Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,267,645
Top holders largest 31 of 31 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 LPL Financial LLC 1,563,891 1.6M $73M — ADD 25% 2 2 OSAIC HOLDINGS, INC. 162,792 162,792 $8M — ADD 9% 3 3 RAYMOND JAMES FINANCIAL INC 83,743 83,743 $4M — ADD 14% 4 4 Cetera Investment Advisers 77,443 77,443 $4M — ADD 74% 5 5 SeaCrest Wealth Management, LLC 63,925 63,925 $3M — ADD 13% 6 6 STIFEL FINANCIAL CORP 50,897 50,897 $2M — ADD 31% 7 7 Key Client Fiduciary Advisors, LLC 46,736 46,736 $2M — ADD 26% 8 8 KESTRA PRIVATE WEALTH SERVICES, LLC 28,965 28,965 $1M — ADD 4% 9 9 Ausdal Financial Partners, Inc. 27,630 27,630 $1M — NEW 10 10 COMMONWEALTH EQUITY SERVICES, LLC 27,106 27,106 $1M — TRIM -26% 11 11 FARMERS & MERCHANTS TRUST Co OF LONG BEACH 21,322 21,322 $990,480 — ADD 2% 12 12 ENVESTNET ASSET MANAGEMENT INC 17,590 17,590 $817,117 — ADD 48% 13 13 TRUIST FINANCIAL CORP 17,357 17,357 $806,281 — ADD 36% 14 14 INDEPENDENT FINANCIAL GROUP, LLC 11,616 11,616 $539,604 — ADD 18% 15 15 PRINCIPAL SECURITIES, INC. 8,447 8,447 $392,392 — ADD 54% 16 16 OPPENHEIMER & CO INC 8,300 8,300 $385,564 — TRIM -12% 17 17 Equitable Holdings, Inc. 7,840 7,840 $364,195 — NEW 18 18 CHILTON INVESTMENT CO INC. 7,512 7,512 $348,959 — ADD 63% 19 19 Prospera Financial Services Inc 7,097 7,097 $329,675 — ADD 3% 20 20 Independent Advisor Alliance 6,308 6,308 $293,029 — NEW 21 21 Balboa Wealth Partners 5,393 5,393 $250,524 — TRIM -17% 22 22 Steward Partners Investment Advisory, LLC 4,825 4,825 $224,138 — ADD 43% 23 23 WELLS FARGO & COMPANY/MN 4,738 4,738 $220,097 — — 24 24 PRIVATE TRUST CO NA 3,199 3,199 $148,605 — — 25 25 ROYAL BANK OF CANADA 1,762 1,762 $82,000 — TRIM -83% 26 26 Strengthening Families & Communities, LLC 501 501 $23,265 — — 27 27 MORGAN STANLEY 299 299 $13,899 — — 28 28 WOLFF WIESE MAGANA LLC 242 242 $11,242 — NEW 29 29 Advisors Asset Management, Inc. 81 81 $3,763 — NEW 30 30 CWM, LLC 50 50 $2,323 — NEW 31 31 FMR LLC 38 38 $1,780 — TRIM -95%
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 LPL Financial LLC 1.0M 956K 1.0M 1.3M 1.3M 1.6M $73M OSAIC HOLDINGS, INC. 21K 76K 79K 110K 149K 163K $8M RAYMOND JAMES FINANCIAL INC — — 603 19K 73K 84K $4M Cetera Investment Advisers 21K 21K 21K 25K 45K 77K $4M SeaCrest Wealth Management, LLC 45K 39K 54K 54K 57K 64K $3M STIFEL FINANCIAL CORP — — — — 39K 51K $2M Key Client Fiduciary Advisors, LLC — — 14K 21K 37K 47K $2M KESTRA PRIVATE WEALTH SERVICES, LLC 29K 30K 29K 29K 28K 29K $1M Ausdal Financial Partners, Inc. — — — — — 28K $1M COMMONWEALTH EQUITY SERVICES, LLC 26K 26K 35K 35K 37K 27K $1M FARMERS & MERCHANTS TRUST Co OF LONG BEACH 18K 18K 18K 21K 21K 21K $990,480 ENVESTNET ASSET MANAGEMENT INC — — 6K 11K 12K 18K $817,117 TRUIST FINANCIAL CORP — — — — 13K 17K $806,281 INDEPENDENT FINANCIAL GROUP, LLC — — — — 10K 12K $539,604 PRINCIPAL SECURITIES, INC. — — — 5K 5K 8K $392,392
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 31 2 2022-Q3 2026-Q1 2022-Q3 · 2 holders · % suppressed/unavailable 2022-Q4 · 3 holders · % suppressed/unavailable 2023-Q1 · 3 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 7 holders · % suppressed/unavailable 2024-Q1 · 8 holders · % suppressed/unavailable 2024-Q2 · 8 holders · % suppressed/unavailable 2024-Q3 · 12 holders · % suppressed/unavailable 2024-Q4 · 11 holders · % suppressed/unavailable 2025-Q1 · 13 holders · % suppressed/unavailable 2025-Q2 · 16 holders · % suppressed/unavailable 2025-Q3 · 18 holders · % suppressed/unavailable 2025-Q4 · 27 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 2,267,645 — $105M 2025-Q4 27 1,850,180 — $88M 2025-Q3 18 1,670,758 — $81M 2025-Q2 16 1,396,125 — $60M 2025-Q1 13 1,221,336 — $42M 2024-Q4 11 1,202,512 — $46M 2024-Q3 12 1,135,796 — $40M 2024-Q2 8 1,038,066 — $35M 2024-Q1 8 968,383 — $33M 2023-Q4 7 800,679 — $25M 2023-Q3 5 698,297 — $19M 2023-Q2 5 570,243 — $16M 2023-Q1 3 465,076 — $12M 2022-Q4 3 250,561
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.
