Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,302,841
Top holders largest 18 of 18 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Cetera Investment Advisers 412,528 412,528 $17M — ADD 19% 2 2 Next Level Private LLC 206,268 206,268 $8M — ADD 148% 3 3 BENJAMIN EDWARDS INC 108,692 108,692 $4M — ADD 17% 4 4 Sequent Planning LLC 101,539 101,539 $4M — ADD 29% 5 5 HighTower Advisors, LLC 97,848 97,848 $4M — ADD 139% 6 6 Prosperity Financial Group, Inc. 89,599 89,599 $4M — TRIM -32% 7 7 LPL Financial LLC 80,471 80,471 $3M — TRIM -5% 8 8 Professional Financial Advisors, LLC 74,714 74,714 $3M — — 9 9 &PARTNERS 49,144 49,144 $2M — ADD 726% 10 10 Aptus Capital Advisors, LLC 21,520 21,520 $867,041 — — 11 11 MGO ONE SEVEN LLC 20,735 20,735 $835,413 — TRIM -41% 12 12 SMITH, MOORE & CO. 18,919 18,919 $762,252 — ADD 149% 13 13 ENVESTNET ASSET MANAGEMENT INC 7,671 7,671 $309,075 — NEW 14 14 WealthCare Investment Partners, LLC 6,095 6,095 $249,634 — — 15 15 World Investment Advisors 6,122 6,122 $246,656 — TRIM -3% 16 16 OSAIC HOLDINGS, INC. 814 814 $32,796 — — 17 17 ASSETMARK, INC 119 119 $4,795 — — 18 18 Smartleaf Asset Management LLC 43 43 $1,672 — NEW
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 Cetera Investment Advisers 149K 167K 261K 282K 347K 413K $17M Next Level Private LLC 16K 13K 13K 13K 83K 206K $8M BENJAMIN EDWARDS INC 40K 57K 70K 76K 93K 109K $4M Sequent Planning LLC — — — 58K 79K 102K $4M HighTower Advisors, LLC — — — — 41K 98K $4M Prosperity Financial Group, Inc. 116K 124K 127K 132K 132K 90K $4M LPL Financial LLC 192K 244K 223K 90K 85K 80K $3M Professional Financial Advisors, LLC 71K 71K 76K 75K 75K 75K $3M &PARTNERS — — — 7K 6K 49K $2M Aptus Capital Advisors, LLC — 22K 22K 22K 22K 22K $867,041 MGO ONE SEVEN LLC — — — — 35K 21K $835,413 SMITH, MOORE & CO. — — — 7K 8K 19K $762,252 ENVESTNET ASSET MANAGEMENT INC — — — — — 8K $309,075 WealthCare Investment Partners, LLC 8K 8K 6K 6K 6K 6K $249,634 World Investment Advisors — — 5K 7K 6K 6K $246,656
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 21 1 2021-Q2 2026-Q1 2021-Q2 · 1 holders · % suppressed/unavailable 2021-Q3 · 4 holders · % suppressed/unavailable 2021-Q4 · 5 holders · % suppressed/unavailable 2022-Q1 · 2 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 4 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 5 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 10 holders · % suppressed/unavailable 2023-Q4 · 9 holders · % suppressed/unavailable 2024-Q1 · 12 holders · % suppressed/unavailable 2024-Q2 · 9 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 14 holders · % suppressed/unavailable 2025-Q2 · 16 holders · % suppressed/unavailable 2025-Q3 · 18 holders · % suppressed/unavailable 2025-Q4 · 21 holders · % suppressed/unavailable 2026-Q1 · 18 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 18 1,302,841 — $52M 2025-Q4 21 1,202,831 — $54M 2025-Q3 18 1,083,449 — $48M 2025-Q2 16 1,542,152 — $63M 2025-Q1 14 1,498,878 — $52M 2024-Q4 12 1,431,831 — $56M 2024-Q3 9 1,375,143 — $50M 2024-Q2 9 1,519,985 — $54M 2024-Q1 12 1,535,585 — $50M 2023-Q4 9 1,405,525 — $41M 2023-Q3 10 1,367,028 — $34M 2023-Q2 5 1,072,822 — $28M 2023-Q1 5 1,024,940
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.