Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 15 of 15 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 COMMONWEALTH EQUITY SERVICES, LLC 67,280 67,280 $3M — ADD 180% 2 2 Values Added Financial LLC 13,593 13,593 $629,111 — ADD 10% 3 3 LPL Financial LLC 13,323 13,323 $616,615 — — 4 4 GOLDMAN SACHS GROUP INC 12,469 12,469 $577,090 — ADD 18% 5 5 Wealth Group Ltd 11,485 11,485 $531,549 — NEW 6 6 Private Advisor Group, LLC 10,561 10,561 $488,785 — ADD 3% 7 7 BANK OF AMERICA CORP /DE/ 9,253 9,253 $428,247 — TRIM -14% 8 8 OSAIC HOLDINGS, INC. 7,677 7,677 $355,288 — — 9 9 HighTower Advisors, LLC 6,379 6,379 $295,233 — TRIM -24% 10 10 Cambridge Investment Research Advisors, Inc. 6,201 6,201 $287,000 — TRIM -2% 11 11 EP Wealth Advisors, LLC 4,644 4,644 $214,918 — NEW 12 12 Westside Investment Management, Inc. 2,100 2,100 $97,192 — ADD 5% 13 13 Cherry Tree Wealth Management, LLC 825 825 $38,183 — — 14 14 CoreCap Advisors, LLC 24 24 $1,111 — — 15 15 UBS Group AG 2 2 $93 — TRIM -99%
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 COMMONWEALTH EQUITY SERVICES, LLC 12K 13K 15K 16K 24K 67K $3M Values Added Financial LLC 8K 9K 13K 13K 12K 14K $629,111 LPL Financial LLC 15K 15K 15K 15K 13K 13K $616,615 GOLDMAN SACHS GROUP INC 13K 11K 11K 11K 11K 12K $577,090 Wealth Group Ltd — — — — — 11K $531,549 Private Advisor Group, LLC 6K 6K 11K 10K 10K 11K $488,785 BANK OF AMERICA CORP /DE/ 25K 24K 11K 10K 11K 9K $428,247 OSAIC HOLDINGS, INC. 7K 8K 8K 8K 8K 8K $355,288 HighTower Advisors, LLC 8K 6K 6K 6K 8K 6K $295,233 Cambridge Investment Research Advisors, Inc. 6K 6K 6K 6K 6K 6K $287,000 EP Wealth Advisors, LLC — — — — — 5K $214,918 Westside Investment Management, Inc. 2K 2K 2K 2K 2K 2K $97,192 Cherry Tree Wealth Management, LLC 825 825 825 825 825 825 $38,183 CoreCap Advisors, LLC — — 479 479 24 24 $1,111 UBS Group AG — — — 110 258 2 $93
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 21 2 2019-Q2 2026-Q1 2019-Q2 · 3 holders · % suppressed/unavailable 2019-Q3 · 2 holders · % suppressed/unavailable 2019-Q4 · 4 holders · % suppressed/unavailable 2020-Q1 · 4 holders · % suppressed/unavailable 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 5 holders · % suppressed/unavailable 2020-Q4 · 6 holders · % suppressed/unavailable 2021-Q1 · 8 holders · % suppressed/unavailable 2021-Q2 · 10 holders · % suppressed/unavailable 2021-Q3 · 10 holders · % suppressed/unavailable 2021-Q4 · 15 holders · % suppressed/unavailable 2022-Q1 · 13 holders · % suppressed/unavailable 2022-Q2 · 14 holders · % suppressed/unavailable 2022-Q3 · 13 holders · % suppressed/unavailable 2022-Q4 · 15 holders · % suppressed/unavailable 2023-Q1 · 18 holders · % suppressed/unavailable 2023-Q2 · 20 holders · % suppressed/unavailable 2023-Q3 · 19 holders · % suppressed/unavailable 2023-Q4 · 17 holders · % suppressed/unavailable 2024-Q1 · 18 holders · % suppressed/unavailable 2024-Q2 · 19 holders · % suppressed/unavailable 2024-Q3 · 20 holders · % suppressed/unavailable 2024-Q4 · 19 holders · % suppressed/unavailable 2025-Q1 · 17 holders · % suppressed/unavailable 2025-Q2 · 19 holders · % suppressed/unavailable 2025-Q3 · 19 holders · % suppressed/unavailable 2025-Q4 · 21 holders · % suppressed/unavailable 2026-Q1 · 15 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 15 165,816 — $8M 2025-Q4 21 253,714 — $12M 2025-Q3 19 243,429 — $13M 2025-Q2 19 239,740 — $12M 2025-Q1 17 415,778 — $18M 2024-Q4 19 453,372 — $21M 2024-Q3 20 431,031 — $20M 2024-Q2 19 388,066 — $17M 2024-Q1 18 416,194 — $18M 2023-Q4 17 367,329 — $14M 2023-Q3 19 364,692 — $13M
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.