Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 31 of 31 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Summit Financial, LLC 240,449 240,449 $11M — ADD 7% 2 2 Cambridge Investment Research Advisors, Inc. 154,459 154,459 $7M — ADD 309% 3 3 Ethos Financial Group, LLC 63,982 63,982 $3M — ADD 4% 4 4 OSAIC HOLDINGS, INC. 61,205 61,205 $3M — ADD 20% 5 5 JONES FINANCIAL COMPANIES LLLP 54,758 54,758 $2M — NEW 6 6 Inscription Capital, LLC 38,284 38,284 $2M — — 7 7 JANE STREET GROUP, LLC 37,825 37,825 $2M — NEW 8 8 McIlrath & Eck, LLC 37,286 37,286 $2M — ADD 18% 9 9 Farther Finance Advisors, LLC 35,547 35,547 $2M — NEW 10 10 StoneX Group Inc. 20,798 20,798 $944,835 — ADD 14% 11 11 GTS SECURITIES LLC 16,269 16,269 $739,101 — ADD 8% 12 12 SHARPEPOINT LLC 14,757 14,757 $670,402 — — 13 13 AE Wealth Management LLC 11,056 11,056 $502,274 — ADD 33% 14 14 Essex Financial Services, Inc. 9,808 9,808 $445,578 — ADD 8% 15 15 Grantvest Financial Group LLC 9,728 9,728 $441,941 — ADD 10% 16 16 Betterment LLC 6,230 6,230 $283,000 — TRIM -5% 17 17 Snowden Capital Advisors LLC 5,784 5,784 $262,767 — TRIM -52% 18 18 RAYMOND JAMES FINANCIAL INC 5,569 5,569 $253,000 — NEW 19 19 UPTICK PARTNERS, LLC 5,559 5,559 $252,544 — NEW 20 20 Trilogy Capital Inc. 4,896 4,896 $222,425 — TRIM -15% 21 21 HARBOUR INVESTMENTS, INC. 1,675 1,675 $76,130 — ADD 18% 22 22 Steward Partners Investment Advisory, LLC 1,000 1,000 $45,430 — — 23 23 Brentview Investment Management LLC 1,000 1,000 $45,430 — — 24 24 IFG Advisory, LLC 680 680 $30,892 — NEW 25 25 MORGAN STANLEY 592 592 $26,895 — — 26 26 MAI Capital Management 400 400 $18,172 — — 27 27 Global Wealth Strategies & Associates 60 60 $2,726 — — 28 28 NBC SECURITIES, INC. 28 28 $1,272 — TRIM -35% 29 29 Copia Wealth Management 15 15 $681 — — 30 30 Westend Capital Management, LLC 14 14 $636 — NEW 31 31 CWM, LLC 7 7 $326 — —
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 Summit Financial, LLC — — — 194K 226K 240K $11M Cambridge Investment Research Advisors, Inc. 46K 35K 32K 41K 38K 154K $7M Ethos Financial Group, LLC — — 85K 84K 62K 64K $3M OSAIC HOLDINGS, INC. 28K 32K 39K 42K 51K 61K $3M JONES FINANCIAL COMPANIES LLLP — — — — — 55K $2M Inscription Capital, LLC — — 24K 34K 38K 38K $2M JANE STREET GROUP, LLC 28K 13K 10K 10K — 38K $2M McIlrath & Eck, LLC — — — — 32K 37K $2M Farther Finance Advisors, LLC — — — — — 36K $2M StoneX Group Inc. 15K 15K 15K 17K 18K 21K $944,835 GTS SECURITIES LLC 15K 22K — — 15K 16K $739,101 SHARPEPOINT LLC — — 15K 15K 15K 15K $670,402 AE Wealth Management LLC 5K 5K 5K 6K 8K 11K $502,274 Essex Financial Services, Inc. — — — 6K 9K 10K $445,578 Grantvest Financial Group LLC — — — 5K 9K 10K $441,941
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 31 2 2023-Q4 2026-Q1 2023-Q4 · 2 holders · % suppressed/unavailable 2024-Q1 · 3 holders · % suppressed/unavailable 2024-Q2 · 6 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 13 holders · % suppressed/unavailable 2025-Q1 · 13 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 27 holders · % suppressed/unavailable 2026-Q1 · 31 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 31 839,720 — $38M 2025-Q4 27 666,708 — $27M 2025-Q3 21 598,752 — $24M 2025-Q2 17 318,758 — $11M 2025-Q1 13 186,606 — $6M 2024-Q4 13 151,955 — $4M 2024-Q3 9 96,901 — $3M 2024-Q2 6 30,673 — $870,131 2024-Q1 3 13,107 — $365,102 2023-Q4 2 14,263 — $360,710
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.
