Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,370,077
Top holders largest 25 of 25 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 LPL Financial LLC 941,755 941,755 $17M — ADD 92% 2 2 RAYMOND JAMES FINANCIAL INC 391,605 391,605 $7M — NEW 3 3 MORGAN STANLEY 352,067 352,067 $6M — TRIM -22% 4 4 STIFEL FINANCIAL CORP 293,147 293,147 $5M — NEW 5 5 Vanguard Capital Wealth Advisors 78,143 78,143 $1M — TRIM -16% 6 6 Belpointe Asset Management LLC 47,478 47,478 $852,230 — NEW 7 7 GOLDMAN SACHS GROUP INC 40,000 40,000 $718,000 — — 8 8 ROYAL BANK OF CANADA 36,786 36,786 $660,000 — TRIM -56% 9 9 UBS Group AG 31,496 31,496 $565,353 — ADD 172% 10 10 OSAIC HOLDINGS, INC. 22,691 22,691 $407,212 — ADD 49228% 11 11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,162 22,162 $397,808 — NEW 12 12 ENVESTNET ASSET MANAGEMENT INC 20,373 20,373 $365,701 — NEW 13 13 Synergy Asset Management, LLC 19,625 19,625 $352,269 — NEW 14 14 MML INVESTORS SERVICES, LLC 15,982 15,982 $286,878 — TRIM -82% 15 15 COMMONWEALTH EQUITY SERVICES, LLC 15,289 15,289 $274,430 — NEW 16 16 Stratos Wealth Advisors, LLC 15,032 15,032 $269,825 — NEW 17 17 FIFTH THIRD BANCORP 10,151 10,151 $182,210 — NEW 18 18 BANK OF MONTREAL /CAN/ 9,700 9,700 $174,115 — — 19 19 SIMPLEX TRADING, LLC 2,649 2,649 $47,549 — ADD 58% 20 20 Geneos Wealth Management Inc. 2,026 2,026 $36,367 — NEW 21 21 NATIONAL BANK OF CANADA /FI/ 1,000 1,000 $17,920 — TRIM -96% 22 22 Federation des caisses Desjardins du Quebec 400 400 $7,184 — — 23 23 Johnson Financial Group, Inc. 323 323 $5,798 — NEW 24 24 CVA Family Office, LLC 129 129 $2,316 — NEW 25 25 AE Wealth Management LLC 68 68 $1,221 — TRIM -54%
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 32K 132K 76K 436K 491K 942K $17M RAYMOND JAMES FINANCIAL INC 205K — 23K 39K — 392K $7M MORGAN STANLEY 125K 162K 260K 252K 454K 352K $6M STIFEL FINANCIAL CORP — — — — — 293K $5M Vanguard Capital Wealth Advisors 56K 55K 70K 121K 93K 78K $1M Belpointe Asset Management LLC — — — — — 47K $852,230 GOLDMAN SACHS GROUP INC 40K 40K 40K 40K 40K 40K $718,000 ROYAL BANK OF CANADA 8K 15K 118K 67K 83K 37K $660,000 UBS Group AG 174K 174K 174K 178K 12K 31K $565,353 OSAIC HOLDINGS, INC. 2K 52K 133K 126K 46 23K $407,212 SUSQUEHANNA INTERNATIONAL GROUP, LLP — 20K 34K — — 22K $397,808 ENVESTNET ASSET MANAGEMENT INC — — — — — 20K $365,701 Synergy Asset Management, LLC — — — — — 20K $352,269 MML INVESTORS SERVICES, LLC 22K 20K 15K 98K 91K 16K $286,878 COMMONWEALTH EQUITY SERVICES, LLC — — — — — 15K $274,430
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 33 1 2020-Q4 2026-Q1 2020-Q4 · 1 holders · % suppressed/unavailable 2021-Q1 · 22 holders · % suppressed/unavailable 2021-Q2 · 20 holders · % suppressed/unavailable 2021-Q3 · 23 holders · % suppressed/unavailable 2021-Q4 · 21 holders · % suppressed/unavailable 2022-Q1 · 29 holders · % suppressed/unavailable 2022-Q2 · 31 holders · % suppressed/unavailable 2022-Q3 · 33 holders · % suppressed/unavailable 2022-Q4 · 32 holders · % suppressed/unavailable 2023-Q1 · 33 holders · % suppressed/unavailable 2023-Q2 · 28 holders · % suppressed/unavailable 2023-Q3 · 32 holders · % suppressed/unavailable 2023-Q4 · 25 holders · % suppressed/unavailable 2024-Q1 · 22 holders · % suppressed/unavailable 2024-Q2 · 24 holders · % suppressed/unavailable 2024-Q3 · 20 holders · % suppressed/unavailable 2024-Q4 · 21 holders · % suppressed/unavailable 2025-Q1 · 19 holders · % suppressed/unavailable 2025-Q2 · 18 holders · % suppressed/unavailable 2025-Q3 · 15 holders · % suppressed/unavailable 2025-Q4 · 19 holders · % suppressed/unavailable 2026-Q1 · 25 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 25 2,370,077 — $43M 2025-Q4 19 1,377,052 — $22M 2025-Q3 15 1,537,194 — $25M 2025-Q2 18 1,065,061 — $18M 2025-Q1 19 1,100,874 — $20M 2024-Q4 21 876,069 — $14M 2024-Q3 20 1,265,517 — $24M 2024-Q2 24 1,197,713 — $25M 2024-Q1 22 2,742,227 — $54M 2023-Q4 25 2,010,725 — $39M 2023-Q3 32 2,322,687 — $54M 2023-Q2 28 2,857,235 — $65M
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.
