Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 24 of 24 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 CGC Financial Services, LLC 198,448 198,448 $6M — — 2 2 Bond & Devick Financial Network, Inc. 183,679 183,679 $6M — ADD 4% 3 3 Cambridge Investment Research Advisors, Inc. 105,233 105,233 $3M — ADD 6% 4 4 eCIO, Inc. 54,596 54,596 $2M — ADD 10% 5 5 Diversified Enterprises, LLC 36,265 36,265 $1M — ADD 10% 6 6 GOLDMAN SACHS GROUP INC 31,148 31,148 $957,801 — NEW 7 7 COMMONWEALTH EQUITY SERVICES, LLC 19,161 19,161 $589,200 — ADD 6% 8 8 Mason & Associates Inc 16,377 16,377 $496,059 — — 9 9 NATURAL INVESTMENTS, LLC 14,302 14,302 $395,000 — — 10 10 True Link Financial Advisors, LLC 11,706 11,706 $359,960 — — 11 11 HighTower Advisors, LLC 10,079 10,079 $309,911 — ADD 28% 12 12 Prism Advisors, Inc. 8,233 8,233 $253,165 — — 13 13 &PARTNERS 7,697 7,697 $236,683 — — 14 14 BLUELINE ADVISORS LLC 3,198 3,198 $98,339 — TRIM -8% 15 15 Quaker Wealth Management, LLC 2,910 2,910 $89,495 — — 16 16 Addison Advisors LLC 2,615 2,615 $80,412 — ADD 100% 17 17 OSAIC HOLDINGS, INC. 1,849 1,849 $56,870 — ADD 32% 18 18 GoalVest Advisory LLC 1,496 1,496 $46,002 — TRIM -21% 19 19 Financial Perspectives, Inc 641 641 $19,701 — NEW 20 20 Aptus Capital Advisors, LLC 563 563 $17,312 — — 21 21 WELLS FARGO & COMPANY/MN 170 170 $5,228 — NEW 22 22 Allworth Financial LP 116 116 $3,567 — — 23 23 VANGUARD ADVISERS INC 10 10 $308 — NEW 24 24 MORGAN STANLEY 2 2 $76 — ADD 100%
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 CGC Financial Services, LLC — — 218K 195K 199K 198K $6M Bond & Devick Financial Network, Inc. 60K 139K 150K 170K 176K 184K $6M Cambridge Investment Research Advisors, Inc. 12K 88K 81K 82K 99K 105K $3M eCIO, Inc. — — 40K 43K 50K 55K $2M Diversified Enterprises, LLC 24K 26K 30K 33K 33K 36K $1M GOLDMAN SACHS GROUP INC — — — — — 31K $957,801 COMMONWEALTH EQUITY SERVICES, LLC 17K 12K 13K 16K 18K 19K $589,200 Mason & Associates Inc — — — — 17K 16K $496,059 NATURAL INVESTMENTS, LLC — 14K 14K — 14K 14K $395,000 True Link Financial Advisors, LLC — 9K 15K 14K 12K 12K $359,960 HighTower Advisors, LLC 9K 8K 8K 8K 8K 10K $309,911 Prism Advisors, Inc. — — 8K 8K 8K 8K $253,165 &PARTNERS — — — 8K 8K 8K $236,683 BLUELINE ADVISORS LLC — — — — 3K 3K $98,339 Quaker Wealth Management, LLC — — 3K 3K 3K 3K $89,495
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 24 2 2021-Q3 2026-Q1 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 2 holders · % suppressed/unavailable 2022-Q1 · 2 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 5 holders · % suppressed/unavailable 2022-Q4 · 8 holders · % suppressed/unavailable 2023-Q1 · 8 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 9 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 9 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 13 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 21 holders · % suppressed/unavailable 2025-Q3 · 20 holders · % suppressed/unavailable 2025-Q4 · 24 holders · % suppressed/unavailable 2026-Q1 · 24 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 24 710,494 — $22M 2025-Q4 24 684,234 — $20M 2025-Q3 20 639,783 — $19M 2025-Q2 21 638,745 — $18M 2025-Q1 18 363,266 — $10M 2024-Q4 13 136,717 — $4M 2024-Q3 11 135,774 — $4M 2024-Q2 7 84,577 — $2M 2024-Q1 9 118,346 — $3M 2023-Q4 12 330,953 — $9M 2023-Q3 9 339,246 — $8M 2023-Q2 9 262,367 — $6M 2023-Q1 8 259,977 — $6M
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.