Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,120,411
Top holders largest 33 of 33 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 RIVERNORTH CAPITAL MANAGEMENT, LLC 894,459 894,459 $10M — TRIM -16% 2 2 WELLS FARGO & COMPANY/MN 877,467 877,467 $10M — TRIM -2% 3 3 LPL Financial LLC 257,641 257,641 $3M — ADD 115% 4 4 SIT INVESTMENT ASSOCIATES INC 164,957 164,957 $2M — TRIM -2% 5 5 MORGAN STANLEY 153,891 153,891 $2M — ADD 16% 6 6 OSAIC HOLDINGS, INC. 100,730 100,730 $1M — ADD 14% 7 7 BANK OF AMERICA CORP /DE/ 100,460 100,460 $1M — TRIM -12% 8 8 Fiera Capital Corp 89,827 89,827 $990,792 — TRIM -44% 9 9 Summit Trail Advisors, LLC 39,193 39,193 $432,298 — NEW 10 10 Janney Montgomery Scott LLC 36,757 36,757 $405,000 — TRIM -9% 11 11 Cetera Investment Advisers 29,720 29,720 $327,811 — ADD 10% 12 12 Merit Financial Group, LLC 29,412 29,412 $324,414 — ADD 4% 13 13 ROYAL BANK OF CANADA 27,298 27,298 $301,000 — ADD 67% 14 14 COMMONWEALTH EQUITY SERVICES, LLC 25,670 25,670 $283,140 — ADD 3% 15 15 Ethos Financial Group, LLC 25,000 25,000 $276,943 — — 16 16 SHUFRO ROSE & CO LLC 25,000 25,000 $275,750 — — 17 17 Bank of New York Mellon Corp 20,729 20,729 $228,642 — ADD 56% 18 18 Breakwater Capital Group 19,726 19,726 $217,578 — TRIM -2% 19 19 RAYMOND JAMES FINANCIAL INC 18,705 18,705 $206,316 — — 20 20 Aviance Capital Partners, LLC 16,915 16,915 $186,572 — ADD 12% 21 21 Logan Stone Capital, LLC 14,404 14,404 $158,876 — TRIM -62% 22 22 WOLVERINE ASSET MANAGEMENT LLC 12,221 12,221 $134,798 — TRIM -85% 23 23 Faithward Advisors, LLC 11,787 11,787 $130,014 — — 24 24 JOURNEY STRATEGIC WEALTH LLC 10,833 10,833 $119,487 — — 25 25 Curi Capital, LLC 10,728 10,728 $118,842 — — 26 26 Sovereign Financial Group, Inc. 10,013 10,013 $110,443 — NEW 27 27 Santori & Peters, Inc. 10,000 10,000 $110,302 — — 28 28 UBS Group AG 8,354 8,354 $92,145 — TRIM -5% 29 29 NewEdge Advisors, LLC 75,088 75,088 $75,088 — NEW 30 30 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,651 2,651 $29,241 — — 31 31 HIGHLINE WEALTH PARTNERS LLC 500 500 $5,515 — — 32 32 Glen Eagle Advisors, LLC 175 175 $1,930 — — 33 33 CNB Bank 100 100 $1,103 — —
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 RIVERNORTH CAPITAL MANAGEMENT, LLC — — — 1.0M 1.1M 894K $10M WELLS FARGO & COMPANY/MN 43K 34K 671K 824K 898K 877K $10M LPL Financial LLC 78K 84K 89K 97K 120K 258K $3M SIT INVESTMENT ASSOCIATES INC 49K 49K 56K 165K 169K 165K $2M MORGAN STANLEY 158K 148K 139K 132K 132K 154K $2M OSAIC HOLDINGS, INC. 38K 38K 57K 85K 88K 101K $1M BANK OF AMERICA CORP /DE/ 111K 129K 122K 102K 114K 100K $1M Fiera Capital Corp — — — — 162K 90K $990,792 Summit Trail Advisors, LLC — — — — — 39K $432,298 Janney Montgomery Scott LLC 28K 30K 27K 28K 40K 37K $405,000 Cetera Investment Advisers — — — 24K 27K 30K $327,811 Merit Financial Group, LLC — 28K 29K 29K 28K 29K $324,414 ROYAL BANK OF CANADA 65K 67K 119K 11K 16K 27K $301,000 COMMONWEALTH EQUITY SERVICES, LLC 20K 22K 22K 27K 25K 26K $283,140 Ethos Financial Group, LLC 25K — 25K 25K 25K 25K $276,943
