Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 32 of 32 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 LPL Financial LLC 139,248 139,248 $10M — ADD 12% 2 2 CABOT WEALTH MANAGEMENT INC 48,207 48,207 $3M — ADD 37% 3 3 Premier Path Wealth Partners, LLC 39,713 39,713 $3M — TRIM -13% 4 4 OLD MISSION CAPITAL LLC 14,504 14,504 $1M — TRIM -51% 5 5 ASPIRIANT, LLC 12,092 12,092 $838,587 — — 6 6 Capital Advisors, Ltd. LLC 11,862 11,862 $823,000 — ADD 53% 7 7 APPLETON PARTNERS INC/MA 11,499 11,499 $797,000 — TRIM -3% 8 8 Ariadne Wealth Management, LP 8,720 8,720 $604,761 — — 9 9 Western Wealth Management, LLC 6,813 6,813 $472,464 — — 10 10 Equitable Holdings, Inc. 7,106 7,106 $470,073 — — 11 11 Ethic Inc. 5,775 5,775 $400,500 — NEW 12 12 Keystone Financial Group 5,583 5,583 $387,185 — ADD 8% 13 13 Lutz Financial Services LLC 5,015 5,015 $347,790 — — 14 14 MORGAN STANLEY 4,707 4,707 $326,438 — ADD 22% 15 15 KWB Wealth 4,370 4,370 $289,082 — — 16 16 COMMONWEALTH EQUITY SERVICES, LLC 3,991 3,991 $276,770 — ADD 12% 17 17 Strategic Financial Partners, Ltd. 3,941 3,941 $273,343 — — 18 18 BANK OF AMERICA CORP /DE/ 3,631 3,631 $251,813 — TRIM -45% 19 19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,602 3,602 $249,017 — TRIM -71% 20 20 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,416 3,416 $236,902 — ADD 54% 21 21 SENTINEL PENSION ADVISORS, LLC 3,140 3,140 $217,758 — — 22 22 Portland Financial Advisors Inc 3,033 3,033 $210,340 — — 23 23 NBC SECURITIES, INC. 1,229 1,229 $85,239 — — 24 24 Geneos Wealth Management Inc. 591 591 $40,960 — ADD 3% 25 25 Medallion Wealth Advisors, LLC 589 589 $40,848 — — 26 26 Asset Dedication, LLC 294 294 $20,390 — — 27 27 ROYAL BANK OF CANADA 178 178 $12,000 — TRIM -16% 28 28 AdvisorNet Financial, Inc 159 159 $11,027 — — 29 29 CWM, LLC 128 128 $8,874 — TRIM -13% 30 30 Golden State Wealth Management, LLC 72 72 $4,993 — — 31 31 RED REEF ADVISORS LLC 8 8 $572 — — 32 32 WELLS FARGO & COMPANY/MN 1 1 $56 — —
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 LPL Financial LLC 113K 110K 106K 117K 124K 139K $10M CABOT WEALTH MANAGEMENT INC 26K 28K 28K 32K 35K 48K $3M Premier Path Wealth Partners, LLC 42K 46K 46K 47K 45K 40K $3M OLD MISSION CAPITAL LLC 16K 24K 23K 33K 29K 15K $1M ASPIRIANT, LLC 12K 12K 12K 12K 12K 12K $838,587 Capital Advisors, Ltd. LLC 8K 8K 8K 8K 8K 12K $823,000 APPLETON PARTNERS INC/MA 16K 15K 13K 13K 12K 11K $797,000 Ariadne Wealth Management, LP 12K 12K 10K 10K 9K 9K $604,761 Western Wealth Management, LLC — — — — 7K 7K $472,464 Equitable Holdings, Inc. 7K 7K 7K 7K 7K 7K $470,073 Ethic Inc. — — — — — 6K $400,500 Keystone Financial Group — — — 5K 5K 6K $387,185 Lutz Financial Services LLC 5K 5K 5K 5K 5K 5K $347,790 MORGAN STANLEY 22K 19K 7K 6K 4K 5K $326,438 KWB Wealth 4K 4K 4K 4K 4K 4K $289,082
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 44 1 2014-Q2 2026-Q1 2014-Q2 · 2 holders · % suppressed/unavailable 2014-Q3 · 1 holders · % suppressed/unavailable 2014-Q4 · 3 holders · % suppressed/unavailable 2015-Q1 · 3 holders · % suppressed/unavailable 2015-Q2 · 4 holders · % suppressed/unavailable 2015-Q3 · 4 holders · % suppressed/unavailable 2015-Q4 · 9 holders · % suppressed/unavailable 2016-Q1 · 14 holders · % suppressed/unavailable 2016-Q2 · 17 holders · % suppressed/unavailable 2016-Q3 · 21 holders · % suppressed/unavailable 2016-Q4 · 20 holders · % suppressed/unavailable 2017-Q1 · 23 holders · % suppressed/unavailable 2017-Q2 · 23 holders · % suppressed/unavailable 2017-Q3 · 27 holders · % suppressed/unavailable 2017-Q4 · 33 holders · % suppressed/unavailable 2018-Q1 · 41 holders · % suppressed/unavailable 2018-Q2 · 41 holders · % suppressed/unavailable 2018-Q3 · 41 holders · % suppressed/unavailable 2018-Q4 · 40 holders · % suppressed/unavailable 2019-Q1 · 44 holders · % suppressed/unavailable 2019-Q2 · 42 holders · % suppressed/unavailable 2019-Q3 · 33 holders · % suppressed/unavailable 2019-Q4 · 39 holders · % suppressed/unavailable 2020-Q1 · 39 holders · % suppressed/unavailable 2020-Q2 · 35 holders · % suppressed/unavailable 2020-Q3 · 36 holders · % suppressed/unavailable 2020-Q4 · 33 holders · % suppressed/unavailable 2021-Q1 · 31 holders · % suppressed/unavailable 2021-Q2 · 35 holders · % suppressed/unavailable 2021-Q3 · 33 holders · % suppressed/unavailable 2021-Q4 · 37 holders · % suppressed/unavailable 2022-Q1 · 36 holders · % suppressed/unavailable 2022-Q2 · 34 holders · % suppressed/unavailable 2022-Q3 · 36 holders · % suppressed/unavailable 2022-Q4 · 32 holders · % suppressed/unavailable 2023-Q1 · 32 holders · % suppressed/unavailable 2023-Q2 · 29 holders · % suppressed/unavailable 2023-Q3 · 31 holders · % suppressed/unavailable 2023-Q4 · 35 holders · % suppressed/unavailable 2024-Q1 · 35 holders · % suppressed/unavailable 2024-Q2 · 34 holders · % suppressed/unavailable 2024-Q3 · 35 holders · % suppressed/unavailable 2024-Q4 · 35 holders · % suppressed/unavailable 2025-Q1 · 36 holders · % suppressed/unavailable 2025-Q2 · 38 holders · % suppressed/unavailable 2025-Q3 · 37 holders · % suppressed/unavailable 2025-Q4 · 35 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 32 353,217 — $24M 2025-Q4 35 375,864 — $25M 2025-Q3 37 361,242 — $24M 2025-Q2 38 353,688 — $22M 2025-Q1 36 374,454 — $22M 2024-Q4 35 448,948 — $26M 2024-Q3 35 476,615 —
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.