Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 16 of 16 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 INDEPENDENT FINANCIAL GROUP, LLC 77,514 77,514 $2M — — 2 2 Janney Montgomery Scott LLC 33,878 33,878 $891,000 — ADD 182% 3 3 INFRASTRUCTURE CAPITAL ADVISORS, LLC 20,393 20,393 $536,544 — TRIM -26% 4 4 OSAIC HOLDINGS, INC. 16,879 16,879 $444,095 — TRIM -3% 5 5 Maridea Wealth Management LLC 14,185 14,185 $373,195 — NEW 6 6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,231 8,231 $216,558 — NEW 7 7 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,856 1,856 $49,110 — NEW 8 8 Allworth Financial LP 1,250 1,250 $32,888 — NEW 9 9 Trask Adam Roland 1,200 1,200 $31,572 — NEW 10 10 NewEdge Advisors, LLC 18,075 18,075 $18,075 — NEW 11 11 Steward Partners Investment Advisory, LLC 600 600 $15,786 — — 12 12 SIGNATUREFD, LLC 75 75 $1,966 — ADD 3% 13 13 Archer Investment Corp 60 60 $1,578 — ADD 3% 14 14 MORGAN STANLEY 5 5 $146 — ADD 25% 15 15 WELLS FARGO & COMPANY/MN 1 1 $28 — TRIM -50% 16 16 CWM, LLC 1 1 $23 — 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 INDEPENDENT FINANCIAL GROUP, LLC — 63K 68K 72K 76K 78K $2M Janney Montgomery Scott LLC — — — — 12K 34K $891,000 INFRASTRUCTURE CAPITAL ADVISORS, LLC 35K 34K 34K 35K 28K 20K $536,544 OSAIC HOLDINGS, INC. 21K 16K 15K 18K 17K 17K $444,095 Maridea Wealth Management LLC — — — — — 14K $373,195 SUSQUEHANNA INTERNATIONAL GROUP, LLP — — — — — 8K $216,558 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — — — — — 2K $49,110 Allworth Financial LP — — — — — 1K $32,888 Trask Adam Roland — — — — — 1K $31,572 NewEdge Advisors, LLC — — — — — 18K $18,075 Steward Partners Investment Advisory, LLC 1K 1K 1K 600 600 600 $15,786 SIGNATUREFD, LLC 54 68 69 71 73 75 $1,966 Archer Investment Corp 53 54 56 57 58 60 $1,578 MORGAN STANLEY 1 — 2 4 4 5 $146 WELLS FARGO & COMPANY/MN 2 1 1 2 2 1 $28
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 16 1 2021-Q4 2026-Q1 2021-Q4 · 1 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 7 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 9 holders · % suppressed/unavailable 2023-Q1 · 13 holders · % suppressed/unavailable 2023-Q2 · 14 holders · % suppressed/unavailable 2023-Q3 · 10 holders · % suppressed/unavailable 2023-Q4 · 15 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 14 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 14 holders · % suppressed/unavailable 2025-Q1 · 10 holders · % suppressed/unavailable 2025-Q2 · 10 holders · % suppressed/unavailable 2025-Q3 · 10 holders · % suppressed/unavailable 2025-Q4 · 12 holders · % suppressed/unavailable 2026-Q1 · 16 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 16 194,203 — $5M 2025-Q4 12 134,388 — $4M 2025-Q3 10 125,618 — $3M 2025-Q2 10 118,659 — $3M 2025-Q1 10 117,381 — $3M 2024-Q4 14 78,468 — $2M 2024-Q3 11 121,797 — $3M 2024-Q2 14 149,098 — $4M 2024-Q1 12 215,998 — $5M 2023-Q4 15 310,371 — $8M 2023-Q3 10 491,977 — $11M 2023-Q2 14 383,044 — $9M 2023-Q1 13 380,880 — $9M
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.