Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,129,115
Top holders largest 12 of 12 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Bison Wealth, LLC 1,009,482 1.0M $22M — ADD 13% 2 2 IFP Advisors, Inc 51,515 51,515 $1M — — 3 3 Beacon Capital Management, LLC 18,779 18,779 $402,584 — TRIM -33% 4 4 MML INVESTORS SERVICES, LLC 13,346 13,346 $286,121 — ADD 20% 5 5 OLD MISSION CAPITAL LLC 11,654 11,654 $249,838 — ADD 17% 6 6 RAYMOND JAMES FINANCIAL INC 11,519 11,519 $246,939 — NEW 7 7 Cetera Investment Advisers 9,699 9,699 $207,927 — — 8 8 OSAIC HOLDINGS, INC. 1,869 1,869 $40,089 — TRIM -21% 9 9 Sound Income Strategies, LLC 502 502 $10,804 — — 10 10 EVOLUTION WEALTH MANAGEMENT INC. 491 491 $10,526 — — 11 11 UBS Group AG 258 258 $5,531 — ADD 48% 12 12 MORGAN STANLEY 1 1 $41 — TRIM -50%
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 12 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 Bison Wealth, LLC 651K 812K 847K 961K 891K 1.0M $22M IFP Advisors, Inc 60K 60K 59K 51K 51K 52K $1M Beacon Capital Management, LLC — — — — 28K 19K $402,584 MML INVESTORS SERVICES, LLC — — — — 11K 13K $286,121 OLD MISSION CAPITAL LLC — — 23K 14K 10K 12K $249,838 RAYMOND JAMES FINANCIAL INC — — — — — 12K $246,939 Cetera Investment Advisers — — — — 10K 10K $207,927 OSAIC HOLDINGS, INC. 1K 4K 4K 4K 2K 2K $40,089 Sound Income Strategies, LLC — — — 502 502 502 $10,804 EVOLUTION WEALTH MANAGEMENT INC. — — 491 491 491 491 $10,526 UBS Group AG 269 3K 1K 877 174 258 $5,531 MORGAN STANLEY 1 2 2 1K 2 1 $41
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 12 2 2019-Q4 2026-Q1 2019-Q4 · 3 holders · % suppressed/unavailable 2020-Q1 · 4 holders · % suppressed/unavailable 2020-Q2 · 2 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 4 holders · % suppressed/unavailable 2021-Q1 · 6 holders · % suppressed/unavailable 2021-Q2 · 6 holders · % suppressed/unavailable 2021-Q3 · 6 holders · % suppressed/unavailable 2021-Q4 · 6 holders · % suppressed/unavailable 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 6 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 10 holders · % suppressed/unavailable 2023-Q1 · 8 holders · % suppressed/unavailable 2023-Q2 · 7 holders · % suppressed/unavailable 2023-Q3 · 9 holders · % suppressed/unavailable 2023-Q4 · 10 holders · % suppressed/unavailable 2024-Q1 · 6 holders · % suppressed/unavailable 2024-Q2 · 8 holders · % suppressed/unavailable 2024-Q3 · 6 holders · % suppressed/unavailable 2024-Q4 · 9 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 9 holders · % suppressed/unavailable 2025-Q3 · 8 holders · % suppressed/unavailable 2025-Q4 · 12 holders · % suppressed/unavailable 2026-Q1 · 12 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 12 1,129,115 — $24M 2025-Q4 12 1,005,948 — $22M 2025-Q3 8 1,033,364 — $22M 2025-Q2 9 956,109 — $20M 2025-Q1 9 920,568 — $20M 2024-Q4 9 819,067 — $18M 2024-Q3 6 106,633 — $2M 2024-Q2 8 163,544 — $4M 2024-Q1 6 110,482 — $2M 2023-Q4 10 108,757 — $2M 2023-Q3 9 152,596 — $3M 2023-Q2 7
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.