Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
4,869,330
Top holders largest 13 of 13 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Bison Wealth, LLC 1,576,480 1.6M $35M — ADD 7% 2 2 Holcombe Financial, Inc. 526,466 526,466 $12M — ADD 5% 3 3 Oasis Advisors, LLC 2,548,535 2.5M $5M — NEW 4 4 Orion Porfolio Solutions, LLC 113,351 113,351 $2M — NEW 5 5 Virtu Financial LLC 32,989 32,989 $723,000 — NEW 6 6 EVOLUTION WEALTH MANAGEMENT INC. 27,081 27,081 $593,277 — ADD 68% 7 7 RAYMOND JAMES FINANCIAL INC 15,573 15,573 $341,165 — — 8 8 Wealthcare Advisory Partners LLC 13,528 13,528 $296,365 — NEW 9 9 Atlantic Union Bankshares Corp 8,286 8,286 $181,528 — — 10 10 REAP Financial Group, LLC 5,687 5,687 $124,582 — TRIM -14% 11 11 UBS Group AG 761 761 $16,671 — ADD 318% 12 12 ROYAL BANK OF CANADA 592 592 $13,000 — NEW 13 13 AE Wealth Management LLC 1 1 $20 — TRIM -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 13 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 1.7M 1.4M 1.4M 1.4M 1.5M 1.6M $35M Holcombe Financial, Inc. 499K 482K 485K 500K 501K 526K $12M Oasis Advisors, LLC — — — — — 2.5M $5M Orion Porfolio Solutions, LLC 15K — — — — 113K $2M Virtu Financial LLC — 117K — 23K — 33K $723,000 EVOLUTION WEALTH MANAGEMENT INC. — — 14K 17K 16K 27K $593,277 RAYMOND JAMES FINANCIAL INC — — 16K 16K 16K 16K $341,165 Wealthcare Advisory Partners LLC — — — — — 14K $296,365 Atlantic Union Bankshares Corp — — 8K 8K 8K 8K $181,528 REAP Financial Group, LLC 15K 7K 6K 7K 7K 6K $124,582 UBS Group AG — 3K 2K 3K 182 761 $16,671 ROYAL BANK OF CANADA — — — — — 592 $13,000 AE Wealth Management LLC 2K 2K 2K 2K 2K 1 $20
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 13 1 2021-Q1 2026-Q1 2021-Q1 · 1 holders · % suppressed/unavailable 2021-Q2 · 2 holders · % suppressed/unavailable 2021-Q3 · 3 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 6 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 5 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 7 holders · % suppressed/unavailable 2023-Q3 · 8 holders · % suppressed/unavailable 2023-Q4 · 11 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 11 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 13 holders · % suppressed/unavailable 2025-Q2 · 11 holders · % suppressed/unavailable 2025-Q3 · 11 holders · % suppressed/unavailable 2025-Q4 · 11 holders · % suppressed/unavailable 2026-Q1 · 13 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 13 4,869,330 — $56M 2025-Q4 11 2,053,193 — $45M 2025-Q3 11 2,038,773 — $45M 2025-Q2 11 1,964,209 — $43M 2025-Q1 13 2,070,865 — $46M 2024-Q4 10 2,657,915 — $58M 2024-Q3 9 197,425 — $5M 2024-Q2 11 327,683 — $7M 2024-Q1 12 434,089 — $10M 2023-Q4 11 414,932 — $9M 2023-Q3 8 605,989 — $13M 2023-Q2 7 542,790 — $12M 2023-Q1 6
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.