Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,806,125
Top holders largest 32 of 32 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 GAMCO INVESTORS, INC. ET AL 1,089,000 1.1M $5M — — 2 2 LPL Financial LLC 761,993 761,993 $3M — ADD 3% 3 3 MORGAN STANLEY 612,010 612,010 $3M — TRIM -6% 4 4 GABELLI & Co INVESTMENT ADVISERS, INC. 340,900 340,900 $1M — — 5 5 PFG Advisors 148,920 148,920 $637,379 — ADD 4% 6 6 Advisory Services Network, LLC 106,156 106,156 $454,346 — ADD 436% 7 7 STIFEL FINANCIAL CORP 84,543 84,543 $361,844 — — 8 8 Equitable Holdings, Inc. 84,000 84,000 $348,600 — — 9 9 Cambridge Investment Research Advisors, Inc. 59,053 59,053 $253,000 — ADD 4% 10 10 Kestra Advisory Services, LLC 58,826 58,826 $251,775 — ADD 3% 11 11 Mallini Complete Financial Planning LLC 55,683 55,683 $238,324 — — 12 12 MGO ONE SEVEN LLC 50,000 50,000 $214,000 — — 13 13 Janney Montgomery Scott LLC 38,366 38,366 $164,000 — — 14 14 BENJAMIN EDWARDS INC 34,132 34,132 $146,082 — — 15 15 Private Advisor Group, LLC 26,200 26,200 $112,136 — — 16 16 Rockefeller Capital Management L.P. 25,739 25,739 $110,163 — — 17 17 MBL Wealth, LLC 23,194 23,194 $99,271 — TRIM -27% 18 18 Sage Capital Management, LLC 23,000 23,000 $98,440 — — 19 19 BANK OF AMERICA CORP /DE/ 21,913 21,913 $93,787 — TRIM -10% 20 20 Cetera Investment Advisers 21,828 21,828 $93,423 — TRIM -62% 21 21 OSAIC HOLDINGS, INC. 20,087 20,087 $85,972 — ADD 21% 22 22 Integrity Advisory Solutions, LLC 19,811 19,811 $84,791 — ADD 71% 23 23 Virtu Financial LLC 19,402 19,402 $83,000 — NEW 24 24 Carnegie Lake Advisors LLC 19,000 19,000 $81,320 — TRIM -3% 25 25 RAYMOND JAMES FINANCIAL INC 18,385 18,385 $78,686 — TRIM -21% 26 26 Tactive Advisors, LLC 14,708 14,708 $62,950 — TRIM -14% 27 27 Windsor Capital Management, LLC 12,682 12,682 $54,278 — TRIM -28% 28 28 Herold Advisors, Inc. 10,601 10,601 $45,372 — — 29 29 CoreCap Advisors, LLC 4,815 4,815 $20,608 — — 30 30 HIGHLINE WEALTH PARTNERS LLC 700 700 $2,996 — ADD 56% 31 31 UBS Group AG 454 454 $1,943 — TRIM -47% 32 32 PNC FINANCIAL SERVICES GROUP, INC. 24 24 $103 — TRIM -99%
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 GAMCO INVESTORS, INC. ET AL 1.1M 1.1M 1.1M 1.1M 1.1M 1.1M $5M LPL Financial LLC 677K 687K 718K 761K 738K 762K $3M MORGAN STANLEY 775K 763K 770K 703K 651K 612K $3M GABELLI & Co INVESTMENT ADVISERS, INC. 344K 344K 344K 341K 341K 341K $1M PFG Advisors 83K 93K 135K 139K 143K 149K $637,379 Advisory Services Network, LLC 19K 19K 19K 19K 20K 106K $454,346 STIFEL FINANCIAL CORP 96K 96K 92K 92K 85K 85K $361,844 Equitable Holdings, Inc. 84K 84K 84K 84K 84K 84K $348,600 Cambridge Investment Research Advisors, Inc. 55K 58K 58K 58K 57K 59K $253,000 Kestra Advisory Services, LLC — — — 36K 57K 59K $251,775 Mallini Complete Financial Planning LLC 43K 45K 53K 54K 55K 56K $238,324 MGO ONE SEVEN LLC 12K 50K 50K 50K 50K 50K $214,000 Janney Montgomery Scott LLC 47K 48K 48K 44K 38K 38K $164,000 BENJAMIN EDWARDS INC — — — 41K 34K 34K $146,082 Private Advisor Group, LLC 35K 35K 27K 27K 27K 26K $112,136
