Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,374,025
Top holders largest 38 of 38 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 GOLDMAN SACHS GROUP INC 468,001 468,001 $21M — ADD 3% 2 2 LPL Financial LLC 229,352 229,352 $10M — ADD 193% 3 3 JANE STREET GROUP, LLC 162,325 162,325 $7M — ADD 3037% 4 4 Advisory Services Network, LLC 99,704 99,704 $4M — TRIM -4% 5 5 BANK OF AMERICA CORP /DE/ 94,333 94,333 $4M — ADD 28% 6 6 Regal Investment Advisors LLC 54,569 54,569 $2M — TRIM -22% 7 7 MORGAN STANLEY 51,384 51,384 $2M — TRIM -5% 8 8 Gladstone Institutional Advisory LLC 36,506 36,506 $2M — NEW 9 9 Sanctuary Advisors, LLC 34,366 34,366 $2M — ADD 3% 10 10 SAGE RHINO CAPITAL LLC 19,561 19,561 $871,871 — NEW 11 11 ATWOOD & PALMER INC 18,910 18,910 $842,855 — — 12 12 Avidian Wealth Enterprises, LLC 15,600 15,600 $695,311 — ADD 74% 13 13 COMMONWEALTH EQUITY SERVICES, LLC 9,959 9,959 $443,870 — ADD 8% 14 14 ENVESTNET ASSET MANAGEMENT INC 9,363 9,363 $417,313 — ADD 105% 15 15 Sovereign Financial Group, Inc. 8,235 8,235 $367,067 — — 16 16 OSAIC HOLDINGS, INC. 7,909 7,909 $352,505 — — 17 17 Betterment LLC 7,524 7,524 $335,000 — TRIM -69% 18 18 SMITHBRIDGE ASSET MANAGEMENT INC/DE 7,138 7,138 $318,154 — TRIM -56% 19 19 Chicago Partners Investment Group LLC 6,605 6,605 $297,777 — — 20 20 UBS Group AG 6,004 6,004 $267,610 — — 21 21 Ducere Wealth Management LLC 5,500 5,500 $245,145 — NEW 22 22 CATALYST FINANCIAL PARTNERS LLC 4,938 4,938 $220,096 — TRIM -9% 23 23 Integrated Wealth Concepts LLC 4,614 4,614 $205,645 — NEW 24 24 Claris Financial LLC 4,521 4,521 $201,528 — — 25 25 PNC FINANCIAL SERVICES GROUP, INC. 3,900 3,900 $173,830 — ADD 44% 26 26 HARBOUR INVESTMENTS, INC. 672 672 $29,952 — TRIM -14% 27 27 Steward Partners Investment Advisory, LLC 638 638 $28,437 — — 28 28 CoreCap Advisors, LLC 499 499 $22,241 — TRIM -2% 29 29 ROYAL BANK OF CANADA 374 374 $17,000 — TRIM -8% 30 30 CWM, LLC 334 334 $14,887 — NEW 31 31 EverSource Wealth Advisors, LLC 200 200 $8,914 — — 32 32 FMR LLC 200 200 $8,905 — TRIM -4% 33 33 BROWN BROTHERS HARRIMAN & CO 100 100 $4,457 — — 34 34 Allworth Financial LP 87 87 $3,893 — — 35 35 Rockefeller Capital Management L.P. 79 79 $3,534 — — 36 36 Breakwater Investment Management 20 20 $892 — — 37 37 Rossby Financial, LCC 1 1 $44 — NEW 38 38 WELLS FARGO & COMPANY/MN 0 0 $6 — EXIT
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 GOLDMAN SACHS GROUP INC 395K 407K 413K 447K 453K 468K $21M LPL Financial LLC 303K 328K 35K 86K 78K 229K $10M JANE STREET GROUP, LLC 26K 35K — 20K 5K 162K $7M Advisory Services Network, LLC 95K 102K 99K 100K 104K 100K $4M BANK OF AMERICA CORP /DE/ 13K 13K 19K 64K 74K 94K $4M Regal Investment Advisors LLC 84K 78K 75K 71K 70K 55K $2M MORGAN STANLEY 205K 198K 129K 132K 54K 51K $2M Gladstone Institutional Advisory LLC — — — — — 37K $2M Sanctuary Advisors, LLC 29K 31K 34K 67K 33K 34K $2M SAGE RHINO CAPITAL LLC — — — — — 20K $871,871 ATWOOD & PALMER INC 377K 377K 24K 19K 19K 19K $842,855 Avidian Wealth Enterprises, LLC 6K 7K 7K 9K 9K 16K $695,311 COMMONWEALTH EQUITY SERVICES, LLC 8K 10K 10K 10K 9K 10K $443,870 ENVESTNET ASSET MANAGEMENT INC 203K 211K 9K 7K 5K 9K $417,313 Sovereign Financial Group, Inc. 8K 8K 9K 9K 8K 8K $367,067
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 46 4 2017-Q3 2026-Q1 2017-Q3 · 4 holders · % suppressed/unavailable 2017-Q4 · 8 holders · % suppressed/unavailable 2018-Q1 · 6 holders · % suppressed/unavailable 2018-Q2 · 7 holders · % suppressed/unavailable 2018-Q3 · 9 holders · % suppressed/unavailable 2018-Q4 · 12 holders · % suppressed/unavailable 2019-Q1 · 10 holders · % suppressed/unavailable 2019-Q2 · 12 holders · % suppressed/unavailable 2019-Q3 · 14 holders · % suppressed/unavailable 2019-Q4 · 15 holders · % suppressed/unavailable 2020-Q1 · 15 holders · % suppressed/unavailable 2020-Q2 · 16 holders · % suppressed/unavailable 2020-Q3 · 17 holders · % suppressed/unavailable 2020-Q4 · 22 holders · % suppressed/unavailable 2021-Q1 · 33 holders · % suppressed/unavailable 2021-Q2 · 39 holders · % suppressed/unavailable 2021-Q3 · 42 holders · % suppressed/unavailable 2021-Q4 · 42 holders · % suppressed/unavailable 2022-Q1 · 42 holders · % suppressed/unavailable 2022-Q2 · 37 holders · % suppressed/unavailable 2022-Q3 · 33 holders · % suppressed/unavailable 2022-Q4 · 34 holders · % suppressed/unavailable 2023-Q1 · 29 holders · % suppressed/unavailable 2023-Q2 · 30 holders · % suppressed/unavailable 2023-Q3 · 29 holders · % suppressed/unavailable 2023-Q4 · 29 holders · % suppressed/unavailable 2024-Q1 · 39 holders · % suppressed/unavailable 2024-Q2 · 41 holders · % suppressed/unavailable 2024-Q3 · 46 holders · % suppressed/unavailable 2024-Q4 · 44 holders · % suppressed/unavailable 2025-Q1 · 44 holders · % suppressed/unavailable 2025-Q2 · 36 holders · % suppressed/unavailable 2025-Q3 · 38 holders · % suppressed/unavailable 2025-Q4 · 37 holders · % suppressed/unavailable 2026-Q1 · 38 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 38 1,374,025 — $61M 2025-Q4 37 1,148,322 — $52M 2025-Q3 38 1,401,156 — $64M 2025-Q2 36 1,275,814 — $58M 2025-Q1 44 2,654,711 — $118M 2024-Q4 44 2,623,383 — $117M 2024-Q3 46 2,717,705 — $124M 2024-Q2 41 2,674,424 — $118M 2024-Q1 39 2,706,052 — $120M 2023-Q4 29
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.