Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,594,481
Top holders largest 25 of 25 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 SIT INVESTMENT ASSOCIATES INC 855,799 855,799 $14M — ADD 11% 2 2 1607 Capital Partners, LLC 406,754 406,754 $7M — ADD 7% 3 3 Karpus Management, Inc. 383,342 383,342 $6M — ADD 249% 4 4 UBS Group AG 296,192 296,192 $5M — TRIM -4% 5 5 MORGAN STANLEY 112,086 112,086 $2M — TRIM -5% 6 6 RAYMOND JAMES FINANCIAL INC 92,090 92,090 $1M — — 7 7 WELLS FARGO & COMPANY/MN 76,478 76,478 $1M — — 8 8 GUGGENHEIM CAPITAL LLC 67,631 67,631 $1M — TRIM -47% 9 9 WOLVERINE ASSET MANAGEMENT LLC 62,691 62,691 $1M — ADD 15% 10 10 Whipplewood Advisors, LLC 61,234 61,234 $985,255 — — 11 11 Hennion & Walsh Asset Management, Inc. 33,207 33,207 $534,301 — TRIM -9% 12 12 Janney Montgomery Scott LLC 30,483 30,483 $490,000 — — 13 13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,610 22,610 $363,795 — NEW 14 14 STIFEL FINANCIAL CORP 22,442 22,442 $361,090 — ADD 36% 15 15 BANK OF AMERICA CORP /DE/ 21,605 21,605 $347,631 — TRIM -13% 16 16 AMERIPRISE FINANCIAL INC 18,286 18,286 $294,222 — ADD 7% 17 17 MELFA WEALTH MANAGEMENT, INC. 10,424 10,424 $167,729 — — 18 18 JONES FINANCIAL COMPANIES LLLP 9,136 9,136 $144,349 — ADD 143% 19 19 ROYAL BANK OF CANADA 6,213 6,213 $100,000 — TRIM -13% 20 20 OSAIC HOLDINGS, INC. 2,212 2,212 $35,591 — ADD 83% 21 21 Olistico Wealth, LLC 1,058 1,058 $17,023 — TRIM -28% 22 22 Noble Wealth Management PBC 1,000 1,000 $16,090 — — 23 23 Steward Partners Investment Advisory, LLC 799 799 $12,856 — — 24 24 AdvisorNet Financial, Inc 708 708 $11,399 — — 25 25 CITIGROUP INC 1 1 $16 — —
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 SIT INVESTMENT ASSOCIATES INC 165K 262K 333K 471K 768K 856K $14M 1607 Capital Partners, LLC 93K 137K 202K 325K 380K 407K $7M Karpus Management, Inc. — — — — 110K 383K $6M UBS Group AG 349K 345K 304K 327K 308K 296K $5M MORGAN STANLEY 130K 125K 123K 117K 118K 112K $2M RAYMOND JAMES FINANCIAL INC 106K 104K 98K 91K 92K 92K $1M WELLS FARGO & COMPANY/MN 83K 55K 51K 58K 76K 76K $1M GUGGENHEIM CAPITAL LLC 55K 98K 136K 134K 129K 68K $1M WOLVERINE ASSET MANAGEMENT LLC 64K 72K 62K 58K 54K 63K $1M Whipplewood Advisors, LLC — — 60K 60K 60K 61K $985,255 Hennion & Walsh Asset Management, Inc. 85K 86K 85K 85K 37K 33K $534,301 Janney Montgomery Scott LLC — — — 29K 30K 30K $490,000 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12K — — — — 23K $363,795 STIFEL FINANCIAL CORP 10K 11K 11K 10K 17K 22K $361,090 BANK OF AMERICA CORP /DE/ 30K 28K 31K 27K 25K 22K $347,631
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 15 2013-Q2 2026-Q1 2013-Q2 · 15 holders · % suppressed/unavailable 2013-Q3 · 18 holders · % suppressed/unavailable 2013-Q4 · 21 holders · % suppressed/unavailable 2014-Q1 · 20 holders · % suppressed/unavailable 2014-Q2 · 23 holders · % suppressed/unavailable 2014-Q3 · 20 holders · % suppressed/unavailable 2014-Q4 · 22 holders · % suppressed/unavailable 2015-Q1 · 19 holders · % suppressed/unavailable 2015-Q2 · 20 holders · % suppressed/unavailable 2015-Q3 · 20 holders · % suppressed/unavailable 2015-Q4 · 20 holders · % suppressed/unavailable 2016-Q1 · 24 holders · % suppressed/unavailable 2016-Q2 · 22 holders · % suppressed/unavailable 2016-Q3 · 23 holders · % suppressed/unavailable 2016-Q4 · 23 holders · % suppressed/unavailable 2017-Q1 · 22 holders · % suppressed/unavailable 2017-Q2 · 23 holders · % suppressed/unavailable 2017-Q3 · 23 holders · % suppressed/unavailable 2017-Q4 · 24 holders · % suppressed/unavailable 2018-Q1 · 25 holders · % suppressed/unavailable 2018-Q2 · 24 holders · % suppressed/unavailable 2018-Q3 · 23 holders · % suppressed/unavailable 2018-Q4 · 25 holders · % suppressed/unavailable 2019-Q1 · 23 holders · % suppressed/unavailable 2019-Q2 · 22 holders · % suppressed/unavailable 2019-Q3 · 22 holders · % suppressed/unavailable 2019-Q4 · 22 holders · % suppressed/unavailable 2020-Q1 · 24 holders · % suppressed/unavailable 2020-Q2 · 23 holders · % suppressed/unavailable 2020-Q3 · 24 holders · % suppressed/unavailable 2020-Q4 · 25 holders · % suppressed/unavailable 2021-Q1 · 23 holders · % suppressed/unavailable 2021-Q2 · 23 holders · % suppressed/unavailable 2021-Q3 · 22 holders · % suppressed/unavailable 2021-Q4 · 26 holders · % suppressed/unavailable 2022-Q1 · 25 holders · % suppressed/unavailable 2022-Q2 · 27 holders · % suppressed/unavailable 2022-Q3 · 29 holders · % suppressed/unavailable 2022-Q4 · 32 holders · % suppressed/unavailable 2023-Q1 · 38 holders · % suppressed/unavailable 2023-Q2 · 35 holders · % suppressed/unavailable 2023-Q3 · 37 holders · % suppressed/unavailable 2023-Q4 · 41 holders · % suppressed/unavailable 2024-Q1 · 39 holders · % suppressed/unavailable 2024-Q2 · 37 holders · % suppressed/unavailable 2024-Q3 · 36 holders · % suppressed/unavailable 2024-Q4 · 28 holders · % suppressed/unavailable 2025-Q1 · 30 holders · % suppressed/unavailable 2025-Q2 · 29 holders · % suppressed/unavailable 2025-Q3 · 28 holders · % suppressed/unavailable 2025-Q4 · 26 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 2,594,481 — $42M 2025-Q4 26 2,251,688 — $37M 2025-Q3 28 1,875,636 — $31M 2025-Q2 29 1,631,661 — $27M 2025-Q1 30 1,414,359 — $23M 2024-Q4 28 1,265,982 — $21M
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.