Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,330,179
Top holders largest 23 of 23 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Blueprint Investment Partners LLC 294,979 294,979 $30M — ADD 1934% 2 2 U.S. Capital Wealth Advisors, LLC 293,739 293,739 $29M — ADD 10% 3 3 ENVESTNET ASSET MANAGEMENT INC 264,680 264,680 $26M — ADD 75% 4 4 Blueprint Financial Advisors LLC 151,141 151,141 $15M — NEW 5 5 Apollon Wealth Management, LLC 77,151 77,151 $8M — TRIM -7% 6 6 Spartan Planning & Wealth Management 56,818 56,818 $6M — ADD 1411% 7 7 SILVER OAK SECURITIES, INCORPORATED 35,480 35,480 $4M — — 8 8 SIGNET FINANCIAL MANAGEMENT, LLC 35,361 35,361 $4M — — 9 9 Summit Financial, LLC 34,976 34,976 $4M — NEW 10 10 Teramo Advisors, LLC 20,000 20,000 $2M — — 11 11 JPMORGAN CHASE & CO 17,397 17,397 $2M — ADD 1088% 12 12 Platform Technology Partners 10,225 10,225 $1M — NEW 13 13 Insight Wealth Partners, LLC 9,986 9,986 $999,399 — — 14 14 LPL Financial LLC 7,147 7,147 $715,272 — NEW 15 15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,459 6,459 $646,417 — TRIM -21% 16 16 Magnus Financial Group LLC 5,415 5,415 $541,889 — — 17 17 Retirement Planning Group, LLC 3,086 3,086 $308,825 — TRIM -82% 18 18 Prosperity Financial Group, Inc. 3,047 3,047 $304,944 — NEW 19 19 LEGACY FINANCIAL GROUP, INC. 2,286 2,286 $228,783 — TRIM -22% 20 20 Colonial Trust Co / SC 473 473 $47,338 — NEW 21 21 ROYAL BANK OF CANADA 295 295 $30,000 — ADD 71% 22 22 AE Wealth Management LLC 37 37 $3,703 — TRIM -20% 23 23 MORGAN STANLEY 1 1 $110 — —
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 Blueprint Investment Partners LLC 143K 41K — 16K 15K 295K $30M U.S. Capital Wealth Advisors, LLC 376K 356K 365K 254K 268K 294K $29M ENVESTNET ASSET MANAGEMENT INC 192K 169K 167K 158K 151K 265K $26M Blueprint Financial Advisors LLC — 13K — — — 151K $15M Apollon Wealth Management, LLC 104K 103K 104K 94K 83K 77K $8M Spartan Planning & Wealth Management 45K 12K 4K — 4K 57K $6M SILVER OAK SECURITIES, INCORPORATED — 280 51K 49K 35K 35K $4M SIGNET FINANCIAL MANAGEMENT, LLC 38K 36K 36K 34K 36K 35K $4M Summit Financial, LLC — — — — — 35K $4M Teramo Advisors, LLC 30K 30K 30K 30K 20K 20K $2M JPMORGAN CHASE & CO — 3K 6K 5K 1K 17K $2M Platform Technology Partners — — — — — 10K $1M Insight Wealth Partners, LLC 7K 10K 11K 11K 10K 10K $999,399 LPL Financial LLC — — — — — 7K $715,272 SUSQUEHANNA INTERNATIONAL GROUP, LLP — 9K 17K 13K 8K 6K $646,417
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 32 1 2018-Q3 2026-Q1 2018-Q3 · 1 holders · % suppressed/unavailable 2018-Q4 · 2 holders · % suppressed/unavailable 2019-Q1 · 4 holders · % suppressed/unavailable 2019-Q2 · 3 holders · % suppressed/unavailable 2019-Q3 · 6 holders · % suppressed/unavailable 2019-Q4 · 3 holders · % suppressed/unavailable 2020-Q1 · 2 holders · % suppressed/unavailable 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 5 holders · % suppressed/unavailable 2020-Q4 · 12 holders · % suppressed/unavailable 2021-Q1 · 13 holders · % suppressed/unavailable 2021-Q2 · 13 holders · % suppressed/unavailable 2021-Q3 · 13 holders · % suppressed/unavailable 2021-Q4 · 16 holders · % suppressed/unavailable 2022-Q1 · 19 holders · % suppressed/unavailable 2022-Q2 · 18 holders · % suppressed/unavailable 2022-Q3 · 24 holders · % suppressed/unavailable 2022-Q4 · 32 holders · % suppressed/unavailable 2023-Q1 · 32 holders · % suppressed/unavailable 2023-Q2 · 28 holders · % suppressed/unavailable 2023-Q3 · 28 holders · % suppressed/unavailable 2023-Q4 · 28 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 23 holders · % suppressed/unavailable 2024-Q3 · 23 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 23 holders · % suppressed/unavailable 2025-Q2 · 20 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 23 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 23 1,330,179 — $133M 2025-Q4 22 688,085 — $69M 2025-Q3 21 749,547 — $75M 2025-Q2 20 942,081 — $94M 2025-Q1 23 838,830 — $84M 2024-Q4 25 1,042,387 — $104M 2024-Q3 23 923,429 — $92M 2024-Q2 23 1,026,235 — $103M 2024-Q1 26 1,232,340 — $123M 2023-Q4 28 1,346,866 — $135M 2023-Q3
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.