Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,632,355
Top holders largest 30 of 30 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 RPg Family Wealth Advisory, LLC 398,390 398,390 $9M — ADD 14% 2 2 Risk Paradigm Group, LLC 398,251 398,251 $9M — ADD 8% 3 3 Dunhill Financial, LLC 332,068 332,068 $7M — NEW 4 4 GOLDMAN SACHS GROUP INC 116,754 116,754 $3M — ADD 40% 5 5 Comprehensive Money Management Services LLC 78,132 78,132 $2M — ADD 11% 6 6 LPL Financial LLC 62,292 62,292 $1M — ADD 3% 7 7 Sound Income Strategies, LLC 58,074 58,074 $1M — ADD 13% 8 8 JANE STREET GROUP, LLC 52,326 52,326 $1M — ADD 56% 9 9 Cerity Partners LLC 25,057 25,057 $537,428 — NEW 10 10 Hennion & Walsh Asset Management, Inc. 24,291 24,291 $520,998 — ADD 35% 11 11 Brookstone Capital Management 24,180 24,180 $518,618 — NEW 12 12 Investment Advisory Group, LLC 16,160 16,160 $346,608 — — 13 13 Forum Finance Group S.A. 11,687 11,687 $200,000 — NEW 14 14 OSAIC HOLDINGS, INC. 9,052 9,052 $194,159 — TRIM -31% 15 15 MORGAN STANLEY 4,795 4,795 $102,847 — TRIM -65% 16 16 JONES FINANCIAL COMPANIES LLLP 4,779 4,779 $101,549 — ADD 34% 17 17 Banque Cantonale Vaudoise 3,825 3,825 $82,000 — ADD 13% 18 18 UBS Group AG 3,061 3,061 $65,652 — ADD 27% 19 19 Arax Advisory Partners 2,518 2,518 $54,007 — NEW 20 20 SBI Securities Co., Ltd. 2,064 2,064 $44,269 — TRIM -8% 21 21 JPMORGAN CHASE & CO 1,399 1,399 $29,673 — ADD 130% 22 22 Ameritas Investment Partners, Inc. 990 990 $21,234 — — 23 23 CWM, LLC 930 930 $19,947 — — 24 24 ROYAL BANK OF CANADA 689 689 $15,000 — — 25 25 Farmers & Merchants Trust Co of Chambersburg PA 240 240 $5,000 — — 26 26 ASSETMARK, INC 128 128 $2,745 — — 27 27 Steward Partners Investment Advisory, LLC 125 125 $2,681 — — 28 28 Advisory Services Network, LLC 59 59 $1,265 — NEW 29 29 Synergy Investment Management, LLC 39 39 $836 — NEW 30 30 WELLS FARGO & COMPANY/MN 0 0 $3 — 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 RPg Family Wealth Advisory, LLC — — 339K 349K 349K 398K $9M Risk Paradigm Group, LLC — — — — 370K 398K $9M Dunhill Financial, LLC — 14K 118K — — 332K $7M GOLDMAN SACHS GROUP INC — — — 66K 83K 117K $3M Comprehensive Money Management Services LLC 68K 66K 65K 70K 70K 78K $2M LPL Financial LLC 15K 16K 56K 58K 60K 62K $1M Sound Income Strategies, LLC — — — — 52K 58K $1M JANE STREET GROUP, LLC 143K 70K 25K 9K 34K 52K $1M Cerity Partners LLC — — — — — 25K $537,428 Hennion & Walsh Asset Management, Inc. 17K 16K 16K 17K 18K 24K $520,998 Brookstone Capital Management — — — — — 24K $518,618 Investment Advisory Group, LLC — — 16K 16K 16K 16K $346,608 Forum Finance Group S.A. — — — — — 12K $200,000 OSAIC HOLDINGS, INC. 9K 14K 14K 13K 13K 9K $194,159 MORGAN STANLEY 14K 14K 14K 16K 14K 5K $102,847
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 42 2 2016-Q1 2026-Q1 2016-Q1 · 2 holders · % suppressed/unavailable 2016-Q2 · 21 holders · % suppressed/unavailable 2016-Q3 · 22 holders · % suppressed/unavailable 2016-Q4 · 34 holders · % suppressed/unavailable 2017-Q1 · 33 holders · % suppressed/unavailable 2017-Q2 · 34 holders · % suppressed/unavailable 2017-Q3 · 34 holders · % suppressed/unavailable 2017-Q4 · 36 holders · % suppressed/unavailable 2018-Q1 · 36 holders · % suppressed/unavailable 2018-Q2 · 38 holders · % suppressed/unavailable 2018-Q3 · 33 holders · % suppressed/unavailable 2018-Q4 · 33 holders · % suppressed/unavailable 2019-Q1 · 33 holders · % suppressed/unavailable 2019-Q2 · 33 holders · % suppressed/unavailable 2019-Q3 · 36 holders · % suppressed/unavailable 2019-Q4 · 29 holders · % suppressed/unavailable 2020-Q1 · 34 holders · % suppressed/unavailable 2020-Q2 · 34 holders · % suppressed/unavailable 2020-Q3 · 31 holders · % suppressed/unavailable 2020-Q4 · 37 holders · % suppressed/unavailable 2021-Q1 · 35 holders · % suppressed/unavailable 2021-Q2 · 36 holders · % suppressed/unavailable 2021-Q3 · 42 holders · % suppressed/unavailable 2021-Q4 · 39 holders · % suppressed/unavailable 2022-Q1 · 35 holders · % suppressed/unavailable 2022-Q2 · 33 holders · % suppressed/unavailable 2022-Q3 · 29 holders · % suppressed/unavailable 2022-Q4 · 30 holders · % suppressed/unavailable 2023-Q1 · 32 holders · % suppressed/unavailable 2023-Q2 · 32 holders · % suppressed/unavailable 2023-Q3 · 30 holders · % suppressed/unavailable 2023-Q4 · 35 holders · % suppressed/unavailable 2024-Q1 · 32 holders · % suppressed/unavailable 2024-Q2 · 31 holders · % suppressed/unavailable 2024-Q3 · 30 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 28 holders · % suppressed/unavailable 2025-Q2 · 33 holders · % suppressed/unavailable 2025-Q3 · 30 holders · % suppressed/unavailable 2025-Q4 · 31 holders · % suppressed/unavailable 2026-Q1 · 30 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 30 1,632,355 — $35M 2025-Q4 31 1,367,452 — $30M 2025-Q3 30 946,805 — $21M 2025-Q2 33 1,103,621 — $24M 2025-Q1 28 472,236 — $10M 2024-Q4 25 408,019 — $8M 2024-Q3 30 485,187 — $10M 2024-Q2 31 586,751 — $12M 2024-Q1
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.