Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,872,360
Top holders largest 35 of 35 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 MORGAN STANLEY 430,194 430,194 $6M — — 2 2 Matisse Capital 291,000 291,000 $4M — — 3 3 Shaker Financial Services, LLC 196,031 196,031 $3M — — 4 4 1607 Capital Partners, LLC 178,419 178,419 $2M — ADD 83% 5 5 PRIVATE MANAGEMENT GROUP INC 168,005 168,005 $2M — — 6 6 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 106,381 106,381 $1M — ADD 10% 7 7 LPL Financial LLC 89,133 89,133 $1M — ADD 35% 8 8 Integrated Wealth Concepts LLC 86,727 86,727 $1M — — 9 9 Compound Planning, Inc. 49,821 49,821 $665,707 — TRIM -5% 10 10 CAPTRUST FINANCIAL ADVISORS 39,435 39,435 $526,930 — ADD 11% 11 11 ROTHSCHILD INVESTMENT LLC 37,110 37,110 $495,868 — — 12 12 Tidal Investments LLC 28,996 28,996 $387,445 — NEW 13 13 RAYMOND JAMES FINANCIAL INC 24,871 24,871 $332,319 — TRIM -87% 14 14 Beckerman Institutional, LLC 22,853 22,853 $305,362 — ADD 77% 15 15 D.A. DAVIDSON & CO. 21,827 21,827 $291,652 — TRIM -3% 16 16 1776 Wealth LLC 20,391 20,391 $272,465 — — 17 17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,682 15,682 $209,543 — ADD 9% 18 18 BLAIR WILLIAM & CO/IL 13,520 13,520 $180,654 — — 19 19 WELLS FARGO & COMPANY/MN 12,549 12,549 $167,674 — TRIM -11% 20 20 COMMONWEALTH EQUITY SERVICES, LLC 11,761 11,761 $157,160 — — 21 21 WOLVERINE ASSET MANAGEMENT LLC 7,371 7,371 $98,491 — TRIM -6% 22 22 UBS Group AG 6,382 6,382 $85,276 — TRIM -22% 23 23 OSAIC HOLDINGS, INC. 4,402 4,402 $58,871 — — 24 24 FIFTH THIRD BANCORP 3,591 3,591 $47,983 — NEW 25 25 Atlantic Union Bankshares Corp 2,100 2,100 $28,060 — — 26 26 PNC FINANCIAL SERVICES GROUP, INC. 1,873 1,873 $25,028 — — 27 27 BFSG, LLC 600 600 $8,018 — — 28 28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 558 558 $7,456 — NEW 29 29 Farther Finance Advisors, LLC 280 280 $3,804 — — 30 30 Allworth Financial LP 171 171 $2,285 — NEW 31 31 North Star Investment Management Corp. 138 138 $1,839 — — 32 32 SALEM INVESTMENT COUNSELORS INC 100 100 $1,337 — NEW 33 33 McIlrath & Eck, LLC 79 79 $1,056 — — 34 34 City State Bank 9 9 $120 — — 35 35 Blue Trust, Inc. 0 0 $2 — 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 MORGAN STANLEY 313K 306K 425K 421K 425K 430K $6M Matisse Capital — 33K 216K 247K 291K 291K $4M Shaker Financial Services, LLC 88K 112K 155K 154K 193K 196K $3M 1607 Capital Partners, LLC — — — — 98K 178K $2M PRIVATE MANAGEMENT GROUP INC 185K 180K 176K 173K 170K 168K $2M BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 37K 39K 47K 72K 97K 106K $1M LPL Financial LLC 28K 33K 39K 39K 66K 89K $1M Integrated Wealth Concepts LLC 96K 99K 97K 98K 85K 87K $1M Compound Planning, Inc. — — — 45K 53K 50K $665,707 CAPTRUST FINANCIAL ADVISORS 33K 35K 35K 35K 35K 39K $526,930 ROTHSCHILD INVESTMENT LLC 37K 36K 37K 37K 37K 37K $495,868 Tidal Investments LLC — — — — — 29K $387,445 RAYMOND JAMES FINANCIAL INC 765K 547K 493K 355K 185K 25K $332,319 Beckerman Institutional, LLC 13K 13K 13K 13K 13K 23K $305,362 D.A. DAVIDSON & CO. 22K 22K 22K 23K 22K 22K $291,652
