Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 38 of 38 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Coral Wealth Management, LLC 138,033 138,033 $6M — NEW 2 2 Sepio Capital, LP 124,300 124,300 $3M — — 3 3 Advisors Preferred, LLC 102,425 102,425 $2M — NEW 4 4 Stratos Wealth Partners, LTD. 96,400 96,400 $2M — ADD 3% 5 5 LPL Financial LLC 62,864 62,864 $2M — ADD 36% 6 6 Advisory Services Network, LLC 53,988 53,988 $1M — ADD 124% 7 7 HOURGLASS CAPITAL, LLC 53,100 53,100 $1M — NEW 8 8 JANE STREET GROUP, LLC 24,280 24,280 $588,304 — TRIM -52% 9 9 SHEPHERD KAPLAN KROCHUK, LLC 21,807 21,807 $528,384 — TRIM -6% 10 10 Pettinga Financial Advisors LLC 21,800 21,800 $528,214 — ADD 83% 11 11 Geneos Wealth Management Inc. 21,000 21,000 $508,830 — — 12 12 CAMELOT TECHNOLOGY ADVISORS, INC. 20,782 20,782 $503,560 — NEW 13 13 Worth Asset Management, LLC 16,811 16,811 $407,331 — ADD 76% 14 14 Focus Partners Wealth 16,794 16,794 $406,913 — — 15 15 Farringdon Capital, Ltd. 16,573 16,573 $401,564 — — 16 16 INDEPENDENT FINANCIAL GROUP, LLC 15,000 15,000 $363,450 — NEW 17 17 Virtue Capital Management, LLC 10,540 10,540 $349,296 — TRIM -7% 18 18 Foundations Investment Advisors, LLC 11,982 11,982 $290,323 — NEW 19 19 CAPTRUST FINANCIAL ADVISORS 11,750 11,750 $284,702 — — 20 20 Walser Wealth Management Company, A Ltd Liability Co 11,627 11,627 $281,722 — NEW 21 21 GTS SECURITIES LLC 10,403 10,403 $252,065 — NEW 22 22 Private Wealth Partners, LLC 10,000 10,000 $242,300 — — 23 23 Horrell Capital Management, Inc. 10,000 10,000 $242,300 — — 24 24 HRT FINANCIAL LP 9,523 9,523 $230,000 — NEW 25 25 Mariner, LLC 8,325 8,325 $201,715 — — 26 26 ROYAL BANK OF CANADA 6,613 6,613 $160,000 — NEW 27 27 PITTENGER & ANDERSON INC 4,400 4,400 $106,612 — — 28 28 Cullen/Frost Bankers, Inc. 4,000 4,000 $96,920 — ADD 33% 29 29 UBS Group AG 3,095 3,095 $74,992 — NEW 30 30 BLAIR WILLIAM & CO/IL 2,350 2,350 $56,941 — — 31 31 Ancora Advisors LLC 1,102 1,102 $26,701 — — 32 32 OSAIC HOLDINGS, INC. 310 310 $7,511 — — 33 33 BANK OF MONTREAL /CAN/ 200 200 $4,846 — NEW 34 34 Qube Research & Technologies Ltd 165 165 $3,998 — — 35 35 AE Wealth Management LLC 129 129 $3,126 — — 36 36 CoreCap Advisors, LLC 13 13 $315 — — 37 37 MORGAN STANLEY 1 1 $38 — TRIM -50% 38 38 WELLS FARGO & COMPANY/MN 0 0 $1 — EXIT
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 Coral Wealth Management, LLC — — — — — 138K $6M Sepio Capital, LP 131K 131K 131K 131K 124K 124K $3M Advisors Preferred, LLC 158K — — — — 102K $2M Stratos Wealth Partners, LTD. 20K 40K 93K 93K 94K 96K $2M LPL Financial LLC 145K 42K 65K — 46K 63K $2M Advisory Services Network, LLC — — — 20K 24K 54K $1M HOURGLASS CAPITAL, LLC — — — — — 53K $1M JANE STREET GROUP, LLC 62K 65K 184K — 51K 24K $588,304 SHEPHERD KAPLAN KROCHUK, LLC — 35K — 17K 23K 22K $528,384 Pettinga Financial Advisors LLC — — 14K 19K 12K 22K $528,214 Geneos Wealth Management Inc. 21K 42K 21K 21K 21K 21K $508,830 CAMELOT TECHNOLOGY ADVISORS, INC. — — — — — 21K $503,560 Worth Asset Management, LLC 24K — 15K — 10K 17K $407,331 Focus Partners Wealth — — — — 17K 17K $406,913 Farringdon Capital, Ltd. 16K 17K 17K 17K 17K 17K $401,564
