Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,412,613
Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Trinity Legacy Partners, LLC 460,283 460,283 $12M — — 2 2 Jaffetilchin Investment Partners, LLC 285,312 285,312 $7M — TRIM -5% 3 3 MANCHESTER FINANCIAL INC 254,583 254,583 $6M — TRIM -3% 4 4 Cetera Investment Advisers 143,888 143,888 $3M — ADD 96% 5 5 Brookwood Investment Group LLC 55,017 55,017 $1M — ADD 38% 6 6 COMMONWEALTH EQUITY SERVICES, LLC 49,631 49,631 $1M — ADD 306% 7 7 Cambridge Investment Research Advisors, Inc. 38,467 38,467 $912,000 — TRIM -6% 8 8 Advisor Resource Council 29,802 29,802 $706,528 — ADD 79% 9 9 OSAIC HOLDINGS, INC. 27,700 27,700 $656,631 — ADD 309% 10 10 Tower Research Capital LLC (TRC) 22,850 22,850 $541,714 — ADD 724% 11 11 Tidal Investments LLC 19,497 19,497 $462,223 — ADD 47% 12 12 TRUIST FINANCIAL CORP 9,321 9,321 $220,977 — TRIM -38% 13 13 Vann Equity Management LLC 8,904 8,904 $211,091 — NEW 14 14 Aptus Capital Advisors, LLC 4,649 4,649 $110,216 — — 15 15 ARVEST INVESTMENTS, INC. 1,576 1,576 $37,362 — NEW 16 16 Advisory Services Network, LLC 1,065 1,065 $25,246 — NEW 17 17 Anfield Capital Management, LLC 68 68 $1,612 — NEW
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 Trinity Legacy Partners, LLC 172K 190K 190K 191K 459K 460K $12M Jaffetilchin Investment Partners, LLC 169K 213K 296K 297K 299K 285K $7M MANCHESTER FINANCIAL INC 276K 280K 275K 269K 261K 255K $6M Cetera Investment Advisers 26K 37K 31K 25K 73K 144K $3M Brookwood Investment Group LLC — 77K 16K — 40K 55K $1M COMMONWEALTH EQUITY SERVICES, LLC — — 10K 9K 12K 50K $1M Cambridge Investment Research Advisors, Inc. 168K 58K 46K 41K 41K 38K $912,000 Advisor Resource Council — — — — 17K 30K $706,528 OSAIC HOLDINGS, INC. 2K 2K 3K 4K 7K 28K $656,631 Tower Research Capital LLC (TRC) 10K 28K 69K 36K 3K 23K $541,714 Tidal Investments LLC — — — — 13K 19K $462,223 TRUIST FINANCIAL CORP 19K 16K 16K 16K 15K 9K $220,977 Vann Equity Management LLC — — — — — 9K $211,091 Aptus Capital Advisors, LLC 5K 5K 5K 5K 5K 5K $110,216 ARVEST INVESTMENTS, INC. — — — — — 2K $37,362
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 19 1 2021-Q4 2026-Q1 2021-Q4 · 2 holders · % suppressed/unavailable 2022-Q1 · 3 holders · % suppressed/unavailable 2022-Q2 · 1 holders · % suppressed/unavailable 2022-Q3 · 4 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 8 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 8 holders · % suppressed/unavailable 2024-Q1 · 7 holders · % suppressed/unavailable 2024-Q2 · 10 holders · % suppressed/unavailable 2024-Q3 · 10 holders · % suppressed/unavailable 2024-Q4 · 15 holders · % suppressed/unavailable 2025-Q1 · 17 holders · % suppressed/unavailable 2025-Q2 · 14 holders · % suppressed/unavailable 2025-Q3 · 14 holders · % suppressed/unavailable 2025-Q4 · 19 holders · % suppressed/unavailable 2026-Q1 · 17 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 17 1,412,613 — $35M 2025-Q4 19 1,284,887 — $31M 2025-Q3 14 938,982 — $22M 2025-Q2 14 985,221 — $20M 2025-Q1 17 973,568 — $18M 2024-Q4 15 974,766 — $20M 2024-Q3 10 852,502 — $18M 2024-Q2 10 839,466 — $16M 2024-Q1 7 445,360 — $9M 2023-Q4 8 398,697 — $7M 2023-Q3 5 320,095 — $5M 2023-Q2 8 366,110 — $6M 2023-Q1 7 272,714 — $4M
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.