Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,122,852
Top holders largest 36 of 36 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Bison Wealth, LLC 2,004,976 2.0M $115M — ADD 15% 2 2 ENVESTNET ASSET MANAGEMENT INC 282,861 282,861 $14M — ADD 14% 3 3 RAYMOND JAMES FINANCIAL INC 178,498 178,498 $9M — TRIM -6% 4 4 Legacy Private Trust Co. 86,193 86,193 $4M — — 5 5 JPMORGAN CHASE & CO 88,416 88,416 $4M — — 6 6 ROYAL BANK OF CANADA 67,093 67,093 $3M — — 7 7 EVOLUTION WEALTH MANAGEMENT INC. 42,043 42,043 $2M — TRIM -3% 8 8 Janney Montgomery Scott LLC 36,890 36,890 $2M — TRIM -3% 9 9 Private Advisor Group, LLC 35,611 35,611 $2M — — 10 10 Johnson & White Wealth Management, LLC 35,063 35,063 $2M — ADD 6% 11 11 Smartleaf Asset Management LLC 35,611 35,611 $2M — — 12 12 Apollon Wealth Management, LLC 34,450 34,450 $2M — NEW 13 13 SHELTON CAPITAL MANAGEMENT 27,131 27,131 $1M — NEW 14 14 OLD MISSION CAPITAL LLC 14,842 14,842 $746,552 — ADD 136% 15 15 Equitable Holdings, Inc. 13,304 13,304 $707,906 — TRIM -51% 16 16 LPL Financial LLC 13,951 13,951 $701,719 — ADD 94% 17 17 NBC SECURITIES, INC. 12,435 12,435 $625,480 — — 18 18 STIFEL FINANCIAL CORP 12,250 12,250 $616,175 — — 19 19 REAP Financial Group, LLC 9,957 9,957 $500,833 — TRIM -14% 20 20 Luminist Capital LLC 8,352 8,352 $420,111 — TRIM -5% 21 21 Brooklyn Investment Group 8,237 8,237 $414,322 — NEW 22 22 Waterloo Capital, L.P. 7,810 7,810 $392,842 — TRIM -14% 23 23 GTS SECURITIES LLC 7,803 7,803 $392,491 — ADD 98% 24 24 OSAIC HOLDINGS, INC. 7,614 7,614 $383,045 — TRIM -12% 25 25 AE Wealth Management LLC 7,211 7,211 $362,713 — TRIM -26% 26 26 NICOLET BANKSHARES INC 7,200 7,200 $362,160 — — 27 27 Modera Wealth Management, LLC 7,066 7,066 $355,445 — NEW 28 28 Elevation Advisory Partners LLC 6,156 6,156 $335,655 — NEW 29 29 RiverFront Investment Group, LLC 6,577 6,577 $330,823 — — 30 30 QTR Family Wealth, LLC 4,557 4,557 $244,933 — TRIM -12% 31 31 Creative Planning 4,073 4,073 $204,872 — — 32 32 Atlantic Union Bankshares Corp 3,783 3,783 $190,293 — ADD 3% 33 33 Beaird Harris Wealth Management, LLC 2,219 2,219 $111,616 — — 34 34 MORGAN STANLEY 1,800 1,800 $90,541 — ADD 10% 35 35 UBS Group AG 419 419 $21,076 — ADD 131% 36 36 Noble Wealth Management PBC 400 400 $20,120 — —
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
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 4 2019-Q4 2026-Q1 2019-Q4 · 4 holders · % suppressed/unavailable 2020-Q1 · 11 holders · % suppressed/unavailable 2020-Q2 · 13 holders · % suppressed/unavailable 2020-Q3 · 11 holders · % suppressed/unavailable 2020-Q4 · 13 holders · % suppressed/unavailable 2021-Q1 · 12 holders · % suppressed/unavailable 2021-Q2 · 18 holders · % suppressed/unavailable 2021-Q3 · 22 holders · % suppressed/unavailable 2021-Q4 · 20 holders · % suppressed/unavailable 2022-Q1 · 22 holders · % suppressed/unavailable 2022-Q2 · 21 holders · % suppressed/unavailable 2022-Q3 · 22 holders · % suppressed/unavailable 2022-Q4 · 23 holders · % suppressed/unavailable 2023-Q1 · 23 holders · % suppressed/unavailable 2023-Q2 · 23 holders · % suppressed/unavailable 2023-Q3 · 23 holders · % suppressed/unavailable 2023-Q4 · 26 holders · % suppressed/unavailable 2024-Q1 · 25 holders · % suppressed/unavailable 2024-Q2 · 24 holders · % suppressed/unavailable 2024-Q3 · 27 holders · % suppressed/unavailable 2024-Q4 · 35 holders · % suppressed/unavailable 2025-Q1 · 37 holders · % suppressed/unavailable 2025-Q2 · 33 holders · % suppressed/unavailable 2025-Q3 · 39 holders · % suppressed/unavailable 2025-Q4 · 37 holders · % suppressed/unavailable 2026-Q1 · 36 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 36 3,122,852 — $171M 2025-Q4 37 2,807,448 — $145M 2025-Q3 39 3,226,350 — $170M 2025-Q2 33 4,633,143 — $224M 2025-Q1 37 4,120,094 — $180M 2024-Q4 35 3,396,335 — $158M 2024-Q3 27 3,208,042 — $149M 2024-Q2 24 2,981,459 — $131M 2024-Q1 25 2,843,981 — $121M 2023-Q4 26 3,079,312 — $116M 2023-Q3 23 3,888,972 — $132M 2023-Q2
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.
