Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
4,086,975
Top holders largest 33 of 33 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 SIT INVESTMENT ASSOCIATES INC 1,911,304 1.9M $14M — TRIM -7% 2 2 LPL Financial LLC 335,532 335,532 $2M — ADD 7% 3 3 MORGAN STANLEY 308,292 308,292 $2M — ADD 15% 4 4 Shaker Financial Services, LLC 199,567 199,567 $1M — TRIM -32% 5 5 CoreCap Advisors, LLC 169,783 169,783 $1M — ADD 16% 6 6 RAYMOND JAMES FINANCIAL INC 163,282 163,282 $1M — ADD 5% 7 7 Fiera Capital Corp 150,701 150,701 $1M — TRIM -4% 8 8 1607 Capital Partners, LLC 123,688 123,688 $912,817 — TRIM -9% 9 9 STIFEL FINANCIAL CORP 118,805 118,805 $876,778 — — 10 10 STEPHENS INC /AR/ 75,159 75,159 $554,673 — ADD 11% 11 11 OSAIC HOLDINGS, INC. 64,275 64,275 $474,344 — TRIM -17% 12 12 Cambridge Investment Research Advisors, Inc. 59,592 59,592 $440,000 — — 13 13 SeaCrest Wealth Management, LLC 45,767 45,767 $337,760 — TRIM -4% 14 14 WELLS FARGO & COMPANY/MN 45,549 45,549 $336,145 — ADD 24% 15 15 Total Wealth Planning & Management, Inc. 45,331 45,331 $334,543 — ADD 17% 16 16 Kestra Advisory Services, LLC 40,577 40,577 $299,460 — ADD 25% 17 17 Worth Asset Management, LLC 32,641 32,641 $240,891 — ADD 117% 18 18 Cetera Investment Advisers 26,194 26,194 $193,315 — TRIM -16% 19 19 Founders Financial Alliance, LLC 24,511 24,511 $180,888 — ADD 32% 20 20 UBS Group AG 19,135 19,135 $141,216 — — 21 21 Van Diest Capital, LLC 18,046 18,046 $133,178 — ADD 46% 22 22 Kovack Advisors, Inc. 15,411 15,411 $113,947 — ADD 28% 23 23 KESTRA PRIVATE WEALTH SERVICES, LLC 15,345 15,345 $113,246 — TRIM -8% 24 24 WOLVERINE ASSET MANAGEMENT LLC 14,257 14,257 $105,217 — NEW 25 25 Integrity Advisory Solutions, LLC 13,984 13,984 $103,202 — ADD 4% 26 26 ROYAL BANK OF CANADA 13,832 13,832 $102,000 — TRIM -10% 27 27 HighTower Advisors, LLC 13,385 13,385 $98,781 — — 28 28 Closed-End Fund Advisors, Inc. 11,533 11,533 $85,114 — TRIM -13% 29 29 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,899 6,899 $51,054 — — 30 30 FIFTH THIRD BANCORP 2,593 2,593 $19,136 — NEW 31 31 Allworth Financial LP 1,500 1,500 $11,070 — ADD 50% 32 32 HIGHLINE WEALTH PARTNERS LLC 500 500 $3,690 — — 33 33 FMR LLC 5 5 $37 — 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 SIT INVESTMENT ASSOCIATES INC 1.7M 1.9M 1.9M 1.9M 2.1M 1.9M $14M LPL Financial LLC 198K 202K 289K 288K 314K 336K $2M MORGAN STANLEY 251K 242K 230K 275K 269K 308K $2M Shaker Financial Services, LLC 259K 313K 298K 311K 293K 200K $1M CoreCap Advisors, LLC 129K 139K 139K 144K 146K 170K $1M RAYMOND JAMES FINANCIAL INC 194K 229K 229K 156K 156K 163K $1M Fiera Capital Corp 94K 94K 94K 110K 156K 151K $1M 1607 Capital Partners, LLC 462K 450K 448K 169K 135K 124K $912,817 STIFEL FINANCIAL CORP 106K 114K 124K 157K 119K 119K $876,778 STEPHENS INC /AR/ 86K 85K 85K 68K 67K 75K $554,673 OSAIC HOLDINGS, INC. 37K 48K 54K 54K 77K 64K $474,344 Cambridge Investment Research Advisors, Inc. 46K 47K 68K 61K 59K 60K $440,000 SeaCrest Wealth Management, LLC 48K 47K 46K 49K 48K 46K $337,760 WELLS FARGO & COMPANY/MN 19K 29K 25K 25K 37K 46K $336,145 Total Wealth Planning & Management, Inc. 14K — — — 39K 45K $334,543
