Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,400,551
Top holders largest 35 of 35 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 MONEY CONCEPTS CAPITAL CORP 2,753,087 2.8M $99M — NEW 2 2 BANK OF AMERICA CORP /DE/ 158,826 158,826 $6M — ADD 23% 3 3 TOCQUEVILLE ASSET MANAGEMENT L.P. 131,534 131,534 $5M — — 4 4 LPL Financial LLC 58,200 58,200 $2M — ADD 50% 5 5 Prepared Retirement Institute LLC 43,165 43,165 $2M — ADD 19% 6 6 TWO SIGMA INVESTMENTS, LP 36,300 36,300 $1M — NEW 7 7 Mariner, LLC 32,962 32,962 $1M — — 8 8 Apeiron RIA LLC 30,110 30,110 $1M — NEW 9 9 CITADEL ADVISORS LLC 27,741 27,741 $996,939 — NEW 10 10 Well Done, LLC 17,700 17,700 $636,092 — — 11 11 ROYAL BANK OF CANADA 16,930 16,930 $608,000 — TRIM -31% 12 12 NovaPoint Capital, LLC 16,571 16,571 $595,519 — ADD 8% 13 13 RAYMOND JAMES FINANCIAL INC 12,408 12,408 $445,897 — TRIM -82% 14 14 OpenArc Corporate Advisory, LLC 11,204 11,204 $402,643 — NEW 15 15 COMMONWEALTH EQUITY SERVICES, LLC 10,013 10,013 $359,860 — ADD 5% 16 16 JANE STREET GROUP, LLC 8,624 8,624 $309,924 — NEW 17 17 Chicago Partners Investment Group LLC 7,172 7,172 $278,429 — — 18 18 Sanctuary Advisors, LLC 6,920 6,920 $248,687 — — 19 19 Dynamic Financial Group 6,005 6,005 $215,811 — — 20 20 MORGAN STANLEY 5,845 5,845 $210,062 — TRIM -26% 21 21 TD Waterhouse Canada Inc. 1,820 1,820 $65,902 — — 22 22 US BANCORP \DE\ 1,778 1,778 $63,897 — — 23 23 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,309 1,309 $47,451 — TRIM -23% 24 24 Westside Investment Management, Inc. 1,300 1,300 $46,719 — — 25 25 OSAIC HOLDINGS, INC. 1,223 1,223 $43,953 — — 26 26 Crews Bank & Trust 570 570 $20,484 — TRIM -19% 27 27 1 NORTH WEALTH SERVICES LLC 350 350 $12,578 — NEW 28 28 NATIONAL BANK OF CANADA /FI/ 310 310 $11,129 — — 29 29 FMR LLC 284 284 $10,213 — NEW 30 30 Winch Advisory Services, LLC 167 167 $6,017 — — 31 31 CREATIVE FINANCIAL DESIGNS INC /ADV 63 63 $2,264 — TRIM -34% 32 32 AE Wealth Management LLC 47 47 $1,689 — — 33 33 Arax Advisory Partners 10 10 $360 — NEW 34 34 PNC FINANCIAL SERVICES GROUP, INC. 2 2 $72 — NEW 35 35 WELLS FARGO & COMPANY/MN 1 1 $32 — 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 MONEY CONCEPTS CAPITAL CORP 2.1M 2.2M 2.3M 2.3M — 2.8M $99M BANK OF AMERICA CORP /DE/ 106K 119K 152K 71K 129K 159K $6M TOCQUEVILLE ASSET MANAGEMENT L.P. — — 10K 134K 133K 132K $5M LPL Financial LLC 43K 32K 33K 34K 39K 58K $2M Prepared Retirement Institute LLC 24K 22K 23K 28K 36K 43K $2M TWO SIGMA INVESTMENTS, LP 29K 29K 33K 9K — 36K $1M Mariner, LLC 22K 25K 30K 33K 33K 33K $1M Apeiron RIA LLC — — — — — 30K $1M CITADEL ADVISORS LLC 7K — — 38K — 28K $996,939 Well Done, LLC 25K 24K 20K 20K 18K 18K $636,092 ROYAL BANK OF CANADA 12K 14K 33K 24K 25K 17K $608,000 NovaPoint Capital, LLC — 9K 11K 13K 15K 17K $595,519 RAYMOND JAMES FINANCIAL INC 33K 33K 12K 12K 67K 12K $445,897 OpenArc Corporate Advisory, LLC — — — — — 11K $402,643 COMMONWEALTH EQUITY SERVICES, LLC 13K 13K 11K 11K 9K 10K $359,860
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 41 5 2020-Q4 2026-Q1 2020-Q4 · 5 holders · % suppressed/unavailable 2021-Q1 · 17 holders · % suppressed/unavailable 2021-Q2 · 24 holders · % suppressed/unavailable 2021-Q3 · 21 holders · % suppressed/unavailable 2021-Q4 · 29 holders · % suppressed/unavailable 2022-Q1 · 40 holders · % suppressed/unavailable 2022-Q2 · 33 holders · % suppressed/unavailable 2022-Q3 · 35 holders · % suppressed/unavailable 2022-Q4 · 39 holders · % suppressed/unavailable 2023-Q1 · 35 holders · % suppressed/unavailable 2023-Q2 · 28 holders · % suppressed/unavailable 2023-Q3 · 27 holders · % suppressed/unavailable 2023-Q4 · 32 holders · % suppressed/unavailable 2024-Q1 · 29 holders · % suppressed/unavailable 2024-Q2 · 30 holders · % suppressed/unavailable 2024-Q3 · 31 holders · % suppressed/unavailable 2024-Q4 · 41 holders · % suppressed/unavailable 2025-Q1 · 38 holders · % suppressed/unavailable 2025-Q2 · 36 holders · % suppressed/unavailable 2025-Q3 · 40 holders · % suppressed/unavailable 2025-Q4 · 31 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 3,400,551 — $122M 2025-Q4 31 619,715 — $21M 2025-Q3 40 3,394,138 — $113M 2025-Q2 36 3,011,499 — $94M 2025-Q1 38 3,156,776 — $95M 2024-Q4 41 3,160,937 — $103M 2024-Q3 31 2,860,974 — $93M 2024-Q2 30 809,357 — $24M 2024-Q1 29 1,159,050 — $37M 2023-Q4 32 1,022,293 — $31M 2023-Q3 27 895,949 — $24M 2023-Q2 28 826,344 — $22M
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.
