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 CIBC WORLD MARKET INC. 121,795 121,795 $8M — ADD 30% 2 2 Cresset Asset Management, LLC 108,664 108,664 $7M — ADD 13% 3 3 Ashton Thomas Private Wealth, LLC 36,764 36,764 $3M — — 4 4 MORGAN STANLEY 19,589 19,589 $1M — TRIM -48% 5 5 UBS Group AG 12,519 12,519 $855,961 — ADD 200% 6 6 ROYAL BANK OF CANADA 9,253 9,253 $633,000 — — 7 7 Unconventional Investor, LLC 7,863 7,863 $537,647 — — 8 8 PFG Investments, LLC 7,534 7,534 $515,132 — NEW 9 9 3EDGE Asset Management, LP 7,008 7,008 $479,157 — NEW 10 10 BANK OF AMERICA CORP /DE/ 6,859 6,859 $468,991 — ADD 747% 11 11 CITADEL ADVISORS LLC 5,704 5,704 $389,998 — NEW 12 12 COMMONWEALTH EQUITY SERVICES, LLC 5,402 5,402 $369,370 — ADD 38% 13 13 MAI Capital Management 4,935 4,935 $337,420 — — 14 14 Cetera Investment Advisers 4,125 4,125 $282,038 — — 15 15 SIMPLEX TRADING, LLC 3,677 3,677 $251,407 — NEW 16 16 GTS SECURITIES LLC 3,481 3,481 $238,006 — TRIM -15% 17 17 ENVESTNET ASSET MANAGEMENT INC 3,005 3,005 $205,460 — TRIM -66% 18 18 WELLS FARGO & COMPANY/MN 2,629 2,629 $179,749 — ADD 12% 19 19 Graney & King, LLC 1,825 1,825 $124,780 — NEW 20 20 Clearstead Advisors, LLC 1,267 1,267 $86,629 — — 21 21 OSAIC HOLDINGS, INC. 509 509 $34,843 — ADD 5% 22 22 Rockefeller Capital Management L.P. 360 360 $24,614 — TRIM -93% 23 23 GROUP ONE TRADING LLC 179 179 $12,239 — TRIM -19% 24 24 CWM, LLC 70 70 $4,786 — — 25 25 FMR LLC 15 15 $1,007 — TRIM -96% 26 26 Smartleaf Asset Management LLC 1 1 $68 — —
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 CIBC WORLD MARKET INC. — — 11K 18K 93K 122K $8M Cresset Asset Management, LLC 71K 77K 78K 87K 96K 109K $7M Ashton Thomas Private Wealth, LLC 83K 41K 37K 37K 37K 37K $3M MORGAN STANLEY 98K 101K 102K 37K 38K 20K $1M UBS Group AG 702 700 13K 13K 4K 13K $855,961 ROYAL BANK OF CANADA 9K 9K 26K 9K 9K 9K $633,000 Unconventional Investor, LLC — — 8K 8K 8K 8K $537,647 PFG Investments, LLC — — — — — 8K $515,132 3EDGE Asset Management, LP — — — — — 7K $479,157 BANK OF AMERICA CORP /DE/ 355 355 355 877 810 7K $468,991 CITADEL ADVISORS LLC 16K 6K 4K — — 6K $389,998 COMMONWEALTH EQUITY SERVICES, LLC 7K 6K — — 4K 5K $369,370 MAI Capital Management — — — 5K 5K 5K $337,420 Cetera Investment Advisers 4K 4K 4K 4K 4K 4K $282,038 SIMPLEX TRADING, LLC — — 5K — — 4K $251,407
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 34 16 2018-Q2 2026-Q1 2018-Q2 · 26 holders · % suppressed/unavailable 2018-Q3 · 32 holders · % suppressed/unavailable 2018-Q4 · 24 holders · % suppressed/unavailable 2019-Q1 · 26 holders · % suppressed/unavailable 2019-Q2 · 25 holders · % suppressed/unavailable 2019-Q3 · 25 holders · % suppressed/unavailable 2019-Q4 · 25 holders · % suppressed/unavailable 2020-Q1 · 24 holders · % suppressed/unavailable 2020-Q2 · 30 holders · % suppressed/unavailable 2020-Q3 · 31 holders · % suppressed/unavailable 2020-Q4 · 34 holders · % suppressed/unavailable 2021-Q1 · 31 holders · % suppressed/unavailable 2021-Q2 · 30 holders · % suppressed/unavailable 2021-Q3 · 30 holders · % suppressed/unavailable 2021-Q4 · 22 holders · % suppressed/unavailable 2022-Q1 · 20 holders · % suppressed/unavailable 2022-Q2 · 22 holders · % suppressed/unavailable 2022-Q3 · 17 holders · % suppressed/unavailable 2022-Q4 · 19 holders · % suppressed/unavailable 2023-Q1 · 16 holders · % suppressed/unavailable 2023-Q2 · 16 holders · % suppressed/unavailable 2023-Q3 · 17 holders · % suppressed/unavailable 2023-Q4 · 21 holders · % suppressed/unavailable 2024-Q1 · 19 holders · % suppressed/unavailable 2024-Q2 · 20 holders · % suppressed/unavailable 2024-Q3 · 20 holders · % suppressed/unavailable 2024-Q4 · 21 holders · % suppressed/unavailable 2025-Q1 · 19 holders · % suppressed/unavailable 2025-Q2 · 28 holders · % suppressed/unavailable 2025-Q3 · 27 holders · % suppressed/unavailable 2025-Q4 · 29 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 26 375,032 — $26M 2025-Q4 29 366,827 — $24M 2025-Q3 27 299,571 — $20M 2025-Q2 28 397,928 — $26M 2025-Q1 19 289,663 — $18M 2024-Q4 21 354,747 — $22M 2024-Q3 20 265,401 — $18M 2024-Q2 20 289,116 — $19M 2024-Q1 19 494,015 — $32M 2023-Q4 21 410,375 — $28M
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.