Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 20 of 20 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 COMMONWEALTH EQUITY SERVICES, LLC 119,682 119,682 $3M — ADD 8% 2 2 Janney Montgomery Scott LLC 86,273 86,273 $2M — ADD 96% 3 3 Sunbelt Securities, Inc. 42,480 42,480 $911,826 — TRIM -13% 4 4 JANE STREET GROUP, LLC 34,453 34,453 $739,534 — TRIM -11% 5 5 Prairie Wealth Advisors, Inc. 0 0 $510,660 — EXIT 6 6 Apollon Financial, LLC 21,184 21,184 $454,719 — NEW 7 7 Arkadios Wealth Advisors 17,348 17,348 $372,378 — ADD 14% 8 8 LPL Financial LLC 15,368 15,368 $329,868 — TRIM -58% 9 9 Advisory Services Network, LLC 12,901 12,901 $276,926 — NEW 10 10 HOWARD WEALTH MANAGEMENT, LLC 12,395 12,395 $266,076 — ADD 20% 11 11 FIFTH THIRD BANCORP 11,105 11,105 $238,369 — NEW 12 12 GOLDMAN SACHS GROUP INC 10,918 10,918 $234,355 — NEW 13 13 Live Oak Investment Partners 10,766 10,766 $231,092 — — 14 14 OSAIC HOLDINGS, INC. 8,692 8,692 $186,676 — ADD 26% 15 15 IFP Advisors, Inc 7,000 7,000 $150,255 — TRIM -15% 16 16 Sound Income Strategies, LLC 3,163 3,163 $68,019 — — 17 17 CWM, LLC 2,495 2,495 $53,555 — ADD 75% 18 18 Community Bank, N.A. 1,000 1,000 $21,460 — — 19 19 MORGAN STANLEY 675 675 $14,510 — ADD 20% 20 20 WELLS FARGO & COMPANY/MN 0 0 $5 — 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 COMMONWEALTH EQUITY SERVICES, LLC 88K 106K 105K 108K 111K 120K $3M Janney Montgomery Scott LLC 19K 27K 31K 37K 44K 86K $2M Sunbelt Securities, Inc. 50K 50K 50K 50K 49K 42K $911,826 JANE STREET GROUP, LLC 96K — 40K 21K 39K 34K $739,534 Prairie Wealth Advisors, Inc. 14K 14K 14K 14K 0 0 $510,660 Apollon Financial, LLC — — — — — 21K $454,719 Arkadios Wealth Advisors — — — — 15K 17K $372,378 LPL Financial LLC — — — 13K 37K 15K $329,868 Advisory Services Network, LLC — — — 3K — 13K $276,926 HOWARD WEALTH MANAGEMENT, LLC — — — — 10K 12K $266,076 FIFTH THIRD BANCORP — — — — — 11K $238,369 GOLDMAN SACHS GROUP INC — — — — — 11K $234,355 Live Oak Investment Partners — — — — 11K 11K $231,092 OSAIC HOLDINGS, INC. 4K 7K 6K 6K 7K 9K $186,676 IFP Advisors, Inc 4K 5K 6K 7K 8K 7K $150,255
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 22 3 2021-Q2 2026-Q1 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 4 holders · % suppressed/unavailable 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 9 holders · % suppressed/unavailable 2022-Q2 · 7 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 9 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 8 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 11 holders · % suppressed/unavailable 2024-Q1 · 10 holders · % suppressed/unavailable 2024-Q2 · 13 holders · % suppressed/unavailable 2024-Q3 · 14 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 16 holders · % suppressed/unavailable 2025-Q3 · 20 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 20 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 20 417,898 — $9M 2025-Q4 22 358,670 — $8M 2025-Q3 20 305,860 — $7M 2025-Q2 16 444,550 — $10M 2025-Q1 15 402,304 — $9M 2024-Q4 18 495,302 — $11M 2024-Q3 14 310,420 — $7M 2024-Q2 13 128,978 — $3M 2024-Q1 10 197,230 — $4M 2023-Q4 11 285,580 — $6M 2023-Q3 7 202,803 — $4M 2023-Q2 8 130,254 — $3M 2023-Q1 7 147,235 —
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.