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 36 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · % suppressed/unavailable 2013-Q2 · 17 holders · % suppressed/unavailable 2013-Q3 · 20 holders · % suppressed/unavailable 2013-Q4 · 21 holders · % suppressed/unavailable 2014-Q1 · 21 holders · % suppressed/unavailable 2014-Q2 · 23 holders · % suppressed/unavailable 2014-Q3 · 25 holders · % suppressed/unavailable 2014-Q4 · 29 holders · % suppressed/unavailable 2015-Q1 · 21 holders · % suppressed/unavailable 2015-Q2 · 21 holders · % suppressed/unavailable 2015-Q3 · 22 holders · % suppressed/unavailable 2015-Q4 · 29 holders · % suppressed/unavailable 2016-Q1 · 31 holders · % suppressed/unavailable 2016-Q2 · 26 holders · % suppressed/unavailable 2016-Q3 · 29 holders · % suppressed/unavailable 2016-Q4 · 27 holders · % suppressed/unavailable 2017-Q1 · 26 holders · % suppressed/unavailable 2017-Q2 · 28 holders · % suppressed/unavailable 2017-Q3 · 32 holders · % suppressed/unavailable 2017-Q4 · 31 holders · % suppressed/unavailable 2018-Q1 · 27 holders · % suppressed/unavailable 2018-Q2 · 30 holders · % suppressed/unavailable 2018-Q3 · 31 holders · % suppressed/unavailable 2018-Q4 · 34 holders · % suppressed/unavailable 2019-Q1 · 27 holders · % suppressed/unavailable 2019-Q2 · 24 holders · % suppressed/unavailable 2019-Q3 · 23 holders · % suppressed/unavailable 2019-Q4 · 27 holders · % suppressed/unavailable 2020-Q1 · 31 holders · % suppressed/unavailable 2020-Q2 · 30 holders · % suppressed/unavailable 2020-Q3 · 29 holders · % suppressed/unavailable 2020-Q4 · 32 holders · % suppressed/unavailable 2021-Q1 · 33 holders · % suppressed/unavailable 2021-Q2 · 28 holders · % suppressed/unavailable 2021-Q3 · 28 holders · % suppressed/unavailable 2021-Q4 · 28 holders · % suppressed/unavailable 2022-Q1 · 26 holders · % suppressed/unavailable 2022-Q2 · 33 holders · % suppressed/unavailable 2022-Q3 · 33 holders · % suppressed/unavailable 2022-Q4 · 28 holders · % suppressed/unavailable 2023-Q1 · 29 holders · % suppressed/unavailable 2023-Q2 · 32 holders · % suppressed/unavailable 2023-Q3 · 30 holders · % suppressed/unavailable 2023-Q4 · 30 holders · % suppressed/unavailable 2024-Q1 · 29 holders · % suppressed/unavailable 2024-Q2 · 30 holders · % suppressed/unavailable 2024-Q3 · 30 holders · % suppressed/unavailable 2024-Q4 · 35 holders · % suppressed/unavailable 2025-Q1 · 29 holders · % suppressed/unavailable 2025-Q2 · 29 holders · % suppressed/unavailable 2025-Q3 · 32 holders · % suppressed/unavailable 2025-Q4 · 36 holders · % suppressed/unavailable 2026-Q1 · 33 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 33 4,086,975 — $30M 2025-Q4 36 4,350,235 — $34M 2025-Q3 32 4,127,054 — $33M 2025-Q2 29 4,366,402 — $34M 2025-Q1 29 4,288,468 — $33M 2024-Q4 35 4,126,424
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.