Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,428,196
Top holders largest 22 of 22 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Gateway Wealth Partners, LLC 291,298 291,298 $4M — ADD 121% 2 2 MORGAN STANLEY 218,806 218,806 $3M — TRIM -16% 3 3 ROYAL BANK OF CANADA 200,131 200,131 $3M — ADD 4% 4 4 WELLS FARGO & COMPANY/MN 197,814 197,814 $3M — — 5 5 UBS Group AG 104,339 104,339 $2M — — 6 6 GUGGENHEIM CAPITAL LLC 101,846 101,846 $1M — NEW 7 7 OPPENHEIMER & CO INC 41,214 41,214 $605,434 — TRIM -6% 8 8 Closed-End Fund Advisors, Inc. 38,401 38,401 $564,111 — — 9 9 HARBOUR INVESTMENTS, INC. 36,484 36,484 $535,956 — ADD 87% 10 10 STIFEL FINANCIAL CORP 32,347 32,347 $475,186 — — 11 11 RIVERNORTH CAPITAL MANAGEMENT, LLC 24,802 24,802 $364,341 — NEW 12 12 RAYMOND JAMES FINANCIAL INC 24,712 24,712 $363,020 — — 13 13 River Street Advisors LLC 24,321 24,321 $357,276 — — 14 14 TT Capital Management LLC 17,100 17,100 $251,199 — — 15 15 &PARTNERS 16,089 16,089 $236,350 — — 16 16 OSAIC HOLDINGS, INC. 15,457 15,457 $227,073 — ADD 24% 17 17 WEDBUSH SECURITIES INC 14,847 14,847 $218,000 — TRIM -5% 18 18 PFG Investments, LLC 12,871 12,871 $189,068 — — 19 19 LPL Financial LLC 10,842 10,842 $159,269 — — 20 20 Steward Partners Investment Advisory, LLC 2,500 2,500 $36,725 — — 21 21 Noble Wealth Management PBC 1,200 1,200 $17,628 — NEW 22 22 PRIVATE TRUST CO NA 775 775 $11,385 — —
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 Gateway Wealth Partners, LLC — — — 122K 132K 291K $4M MORGAN STANLEY 176K 184K 176K 216K 261K 219K $3M ROYAL BANK OF CANADA 164K 167K 352K 172K 193K 200K $3M WELLS FARGO & COMPANY/MN 222K 215K 184K 192K 198K 198K $3M UBS Group AG 183K 170K 195K 202K 105K 104K $2M GUGGENHEIM CAPITAL LLC — — — — — 102K $1M OPPENHEIMER & CO INC 24K 37K 49K 60K 44K 41K $605,434 Closed-End Fund Advisors, Inc. — — — — 39K 38K $564,111 HARBOUR INVESTMENTS, INC. 2K 2K 11K 15K 20K 36K $535,956 STIFEL FINANCIAL CORP 52K 46K 43K 43K 32K 32K $475,186 RIVERNORTH CAPITAL MANAGEMENT, LLC — — — — — 25K $364,341 RAYMOND JAMES FINANCIAL INC 24K 25K 20K 29K 25K 25K $363,020 River Street Advisors LLC — — 24K 24K 24K 24K $357,276 TT Capital Management LLC 18K 18K 18K 17K 17K 17K $251,199 &PARTNERS 23K 20K 20K 20K 16K 16K $236,350
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 23 4 2022-Q1 2026-Q1 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 4 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 15 holders · % suppressed/unavailable 2023-Q1 · 11 holders · % suppressed/unavailable 2023-Q2 · 13 holders · % suppressed/unavailable 2023-Q3 · 15 holders · % suppressed/unavailable 2023-Q4 · 20 holders · % suppressed/unavailable 2024-Q1 · 22 holders · % suppressed/unavailable 2024-Q2 · 21 holders · % suppressed/unavailable 2024-Q3 · 22 holders · % suppressed/unavailable 2024-Q4 · 23 holders · % suppressed/unavailable 2025-Q1 · 21 holders · % suppressed/unavailable 2025-Q2 · 22 holders · % suppressed/unavailable 2025-Q3 · 21 holders · % suppressed/unavailable 2025-Q4 · 21 holders · % suppressed/unavailable 2026-Q1 · 22 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 22 1,428,196 — $21M 2025-Q4 21 1,167,986 — $17M 2025-Q3 21 1,176,572 — $18M 2025-Q2 22 1,247,459 — $18M 2025-Q1 21 1,078,478 — $16M 2024-Q4 23 1,333,462 — $20M 2024-Q3 22 1,160,307 — $19M 2024-Q2 21 1,170,706 — $19M 2024-Q1 22 1,578,262 — $25M 2023-Q4 20 1,293,912 — $20M 2023-Q3 15 1,357,505 — $19M 2023-Q2 13 1,247,797 — $20M 2023-Q1 11 943,735 — $14M
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.
