025-Q3 · 36 holders · % suppressed/unavailable 2025-Q4 · 33 holders · % suppressed/unavailable 2026-Q1 · 28 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 28 1,525,030 — $25M 2025-Q4 33 1,313,789 — $23M 2025-Q3 36 1,503,076 — $27M 2025-Q2 35 1,993,643 — $35M 2025-Q1 34 1,385,955 — $23M 2024-Q4 34 1,770,525 — $32M 2024-Q3 35 1,692,887 — $33M 2024-Q2 37 1,724,608 — $32M 2024-Q1 33 1,664,918 — $32M 2023-Q4 37 1,348,935 — $25M 2023-Q3 41 1,868,629 — $33M 2023-Q2 40 1,910,803 — $35M 2023-Q1 41 1,927,584
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.
