Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,119,595
Top holders largest 29 of 29 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 GREAT VALLEY ADVISOR GROUP, INC. 903,610 903,610 $51M — ADD 4% 2 2 VICTORY CAPITAL MANAGEMENT INC 331,712 331,712 $19M — — 3 3 Tower Wealth Partners, Inc. 322,286 322,286 $18M — TRIM -23% 4 4 MORGAN STANLEY 146,744 146,744 $8M — — 5 5 ROYAL BANK OF CANADA 96,471 96,471 $5M — — 6 6 LPL Financial LLC 66,461 66,461 $4M — TRIM -4% 7 7 RAYMOND JAMES FINANCIAL INC 48,633 48,633 $3M — ADD 6% 8 8 GOLDMAN SACHS GROUP INC 34,011 34,011 $2M — TRIM -85% 9 9 BANK OF AMERICA CORP /DE/ 27,278 27,278 $2M — TRIM -12% 10 10 TWO SIGMA INVESTMENTS, LP 24,519 24,519 $1M — TRIM -40% 11 11 Trilogy Capital Inc. 23,176 23,176 $1M — — 12 12 Sovereign Financial Group, Inc. 17,531 17,531 $991,681 — — 13 13 Dakota Wealth Management 10,678 10,678 $604,026 — ADD 3% 14 14 Independent Advisor Alliance 9,222 9,222 $521,664 — NEW 15 15 LexAurum Advisors, LLC 8,834 8,834 $499,716 — NEW 16 16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,771 8,771 $496,152 — TRIM -79% 17 17 One Degree Advisors Inc 8,165 8,165 $461,000 — — 18 18 COMMONWEALTH EQUITY SERVICES, LLC 7,558 7,558 $427,550 — TRIM -3% 19 19 Private Advisor Group, LLC 6,489 6,489 $367,087 — — 20 20 TRUIST FINANCIAL CORP 5,525 5,525 $312,513 — TRIM -34% 21 21 Cambridge Investment Research Advisors, Inc. 3,785 3,785 $214,000 — — 22 22 Valley Financial Group, Inc. 3,771 3,771 $213,287 — TRIM -5% 23 23 Rockefeller Capital Management L.P. 1,111 1,111 $62,846 — TRIM -4% 24 24 Steward Partners Investment Advisory, LLC 1,000 1,000 $56,567 — TRIM -20% 25 25 WELLS FARGO & COMPANY/MN 915 915 $51,759 — ADD 1016% 26 26 OSAIC HOLDINGS, INC. 739 739 $41,805 — TRIM -8% 27 27 Abound Wealth Management 424 424 $23,985 — NEW 28 28 FMR LLC 175 175 $9,899 — — 29 29 SUMMIT SECURITIES GROUP LLC 1 1 $57 — —
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 2017-Q2 2026-Q1 2017-Q2 · 1 holders · % suppressed/unavailable 2017-Q3 · 2 holders · % suppressed/unavailable 2017-Q4 · 4 holders · % suppressed/unavailable 2018-Q1 · 4 holders · % suppressed/unavailable 2018-Q2 · 7 holders · % suppressed/unavailable 2018-Q3 · 7 holders · % suppressed/unavailable 2018-Q4 · 11 holders · % suppressed/unavailable 2019-Q1 · 12 holders · % suppressed/unavailable 2019-Q2 · 14 holders · % suppressed/unavailable 2019-Q3 · 19 holders · % suppressed/unavailable 2019-Q4 · 20 holders · % suppressed/unavailable 2020-Q1 · 21 holders · % suppressed/unavailable 2020-Q2 · 17 holders · % suppressed/unavailable 2020-Q3 · 20 holders · % suppressed/unavailable 2020-Q4 · 19 holders · % suppressed/unavailable 2021-Q1 · 18 holders · % suppressed/unavailable 2021-Q2 · 20 holders · % suppressed/unavailable 2021-Q3 · 25 holders · % suppressed/unavailable 2021-Q4 · 20 holders · % suppressed/unavailable 2022-Q1 · 21 holders · % suppressed/unavailable 2022-Q2 · 20 holders · % suppressed/unavailable 2022-Q3 · 22 holders · % suppressed/unavailable 2022-Q4 · 25 holders · % suppressed/unavailable 2023-Q1 · 20 holders · % suppressed/unavailable 2023-Q2 · 22 holders · % suppressed/unavailable 2023-Q3 · 22 holders · % suppressed/unavailable 2023-Q4 · 27 holders · % suppressed/unavailable 2024-Q1 · 25 holders · % suppressed/unavailable 2024-Q2 · 26 holders · % suppressed/unavailable 2024-Q3 · 28 holders · % suppressed/unavailable 2024-Q4 · 29 holders · % suppressed/unavailable 2025-Q1 · 27 holders · % suppressed/unavailable 2025-Q2 · 27 holders · % suppressed/unavailable 2025-Q3 · 27 holders · % suppressed/unavailable 2025-Q4 · 30 holders · % suppressed/unavailable 2026-Q1 · 29 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 29 2,119,595 — $120M 2025-Q4 30 2,450,023 — $135M 2025-Q3 27 1,952,569 — $105M 2025-Q2 27 1,906,474 — $94M 2025-Q1 27 1,855,202 — $90M 2024-Q4 29 1,892,017 — $91M 2024-Q3 28 2,102,187 — $102M 2024-Q2 26 2,483,355 — $113M 2024-Q1 25 2,869,585 — $130M
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.