Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,496,253
Top holders largest 32 of 32 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Bank of New York Mellon Corp 1,264,118 1.3M $30M — ADD 11% 2 2 AMERIPRISE FINANCIAL INC 542,267 542,267 $13M — ADD 47% 3 3 LPL Financial LLC 529,166 529,166 $13M — ADD 11% 4 4 Arkadios Wealth Advisors 279,432 279,432 $7M — ADD 182% 5 5 TRUIST FINANCIAL CORP 265,079 265,079 $6M — ADD 27% 6 6 Nikulski Financial, Inc. 110,858 110,858 $3M — ADD 54% 7 7 JONES FINANCIAL COMPANIES LLLP 65,975 65,975 $2M — ADD 4% 8 8 ECLECTIC ASSOCIATES INC /ADV 64,373 64,373 $2M — ADD 126% 9 9 Equitable Holdings, Inc. 60,717 60,717 $1M — TRIM -2% 10 10 Cetera Investment Advisers 55,356 55,356 $1M — ADD 30% 11 11 BANK OF AMERICA CORP /DE/ 46,492 46,492 $1M — — 12 12 Breakwater Capital Group 35,051 35,051 $842,276 — ADD 8% 13 13 Federation des caisses Desjardins du Quebec 34,745 34,745 $834,922 — ADD 655% 14 14 Insight Advisors, LLC/ PA 29,542 29,542 $709,894 — ADD 2% 15 15 ROYAL BANK OF CANADA 17,975 17,975 $432,000 — — 16 16 MORGAN STANLEY 16,110 16,110 $387,135 — — 17 17 Copia Wealth Management 14,371 14,371 $345,335 — TRIM -5% 18 18 JANE STREET GROUP, LLC 13,428 13,428 $322,675 — NEW 19 19 Hobbs Group Advisors, LLC 11,685 11,685 $280,791 — — 20 20 ENVESTNET ASSET MANAGEMENT INC 11,440 11,440 $274,897 — NEW 21 21 Capital Investment Advisory Services, LLC 9,132 9,132 $219,432 — ADD 4% 22 22 Advisory Services Network, LLC 8,922 8,922 $214,394 — — 23 23 Western Wealth Management, LLC 3,220 3,220 $77,377 — NEW 24 24 Allworth Financial LP 2,379 2,379 $57,168 — — 25 25 Parallel Advisors, LLC 2,000 2,000 $48,060 — — 26 26 TD Waterhouse Canada Inc. 725 725 $17,364 — — 27 27 OSAIC HOLDINGS, INC. 600 600 $14,416 — TRIM -67% 28 28 Strengthening Families & Communities, LLC 544 544 $13,077 — — 29 29 FMR LLC 429 429 $10,304 — TRIM -5% 30 30 AE Wealth Management LLC 78 78 $1,874 — ADD 5% 31 31 Larson Financial Group LLC 43 43 $1,029 — ADD 2% 32 32 WELLS FARGO & COMPANY/MN 1 1 $22 — —
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 37 21 2018-Q2 2026-Q1 2018-Q2 · 23 holders · % suppressed/unavailable 2018-Q3 · 26 holders · % suppressed/unavailable 2018-Q4 · 29 holders · % suppressed/unavailable 2019-Q1 · 34 holders · % suppressed/unavailable 2019-Q2 · 37 holders · % suppressed/unavailable 2019-Q3 · 32 holders · % suppressed/unavailable 2019-Q4 · 33 holders · % suppressed/unavailable 2020-Q1 · 35 holders · % suppressed/unavailable 2020-Q2 · 32 holders · % suppressed/unavailable 2020-Q3 · 31 holders · % suppressed/unavailable 2020-Q4 · 31 holders · % suppressed/unavailable 2021-Q1 · 30 holders · % suppressed/unavailable 2021-Q2 · 33 holders · % suppressed/unavailable 2021-Q3 · 27 holders · % suppressed/unavailable 2021-Q4 · 32 holders · % suppressed/unavailable 2022-Q1 · 26 holders · % suppressed/unavailable 2022-Q2 · 26 holders · % suppressed/unavailable 2022-Q3 · 22 holders · % suppressed/unavailable 2022-Q4 · 21 holders · % suppressed/unavailable 2023-Q1 · 24 holders · % suppressed/unavailable 2023-Q2 · 31 holders · % suppressed/unavailable 2023-Q3 · 31 holders · % suppressed/unavailable 2023-Q4 · 31 holders · % suppressed/unavailable 2024-Q1 · 31 holders · % suppressed/unavailable 2024-Q2 · 31 holders · % suppressed/unavailable 2024-Q3 · 27 holders · % suppressed/unavailable 2024-Q4 · 35 holders · % suppressed/unavailable 2025-Q1 · 34 holders · % suppressed/unavailable 2025-Q2 · 37 holders · % suppressed/unavailable 2025-Q3 · 34 holders · % suppressed/unavailable 2025-Q4 · 34 holders · % suppressed/unavailable 2026-Q1 · 32 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 32 3,496,253 — $84M 2025-Q4 34 2,874,481 — $70M 2025-Q3 34 2,505,230 — $61M 2025-Q2 37 2,546,981 — $61M 2025-Q1 34 2,440,887 — $58M 2024-Q4 35 1,346,843 — $32M 2024-Q3 27 1,288,507 — $31M 2024-Q2 31 1,230,857 — $29M 2024-Q1 31 1,316,463 — $31M 2023-Q4 31 1,046,665 — $25M
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.