Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,681,818
Top holders largest 37 of 37 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 CreativeOne Wealth, LLC 554,831 554,831 $29M — ADD 9% 2 2 LPL Financial LLC 402,446 402,446 $21M — ADD 60% 3 3 FRANKLIN RESOURCES INC 250,122 250,122 $13M — TRIM -45% 4 4 RAYMOND JAMES FINANCIAL INC 89,006 89,006 $5M — ADD 7% 5 5 Arkadios Wealth Advisors 59,522 59,522 $3M — ADD 4% 6 6 Cetera Investment Advisers 54,361 54,361 $3M — ADD 4% 7 7 Sanctuary Advisors, LLC 52,487 52,487 $3M — ADD 14% 8 8 Prepared Retirement Institute LLC 31,466 31,466 $2M — — 9 9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,884 25,884 $1M — TRIM -21% 10 10 BAM Wealth Management, LLC 23,031 23,031 $1M — ADD 13% 11 11 Bank of New York Mellon Corp 21,956 21,956 $1M — ADD 53% 12 12 JPMORGAN CHASE & CO 19,380 19,380 $972,682 — ADD 6% 13 13 CITADEL ADVISORS LLC 14,915 14,915 $769,872 — TRIM -7% 14 14 Atria Investments, Inc 11,478 11,478 $592,463 — TRIM -8% 15 15 BANK OF AMERICA CORP /DE/ 8,702 8,702 $449,171 — TRIM -35% 16 16 Integrated Wealth Concepts LLC 8,300 8,300 $428,428 — NEW 17 17 GOLDMAN SACHS GROUP INC 7,536 7,536 $388,988 — ADD 3% 18 18 ENVESTNET ASSET MANAGEMENT INC 7,231 7,231 $373,251 — TRIM -12% 19 19 Total Clarity Wealth Management, Inc. 6,953 6,953 $358,905 — ADD 3% 20 20 JANE STREET GROUP, LLC 5,873 5,873 $303,148 — NEW 21 21 Stratos Wealth Partners, LTD. 5,063 5,063 $261,338 — ADD 9% 22 22 Koshinski Asset Management, Inc. 4,225 4,225 $218,083 — — 23 23 TRUIST FINANCIAL CORP 4,170 4,170 $215,244 — — 24 24 Cambridge Investment Research Advisors, Inc. 4,163 4,163 $215,000 — TRIM -2% 25 25 Medallion Wealth Advisors, LLC 1,700 1,700 $87,749 — — 26 26 OSAIC HOLDINGS, INC. 1,518 1,518 $78,364 — TRIM -62% 27 27 Western Wealth Management, LLC 1,434 1,434 $74,019 — NEW 28 28 PRIVATE TRUST CO NA 1,018 1,018 $52,546 — — 29 29 UBS Group AG 950 950 $49,036 — NEW 30 30 Allworth Financial LP 561 561 $28,971 — — 31 31 Geneos Wealth Management Inc. 491 491 $25,345 — — 32 32 NATIONAL BANK OF CANADA /FI/ 400 400 $20,648 — — 33 33 HARBOUR INVESTMENTS, INC. 253 253 $13,059 — ADD 272% 34 34 Tidemark, LLC 173 173 $8,930 — — 35 35 FMR LLC 164 164 $8,469 — — 36 36 Sunbelt Securities, Inc. 55 55 $2,839 — — 37 37 WELLS FARGO & COMPANY/MN 0 0 $23 — 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
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 37 1 2016-Q2 2026-Q1 2016-Q2 · 1 holders · % suppressed/unavailable 2016-Q3 · 2 holders · % suppressed/unavailable 2016-Q4 · 5 holders · % suppressed/unavailable 2017-Q1 · 6 holders · % suppressed/unavailable 2017-Q2 · 9 holders · % suppressed/unavailable 2017-Q3 · 9 holders · % suppressed/unavailable 2017-Q4 · 13 holders · % suppressed/unavailable 2018-Q1 · 12 holders · % suppressed/unavailable 2018-Q2 · 13 holders · % suppressed/unavailable 2018-Q3 · 14 holders · % suppressed/unavailable 2018-Q4 · 14 holders · % suppressed/unavailable 2019-Q1 · 13 holders · % suppressed/unavailable 2019-Q2 · 15 holders · % suppressed/unavailable 2019-Q3 · 16 holders · % suppressed/unavailable 2019-Q4 · 17 holders · % suppressed/unavailable 2020-Q1 · 14 holders · % suppressed/unavailable 2020-Q2 · 14 holders · % suppressed/unavailable 2020-Q3 · 16 holders · % suppressed/unavailable 2020-Q4 · 15 holders · % suppressed/unavailable 2021-Q1 · 15 holders · % suppressed/unavailable 2021-Q2 · 17 holders · % suppressed/unavailable 2021-Q3 · 18 holders · % suppressed/unavailable 2021-Q4 · 15 holders · % suppressed/unavailable 2022-Q1 · 18 holders · % suppressed/unavailable 2022-Q2 · 18 holders · % suppressed/unavailable 2022-Q3 · 18 holders · % suppressed/unavailable 2022-Q4 · 17 holders · % suppressed/unavailable 2023-Q1 · 18 holders · % suppressed/unavailable 2023-Q2 · 19 holders · % suppressed/unavailable 2023-Q3 · 19 holders · % suppressed/unavailable 2023-Q4 · 22 holders · % suppressed/unavailable 2024-Q1 · 24 holders · % suppressed/unavailable 2024-Q2 · 29 holders · % suppressed/unavailable 2024-Q3 · 29 holders · % suppressed/unavailable 2024-Q4 · 31 holders · % suppressed/unavailable 2025-Q1 · 33 holders · % suppressed/unavailable 2025-Q2 · 36 holders · % suppressed/unavailable 2025-Q3 · 36 holders · % suppressed/unavailable 2025-Q4 · 37 holders · % suppressed/unavailable 2026-Q1 · 37 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 37 1,681,818 — $87M 2025-Q4 37 1,675,584 — $89M 2025-Q3 36 1,106,926 — $58M 2025-Q2 36 953,744 — $46M 2025-Q1 33 801,999 — $35M 2024-Q4 31 701,334 — $32M 2024-Q3 29 512,361 — $23M 2024-Q2 29 975,676 — $41M 2024-Q1 24
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.