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 LPL Financial LLC 284,878 284,878 $10M — — 2 2 Austin Wealth Management, LLC 167,571 167,571 $6M — TRIM -24% 3 3 StoneX Group Inc. 76,050 76,050 $3M — ADD 2% 4 4 Professional Financial Advisors, LLC 58,990 58,990 $2M — ADD 7% 5 5 ENTREWEALTH, LLC 37,814 37,814 $1M — — 6 6 RAYMOND JAMES FINANCIAL INC 25,184 25,184 $842,501 — NEW 7 7 Beacon Financial Advisory LLC 15,676 15,676 $524,422 — — 8 8 Snowden Capital Advisors LLC 8,855 8,855 $296,233 — ADD 35% 9 9 Composition Wealth, LLC 8,308 8,308 $277,941 — NEW 10 10 Advisory Services Network, LLC 7,758 7,758 $259,535 — NEW 11 11 OSAIC HOLDINGS, INC. 2,036 2,036 $68,109 — ADD 2% 12 12 NATIONAL BANK OF CANADA /FI/ 764 764 $25,319 — — 13 13 ROYAL BANK OF CANADA 706 706 $24,000 — — 14 14 NBC SECURITIES, INC. 706 706 $23,618 — — 15 15 Birchwood Financial Partners, Inc. 272 272 $9,099 — — 16 16 IFP Advisors, Inc 259 259 $8,665 — — 17 17 PRIVATE TRUST CO NA 252 252 $8,430 — — 18 18 AdvisorNet Financial, Inc 153 153 $5,118 — — 19 19 MORGAN STANLEY 1 1 $46 — — 20 20 WELLS FARGO & COMPANY/MN 1 1 $32 — 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 LPL Financial LLC 260K 262K 281K 275K 282K 285K $10M Austin Wealth Management, LLC 279K 267K 237K 227K 221K 168K $6M StoneX Group Inc. 68K 69K 71K 71K 74K 76K $3M Professional Financial Advisors, LLC 50K 50K 49K 50K 55K 59K $2M ENTREWEALTH, LLC 51K 43K 38K 39K 38K 38K $1M RAYMOND JAMES FINANCIAL INC — — 2K — — 25K $842,501 Beacon Financial Advisory LLC 16K 16K 16K 16K 16K 16K $524,422 Snowden Capital Advisors LLC — — 7K 7K 7K 9K $296,233 Composition Wealth, LLC — — — — — 8K $277,941 Advisory Services Network, LLC — — — 2K — 8K $259,535 OSAIC HOLDINGS, INC. 2K 2K 2K 2K 2K 2K $68,109 NATIONAL BANK OF CANADA /FI/ 260 260 764 764 764 764 $25,319 ROYAL BANK OF CANADA 706 706 1K 706 706 706 $24,000 NBC SECURITIES, INC. — 706 706 706 706 706 $23,618 Birchwood Financial Partners, Inc. — — — — 272 272 $9,099
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 23 3 2014-Q4 2026-Q1 2014-Q4 · 3 holders · % suppressed/unavailable 2015-Q1 · 3 holders · % suppressed/unavailable 2015-Q2 · 10 holders · % suppressed/unavailable 2015-Q3 · 10 holders · % suppressed/unavailable 2015-Q4 · 9 holders · % suppressed/unavailable 2016-Q1 · 8 holders · % suppressed/unavailable 2016-Q2 · 8 holders · % suppressed/unavailable 2016-Q3 · 9 holders · % suppressed/unavailable 2016-Q4 · 7 holders · % suppressed/unavailable 2017-Q1 · 7 holders · % suppressed/unavailable 2017-Q2 · 10 holders · % suppressed/unavailable 2017-Q3 · 8 holders · % suppressed/unavailable 2017-Q4 · 15 holders · % suppressed/unavailable 2018-Q1 · 16 holders · % suppressed/unavailable 2018-Q2 · 19 holders · % suppressed/unavailable 2018-Q3 · 20 holders · % suppressed/unavailable 2018-Q4 · 18 holders · % suppressed/unavailable 2019-Q1 · 21 holders · % suppressed/unavailable 2019-Q2 · 17 holders · % suppressed/unavailable 2019-Q3 · 15 holders · % suppressed/unavailable 2019-Q4 · 19 holders · % suppressed/unavailable 2020-Q1 · 22 holders · % suppressed/unavailable 2020-Q2 · 15 holders · % suppressed/unavailable 2020-Q3 · 16 holders · % suppressed/unavailable 2020-Q4 · 16 holders · % suppressed/unavailable 2021-Q1 · 14 holders · % suppressed/unavailable 2021-Q2 · 15 holders · % suppressed/unavailable 2021-Q3 · 16 holders · % suppressed/unavailable 2021-Q4 · 18 holders · % suppressed/unavailable 2022-Q1 · 15 holders · % suppressed/unavailable 2022-Q2 · 18 holders · % suppressed/unavailable 2022-Q3 · 16 holders · % suppressed/unavailable 2022-Q4 · 16 holders · % suppressed/unavailable 2023-Q1 · 17 holders · % suppressed/unavailable 2023-Q2 · 19 holders · % suppressed/unavailable 2023-Q3 · 20 holders · % suppressed/unavailable 2023-Q4 · 23 holders · % suppressed/unavailable 2024-Q1 · 20 holders · % suppressed/unavailable 2024-Q2 · 18 holders · % suppressed/unavailable 2024-Q3 · 19 holders · % suppressed/unavailable 2024-Q4 · 22 holders · % suppressed/unavailable 2025-Q1 · 19 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 22 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 20 696,234 — $23M 2025-Q4 22 728,372 — $24M 2025-Q3 22 756,572 — $24M 2025-Q2 21 772,880 — $24M 2025-Q1 19 879,647 — $26M 2024-Q4 22 849,391 — $24M 2024-Q3 19 887,801 — $26M 2024-Q2
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.