Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,727,465
Top holders largest 19 of 19 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Brookstone Capital Management 1,191,376 1.2M $46M — — 2 2 Cetera Investment Advisers 439,242 439,242 $17M — — 3 3 CreativeOne Wealth, LLC 220,538 220,538 $8M — TRIM -6% 4 4 Uniting Wealth Partners, LLC 182,963 182,963 $7M — NEW 5 5 MILESTONE ASSET MANAGEMENT, LLC 181,745 181,745 $7M — TRIM -44% 6 6 Sigma Planning Corp 158,075 158,075 $6M — ADD 8% 7 7 ENVESTNET ASSET MANAGEMENT INC 113,577 113,577 $4M — TRIM -3% 8 8 Forefront Wealth Partners, LLC 58,532 58,532 $2M — ADD 28% 9 9 HighTower Advisors, LLC 53,957 53,957 $2M — TRIM -7% 10 10 Palumbo Wealth Management LLC 46,077 46,077 $2M — — 11 11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,435 22,435 $867,561 — TRIM -62% 12 12 Mutual Advisors, LLC 21,230 21,230 $813,110 — — 13 13 GTS SECURITIES LLC 16,090 16,090 $616,247 — ADD 4% 14 14 Indiana Trust & Investment Management Co 10,000 10,000 $382,999 — — 15 15 AlphaCore Capital LLC 8,950 8,950 $342,784 — — 16 16 MORGAN STANLEY 2,450 2,450 $93,838 — ADD 244900% 17 17 Hilton Head Capital Partners, LLC 202 202 $7,737 — — 18 18 CoreCap Advisors, LLC 25 25 $958 — — 19 19 IFP Advisors, Inc 1 1 $38 — 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 Brookstone Capital Management 1.0M 976K 989K 1.1M 1.2M 1.2M $46M Cetera Investment Advisers 409K 406K 406K 410K 434K 439K $17M CreativeOne Wealth, LLC 399K 338K 309K 290K 235K 221K $8M Uniting Wealth Partners, LLC — — — — — 183K $7M MILESTONE ASSET MANAGEMENT, LLC 145K 142K 137K 609K 322K 182K $7M Sigma Planning Corp 156K 156K 154K 141K 146K 158K $6M ENVESTNET ASSET MANAGEMENT INC 111K 100K 140K 121K 117K 114K $4M Forefront Wealth Partners, LLC — — — 36K 46K 59K $2M HighTower Advisors, LLC — — — — 58K 54K $2M Palumbo Wealth Management LLC 54K 54K 52K — 47K 46K $2M WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 93K 91K 59K 59K 59K 22K $867,561 Mutual Advisors, LLC 23K 23K 21K 21K 21K 21K $813,110 GTS SECURITIES LLC — — 13K 9K 16K 16K $616,247 Indiana Trust & Investment Management Co 10K 10K 10K 10K 10K 10K $382,999 AlphaCore Capital LLC — 9K 9K 9K 9K 9K $342,784
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 25 1 2020-Q3 2026-Q1 2020-Q3 · 1 holders · % suppressed/unavailable 2020-Q4 · 7 holders · % suppressed/unavailable 2021-Q1 · 11 holders · % suppressed/unavailable 2021-Q2 · 16 holders · % suppressed/unavailable 2021-Q3 · 19 holders · % suppressed/unavailable 2021-Q4 · 23 holders · % suppressed/unavailable 2022-Q1 · 25 holders · % suppressed/unavailable 2022-Q2 · 19 holders · % suppressed/unavailable 2022-Q3 · 20 holders · % suppressed/unavailable 2022-Q4 · 25 holders · % suppressed/unavailable 2023-Q1 · 22 holders · % suppressed/unavailable 2023-Q2 · 17 holders · % suppressed/unavailable 2023-Q3 · 17 holders · % suppressed/unavailable 2023-Q4 · 17 holders · % suppressed/unavailable 2024-Q1 · 17 holders · % suppressed/unavailable 2024-Q2 · 18 holders · % suppressed/unavailable 2024-Q3 · 18 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 19 holders · % suppressed/unavailable 2025-Q3 · 18 holders · % suppressed/unavailable 2025-Q4 · 21 holders · % suppressed/unavailable 2026-Q1 · 19 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 19 2,727,465 — $104M 2025-Q4 21 2,690,528 — $107M 2025-Q3 18 2,809,819 — $112M 2025-Q2 19 3,023,406 — $113M 2025-Q1 18 3,165,805 — $102M 2024-Q4 17 3,320,668 — $112M 2024-Q3 18 3,023,324 — $103M 2024-Q2 18 2,739,590 — $90M 2024-Q1 17 3,079,332 — $97M 2023-Q4 17 2,922,598 — $84M 2023-Q3 17 3,150,243 — $82M 2023-Q2 17 3,871,670 —
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.