Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,289,963
Top holders largest 33 of 33 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 MORGAN STANLEY 204,206 204,206 $2M — TRIM -6% 2 2 WELLS FARGO & COMPANY/MN 197,453 197,453 $2M — ADD 16% 3 3 LPL Financial LLC 150,177 150,177 $2M — ADD 24% 4 4 CAPTRUST FINANCIAL ADVISORS 119,564 119,564 $1M — NEW 5 5 Cetera Investment Advisers 101,300 101,300 $1M — — 6 6 Western Wealth Management, LLC 52,306 52,306 $627,144 — NEW 7 7 IHT Wealth Management, LLC 49,240 49,240 $590,384 — NEW 8 8 STIFEL FINANCIAL CORP 39,883 39,883 $478,197 — — 9 9 BANK OF AMERICA CORP /DE/ 39,645 39,645 $475,348 — — 10 10 INTEGRITY ALLIANCE, LLC. 38,950 38,950 $467,011 — — 11 11 RAYMOND JAMES FINANCIAL INC 37,177 37,177 $445,748 — TRIM -5% 12 12 DIVERSIFY WEALTH MANAGEMENT, LLC 28,036 28,036 $352,559 — ADD 37% 13 13 BARTLETT & CO. WEALTH MANAGEMENT LLC 26,400 26,400 $335,940 — — 14 14 SHUFRO ROSE & CO LLC 27,500 27,500 $329,725 — ADD 10% 15 15 KINGSWOOD WEALTH ADVISORS, LLC 25,000 25,000 $299,750 — ADD 32% 16 16 INDEPENDENT FINANCIAL GROUP, LLC 22,642 22,642 $271,474 — ADD 13% 17 17 Virtu Financial LLC 20,426 20,426 $245,000 — NEW 18 18 ROYAL BANK OF CANADA 19,253 19,253 $231,000 — ADD 3% 19 19 COMMONWEALTH EQUITY SERVICES, LLC 14,825 14,825 $177,750 — TRIM -12% 20 20 Plan Group Financial, LLC 11,914 11,914 $142,846 — — 21 21 Stratos Wealth Partners, LTD. 11,056 11,056 $132,561 — NEW 22 22 STALEY CAPITAL ADVISERS INC 10,000 10,000 $119,900 — — 23 23 Allworth Financial LP 8,655 8,655 $103,774 — — 24 24 OSAIC HOLDINGS, INC. 6,090 6,090 $73,019 — ADD 20% 25 25 CoreCap Advisors, LLC 4,500 4,500 $53,955 — — 26 26 AMERIFLEX GROUP, INC. 4,310 4,310 $51,677 — — 27 27 NewEdge Advisors, LLC 17,604 17,604 $17,604 — — 28 28 UBS Group AG 1,333 1,333 $15,983 — — 29 29 FIFTH THIRD BANCORP 250 250 $2,998 — NEW 30 30 MAI Capital Management 134 134 $1,607 — — 31 31 FNY Investment Advisers, LLC 100 100 $1,000 — NEW 32 32 ASSETMARK, INC 33 33 $396 — NEW 33 33 IFP Advisors, Inc 1 1 $12 — —
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 MORGAN STANLEY 153K 164K 164K 205K 217K 204K $2M WELLS FARGO & COMPANY/MN 144K 146K 122K 134K 170K 197K $2M LPL Financial LLC 31K 45K 52K 53K 121K 150K $2M CAPTRUST FINANCIAL ADVISORS — — — — — 120K $1M Cetera Investment Advisers 103K 105K 96K 98K 100K 101K $1M Western Wealth Management, LLC 41K — — — — 52K $627,144 IHT Wealth Management, LLC — — — — — 49K $590,384 STIFEL FINANCIAL CORP 38K 39K 39K 37K 40K 40K $478,197 BANK OF AMERICA CORP /DE/ 14K 32K 37K 38K 39K 40K $475,348 INTEGRITY ALLIANCE, LLC. — 78K — 39K 39K 39K $467,011 RAYMOND JAMES FINANCIAL INC 41K 47K 51K 51K 39K 37K $445,748 DIVERSIFY WEALTH MANAGEMENT, LLC — — 14K 14K 21K 28K $352,559 BARTLETT & CO. WEALTH MANAGEMENT LLC 24K 26K 26K 26K 26K 26K $335,940 SHUFRO ROSE & CO LLC 25K 25K 25K 25K 25K 28K $329,725 KINGSWOOD WEALTH ADVISORS, LLC 29K 29K 22K 15K 19K 25K $299,750