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 37 2 2013-Q1 2026-Q1 2013-Q1 · 2 holders · % suppressed/unavailable 2013-Q2 · 22 holders · % suppressed/unavailable 2013-Q3 · 24 holders · % suppressed/unavailable 2013-Q4 · 29 holders · % suppressed/unavailable 2014-Q1 · 27 holders · % suppressed/unavailable 2014-Q2 · 29 holders · % suppressed/unavailable 2014-Q3 · 29 holders · % suppressed/unavailable 2014-Q4 · 29 holders · % suppressed/unavailable 2015-Q1 · 27 holders · % suppressed/unavailable 2015-Q2 · 29 holders · % suppressed/unavailable 2015-Q3 · 29 holders · % suppressed/unavailable 2015-Q4 · 28 holders · % suppressed/unavailable 2016-Q1 · 27 holders · % suppressed/unavailable 2016-Q2 · 33 holders · % suppressed/unavailable 2016-Q3 · 29 holders · % suppressed/unavailable 2016-Q4 · 29 holders · % suppressed/unavailable 2017-Q1 · 26 holders · % suppressed/unavailable 2017-Q2 · 26 holders · % suppressed/unavailable 2017-Q3 · 28 holders · % suppressed/unavailable 2017-Q4 · 27 holders · % suppressed/unavailable 2018-Q1 · 31 holders · % suppressed/unavailable 2018-Q2 · 35 holders · % suppressed/unavailable 2018-Q3 · 30 holders · % suppressed/unavailable 2018-Q4 · 33 holders · % suppressed/unavailable 2019-Q1 · 33 holders · % suppressed/unavailable 2019-Q2 · 33 holders · % suppressed/unavailable 2019-Q3 · 34 holders · % suppressed/unavailable 2019-Q4 · 32 holders · % suppressed/unavailable 2020-Q1 · 32 holders · % suppressed/unavailable 2020-Q2 · 34 holders · % suppressed/unavailable 2020-Q3 · 32 holders · % suppressed/unavailable 2020-Q4 · 29 holders · % suppressed/unavailable 2021-Q1 · 27 holders · % suppressed/unavailable 2021-Q2 · 26 holders · % suppressed/unavailable 2021-Q3 · 27 holders · % suppressed/unavailable 2021-Q4 · 29 holders · % suppressed/unavailable 2022-Q1 · 33 holders · % suppressed/unavailable 2022-Q2 · 26 holders · % suppressed/unavailable 2022-Q3 · 26 holders · % suppressed/unavailable 2022-Q4 · 36 holders · % suppressed/unavailable 2023-Q1 · 31 holders · % suppressed/unavailable 2023-Q2 · 27 holders · % suppressed/unavailable 2023-Q3 · 29 holders · % suppressed/unavailable 2023-Q4 · 29 holders · % suppressed/unavailable 2024-Q1 · 27 holders · % suppressed/unavailable 2024-Q2 · 21 holders · % suppressed/unavailable 2024-Q3 · 21 holders · % suppressed/unavailable 2024-Q4 · 23 holders · % suppressed/unavailable 2025-Q1 · 25 holders · % suppressed/unavailable 2025-Q2 · 28 holders · % suppressed/unavailable 2025-Q3 · 32 holders · % suppressed/unavailable 2025-Q4 · 37 holders · % suppressed/unavailable 2026-Q1 · 33 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 33 3,120,411 — $34M 2025-Q4 37 3,286,384 — $36M 2025-Q3 32 2,830,329 — $32M 2025-Q2 28 2,796,442 — $30M 2025-Q1 25 2,828,044 — $32M 2024-Q4 23 3,048,835
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.