Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,207,142
Top holders largest 23 of 23 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 RiverFront Investment Group, LLC 243,331 243,331 $15M — — 2 2 Prospera Financial Services Inc 240,976 240,976 $15M — — 3 3 ENVESTNET ASSET MANAGEMENT INC 174,500 174,500 $11M — TRIM -2% 4 4 ALPS ADVISORS INC 169,092 169,092 $11M — TRIM -24% 5 5 TRUIST FINANCIAL CORP 164,751 164,751 $10M — — 6 6 RETIREMENT PLANNING GROUP, LLC / NY 60,477 60,477 $4M — TRIM -6% 7 7 Bison Wealth, LLC 29,935 29,935 $2M — ADD 5% 8 8 RAYMOND JAMES FINANCIAL INC 30,566 30,566 $2M — TRIM -54% 9 9 Janney Montgomery Scott LLC 15,747 15,747 $987,000 — — 10 10 Koshinski Asset Management, Inc. 15,113 15,113 $947,091 — TRIM -58% 11 11 GAMMA Investing LLC 14,780 14,780 $926,243 — — 12 12 DAVENPORT & Co LLC 11,728 11,728 $734,979 — ADD 25% 13 13 CITADEL ADVISORS LLC 9,475 9,475 $593,786 — — 14 14 LEIGH BALDWIN & CO., LLC 8,179 8,179 $512,593 — TRIM -13% 15 15 Kestra Advisory Services, LLC 5,239 5,239 $328,330 — ADD 7% 16 16 TWO SIGMA INVESTMENTS, LP 4,380 4,380 $274,489 — TRIM -2% 17 17 Stratos Wealth Partners, LTD. 4,050 4,050 $253,815 — ADD 15% 18 18 JPMORGAN CHASE & CO 2,482 2,482 $152,698 — — 19 19 Elevated Capital Advisors, LLC 974 974 $61,039 — TRIM -84% 20 20 EVOLUTION WEALTH MANAGEMENT INC. 891 891 $55,838 — — 21 21 UBS Group AG 389 389 $24,378 — TRIM -64% 22 22 MORGAN STANLEY 86 86 $5,415 — — 23 23 WELLS FARGO & COMPANY/MN 1 1 $56 — 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 RiverFront Investment Group, LLC 563K 259K 252K 246K 246K 243K $15M Prospera Financial Services Inc 238K 242K 220K 232K 243K 241K $15M ENVESTNET ASSET MANAGEMENT INC 191K 183K 184K 185K 179K 175K $11M ALPS ADVISORS INC — — 232K 228K 222K 169K $11M TRUIST FINANCIAL CORP 175K 173K 174K 175K 168K 165K $10M RETIREMENT PLANNING GROUP, LLC / NY 71K 69K 68K 66K 64K 60K $4M Bison Wealth, LLC 33K 32K 31K — 29K 30K $2M RAYMOND JAMES FINANCIAL INC 38K 60K 60K 65K 67K 31K $2M Janney Montgomery Scott LLC 15K 16K 16K 16K 16K 16K $987,000 Koshinski Asset Management, Inc. 38K 37K 37K 37K 36K 15K $947,091 GAMMA Investing LLC 15K 15K 15K 15K 15K 15K $926,243 DAVENPORT & Co LLC 9K 9K 9K 9K 9K 12K $734,979 CITADEL ADVISORS LLC 6K — — — 9K 9K $593,786 LEIGH BALDWIN & CO., LLC 9K 9K 9K 9K 9K 8K $512,593 Kestra Advisory Services, LLC 6K 5K 5K 5K 5K 5K $328,330
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 30 1 2016-Q2 2026-Q1 2016-Q2 · 1 holders · % suppressed/unavailable 2016-Q3 · 5 holders · % suppressed/unavailable 2016-Q4 · 8 holders · % suppressed/unavailable 2017-Q1 · 10 holders · % suppressed/unavailable 2017-Q2 · 10 holders · % suppressed/unavailable 2017-Q3 · 13 holders · % suppressed/unavailable 2017-Q4 · 15 holders · % suppressed/unavailable 2018-Q1 · 15 holders · % suppressed/unavailable 2018-Q2 · 15 holders · % suppressed/unavailable 2018-Q3 · 15 holders · % suppressed/unavailable 2018-Q4 · 16 holders · % suppressed/unavailable 2019-Q1 · 21 holders · % suppressed/unavailable 2019-Q2 · 19 holders · % suppressed/unavailable 2019-Q3 · 18 holders · % suppressed/unavailable 2019-Q4 · 19 holders · % suppressed/unavailable 2020-Q1 · 16 holders · % suppressed/unavailable 2020-Q2 · 20 holders · % suppressed/unavailable 2020-Q3 · 19 holders · % suppressed/unavailable 2020-Q4 · 19 holders · % suppressed/unavailable 2021-Q1 · 20 holders · % suppressed/unavailable 2021-Q2 · 16 holders · % suppressed/unavailable 2021-Q3 · 21 holders · % suppressed/unavailable 2021-Q4 · 23 holders · % suppressed/unavailable 2022-Q1 · 23 holders · % suppressed/unavailable 2022-Q2 · 21 holders · % suppressed/unavailable 2022-Q3 · 26 holders · % suppressed/unavailable 2022-Q4 · 30 holders · % suppressed/unavailable 2023-Q1 · 29 holders · % suppressed/unavailable 2023-Q2 · 29 holders · % suppressed/unavailable 2023-Q3 · 28 holders · % suppressed/unavailable 2023-Q4 · 26 holders · % suppressed/unavailable 2024-Q1 · 25 holders · % suppressed/unavailable 2024-Q2 · 24 holders · % suppressed/unavailable 2024-Q3 · 22 holders · % suppressed/unavailable 2024-Q4 · 24 holders · % suppressed/unavailable 2025-Q1 · 23 holders · % suppressed/unavailable 2025-Q2 · 27 holders · % suppressed/unavailable 2025-Q3 · 25 holders · % suppressed/unavailable 2025-Q4 · 27 holders · % suppressed/unavailable 2026-Q1 · 23 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 23 1,207,142 — $76M 2025-Q4 27 1,347,026 — $86M 2025-Q3 25 1,319,925 — $83M 2025-Q2 27 1,351,182 — $78M 2025-Q1 23 1,147,695 — $61M 2024-Q4 24 1,449,687 — $81M 2024-Q3 22 1,241,727 — $69M 2024-Q2 24 1,310,748 — $69M 2024-Q1 25
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.