Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 32 of 32 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Wealthcare Advisory Partners LLC 115,796 115,796 $3M — ADD 46% 2 2 BANK OF AMERICA CORP /DE/ 110,806 110,806 $3M — TRIM -2% 3 3 Thomas J. Herzfeld Advisors, Inc. 49,141 49,141 $1M — NEW 4 4 Foundations Investment Advisors, LLC 45,816 45,816 $1M — ADD 21% 5 5 Janney Montgomery Scott LLC 39,849 39,849 $991,000 — NEW 6 6 FLAGSHIP HARBOR ADVISORS, LLC 38,248 38,248 $951,229 — TRIM -23% 7 7 LPL Financial LLC 35,306 35,306 $878,058 — TRIM -17% 8 8 OSAIC HOLDINGS, INC. 28,996 28,996 $721,101 — ADD 29% 9 9 Cetera Investment Advisers 28,221 28,221 $701,856 — — 10 10 ENVESTNET ASSET MANAGEMENT INC 26,712 26,712 $664,338 — NEW 11 11 Wealthcare Capital Partners, LLC 18,375 18,375 $456,986 — NEW 12 12 JANE STREET GROUP, LLC 17,434 17,434 $433,584 — NEW 13 13 First Affirmative Financial Network 17,408 17,408 $432,944 — NEW 14 14 Arkadios Wealth Advisors 17,121 17,121 $425,799 — NEW 15 15 Avior Wealth Management, LLC 17,004 17,004 $422,899 — TRIM -7% 16 16 WEALTHCARE CAPITAL MANAGEMENT LLC 14,013 14,013 $348,503 — ADD 24% 17 17 MORGAN STANLEY 13,181 13,181 $327,833 — TRIM -62% 18 18 SimpliFi, Inc. 12,244 12,244 $304,500 — — 19 19 RAYMOND JAMES FINANCIAL INC 11,510 11,510 $286,254 — — 20 20 WealthBridge Capital Management, LLC 9,067 9,067 $225,486 — — 21 21 Net Worth Advisory Group 8,811 8,811 $219,140 — ADD 5% 22 22 Private Advisor Group, LLC 8,764 8,764 $217,958 — TRIM -6% 23 23 STIFEL FINANCIAL CORP 8,670 8,670 $215,623 — NEW 24 24 Mechanics Financial Corp 1,700 1,700 $42,279 — — 25 25 Hurley Capital, LLC 1,086 1,086 $27,020 — — 26 26 US BANCORP \DE\ 1,067 1,067 $26,536 — — 27 27 Western Wealth Management, LLC 765 765 $19,026 — NEW 28 28 AE Wealth Management LLC 495 495 $12,311 — NEW 29 29 Rockefeller Capital Management L.P. 248 248 $6,168 — — 30 30 UBS Group AG 216 216 $5,372 — NEW 31 31 Olistico Wealth, LLC 100 100 $2,487 — — 32 32 WELLS FARGO & COMPANY/MN 0 0 $9 — EXIT
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 Wealthcare Advisory Partners LLC 43K 47K 43K 55K 79K 116K $3M BANK OF AMERICA CORP /DE/ 77K 87K 85K 86K 113K 111K $3M Thomas J. Herzfeld Advisors, Inc. — — — — — 49K $1M Foundations Investment Advisors, LLC 10K 12K 18K 21K 38K 46K $1M Janney Montgomery Scott LLC — — — — — 40K $991,000 FLAGSHIP HARBOR ADVISORS, LLC — — 64K 50K 50K 38K $951,229 LPL Financial LLC 68K 70K 91K 96K 43K 35K $878,058 OSAIC HOLDINGS, INC. 3K 6K 3K 7K 22K 29K $721,101 Cetera Investment Advisers — — — 28K 28K 28K $701,856 ENVESTNET ASSET MANAGEMENT INC 14K 12K 12K 12K — 27K $664,338 Wealthcare Capital Partners, LLC 9K — — — — 18K $456,986 JANE STREET GROUP, LLC 43K 46K 48K — — 17K $433,584 First Affirmative Financial Network 31K 33K 31K 31K — 17K $432,944 Arkadios Wealth Advisors — — — — — 17K $425,799 Avior Wealth Management, LLC — 35K 49K 18K 18K 17K $422,899
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 32 14 2018-Q2 2026-Q1 2018-Q2 · 21 holders · % suppressed/unavailable 2018-Q3 · 21 holders · % suppressed/unavailable 2018-Q4 · 21 holders · % suppressed/unavailable 2019-Q1 · 23 holders · % suppressed/unavailable 2019-Q2 · 22 holders · % suppressed/unavailable 2019-Q3 · 20 holders · % suppressed/unavailable 2019-Q4 · 19 holders · % suppressed/unavailable 2020-Q1 · 17 holders · % suppressed/unavailable 2020-Q2 · 20 holders · % suppressed/unavailable 2020-Q3 · 18 holders · % suppressed/unavailable 2020-Q4 · 18 holders · % suppressed/unavailable 2021-Q1 · 16 holders · % suppressed/unavailable 2021-Q2 · 16 holders · % suppressed/unavailable 2021-Q3 · 18 holders · % suppressed/unavailable 2021-Q4 · 14 holders · % suppressed/unavailable 2022-Q1 · 19 holders · % suppressed/unavailable 2022-Q2 · 22 holders · % suppressed/unavailable 2022-Q3 · 24 holders · % suppressed/unavailable 2022-Q4 · 19 holders · % suppressed/unavailable 2023-Q1 · 21 holders · % suppressed/unavailable 2023-Q2 · 25 holders · % suppressed/unavailable 2023-Q3 · 27 holders · % suppressed/unavailable 2023-Q4 · 24 holders · % suppressed/unavailable 2024-Q1 · 23 holders · % suppressed/unavailable 2024-Q2 · 28 holders · % suppressed/unavailable 2024-Q3 · 27 holders · % suppressed/unavailable 2024-Q4 · 26 holders · % suppressed/unavailable 2025-Q1 · 26 holders · % suppressed/unavailable 2025-Q2 · 26 holders · % suppressed/unavailable 2025-Q3 · 23 holders · % suppressed/unavailable 2025-Q4 · 22 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 32 698,170 — $17M 2025-Q4 22 532,331 — $13M 2025-Q3 23 565,995 — $14M 2025-Q2 26 647,798 — $16M 2025-Q1 26 543,016 — $13M 2024-Q4 26 511,850 — $13M 2024-Q3 27 776,695 — $19M 2024-Q2 28 902,217 — $22M 2024-Q1 23 871,448 — $22M 2023-Q4 24 793,371 — $20M
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.