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 106 4 2013-Q1 2026-Q1 2013-Q1 · 4 holders · % suppressed/unavailable 2013-Q2 · 82 holders · % suppressed/unavailable 2013-Q3 · 91 holders · % suppressed/unavailable 2013-Q4 · 101 holders · % suppressed/unavailable 2014-Q1 · 106 holders · % suppressed/unavailable 2014-Q2 · 104 holders · % suppressed/unavailable 2014-Q3 · 98 holders · % suppressed/unavailable 2014-Q4 · 89 holders · % suppressed/unavailable 2015-Q1 · 82 holders · % suppressed/unavailable 2015-Q2 · 78 holders · % suppressed/unavailable 2015-Q3 · 75 holders · % suppressed/unavailable 2015-Q4 · 76 holders · % suppressed/unavailable 2016-Q1 · 70 holders · % suppressed/unavailable 2016-Q2 · 73 holders · % suppressed/unavailable 2016-Q3 · 76 holders · % suppressed/unavailable 2016-Q4 · 84 holders · % suppressed/unavailable 2017-Q1 · 88 holders · % suppressed/unavailable 2017-Q2 · 79 holders · % suppressed/unavailable 2017-Q3 · 73 holders · % suppressed/unavailable 2017-Q4 · 78 holders · % suppressed/unavailable 2018-Q1 · 93 holders · % suppressed/unavailable 2018-Q2 · 84 holders · % suppressed/unavailable 2018-Q3 · 79 holders · % suppressed/unavailable 2018-Q4 · 79 holders · % suppressed/unavailable 2019-Q1 · 68 holders · % suppressed/unavailable 2019-Q2 · 64 holders · % suppressed/unavailable 2019-Q3 · 53 holders · % suppressed/unavailable 2019-Q4 · 56 holders · % suppressed/unavailable 2020-Q1 · 54 holders · % suppressed/unavailable 2020-Q2 · 50 holders · % suppressed/unavailable 2020-Q3 · 48 holders · % suppressed/unavailable 2020-Q4 · 54 holders · % suppressed/unavailable 2021-Q1 · 73 holders · % suppressed/unavailable 2021-Q2 · 87 holders · % suppressed/unavailable 2021-Q3 · 84 holders · % suppressed/unavailable 2021-Q4 · 81 holders · % suppressed/unavailable 2022-Q1 · 84 holders · % suppressed/unavailable 2022-Q2 · 103 holders · % suppressed/unavailable 2022-Q3 · 92 holders · % suppressed/unavailable 2022-Q4 · 82 holders · % suppressed/unavailable 2023-Q1 · 71 holders · % suppressed/unavailable 2023-Q2 · 65 holders · % suppressed/unavailable 2023-Q3 · 63 holders · % suppressed/unavailable 2023-Q4 · 55 holders · % suppressed/unavailable 2024-Q1 · 52 holders · % suppressed/unavailable 2024-Q2 · 48 holders · % suppressed/unavailable 2024-Q3 · 37 holders · % suppressed/unavailable 2024-Q4 · 44 holders · % suppressed/unavailable 2025-Q1 · 35 holders · % suppressed/unavailable 2025-Q2 · 38 holders · % suppressed/unavailable 2025-Q3 · 29 holders · % suppressed/unavailable 2025-Q4 · 31 holders · % suppressed/unavailable 2026-Q1 · 38 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 38 922,485 — $25M 2025-Q4 31 506,889 — $12M 2025-Q3 29 470,140 — $11M 2025-Q2 38 1,052,254 — $25M 2025-Q1 35 587,769 — $14M 2024-Q4 44 1,204,895 —
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.