Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 26 of 26 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 AIA Group Ltd 129,495 129,495 $5M — — 2 2 RAYMOND JAMES FINANCIAL INC 109,568 109,568 $4M — ADD 1157% 3 3 LPL Financial LLC 85,014 85,014 $3M — ADD 4% 4 4 JANE STREET GROUP, LLC 68,628 68,628 $3M — NEW 5 5 WealthCare Investment Partners, LLC 64,254 64,254 $3M — TRIM -2% 6 6 CITADEL ADVISORS LLC 52,500 52,500 $2M — ADD 12% 7 7 Family Investment Center, Inc. 32,545 32,545 $1M — TRIM -88% 8 8 Cambridge Investment Research Advisors, Inc. 16,008 16,008 $642,000 — NEW 9 9 WELLS FARGO & COMPANY/MN 14,730 14,730 $590,381 — ADD 7% 10 10 IFP Advisors, Inc 9,368 9,368 $375,469 — — 11 11 BANK OF AMERICA CORP /DE/ 9,150 9,150 $366,732 — TRIM -18% 12 12 Private Advisor Group, LLC 8,902 8,902 $356,775 — TRIM -21% 13 13 WBI INVESTMENTS, LLC 7,299 7,299 $292,544 — NEW 14 14 NATIONAL BANK OF CANADA /FI/ 7,119 7,119 $285,330 — ADD 17% 15 15 Wedmont Private Capital 6,114 6,114 $261,546 — NEW 16 16 Sowell Financial Services LLC 6,333 6,333 $253,827 — TRIM -5% 17 17 MORGAN STANLEY 5,735 5,735 $229,859 — — 18 18 Maridea Wealth Management LLC 5,211 5,211 $208,857 — NEW 19 19 ROYAL BANK OF CANADA 4,472 4,472 $179,000 — — 20 20 OSAIC HOLDINGS, INC. 2,561 2,561 $102,756 — ADD 44% 21 21 Dunhill Financial, LLC 883 883 $35,390 — — 22 22 FMR LLC 360 360 $14,440 — ADD 47% 23 23 Farther Finance Advisors, LLC 247 247 $10,172 — — 24 24 Western Wealth Management, LLC 232 232 $9,288 — NEW 25 25 UBS Group AG 103 103 $4,128 — ADD 41% 26 26 Red Tortoise LLC 57 57 $2,287 — —
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 AIA Group Ltd 127K 127K 127K 177K 129K 129K $5M RAYMOND JAMES FINANCIAL INC 26K 10K 9K 9K 9K 110K $4M LPL Financial LLC 35K 96K 98K 84K 82K 85K $3M JANE STREET GROUP, LLC — 56K 26K — — 69K $3M WealthCare Investment Partners, LLC 127K 119K 87K 67K 66K 64K $3M CITADEL ADVISORS LLC — — 28K 42K 47K 53K $2M Family Investment Center, Inc. 37K 317K 316K 274K 272K 33K $1M Cambridge Investment Research Advisors, Inc. — — — — — 16K $642,000 WELLS FARGO & COMPANY/MN — 165 166 339 14K 15K $590,381 IFP Advisors, Inc 9K 9K 9K 9K 9K 9K $375,469 BANK OF AMERICA CORP /DE/ 11K 14K 12K 12K 11K 9K $366,732 Private Advisor Group, LLC 18K 17K 15K 12K 11K 9K $356,775 WBI INVESTMENTS, LLC — — — — — 7K $292,544 NATIONAL BANK OF CANADA /FI/ 2K 4K 5K 5K 6K 7K $285,330 Wedmont Private Capital — — — — — 6K $261,546
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 35 2 2017-Q4 2026-Q1 2017-Q4 · 2 holders · % suppressed/unavailable 2018-Q1 · 3 holders · % suppressed/unavailable 2018-Q2 · 4 holders · % suppressed/unavailable 2018-Q3 · 5 holders · % suppressed/unavailable 2018-Q4 · 3 holders · % suppressed/unavailable 2019-Q1 · 2 holders · % suppressed/unavailable 2019-Q2 · 3 holders · % suppressed/unavailable 2019-Q3 · 5 holders · % suppressed/unavailable 2019-Q4 · 3 holders · % suppressed/unavailable 2020-Q1 · 3 holders · % suppressed/unavailable 2020-Q2 · 3 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 5 holders · % suppressed/unavailable 2021-Q2 · 4 holders · % suppressed/unavailable 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 5 holders · % suppressed/unavailable 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 7 holders · % suppressed/unavailable 2022-Q3 · 10 holders · % suppressed/unavailable 2022-Q4 · 9 holders · % suppressed/unavailable 2023-Q1 · 8 holders · % suppressed/unavailable 2023-Q2 · 24 holders · % suppressed/unavailable 2023-Q3 · 35 holders · % suppressed/unavailable 2023-Q4 · 19 holders · % suppressed/unavailable 2024-Q1 · 18 holders · % suppressed/unavailable 2024-Q2 · 20 holders · % suppressed/unavailable 2024-Q3 · 27 holders · % suppressed/unavailable 2024-Q4 · 28 holders · % suppressed/unavailable 2025-Q1 · 30 holders · % suppressed/unavailable 2025-Q2 · 30 holders · % suppressed/unavailable 2025-Q3 · 24 holders · % suppressed/unavailable 2025-Q4 · 24 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 26 646,888 — $26M 2025-Q4 24 684,655 — $26M 2025-Q3 24 956,295 — $34M 2025-Q2 30 841,358 — $27M 2025-Q1 30 953,866 — $29M 2024-Q4 28 681,047 — $21M 2024-Q3 27 671,697 — $21M 2024-Q2 20 241,184 — $8M 2024-Q1 18 336,055 — $11M 2023-Q4 19 522,071 —
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.