Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,086,785
Top holders largest 26 of 26 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 ROBINSON CAPITAL MANAGEMENT, LLC 154,999 154,999 $2M — — 2 2 WELLS FARGO & COMPANY/MN 144,555 144,555 $2M — — 3 3 MORGAN STANLEY 116,344 116,344 $2M — TRIM -41% 4 4 GUGGENHEIM CAPITAL LLC 104,755 104,755 $1M — NEW 5 5 UBS Group AG 68,738 68,738 $964,394 — ADD 4% 6 6 ROYAL BANK OF CANADA 67,484 67,484 $947,000 — ADD 36% 7 7 Professional Financial Management, Inc. 64,986 64,986 $911,754 — NEW 8 8 Logan Stone Capital, LLC 63,871 63,871 $896,110 — TRIM -35% 9 9 Estate Planners Group, LLC 54,608 54,608 $766,157 — TRIM -3% 10 10 RIVERNORTH CAPITAL MANAGEMENT, LLC 47,654 47,654 $668,586 — ADD 318% 11 11 RAYMOND JAMES FINANCIAL INC 22,631 22,631 $317,513 — ADD 3% 12 12 WEDBUSH SECURITIES INC 20,694 20,694 $290,000 — — 13 13 River Street Advisors LLC 18,864 18,864 $264,662 — — 14 14 Closed-End Fund Advisors, Inc. 15,668 15,668 $219,822 — — 15 15 STIFEL FINANCIAL CORP 15,525 15,525 $217,815 — — 16 16 Carnegie Investment Counsel 15,000 15,000 $210,450 — — 17 17 Capital Investment Advisors, LLC 14,250 14,250 $199,928 — TRIM -7% 18 18 Noble Wealth Management PBC 13,801 13,801 $193,628 — ADD 6% 19 19 OSAIC HOLDINGS, INC. 13,621 13,621 $191,106 — TRIM -15% 20 20 Apollon Wealth Management, LLC 13,500 13,500 $189,405 — — 21 21 LPL Financial LLC 13,226 13,226 $185,562 — ADD 14% 22 22 &PARTNERS 12,229 12,229 $171,578 — TRIM -20% 23 23 Hamrick Investment Counsel, llc 7,449 7,449 $104,517 — NEW 24 24 HIGHLINE WEALTH PARTNERS LLC 1,000 1,000 $14,030 — — 25 25 Advisory Services Network, LLC 833 833 $11,690 — NEW 26 26 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 500 500 $7,015 — —
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 ROBINSON CAPITAL MANAGEMENT, LLC — 42K 154K 82K 155K 155K $2M WELLS FARGO & COMPANY/MN 160K 179K 169K 157K 144K 145K $2M MORGAN STANLEY 81K 91K 107K 138K 196K 116K $2M GUGGENHEIM CAPITAL LLC — — — — — 105K $1M UBS Group AG 81K 79K 119K 118K 66K 69K $964,394 ROYAL BANK OF CANADA 52K 51K 107K 57K 50K 67K $947,000 Professional Financial Management, Inc. — — — — — 65K $911,754 Logan Stone Capital, LLC 76K 47K 65K 56K 99K 64K $896,110 Estate Planners Group, LLC — — — — 56K 55K $766,157 RIVERNORTH CAPITAL MANAGEMENT, LLC — — — — 11K 48K $668,586 RAYMOND JAMES FINANCIAL INC 12K 15K 17K 22K 22K 23K $317,513 WEDBUSH SECURITIES INC 52K 52K 20K 21K 21K 21K $290,000 River Street Advisors LLC — — 19K 19K 19K 19K $264,662 Closed-End Fund Advisors, Inc. — — — — 16K 16K $219,822 STIFEL FINANCIAL CORP 16K 16K 16K 16K 16K 16K $217,815
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 26 2 2020-Q1 2026-Q1 2020-Q1 · 2 holders · % suppressed/unavailable 2020-Q2 · 6 holders · % suppressed/unavailable 2020-Q3 · 7 holders · % suppressed/unavailable 2020-Q4 · 9 holders · % suppressed/unavailable 2021-Q1 · 15 holders · % suppressed/unavailable 2021-Q2 · 16 holders · % suppressed/unavailable 2021-Q3 · 14 holders · % suppressed/unavailable 2021-Q4 · 20 holders · % suppressed/unavailable 2022-Q1 · 20 holders · % suppressed/unavailable 2022-Q2 · 16 holders · % suppressed/unavailable 2022-Q3 · 15 holders · % suppressed/unavailable 2022-Q4 · 17 holders · % suppressed/unavailable 2023-Q1 · 17 holders · % suppressed/unavailable 2023-Q2 · 15 holders · % suppressed/unavailable 2023-Q3 · 16 holders · % suppressed/unavailable 2023-Q4 · 19 holders · % suppressed/unavailable 2024-Q1 · 19 holders · % suppressed/unavailable 2024-Q2 · 17 holders · % suppressed/unavailable 2024-Q3 · 19 holders · % suppressed/unavailable 2024-Q4 · 21 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 20 holders · % suppressed/unavailable 2025-Q4 · 24 holders · % suppressed/unavailable 2026-Q1 · 26 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 26 1,086,785 — $15M 2025-Q4 24 1,009,273 — $14M 2025-Q3 20 827,159 — $12M 2025-Q2 17 912,867 — $13M 2025-Q1 18 747,813 — $11M 2024-Q4 21 814,672 — $12M 2024-Q3 19 667,695 — $11M 2024-Q2 17 630,280 — $10M 2024-Q1 19 737,203 — $12M 2023-Q4 19 713,665 — $11M 2023-Q3 16 726,499 — $10M 2023-Q2 15 742,432
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.
