Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 31 of 31 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Marks Group Wealth Management, Inc 261,308 261,308 $8M — ADD 134% 2 2 RAYMOND JAMES FINANCIAL INC 85,336 85,336 $3M — NEW 3 3 Security National Bank 73,611 73,611 $2M — NEW 4 4 ROYAL BANK OF CANADA 58,343 58,343 $2M — ADD 7% 5 5 OSAIC HOLDINGS, INC. 36,003 36,003 $1M — NEW 6 6 JANE STREET GROUP, LLC 35,487 35,487 $1M — ADD 218% 7 7 Corient Private Wealth LLC 34,710 34,710 $1M — TRIM -50% 8 8 Castle Rock Wealth Management, LLC 24,495 24,495 $790,454 — NEW 9 9 LPL Financial LLC 17,263 17,263 $534,117 — NEW 10 10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,443 14,443 $466,086 — ADD 26% 11 11 INSIGNEO ADVISORY SERVICES, LLC 12,024 12,024 $372,023 — NEW 12 12 Capital Advisors, Ltd. LLC 11,396 11,396 $353,000 — NEW 13 13 CreativeOne Wealth, LLC 10,900 10,900 $337,246 — NEW 14 14 SFMG, LLC 10,779 10,779 $333,502 — — 15 15 CITADEL ADVISORS LLC 8,250 8,250 $255,255 — NEW 16 16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,142 8,142 $251,913 — NEW 17 17 NATIONAL BANK OF CANADA /FI/ 6,512 6,512 $200,439 — ADD 115% 18 18 Smartleaf Asset Management LLC 5,108 5,108 $148,898 — — 19 19 BANK OF MONTREAL /CAN/ 4,003 4,003 $123,853 — NEW 20 20 HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,538 3,538 $109,472 — ADD 13% 21 21 Federation des caisses Desjardins du Quebec 2,975 2,975 $92,047 — — 22 22 PNC FINANCIAL SERVICES GROUP, INC. 1,856 1,856 $57,425 — ADD 206% 23 23 HARBOUR INVESTMENTS, INC. 1,554 1,554 $48,084 — NEW 24 24 TD Waterhouse Canada Inc. 1,080 1,080 $34,906 — NEW 25 25 COUNTRY TRUST BANK 869 869 $26,887 — — 26 26 Ascentis Independent Advisors 794 794 $24,566 — NEW 27 27 Ancora Advisors LLC 759 759 $23,489 — NEW 28 28 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 500 500 $16,325 — NEW 29 29 Allworth Financial LP 400 400 $12,376 — — 30 30 Hickory Point Bank & Trust 50 50 $1,547 — NEW 31 31 UBS Group AG 37 37 $1,145 — 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 Marks Group Wealth Management, Inc — — — 85K 112K 261K $8M RAYMOND JAMES FINANCIAL INC — — — — — 85K $3M Security National Bank — — — — — 74K $2M ROYAL BANK OF CANADA — — — 40K 54K 58K $2M OSAIC HOLDINGS, INC. — — — — — 36K $1M JANE STREET GROUP, LLC — — — — 11K 35K $1M Corient Private Wealth LLC — — — 35K 69K 35K $1M Castle Rock Wealth Management, LLC — — — — — 24K $790,454 LPL Financial LLC — — — — — 17K $534,117 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — — — — 11K 14K $466,086 INSIGNEO ADVISORY SERVICES, LLC — — — — — 12K $372,023 Capital Advisors, Ltd. LLC — — — — — 11K $353,000 CreativeOne Wealth, LLC — — — — — 11K $337,246 SFMG, LLC — — — 9K 11K 11K $333,502 CITADEL ADVISORS LLC — — — — — 8K $255,255
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 8 2025-Q3 2026-Q1 2025-Q3 · 8 holders · % suppressed/unavailable 2025-Q4 · 17 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 31 732,525 — $23M 2025-Q4 17 314,019 — $9M 2025-Q3 8 233,334 — $8M
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.
