Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 13 of 13 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Financial Enhancement Group LLC 114,116 114,116 $6M — — 2 2 MAGNOLIA CAPITAL ADVISORS LLC 31,855 31,855 $2M — ADD 12% 3 3 LPL Financial LLC 30,243 30,243 $2M — TRIM -3% 4 4 CITADEL ADVISORS LLC 19,294 19,294 $997,075 — TRIM -4% 5 5 BANK OF AMERICA CORP /DE/ 10,255 10,255 $529,958 — TRIM -6% 6 6 Kraft, Davis & Associates, LLC 8,830 8,830 $501,721 — — 7 7 Focus Partners Advisor Solutions, LLC 7,246 7,246 $374,459 — — 8 8 RAYMOND JAMES FINANCIAL INC 5,186 5,186 $268,002 — — 9 9 J2 Capital Management Inc 4,898 4,898 $253,119 — TRIM -3% 10 10 Wealth Advisory Solutions, LLC 4,639 4,639 $239,734 — TRIM -5% 11 11 Measured Wealth Private Client Group, LLC 8 8 $416 — — 12 12 MORGAN STANLEY 1 1 $65 — — 13 13 WELLS FARGO & COMPANY/MN 1 1 $52 — —
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 13 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 Financial Enhancement Group LLC 59K 86K 109K 115K 114K 114K $6M MAGNOLIA CAPITAL ADVISORS LLC 74K 30K 27K 29K 29K 32K $2M LPL Financial LLC 42K 40K 33K 33K 31K 30K $2M CITADEL ADVISORS LLC 6K 23K — — 20K 19K $997,075 BANK OF AMERICA CORP /DE/ 15K 14K 13K 12K 11K 10K $529,958 Kraft, Davis & Associates, LLC 10K 10K 10K 9K 9K 9K $501,721 Focus Partners Advisor Solutions, LLC 8K 7K 7K 7K 7K 7K $374,459 RAYMOND JAMES FINANCIAL INC 5K 5K 5K 5K 5K 5K $268,002 J2 Capital Management Inc — — — 5K 5K 5K $253,119 Wealth Advisory Solutions, LLC 6K 6K 6K 5K 5K 5K $239,734 Measured Wealth Private Client Group, LLC — — — — 8 8 $416 MORGAN STANLEY 2K — — — 1 1 $65 WELLS FARGO & COMPANY/MN — — — — 1 1 $52
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 21 1 2017-Q4 2026-Q1 2017-Q4 · 1 holders · % suppressed/unavailable 2018-Q1 · 8 holders · % suppressed/unavailable 2018-Q2 · 9 holders · % suppressed/unavailable 2018-Q3 · 15 holders · % suppressed/unavailable 2018-Q4 · 18 holders · % suppressed/unavailable 2019-Q1 · 17 holders · % suppressed/unavailable 2019-Q2 · 20 holders · % suppressed/unavailable 2019-Q3 · 19 holders · % suppressed/unavailable 2019-Q4 · 21 holders · % suppressed/unavailable 2020-Q1 · 21 holders · % suppressed/unavailable 2020-Q2 · 16 holders · % suppressed/unavailable 2020-Q3 · 15 holders · % suppressed/unavailable 2020-Q4 · 13 holders · % suppressed/unavailable 2021-Q1 · 13 holders · % suppressed/unavailable 2021-Q2 · 15 holders · % suppressed/unavailable 2021-Q3 · 15 holders · % suppressed/unavailable 2021-Q4 · 13 holders · % suppressed/unavailable 2022-Q1 · 16 holders · % suppressed/unavailable 2022-Q2 · 12 holders · % suppressed/unavailable 2022-Q3 · 14 holders · % suppressed/unavailable 2022-Q4 · 13 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 10 holders · % suppressed/unavailable 2023-Q3 · 16 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 13 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 10 holders · % suppressed/unavailable 2025-Q3 · 11 holders · % suppressed/unavailable 2025-Q4 · 14 holders · % suppressed/unavailable 2026-Q1 · 13 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 13 236,572 — $13M 2025-Q4 14 235,701 — $13M 2025-Q3 11 245,095 — $13M 2025-Q2 10 242,025 — $12M 2025-Q1 12 245,873 — $11M 2024-Q4 12 243,673 — $12M 2024-Q3 11 132,765 — $6M 2024-Q2 13 287,866 — $13M 2024-Q1 14 366,422 — $16M 2023-Q4 12 350,287 —
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.