Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,169,437
Top holders largest 21 of 21 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 GABELLI & Co INVESTMENT ADVISERS, INC. 486,810 486,810 $9M — — 2 2 MORGAN STANLEY 177,208 177,208 $3M — ADD 8% 3 3 OSAIC HOLDINGS, INC. 93,889 93,889 $2M — TRIM -3% 4 4 UBS Group AG 92,667 92,667 $2M — ADD 4% 5 5 Private Advisor Group, LLC 77,270 77,270 $1M — — 6 6 ADVISORTRUST PARTNERS, LLC 66,622 66,622 $1M — ADD 62% 7 7 LPL Financial LLC 39,785 39,785 $762,080 — TRIM -10% 8 8 WELLS FARGO & COMPANY/MN 34,715 34,715 $664,975 — — 9 9 Live Oak Private Wealth LLC 19,318 19,318 $370,036 — — 10 10 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18,845 18,845 $360,982 — ADD 4% 11 11 RAYMOND JAMES FINANCIAL INC 17,275 17,275 $330,887 — TRIM -4% 12 12 Sigma Planning Corp 14,232 14,232 $272,613 — — 13 13 SeaCrest Wealth Management, LLC 10,075 10,075 $192,987 — NEW 14 14 ROYAL BANK OF CANADA 10,048 10,048 $192,000 — TRIM -11% 15 15 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,783 2,783 $53,734 — — 16 16 WOLVERINE ASSET MANAGEMENT LLC 2,532 2,532 $48,500 — NEW 17 17 FIFTH THIRD BANCORP 2,280 2,280 $43,673 — NEW 18 18 US BANCORP \DE\ 2,000 2,000 $38,310 — — 19 19 CREATIVE FINANCIAL DESIGNS INC /ADV 533 533 $10,210 — — 20 20 Ancora Advisors LLC 400 400 $7,662 — NEW 21 21 HIGHLINE WEALTH PARTNERS LLC 150 150 $2,873 — 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 GABELLI & Co INVESTMENT ADVISERS, INC. 487K 487K 487K 487K 487K 487K $9M MORGAN STANLEY 165K 158K 155K 153K 165K 177K $3M OSAIC HOLDINGS, INC. 113K 106K 106K 101K 96K 94K $2M UBS Group AG 104K 111K 120K 104K 89K 93K $2M Private Advisor Group, LLC 48K 61K 73K 76K 76K 77K $1M ADVISORTRUST PARTNERS, LLC — — — — 41K 67K $1M LPL Financial LLC 22K 19K 20K 42K 44K 40K $762,080 WELLS FARGO & COMPANY/MN 30K 29K 32K 33K 35K 35K $664,975 Live Oak Private Wealth LLC 19K 19K 19K 19K 19K 19K $370,036 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15K 15K 15K 17K 18K 19K $360,982 RAYMOND JAMES FINANCIAL INC 14K 14K 18K 18K 18K 17K $330,887 Sigma Planning Corp 14K 14K 14K 14K 14K 14K $272,613 SeaCrest Wealth Management, LLC — — — — — 10K $192,987 ROYAL BANK OF CANADA 13K 13K 25K 11K 11K 10K $192,000 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — — — — 3K 3K $53,734
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 25 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · % suppressed/unavailable 2013-Q2 · 23 holders · % suppressed/unavailable 2013-Q3 · 21 holders · % suppressed/unavailable 2013-Q4 · 23 holders · % suppressed/unavailable 2014-Q1 · 25 holders · % suppressed/unavailable 2014-Q2 · 23 holders · % suppressed/unavailable 2014-Q3 · 21 holders · % suppressed/unavailable 2014-Q4 · 24 holders · % suppressed/unavailable 2015-Q1 · 22 holders · % suppressed/unavailable 2015-Q2 · 21 holders · % suppressed/unavailable 2015-Q3 · 21 holders · % suppressed/unavailable 2015-Q4 · 24 holders · % suppressed/unavailable 2016-Q1 · 24 holders · % suppressed/unavailable 2016-Q2 · 24 holders · % suppressed/unavailable 2016-Q3 · 24 holders · % suppressed/unavailable 2016-Q4 · 25 holders · % suppressed/unavailable 2017-Q1 · 21 holders · % suppressed/unavailable 2017-Q2 · 19 holders · % suppressed/unavailable 2017-Q3 · 18 holders · % suppressed/unavailable 2017-Q4 · 16 holders · % suppressed/unavailable 2018-Q1 · 22 holders · % suppressed/unavailable 2018-Q2 · 22 holders · % suppressed/unavailable 2018-Q3 · 19 holders · % suppressed/unavailable 2018-Q4 · 21 holders · % suppressed/unavailable 2019-Q1 · 19 holders · % suppressed/unavailable 2019-Q2 · 18 holders · % suppressed/unavailable 2019-Q3 · 17 holders · % suppressed/unavailable 2019-Q4 · 18 holders · % suppressed/unavailable 2020-Q1 · 16 holders · % suppressed/unavailable 2020-Q2 · 18 holders · % suppressed/unavailable 2020-Q3 · 14 holders · % suppressed/unavailable 2020-Q4 · 19 holders · % suppressed/unavailable 2021-Q1 · 18 holders · % suppressed/unavailable 2021-Q2 · 19 holders · % suppressed/unavailable 2021-Q3 · 20 holders · % suppressed/unavailable 2021-Q4 · 17 holders · % suppressed/unavailable 2022-Q1 · 18 holders · % suppressed/unavailable 2022-Q2 · 19 holders · % suppressed/unavailable 2022-Q3 · 18 holders · % suppressed/unavailable 2022-Q4 · 19 holders · % suppressed/unavailable 2023-Q1 · 15 holders · % suppressed/unavailable 2023-Q2 · 20 holders · % suppressed/unavailable 2023-Q3 · 23 holders · % suppressed/unavailable 2023-Q4 · 21 holders · % suppressed/unavailable 2024-Q1 · 20 holders · % suppressed/unavailable 2024-Q2 · 23 holders · % suppressed/unavailable 2024-Q3 · 21 holders · % suppressed/unavailable 2024-Q4 · 21 holders · % suppressed/unavailable 2025-Q1 · 20 holders · % suppressed/unavailable 2025-Q2 · 22 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 24 holders · % suppressed/unavailable 2026-Q1 · 21 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 21 1,169,437 — $22M 2025-Q4 24 1,175,152 — $22M 2025-Q3 21 1,125,665 — $20M 2025-Q2 22 1,132,659 — $20M 2025-Q1 20 1,097,599 — $18M 2024-Q4 21 1,095,737
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.