Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
7,627,551
Top holders largest 9 of 9 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Kingsview Wealth Management, LLC 7,362,775 7.4M $230M — ADD 3% 2 2 4WEALTH ADVISORS, INC. 158,065 158,065 $5M — ADD 11% 3 3 LPL Financial LLC 61,215 61,215 $2M — ADD 360% 4 4 WBI INVESTMENTS, LLC 17,710 17,710 $553,260 — NEW 5 5 RFG Advisory, LLC 11,777 11,777 $367,912 — — 6 6 Maridea Wealth Management LLC 6,424 6,424 $200,686 — NEW 7 7 MORGAN STANLEY 4,584 4,584 $143,218 — — 8 8 ROYAL BANK OF CANADA 3,761 3,761 $117,000 — NEW 9 9 AE Wealth Management LLC 1,240 1,240 $38,738 — 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 9 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 Kingsview Wealth Management, LLC 6.0M 6.1M 8.1M 6.6M 7.1M 7.4M $230M 4WEALTH ADVISORS, INC. 149K 146K 150K 141K 142K 158K $5M LPL Financial LLC 8K 8K 11K 11K 13K 61K $2M WBI INVESTMENTS, LLC — — — — — 18K $553,260 RFG Advisory, LLC 19K 15K 14K 14K 12K 12K $367,912 Maridea Wealth Management LLC — — — — — 6K $200,686 MORGAN STANLEY — 1 — 1 5K 5K $143,218 ROYAL BANK OF CANADA — — — — — 4K $117,000 AE Wealth Management LLC — — — — — 1K $38,738
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 10 2 2021-Q1 2026-Q1 2021-Q1 · 2 holders · % suppressed/unavailable 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 4 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 5 holders · % suppressed/unavailable 2022-Q4 · 9 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 3 holders · % suppressed/unavailable 2024-Q1 · 3 holders · % suppressed/unavailable 2024-Q2 · 2 holders · % suppressed/unavailable 2024-Q3 · 5 holders · % suppressed/unavailable 2024-Q4 · 7 holders · % suppressed/unavailable 2025-Q1 · 7 holders · % suppressed/unavailable 2025-Q2 · 8 holders · % suppressed/unavailable 2025-Q3 · 7 holders · % suppressed/unavailable 2025-Q4 · 10 holders · % suppressed/unavailable 2026-Q1 · 9 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 9 7,627,551 — $238M 2025-Q4 10 7,365,129 — $226M 2025-Q3 7 6,776,047 — $207M 2025-Q2 8 8,346,955 — $249M 2025-Q1 7 6,244,961 — $180M 2024-Q4 7 6,251,454 — $179M 2024-Q3 5 4,858,263 — $148M 2024-Q2 2 4,408,686 — $123M 2024-Q1 3 4,151,701 — $115M 2023-Q4 3 3,792,576 — $102M 2023-Q3 5 2,948,843 — $72M 2023-Q2 5 2,539,625 — $66M 2023-Q1 6
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.