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 39 17 2013-Q2 2026-Q1 2013-Q2 · 25 holders · % suppressed/unavailable 2013-Q3 · 21 holders · % suppressed/unavailable 2013-Q4 · 25 holders · % suppressed/unavailable 2014-Q1 · 28 holders · % suppressed/unavailable 2014-Q2 · 22 holders · % suppressed/unavailable 2014-Q3 · 17 holders · % suppressed/unavailable 2014-Q4 · 19 holders · % suppressed/unavailable 2015-Q1 · 23 holders · % suppressed/unavailable 2015-Q2 · 24 holders · % suppressed/unavailable 2015-Q3 · 21 holders · % suppressed/unavailable 2015-Q4 · 18 holders · % suppressed/unavailable 2016-Q1 · 22 holders · % suppressed/unavailable 2016-Q2 · 17 holders · % suppressed/unavailable 2016-Q3 · 19 holders · % suppressed/unavailable 2016-Q4 · 24 holders · % suppressed/unavailable 2017-Q1 · 23 holders · % suppressed/unavailable 2017-Q2 · 18 holders · % suppressed/unavailable 2017-Q3 · 17 holders · % suppressed/unavailable 2017-Q4 · 21 holders · % suppressed/unavailable 2018-Q1 · 24 holders · % suppressed/unavailable 2018-Q2 · 30 holders · % suppressed/unavailable 2018-Q3 · 34 holders · % suppressed/unavailable 2018-Q4 · 32 holders · % suppressed/unavailable 2019-Q1 · 33 holders · % suppressed/unavailable 2019-Q2 · 32 holders · % suppressed/unavailable 2019-Q3 · 35 holders · % suppressed/unavailable 2019-Q4 · 30 holders · % suppressed/unavailable 2020-Q1 · 30 holders · % suppressed/unavailable 2020-Q2 · 30 holders · % suppressed/unavailable 2020-Q3 · 29 holders · % suppressed/unavailable 2020-Q4 · 29 holders · % suppressed/unavailable 2021-Q1 · 31 holders · % suppressed/unavailable 2021-Q2 · 31 holders · % suppressed/unavailable 2021-Q3 · 33 holders · % suppressed/unavailable 2021-Q4 · 33 holders · % suppressed/unavailable 2022-Q1 · 38 holders · % suppressed/unavailable 2022-Q2 · 37 holders · % suppressed/unavailable 2022-Q3 · 36 holders · % suppressed/unavailable 2022-Q4 · 35 holders · % suppressed/unavailable 2023-Q1 · 32 holders · % suppressed/unavailable 2023-Q2 · 39 holders · % suppressed/unavailable 2023-Q3 · 39 holders · % suppressed/unavailable 2023-Q4 · 34 holders · % suppressed/unavailable 2024-Q1 · 34 holders · % suppressed/unavailable 2024-Q2 · 32 holders · % suppressed/unavailable 2024-Q3 · 32 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 28 holders · % suppressed/unavailable 2025-Q2 · 28 holders · % suppressed/unavailable 2025-Q3 · 32 holders · % suppressed/unavailable 2025-Q4 · 28 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 1,289,963 — $15M 2025-Q4 28 1,096,613 — $13M 2025-Q3 32 1,001,273 — $12M 2025-Q2 28 957,879 — $11M 2025-Q1 28 985,869 — $12M 2024-Q4 25 819,460 — $9M
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.