Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,363,962
Top holders largest 26 of 26 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 MORGAN STANLEY 497,666 497,666 $6M — ADD 6% 2 2 1607 Capital Partners, LLC 318,463 318,463 $4M — — 3 3 COHEN & STEERS, INC. 133,159 133,159 $2M — ADD 7% 4 4 Zimmer Partners, LP 128,803 128,803 $2M — — 5 5 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 89,594 89,594 $1M — ADD 3% 6 6 LPL Financial LLC 27,645 27,645 $334,504 — ADD 6% 7 7 LEVEL FOUR ADVISORY SERVICES, LLC 25,355 25,355 $306,797 — ADD 21% 8 8 Cetera Investment Advisers 24,107 24,107 $291,699 — ADD 2% 9 9 WOLVERINE ASSET MANAGEMENT LLC 16,577 16,577 $200,582 — ADD 523% 10 10 Cambridge Investment Research Advisors, Inc. 14,216 14,216 $172,000 — ADD 3% 11 11 Stratos Wealth Partners, LTD. 13,451 13,451 $162,761 — TRIM -66% 12 12 Integrated Wealth Concepts LLC 11,333 11,333 $137,126 — — 13 13 RAYMOND JAMES FINANCIAL INC 11,276 11,276 $136,438 — NEW 14 14 DECISION INVESTMENTS, INC 11,050 11,050 $133,705 — — 15 15 UBS Group AG 10,830 10,830 $131,043 — — 16 16 Ascentis Independent Advisors 9,755 9,755 $118,040 — NEW 17 17 OSAIC HOLDINGS, INC. 8,231 8,231 $99,598 — — 18 18 CITY HOLDING CO 4,117 4,117 $49,815 — — 19 19 Rockefeller Capital Management L.P. 4,052 4,052 $49,029 — — 20 20 CoreCap Advisors, LLC 2,290 2,290 $27,709 — — 21 21 Wilmington Savings Fund Society, FSB 1,000 1,000 $12,100 — NEW 22 22 HARBOUR INVESTMENTS, INC. 333 333 $4,029 — NEW 23 23 FNY Investment Advisers, LLC 400 400 $4,000 — NEW 24 24 HIGHLINE WEALTH PARTNERS LLC 250 250 $3,025 — — 25 25 GAMMA Investing LLC 9 9 $109 — — 26 26 WELLS FARGO & COMPANY/MN 0 0 $4 — 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 MORGAN STANLEY 414K 451K 467K 479K 471K 498K $6M 1607 Capital Partners, LLC 360K 367K 368K 361K 317K 318K $4M COHEN & STEERS, INC. — — 10K 125K 125K 133K $2M Zimmer Partners, LP 52K 129K 129K 129K 129K 129K $2M BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 71K 83K 85K 86K 87K 90K $1M LPL Financial LLC 17K 16K 15K 17K 26K 28K $334,504 LEVEL FOUR ADVISORY SERVICES, LLC 16K 19K 20K 21K 21K 25K $306,797 Cetera Investment Advisers — — — 23K 24K 24K $291,699 WOLVERINE ASSET MANAGEMENT LLC 63K 4K — — 3K 17K $200,582 Cambridge Investment Research Advisors, Inc. — — — 12K 14K 14K $172,000 Stratos Wealth Partners, LTD. — — — — 40K 13K $162,761 Integrated Wealth Concepts LLC 10K 10K 10K 12K 12K 11K $137,126 RAYMOND JAMES FINANCIAL INC — — 2K — — 11K $136,438 DECISION INVESTMENTS, INC — — — — 11K 11K $133,705 UBS Group AG 9K 10K 11K 11K 11K 11K $131,043
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 28 12 2013-Q2 2026-Q1 2013-Q2 · 16 holders · % suppressed/unavailable 2013-Q3 · 17 holders · % suppressed/unavailable 2013-Q4 · 18 holders · % suppressed/unavailable 2014-Q1 · 16 holders · % suppressed/unavailable 2014-Q2 · 14 holders · % suppressed/unavailable 2014-Q3 · 12 holders · % suppressed/unavailable 2014-Q4 · 17 holders · % suppressed/unavailable 2015-Q1 · 17 holders · % suppressed/unavailable 2015-Q2 · 22 holders · % suppressed/unavailable 2015-Q3 · 23 holders · % suppressed/unavailable 2015-Q4 · 17 holders · % suppressed/unavailable 2016-Q1 · 16 holders · % suppressed/unavailable 2016-Q2 · 15 holders · % suppressed/unavailable 2016-Q3 · 18 holders · % suppressed/unavailable 2016-Q4 · 16 holders · % suppressed/unavailable 2017-Q1 · 16 holders · % suppressed/unavailable 2017-Q2 · 16 holders · % suppressed/unavailable 2017-Q3 · 16 holders · % suppressed/unavailable 2017-Q4 · 16 holders · % suppressed/unavailable 2018-Q1 · 18 holders · % suppressed/unavailable 2018-Q2 · 19 holders · % suppressed/unavailable 2018-Q3 · 20 holders · % suppressed/unavailable 2018-Q4 · 21 holders · % suppressed/unavailable 2019-Q1 · 17 holders · % suppressed/unavailable 2019-Q2 · 21 holders · % suppressed/unavailable 2019-Q3 · 19 holders · % suppressed/unavailable 2019-Q4 · 24 holders · % suppressed/unavailable 2020-Q1 · 23 holders · % suppressed/unavailable 2020-Q2 · 19 holders · % suppressed/unavailable 2020-Q3 · 22 holders · % suppressed/unavailable 2020-Q4 · 25 holders · % suppressed/unavailable 2021-Q1 · 22 holders · % suppressed/unavailable 2021-Q2 · 20 holders · % suppressed/unavailable 2021-Q3 · 21 holders · % suppressed/unavailable 2021-Q4 · 21 holders · % suppressed/unavailable 2022-Q1 · 22 holders · % suppressed/unavailable 2022-Q2 · 23 holders · % suppressed/unavailable 2022-Q3 · 25 holders · % suppressed/unavailable 2022-Q4 · 25 holders · % suppressed/unavailable 2023-Q1 · 22 holders · % suppressed/unavailable 2023-Q2 · 25 holders · % suppressed/unavailable 2023-Q3 · 27 holders · % suppressed/unavailable 2023-Q4 · 28 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 28 holders · % suppressed/unavailable 2024-Q3 · 28 holders · % suppressed/unavailable 2024-Q4 · 27 holders · % suppressed/unavailable 2025-Q1 · 25 holders · % suppressed/unavailable 2025-Q2 · 24 holders · % suppressed/unavailable 2025-Q3 · 24 holders · % suppressed/unavailable 2025-Q4 · 25 holders · % suppressed/unavailable 2026-Q1 · 26 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 26 1,363,962 — $17M 2025-Q4 25 1,373,637 — $16M 2025-Q3 24 1,374,660 — $17M 2025-Q2 24 1,592,241 — $18M 2025-Q1 25 1,636,882 — $18M 2024-Q4 27 1,595,808 — $17M
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.