Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,071,305
Top holders largest 26 of 26 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Fiduciary Planning LLC 636,154 636,154 $25M — — 2 2 LPL Financial LLC 224,977 224,977 $9M — TRIM -6% 3 3 RAYMOND JAMES FINANCIAL INC 158,850 158,850 $6M — ADD 75% 4 4 Kestra Advisory Services, LLC 120,109 120,109 $5M — ADD 4% 5 5 ROYAL BANK OF CANADA 115,911 115,911 $4M — ADD 12% 6 6 COMMONWEALTH EQUITY SERVICES, LLC 108,543 108,543 $4M — ADD 5% 7 7 Convergence Financial, LLC 96,069 96,069 $4M — ADD 84% 8 8 EVERGREEN CAPITAL MANAGEMENT LLC 85,675 85,675 $3M — TRIM -5% 9 9 OSAIC HOLDINGS, INC. 74,644 74,644 $3M — ADD 4% 10 10 ForthRight Wealth Management, LLC 73,954 73,954 $3M — TRIM -36% 11 11 FLAGSHIP HARBOR ADVISORS, LLC 73,500 73,500 $3M — ADD 3% 12 12 GOLDMAN SACHS GROUP INC 41,560 41,560 $2M — TRIM -74% 13 13 JONES FINANCIAL COMPANIES LLLP 39,140 39,140 $2M — ADD 426% 14 14 Mariner, LLC 33,147 33,147 $1M — TRIM -58% 15 15 Private Advisor Group, LLC 31,154 31,154 $1M — TRIM -5% 16 16 Stratos Wealth Partners, LTD. 30,901 30,901 $1M — ADD 15% 17 17 Garden State Investment Advisory Services LLC 27,416 27,416 $1M — TRIM -34% 18 18 Aptus Capital Advisors, LLC 26,080 26,080 $1M — TRIM -18% 19 19 Regal Investment Advisors LLC 19,042 19,042 $737,874 — TRIM -25% 20 20 TRUIST FINANCIAL CORP 17,750 17,750 $687,817 — ADD 13% 21 21 FLOW TRADERS U.S. LLC 10,256 10,256 $397,000 — TRIM -19% 22 22 Independent Advisor Alliance 10,004 10,004 $387,661 — NEW 23 23 Kingsview Wealth Management, LLC 5,630 5,630 $218,149 — — 24 24 OLD MISSION CAPITAL LLC 5,561 5,561 $215,489 — TRIM -67% 25 25 Cetera Investment Advisers 5,275 5,275 $204,415 — TRIM -8% 26 26 MORGAN STANLEY 3 3 $123 — TRIM -25%
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
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 30 1 2018-Q2 2026-Q1 2018-Q2 · 1 holders · % suppressed/unavailable 2018-Q3 · 2 holders · % suppressed/unavailable 2018-Q4 · 6 holders · % suppressed/unavailable 2019-Q1 · 7 holders · % suppressed/unavailable 2019-Q2 · 9 holders · % suppressed/unavailable 2019-Q3 · 12 holders · % suppressed/unavailable 2019-Q4 · 20 holders · % suppressed/unavailable 2020-Q1 · 16 holders · % suppressed/unavailable 2020-Q2 · 14 holders · % suppressed/unavailable 2020-Q3 · 13 holders · % suppressed/unavailable 2020-Q4 · 14 holders · % suppressed/unavailable 2021-Q1 · 18 holders · % suppressed/unavailable 2021-Q2 · 20 holders · % suppressed/unavailable 2021-Q3 · 24 holders · % suppressed/unavailable 2021-Q4 · 25 holders · % suppressed/unavailable 2022-Q1 · 25 holders · % suppressed/unavailable 2022-Q2 · 25 holders · % suppressed/unavailable 2022-Q3 · 23 holders · % suppressed/unavailable 2022-Q4 · 24 holders · % suppressed/unavailable 2023-Q1 · 22 holders · % suppressed/unavailable 2023-Q2 · 20 holders · % suppressed/unavailable 2023-Q3 · 19 holders · % suppressed/unavailable 2023-Q4 · 27 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 22 holders · % suppressed/unavailable 2024-Q3 · 19 holders · % suppressed/unavailable 2024-Q4 · 28 holders · % suppressed/unavailable 2025-Q1 · 27 holders · % suppressed/unavailable 2025-Q2 · 29 holders · % suppressed/unavailable 2025-Q3 · 30 holders · % suppressed/unavailable 2025-Q4 · 30 holders · % suppressed/unavailable 2026-Q1 · 26 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 26 2,071,305 — $80M 2025-Q4 30 2,196,019 — $85M 2025-Q3 30 2,380,005 — $93M 2025-Q2 29 2,152,284 — $84M 2025-Q1 27 2,237,104 — $87M 2024-Q4 28 1,931,655 — $75M 2024-Q3 19 1,786,600 — $70M 2024-Q2 22 1,883,780 — $73M 2024-Q1 26 2,031,230 — $79M 2023-Q4 27 2,250,723 — $88M
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.