Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 23 of 23 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 HARBOUR INVESTMENTS, INC. 100,429 100,429 $2M — TRIM -17% 2 2 OSAIC HOLDINGS, INC. 48,877 48,877 $819,670 — ADD 12% 3 3 ENVESTNET ASSET MANAGEMENT INC 47,574 47,574 $798,044 — ADD 120% 4 4 Kestra Advisory Services, LLC 46,160 46,160 $774,336 — — 5 5 Cetera Investment Advisers 41,729 41,729 $700,005 — ADD 3% 6 6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,404 37,404 $627,448 — ADD 45% 7 7 KINGSWOOD WEALTH ADVISORS, LLC 30,333 30,333 $508,833 — ADD 9% 8 8 BlueChip Wealth Advisors LLC 23,881 23,881 $400,601 — — 9 9 Hedeker Wealth, LLC 23,648 23,648 $396,693 — — 10 10 BENJAMIN EDWARDS INC 19,715 19,715 $330,711 — TRIM -2% 11 11 INDEPENDENT FINANCIAL GROUP, LLC 18,000 18,000 $301,948 — — 12 12 BDFS Capital LLC 17,523 17,523 $293,947 — — 13 13 RFG Advisory, LLC 15,748 15,748 $264,171 — — 14 14 Cambridge Investment Research Advisors, Inc. 15,146 15,146 $254,000 — — 15 15 Pinnacle Financial Partners, Inc. 14,237 14,237 $238,841 — NEW 16 16 Beacon Pointe Advisors, LLC 13,318 13,318 $223,403 — — 17 17 GOLDMAN SACHS GROUP INC 12,000 12,000 $201,299 — — 18 18 Capital Investment Advisory Services, LLC 11,920 11,920 $199,957 — TRIM -15% 19 19 Ashton Thomas Private Wealth, LLC 10,186 10,186 $170,869 — — 20 20 US BANCORP \DE\ 8,644 8,644 $145,002 — — 21 21 Capital Analysts, LLC 7,874 7,874 $132,000 — — 22 22 DHJJ Financial Advisors, Ltd. 10 10 $168 — — 23 23 MORGAN STANLEY 2 2 $44 — ADD 100%
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 HARBOUR INVESTMENTS, INC. 115K 107K 97K 121K 122K 100K $2M OSAIC HOLDINGS, INC. 17K 32K 41K 44K 44K 49K $819,670 ENVESTNET ASSET MANAGEMENT INC 21K 21K 22K 22K 22K 48K $798,044 Kestra Advisory Services, LLC 45K 45K 45K 46K 46K 46K $774,336 Cetera Investment Advisers — 11K 13K 47K 41K 42K $700,005 SUSQUEHANNA INTERNATIONAL GROUP, LLP — 13K — 46K 26K 37K $627,448 KINGSWOOD WEALTH ADVISORS, LLC 21K 17K 30K 30K 28K 30K $508,833 BlueChip Wealth Advisors LLC 32K 29K 24K 24K 24K 24K $400,601 Hedeker Wealth, LLC 22K 23K 22K 23K 23K 24K $396,693 BENJAMIN EDWARDS INC 24K 13K 22K 22K 20K 20K $330,711 INDEPENDENT FINANCIAL GROUP, LLC — 19K 18K 18K 18K 18K $301,948 BDFS Capital LLC — — — — 18K 18K $293,947 RFG Advisory, LLC — — 16K 16K 16K 16K $264,171 Cambridge Investment Research Advisors, Inc. 21K 15K 15K 15K 15K 15K $254,000 Pinnacle Financial Partners, Inc. — — — — — 14K $238,841
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 25 1 2016-Q1 2026-Q1 2016-Q1 · 1 holders · % suppressed/unavailable 2016-Q3 · 1 holders · % suppressed/unavailable 2016-Q4 · 4 holders · % suppressed/unavailable 2017-Q1 · 4 holders · % suppressed/unavailable 2017-Q2 · 5 holders · % suppressed/unavailable 2017-Q3 · 7 holders · % suppressed/unavailable 2017-Q4 · 8 holders · % suppressed/unavailable 2018-Q1 · 9 holders · % suppressed/unavailable 2018-Q2 · 8 holders · % suppressed/unavailable 2018-Q3 · 6 holders · % suppressed/unavailable 2018-Q4 · 10 holders · % suppressed/unavailable 2019-Q1 · 8 holders · % suppressed/unavailable 2019-Q2 · 10 holders · % suppressed/unavailable 2019-Q3 · 9 holders · % suppressed/unavailable 2019-Q4 · 8 holders · % suppressed/unavailable 2020-Q1 · 13 holders · % suppressed/unavailable 2020-Q2 · 12 holders · % suppressed/unavailable 2020-Q3 · 12 holders · % suppressed/unavailable 2020-Q4 · 12 holders · % suppressed/unavailable 2021-Q1 · 16 holders · % suppressed/unavailable 2021-Q2 · 14 holders · % suppressed/unavailable 2021-Q3 · 20 holders · % suppressed/unavailable 2021-Q4 · 18 holders · % suppressed/unavailable 2022-Q1 · 14 holders · % suppressed/unavailable 2022-Q2 · 15 holders · % suppressed/unavailable 2022-Q3 · 11 holders · % suppressed/unavailable 2022-Q4 · 13 holders · % suppressed/unavailable 2023-Q1 · 14 holders · % suppressed/unavailable 2023-Q2 · 12 holders · % suppressed/unavailable 2023-Q3 · 12 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 16 holders · % suppressed/unavailable 2024-Q2 · 16 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 19 holders · % suppressed/unavailable 2025-Q2 · 23 holders · % suppressed/unavailable 2025-Q3 · 24 holders · % suppressed/unavailable 2025-Q4 · 25 holders · % suppressed/unavailable 2026-Q1 · 23 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 23 564,358 — $9M 2025-Q4 25 539,092 — $9M 2025-Q3 24 568,165 — $10M 2025-Q2 23 440,960 — $7M 2025-Q1 19 385,961 — $7M 2024-Q4 18 374,726 — $6M 2024-Q3 15 378,331 — $7M 2024-Q2 16 401,790 — $7M 2024-Q1 16 398,417
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.