Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,706,737
Top holders largest 31 of 31 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Austin Wealth Management, LLC 667,270 667,270 $27M — TRIM -26% 2 2 Integrated Wealth Concepts LLC 293,039 293,039 $12M — TRIM -10% 3 3 ENTREWEALTH, LLC 237,502 237,502 $9M — ADD 4% 4 4 AE Wealth Management LLC 182,401 182,401 $7M — ADD 41% 5 5 EVOLUTION WEALTH MANAGEMENT INC. 102,699 102,699 $4M — ADD 37% 6 6 COMMONWEALTH EQUITY SERVICES, LLC 68,463 68,463 $3M — TRIM -3% 7 7 Financial Enhancement Group LLC 33,791 33,791 $1M — — 8 8 Noble Wealth Management PBC 14,519 14,519 $573,095 — — 9 9 Fiduciary Alliance LLC 12,700 12,700 $540,111 — — 10 10 Elevated Capital Advisors, LLC 12,883 12,883 $508,533 — NEW 11 11 LPL Financial LLC 11,328 11,328 $447,140 — — 12 12 OLD MISSION CAPITAL LLC 11,282 11,282 $445,324 — NEW 13 13 B.O.S.S. Retirement Advisors, LLC 11,269 11,269 $444,797 — TRIM -8% 14 14 HOWARD BAILEY SECURITIES, LLC 10,636 10,636 $419,827 — TRIM -4% 15 15 MERCER GLOBAL ADVISORS INC /ADV 10,541 10,541 $416,073 — TRIM -34% 16 16 Capital Group Private Client Services, Inc. 6,540 6,540 $258,148 — NEW 17 17 Modern Wealth Management, LLC 5,556 5,556 $220,820 — — 18 18 CWM, LLC 3,676 3,676 $145,099 — TRIM -75% 19 19 BlackRock, Inc. 3,132 3,132 $123,627 — — 20 20 Aptus Capital Advisors, LLC 2,558 2,558 $100,970 — — 21 21 Lloyd Advisory Services, LLC. 1,630 1,630 $64,324 — TRIM -96% 22 22 Kingdom Financial Group LLC. 1,630 1,630 $64,324 — TRIM -11% 23 23 Quest 10 Wealth Builders, Inc. 505 505 $19,933 — TRIM -3% 24 24 UBS Group AG 488 488 $19,262 — NEW 25 25 Networth Advisors, LLC 453 453 $17,889 — TRIM -8% 26 26 ASSETMARK, INC 134 134 $5,289 — ADD 1389% 27 27 Geneos Wealth Management Inc. 42 42 $1,674 — — 28 28 IFP Advisors, Inc 35 35 $1,382 — — 29 29 HANTZ FINANCIAL SERVICES, INC. 17 17 $1,000 — NEW 30 30 OSAIC HOLDINGS, INC. 17 17 $670 — NEW 31 31 MORGAN STANLEY 1 1 $47 — TRIM -99%
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 Austin Wealth Management, LLC 669K 729K 824K 855K 905K 667K $27M Integrated Wealth Concepts LLC 301K 247K 230K 250K 324K 293K $12M ENTREWEALTH, LLC 166K 183K 198K 219K 228K 238K $9M AE Wealth Management LLC — — 117K 116K 129K 182K $7M EVOLUTION WEALTH MANAGEMENT INC. — — 7K 70K 75K 103K $4M COMMONWEALTH EQUITY SERVICES, LLC 92K 89K 86K 72K 70K 68K $3M Financial Enhancement Group LLC 271K 35K 34K 33K 34K 34K $1M Noble Wealth Management PBC 15K 15K — 15K 15K 15K $573,095 Fiduciary Alliance LLC 15K 14K 14K 13K 13K 13K $540,111 Elevated Capital Advisors, LLC — — — — — 13K $508,533 LPL Financial LLC — 9K 12K 86K 11K 11K $447,140 OLD MISSION CAPITAL LLC 7K 8K — — — 11K $445,324 B.O.S.S. Retirement Advisors, LLC — — 22K 20K 12K 11K $444,797 HOWARD BAILEY SECURITIES, LLC — — 12K 13K 11K 11K $419,827 MERCER GLOBAL ADVISORS INC /ADV — 64K 22K 19K 16K 11K $416,073
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 33 1 2020-Q3 2026-Q1 2020-Q3 · 1 holders · % suppressed/unavailable 2020-Q4 · 10 holders · % suppressed/unavailable 2021-Q1 · 17 holders · % suppressed/unavailable 2021-Q2 · 21 holders · % suppressed/unavailable 2021-Q3 · 22 holders · % suppressed/unavailable 2021-Q4 · 25 holders · % suppressed/unavailable 2022-Q1 · 19 holders · % suppressed/unavailable 2022-Q2 · 17 holders · % suppressed/unavailable 2022-Q3 · 16 holders · % suppressed/unavailable 2022-Q4 · 18 holders · % suppressed/unavailable 2023-Q1 · 15 holders · % suppressed/unavailable 2023-Q2 · 19 holders · % suppressed/unavailable 2023-Q3 · 15 holders · % suppressed/unavailable 2023-Q4 · 14 holders · % suppressed/unavailable 2024-Q1 · 16 holders · % suppressed/unavailable 2024-Q2 · 14 holders · % suppressed/unavailable 2024-Q3 · 15 holders · % suppressed/unavailable 2024-Q4 · 20 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 33 holders · % suppressed/unavailable 2025-Q3 · 31 holders · % suppressed/unavailable 2025-Q4 · 28 holders · % suppressed/unavailable 2026-Q1 · 31 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 31 1,706,737 — $68M 2025-Q4 28 1,923,085 — $83M 2025-Q3 31 1,882,067 — $80M 2025-Q2 33 1,679,167 — $69M 2025-Q1 18 1,417,610 — $50M 2024-Q4 20 1,602,755 — $61M 2024-Q3 15 1,841,092 — $63M 2024-Q2 14 1,475,279 — $54M 2024-Q1 16 1,325,981 — $46M 2023-Q4 14 1,670,178 — $53M 2023-Q3 15 1,723,667 — $49M 2023-Q2 19 1,476,872 — $44M
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.
