Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 12 of 12 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 150,069 150,069 $6M — — 2 2 Cambridge Investment Research Advisors, Inc. 28,685 28,685 $1M — TRIM -18% 3 3 JANE STREET GROUP, LLC 20,968 20,968 $777,041 — TRIM -20% 4 4 GM Advisory Group, LLC 18,303 18,303 $678,297 — ADD 26% 5 5 Capital Investment Advisory Services, LLC 13,604 13,604 $504,135 — — 6 6 BANK OF AMERICA CORP /DE/ 7,635 7,635 $282,938 — ADD 3% 7 7 Cutler Capital Management, LLC 2,925 2,925 $108,396 — — 8 8 Allworth Financial LP 977 977 $36,222 — — 9 9 Rossmore Private Capital 410 410 $15,194 — NEW 10 10 Western Wealth Management, LLC 130 130 $4,818 — NEW 11 11 MORGAN STANLEY 18 18 $667 — TRIM -5% 12 12 WELLS FARGO & COMPANY/MN 0 0 $6 — 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 12 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 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 126K 128K 135K 129K 152K 150K $6M Cambridge Investment Research Advisors, Inc. 24K 27K 27K 30K 35K 29K $1M JANE STREET GROUP, LLC 33K 32K 33K 15K 26K 21K $777,041 GM Advisory Group, LLC — 5K 7K 9K 15K 18K $678,297 Capital Investment Advisory Services, LLC 19K 18K 15K 15K 14K 14K $504,135 BANK OF AMERICA CORP /DE/ 7K 8K 7K 7K 7K 8K $282,938 Cutler Capital Management, LLC — — 3K 3K 3K 3K $108,396 Allworth Financial LP — — — 830 977 977 $36,222 Rossmore Private Capital — — — — — 410 $15,194 Western Wealth Management, LLC — — — — — 130 $4,818 MORGAN STANLEY 19 19 18 18 19 18 $667 WELLS FARGO & COMPANY/MN 0 0 0 0 0 0 $6
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 15 3 2018-Q4 2026-Q1 2018-Q4 · 3 holders · % suppressed/unavailable 2019-Q1 · 3 holders · % suppressed/unavailable 2019-Q2 · 3 holders · % suppressed/unavailable 2019-Q3 · 4 holders · % suppressed/unavailable 2019-Q4 · 4 holders · % suppressed/unavailable 2020-Q1 · 5 holders · % suppressed/unavailable 2020-Q2 · 5 holders · % suppressed/unavailable 2020-Q3 · 6 holders · % suppressed/unavailable 2020-Q4 · 5 holders · % suppressed/unavailable 2021-Q1 · 7 holders · % suppressed/unavailable 2021-Q2 · 9 holders · % suppressed/unavailable 2021-Q3 · 10 holders · % suppressed/unavailable 2021-Q4 · 10 holders · % suppressed/unavailable 2022-Q1 · 13 holders · % suppressed/unavailable 2022-Q2 · 15 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 11 holders · % suppressed/unavailable 2023-Q1 · 13 holders · % suppressed/unavailable 2023-Q2 · 11 holders · % suppressed/unavailable 2023-Q3 · 12 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 11 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 8 holders · % suppressed/unavailable 2025-Q1 · 10 holders · % suppressed/unavailable 2025-Q2 · 9 holders · % suppressed/unavailable 2025-Q3 · 12 holders · % suppressed/unavailable 2025-Q4 · 10 holders · % suppressed/unavailable 2026-Q1 · 12 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 12 243,724 — $9M 2025-Q4 10 252,257 — $10M 2025-Q3 12 216,311 — $10M 2025-Q2 9 226,546 — $10M 2025-Q1 10 224,251 — $9M 2024-Q4 8 219,458 — $8M 2024-Q3 9 206,678 — $8M 2024-Q2 11 202,115 — $7M 2024-Q1 12 298,828 — $11M 2023-Q4 12 292,381 — $10M 2023-Q3 12 328,489
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.