Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 27 of 27 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Journey Advisory Group, LLC 116,359 116,359 $3M — NEW 2 2 Clear Point Advisors Inc. 28,968 28,968 $1M — NEW 3 3 IHT Wealth Management, LLC 58,481 58,481 $1M — ADD 49% 4 4 RAYMOND JAMES FINANCIAL INC 32,017 32,017 $708,751 — ADD 108% 5 5 Wakefield Asset Management LLLP 31,998 31,998 $708,331 — NEW 6 6 GOLDMAN SACHS GROUP INC 27,292 27,292 $604,155 — TRIM -13% 7 7 ROYAL BANK OF CANADA 19,009 19,009 $421,000 — ADD 250% 8 8 STIFEL FINANCIAL CORP 13,946 13,946 $308,718 — TRIM -29% 9 9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,801 13,801 $306,432 — TRIM -14% 10 10 Fulcrum Equity Management 11,418 11,418 $252,747 — NEW 11 11 McAdam, LLC 10,794 10,794 $238,944 — NEW 12 12 LPL Financial LLC 9,390 9,390 $207,856 — TRIM -30% 13 13 MORGAN STANLEY 8,907 8,907 $197,191 — TRIM -44% 14 14 OSAIC HOLDINGS, INC. 2,829 2,829 $62,637 — TRIM -55% 15 15 IFP Advisors, Inc 1,890 1,890 $41,838 — — 16 16 Banque Transatlantique SA 1,330 1,330 $29,442 — NEW 17 17 Parallel Advisors, LLC 1,115 1,115 $24,682 — NEW 18 18 Minot DeBlois Advisors LLC 235 235 $5,202 — — 19 19 Steward Partners Investment Advisory, LLC 172 172 $3,808 — NEW 20 20 Western Wealth Management, LLC 110 110 $2,441 — NEW 21 21 Sound Income Strategies, LLC 104 104 $2,296 — — 22 22 AE Wealth Management LLC 88 88 $1,948 — TRIM -68% 23 23 Princeton Global Asset Management LLC 55 55 $1,218 — NEW 24 24 Transamerica Financial Advisors, LLC 16 16 $356 — — 25 25 WELLS FARGO & COMPANY/MN 1 1 $20 — TRIM -50% 26 26 JPMORGAN CHASE & CO 0 0 $19 — EXIT 27 27 Advisory Services Network, LLC 0 0 $7 — NEW
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 Journey Advisory Group, LLC — — 117K — — 116K $3M Clear Point Advisors Inc. — — — — — 29K $1M IHT Wealth Management, LLC — — — 20K 39K 58K $1M RAYMOND JAMES FINANCIAL INC — — 7K — 15K 32K $708,751 Wakefield Asset Management LLLP — — 41K 43K — 32K $708,331 GOLDMAN SACHS GROUP INC 40K 36K 28K 25K 31K 27K $604,155 ROYAL BANK OF CANADA 13K 8K 17K 1K 5K 19K $421,000 STIFEL FINANCIAL CORP — — 25K — 20K 14K $308,718 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27K 23K 20K 19K 16K 14K $306,432 Fulcrum Equity Management — — — — — 11K $252,747 McAdam, LLC — — — — — 11K $238,944 LPL Financial LLC 37K 16K 11K 10K 13K 9K $207,856 MORGAN STANLEY 117K 74K 394K 19K 16K 9K $197,191 OSAIC HOLDINGS, INC. 8K 3K 3K 5K 6K 3K $62,637 IFP Advisors, Inc 2K 2K 2K 2K 2K 2K $41,838
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 82 1 2016-Q4 2026-Q1 2016-Q4 · 6 holders · % suppressed/unavailable 2017-Q1 · 5 holders · % suppressed/unavailable 2017-Q2 · 6 holders · % suppressed/unavailable 2017-Q3 · 3 holders · % suppressed/unavailable 2017-Q4 · 3 holders · % suppressed/unavailable 2018-Q1 · 3 holders · % suppressed/unavailable 2018-Q2 · 4 holders · % suppressed/unavailable 2018-Q3 · 4 holders · % suppressed/unavailable 2018-Q4 · 1 holders · % suppressed/unavailable 2019-Q1 · 2 holders · % suppressed/unavailable 2019-Q2 · 5 holders · % suppressed/unavailable 2019-Q3 · 6 holders · % suppressed/unavailable 2019-Q4 · 11 holders · % suppressed/unavailable 2020-Q1 · 9 holders · % suppressed/unavailable 2020-Q2 · 7 holders · % suppressed/unavailable 2020-Q3 · 8 holders · % suppressed/unavailable 2020-Q4 · 7 holders · % suppressed/unavailable 2021-Q1 · 7 holders · % suppressed/unavailable 2021-Q2 · 9 holders · % suppressed/unavailable 2021-Q3 · 9 holders · % suppressed/unavailable 2021-Q4 · 10 holders · % suppressed/unavailable 2022-Q1 · 13 holders · % suppressed/unavailable 2022-Q2 · 59 holders · % suppressed/unavailable 2022-Q3 · 60 holders · % suppressed/unavailable 2022-Q4 · 78 holders · % suppressed/unavailable 2023-Q1 · 82 holders · % suppressed/unavailable 2023-Q2 · 79 holders · % suppressed/unavailable 2023-Q3 · 64 holders · % suppressed/unavailable 2023-Q4 · 53 holders · % suppressed/unavailable 2024-Q1 · 40 holders · % suppressed/unavailable 2024-Q2 · 29 holders · % suppressed/unavailable 2024-Q3 · 26 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 23 holders · % suppressed/unavailable 2025-Q2 · 24 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 21 holders · % suppressed/unavailable 2026-Q1 · 27 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 27 390,325 — $9M 2025-Q4 21 174,192 — $4M 2025-Q3 21 282,039 — $6M 2025-Q2 24 802,545 — $18M 2025-Q1 23 334,427 — $8M 2024-Q4 25 388,955 — $9M 2024-Q3 26 532,065 — $14M 2024-Q2 29 904,962 — $21M 2024-Q1 40 1,936,412 — $48M
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.