Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 36 of 36 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 BANK OF AMERICA CORP /DE/ 538,010 538,010 $22M — ADD 19% 2 2 MORGAN STANLEY 47,335 47,335 $2M — TRIM -13% 3 3 Moran Wealth Management, LLC 36,869 36,869 $1M — — 4 4 LPL Financial LLC 27,888 27,888 $1M — TRIM -5% 5 5 COMMONWEALTH EQUITY SERVICES, LLC 26,793 26,793 $1M — ADD 15% 6 6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,450 22,450 $912,512 — ADD 218% 7 7 FLOW TRADERS U.S. LLC 12,870 12,870 $523,000 — NEW 8 8 Stratos Wealth Partners, LTD. 12,386 12,386 $503,459 — TRIM -5% 9 9 NORTHBRIDGE FINANCIAL GROUP, LLC 7,437 7,437 $319,344 — — 10 10 OSAIC HOLDINGS, INC. 6,881 6,881 $279,708 — — 11 11 Cetera Investment Advisers 6,164 6,164 $250,530 — TRIM -9% 12 12 HBW ADVISORY SERVICES LLC 5,048 5,048 $205,183 — ADD 5% 13 13 UBS Group AG 4,490 4,490 $182,501 — ADD 1950% 14 14 ROYAL BANK OF CANADA 3,688 3,688 $150,000 — — 15 15 JPMORGAN CHASE & CO 3,591 3,591 $141,619 — ADD 420% 16 16 HARBOUR INVESTMENTS, INC. 2,880 2,880 $117,062 — ADD 929% 17 17 FMR LLC 2,198 2,198 $89,325 — ADD 116% 18 18 CREATIVE FINANCIAL DESIGNS INC /ADV 753 753 $30,607 — — 19 19 NATIONAL BANK OF CANADA /FI/ 586 586 $23,792 — — 20 20 ROTHSCHILD INVESTMENT LLC 375 375 $15,242 — — 21 21 Aviso Financial Inc. 240 240 $9,755 — NEW 22 22 Steigerwald, Gordon & Koch Inc. 206 206 $8,373 — — 23 23 Golden State Wealth Management, LLC 202 202 $8,228 — — 24 24 SBI Securities Co., Ltd. 184 184 $7,479 — — 25 25 Trask Adam Roland 180 180 $7,325 — NEW 26 26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 82 82 $3,333 — TRIM -30% 27 27 Western Wealth Management, LLC 50 50 $2,041 — NEW 28 28 BLAIR WILLIAM & CO/IL 50 50 $2,032 — — 29 29 VANGUARD ADVISERS INC 34 34 $1,382 — NEW 30 30 AE Wealth Management LLC 30 30 $1,220 — — 31 31 AlphaCore Capital LLC 11 11 $455 — — 32 32 ASSETMARK, INC 9 9 $366 — ADD 29% 33 33 Rossby Financial, LCC 3 3 $122 — NEW 34 34 DHJJ Financial Advisors, Ltd. 2 2 $82 — — 35 35 CITIGROUP INC 1 1 $41 — — 36 36 WELLS FARGO & COMPANY/MN 0 0 $18 — 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 BANK OF AMERICA CORP /DE/ 468K 435K 389K 405K 452K 538K $22M MORGAN STANLEY 49K 52K 53K 53K 55K 47K $2M Moran Wealth Management, LLC — 6K 12K 22K 37K 37K $1M LPL Financial LLC 72K 92K 99K 109K 29K 28K $1M COMMONWEALTH EQUITY SERVICES, LLC 22K 22K 23K 23K 23K 27K $1M SUSQUEHANNA INTERNATIONAL GROUP, LLP 13K — — 9K 7K 22K $912,512 FLOW TRADERS U.S. LLC — — — — — 13K $523,000 Stratos Wealth Partners, LTD. 18K 13K 13K 13K 13K 12K $503,459 NORTHBRIDGE FINANCIAL GROUP, LLC — — — — 7K 7K $319,344 OSAIC HOLDINGS, INC. 5K 6K 5K 3K 7K 7K $279,708 Cetera Investment Advisers 22K 29K 30K 33K 7K 6K $250,530 HBW ADVISORY SERVICES LLC 5K 5K 5K 5K 5K 5K $205,183 UBS Group AG 180 — 253 258 219 4K $182,501 ROYAL BANK OF CANADA 7K 4K 8K 4K 4K 4K $150,000 JPMORGAN CHASE & CO 803 819 691 1K 691 4K $141,619
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 57 1 2016-Q1 2026-Q1 2016-Q1 · 1 holders · % suppressed/unavailable 2016-Q2 · 2 holders · % suppressed/unavailable 2016-Q3 · 3 holders · % suppressed/unavailable 2016-Q4 · 5 holders · % suppressed/unavailable 2017-Q1 · 3 holders · % suppressed/unavailable 2017-Q2 · 2 holders · % suppressed/unavailable 2017-Q3 · 3 holders · % suppressed/unavailable 2017-Q4 · 3 holders · % suppressed/unavailable 2018-Q1 · 5 holders · % suppressed/unavailable 2018-Q2 · 7 holders · % suppressed/unavailable 2018-Q3 · 11 holders · % suppressed/unavailable 2018-Q4 · 13 holders · % suppressed/unavailable 2019-Q1 · 12 holders · % suppressed/unavailable 2019-Q2 · 20 holders · % suppressed/unavailable 2019-Q3 · 23 holders · % suppressed/unavailable 2019-Q4 · 24 holders · % suppressed/unavailable 2020-Q1 · 22 holders · % suppressed/unavailable 2020-Q2 · 28 holders · % suppressed/unavailable 2020-Q3 · 29 holders · % suppressed/unavailable 2020-Q4 · 35 holders · % suppressed/unavailable 2021-Q1 · 45 holders · % suppressed/unavailable 2021-Q2 · 45 holders · % suppressed/unavailable 2021-Q3 · 57 holders · % suppressed/unavailable 2021-Q4 · 56 holders · % suppressed/unavailable 2022-Q1 · 47 holders · % suppressed/unavailable 2022-Q2 · 44 holders · % suppressed/unavailable 2022-Q3 · 41 holders · % suppressed/unavailable 2022-Q4 · 45 holders · % suppressed/unavailable 2023-Q1 · 46 holders · % suppressed/unavailable 2023-Q2 · 36 holders · % suppressed/unavailable 2023-Q3 · 37 holders · % suppressed/unavailable 2023-Q4 · 43 holders · % suppressed/unavailable 2024-Q1 · 46 holders · % suppressed/unavailable 2024-Q2 · 44 holders · % suppressed/unavailable 2024-Q3 · 42 holders · % suppressed/unavailable 2024-Q4 · 43 holders · % suppressed/unavailable 2025-Q1 · 42 holders · % suppressed/unavailable 2025-Q2 · 46 holders · % suppressed/unavailable 2025-Q3 · 45 holders · % suppressed/unavailable 2025-Q4 · 39 holders · % suppressed/unavailable 2026-Q1 · 36 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 36 769,976 — $31M 2025-Q4 39 710,043 — $33M 2025-Q3 45 878,967 — $43M 2025-Q2 46 830,720 — $41M 2025-Q1 42 805,434 — $35M 2024-Q4 43 805,733 — $36M 2024-Q3 42 888,498 — $37M 2024-Q2 44 1,008,017 — $39M 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.