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 41 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · % suppressed/unavailable 2013-Q2 · 14 holders · % suppressed/unavailable 2013-Q3 · 17 holders · % suppressed/unavailable 2013-Q4 · 17 holders · % suppressed/unavailable 2014-Q1 · 19 holders · % suppressed/unavailable 2014-Q2 · 20 holders · % suppressed/unavailable 2014-Q3 · 17 holders · % suppressed/unavailable 2014-Q4 · 20 holders · % suppressed/unavailable 2015-Q1 · 18 holders · % suppressed/unavailable 2015-Q2 · 18 holders · % suppressed/unavailable 2015-Q3 · 18 holders · % suppressed/unavailable 2015-Q4 · 22 holders · % suppressed/unavailable 2016-Q1 · 24 holders · % suppressed/unavailable 2016-Q2 · 21 holders · % suppressed/unavailable 2016-Q3 · 16 holders · % suppressed/unavailable 2016-Q4 · 23 holders · % suppressed/unavailable 2017-Q1 · 19 holders · % suppressed/unavailable 2017-Q2 · 18 holders · % suppressed/unavailable 2017-Q3 · 16 holders · % suppressed/unavailable 2017-Q4 · 17 holders · % suppressed/unavailable 2018-Q1 · 17 holders · % suppressed/unavailable 2018-Q2 · 22 holders · % suppressed/unavailable 2018-Q3 · 25 holders · % suppressed/unavailable 2018-Q4 · 35 holders · % suppressed/unavailable 2019-Q1 · 28 holders · % suppressed/unavailable 2019-Q2 · 21 holders · % suppressed/unavailable 2019-Q3 · 22 holders · % suppressed/unavailable 2019-Q4 · 22 holders · % suppressed/unavailable 2020-Q1 · 27 holders · % suppressed/unavailable 2020-Q2 · 26 holders · % suppressed/unavailable 2020-Q3 · 28 holders · % suppressed/unavailable 2020-Q4 · 31 holders · % suppressed/unavailable 2021-Q1 · 33 holders · % suppressed/unavailable 2021-Q2 · 28 holders · % suppressed/unavailable 2021-Q3 · 30 holders · % suppressed/unavailable 2021-Q4 · 32 holders · % suppressed/unavailable 2022-Q1 · 34 holders · % suppressed/unavailable 2022-Q2 · 35 holders · % suppressed/unavailable 2022-Q3 · 36 holders · % suppressed/unavailable 2022-Q4 · 34 holders · % suppressed/unavailable 2023-Q1 · 32 holders · % suppressed/unavailable 2023-Q2 · 33 holders · % suppressed/unavailable 2023-Q3 · 37 holders · % suppressed/unavailable 2023-Q4 · 40 holders · % suppressed/unavailable 2024-Q1 · 35 holders · % suppressed/unavailable 2024-Q2 · 35 holders · % suppressed/unavailable 2024-Q3 · 40 holders · % suppressed/unavailable 2024-Q4 · 39 holders · % suppressed/unavailable 2025-Q1 · 35 holders · % suppressed/unavailable 2025-Q2 · 38 holders · % suppressed/unavailable 2025-Q3 · 41 holders · % suppressed/unavailable 2025-Q4 · 35 holders · % suppressed/unavailable 2026-Q1 · 32 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 32 3,806,125 — $16M 2025-Q4 35 3,833,405 — $16M 2025-Q3 41 4,113,704 — $17M 2025-Q2 38 4,232,545 — $16M 2025-Q1 35 4,050,499 — $15M 2024-Q4 39 4,020,235
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.