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 67 30 2013-Q4 2026-Q1 2013-Q4 · 64 holders · % suppressed/unavailable 2014-Q1 · 65 holders · % suppressed/unavailable 2014-Q2 · 63 holders · % suppressed/unavailable 2014-Q3 · 59 holders · % suppressed/unavailable 2014-Q4 · 59 holders · % suppressed/unavailable 2015-Q1 · 53 holders · % suppressed/unavailable 2015-Q2 · 50 holders · % suppressed/unavailable 2015-Q3 · 56 holders · % suppressed/unavailable 2015-Q4 · 67 holders · % suppressed/unavailable 2016-Q1 · 62 holders · % suppressed/unavailable 2016-Q2 · 58 holders · % suppressed/unavailable 2016-Q3 · 62 holders · % suppressed/unavailable 2016-Q4 · 58 holders · % suppressed/unavailable 2017-Q1 · 55 holders · % suppressed/unavailable 2017-Q2 · 57 holders · % suppressed/unavailable 2017-Q3 · 50 holders · % suppressed/unavailable 2017-Q4 · 57 holders · % suppressed/unavailable 2018-Q1 · 53 holders · % suppressed/unavailable 2018-Q2 · 54 holders · % suppressed/unavailable 2018-Q3 · 54 holders · % suppressed/unavailable 2018-Q4 · 53 holders · % suppressed/unavailable 2019-Q1 · 47 holders · % suppressed/unavailable 2019-Q2 · 55 holders · % suppressed/unavailable 2019-Q3 · 52 holders · % suppressed/unavailable 2019-Q4 · 56 holders · % suppressed/unavailable 2020-Q1 · 50 holders · % suppressed/unavailable 2020-Q2 · 49 holders · % suppressed/unavailable 2020-Q3 · 46 holders · % suppressed/unavailable 2020-Q4 · 44 holders · % suppressed/unavailable 2021-Q1 · 44 holders · % suppressed/unavailable 2021-Q2 · 40 holders · % suppressed/unavailable 2021-Q3 · 38 holders · % suppressed/unavailable 2021-Q4 · 39 holders · % suppressed/unavailable 2022-Q1 · 36 holders · % suppressed/unavailable 2022-Q2 · 37 holders · % suppressed/unavailable 2022-Q3 · 36 holders · % suppressed/unavailable 2022-Q4 · 33 holders · % suppressed/unavailable 2023-Q1 · 34 holders · % suppressed/unavailable 2023-Q2 · 34 holders · % suppressed/unavailable 2023-Q3 · 35 holders · % suppressed/unavailable 2023-Q4 · 38 holders · % suppressed/unavailable 2024-Q1 · 30 holders · % suppressed/unavailable 2024-Q2 · 33 holders · % suppressed/unavailable 2024-Q3 · 35 holders · % suppressed/unavailable 2024-Q4 · 32 holders · % suppressed/unavailable 2025-Q1 · 33 holders · % suppressed/unavailable 2025-Q2 · 32 holders · % suppressed/unavailable 2025-Q3 · 35 holders · % suppressed/unavailable 2025-Q4 · 33 holders · % suppressed/unavailable 2026-Q1 · 35 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 35 1,872,360 — $25M 2025-Q4 33 1,921,060 — $25M 2025-Q3 35 1,969,232 — $26M 2025-Q2 32 2,056,956 — $25M 2025-Q1 33 1,724,026 — $18M 2024-Q4 32 1,828,438 — $20M 2024-Q3
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.