Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 14 of 14 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Cetera Investment Advisers 126,274 126,274 $1M — ADD 16% 2 2 Krilogy Financial LLC 27,800 27,800 $310,804 — — 3 3 ALEXANDER LABRUNERIE & CO., INC. 24,779 24,779 $262,162 — ADD 108% 4 4 RAYMOND JAMES FINANCIAL INC 21,855 21,855 $231,229 — ADD 2% 5 5 MORGAN STANLEY 19,194 19,194 $203,078 — ADD 30% 6 6 Focus Partners Wealth 17,655 17,655 $186,795 — — 7 7 SMITH, MOORE & CO. 15,866 15,866 $167,857 — TRIM -16% 8 8 Walker Asset Management, LLC 12,375 12,375 $130,928 — — 9 9 Baird Financial Group, Inc. 11,245 11,245 $118,972 — — 10 10 Daytona Street Capital LLC 1,800 1,800 $19,125 — — 11 11 ROYAL BANK OF CANADA 1,000 1,000 $11,000 — — 12 12 Farther Finance Advisors, LLC 700 700 $7,455 — — 13 13 UBS Group AG 281 281 $2,973 — NEW 14 14 WELLS FARGO & COMPANY/MN 1 1 $8 — —
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 14 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 Cetera Investment Advisers 65K 87K 90K 76K 109K 126K $1M Krilogy Financial LLC 54K 28K 33K 28K 28K 28K $310,804 ALEXANDER LABRUNERIE & CO., INC. 13K 13K 12K 12K 12K 25K $262,162 RAYMOND JAMES FINANCIAL INC 16K 21K 21K 21K 21K 22K $231,229 MORGAN STANLEY 16K 18K 15K 9K 15K 19K $203,078 Focus Partners Wealth 35K 18K 18K 18K 18K 18K $186,795 SMITH, MOORE & CO. 23K 24K 24K 21K 19K 16K $167,857 Walker Asset Management, LLC 12K 12K 12K 12K 12K 12K $130,928 Baird Financial Group, Inc. 22K 11K 14K 14K 11K 11K $118,972 Daytona Street Capital LLC — — — — 2K 2K $19,125 ROYAL BANK OF CANADA 1K 1K 2K 1K 1K 1K $11,000 Farther Finance Advisors, LLC — 700 700 700 700 700 $7,455 UBS Group AG — — 527 296 — 281 $2,973 WELLS FARGO & COMPANY/MN 2 1 9K 0 1 1 $8
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 19 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · % suppressed/unavailable 2013-Q2 · 10 holders · % suppressed/unavailable 2013-Q3 · 9 holders · % suppressed/unavailable 2013-Q4 · 12 holders · % suppressed/unavailable 2014-Q1 · 11 holders · % suppressed/unavailable 2014-Q2 · 13 holders · % suppressed/unavailable 2014-Q3 · 12 holders · % suppressed/unavailable 2014-Q4 · 12 holders · % suppressed/unavailable 2015-Q1 · 11 holders · % suppressed/unavailable 2015-Q2 · 14 holders · % suppressed/unavailable 2015-Q3 · 13 holders · % suppressed/unavailable 2015-Q4 · 15 holders · % suppressed/unavailable 2016-Q1 · 13 holders · % suppressed/unavailable 2016-Q2 · 13 holders · % suppressed/unavailable 2016-Q3 · 12 holders · % suppressed/unavailable 2016-Q4 · 12 holders · % suppressed/unavailable 2017-Q1 · 10 holders · % suppressed/unavailable 2017-Q2 · 9 holders · % suppressed/unavailable 2017-Q3 · 8 holders · % suppressed/unavailable 2017-Q4 · 11 holders · % suppressed/unavailable 2018-Q1 · 9 holders · % suppressed/unavailable 2018-Q2 · 9 holders · % suppressed/unavailable 2018-Q3 · 11 holders · % suppressed/unavailable 2018-Q4 · 13 holders · % suppressed/unavailable 2019-Q1 · 10 holders · % suppressed/unavailable 2019-Q2 · 8 holders · % suppressed/unavailable 2019-Q3 · 9 holders · % suppressed/unavailable 2019-Q4 · 11 holders · % suppressed/unavailable 2020-Q1 · 8 holders · % suppressed/unavailable 2020-Q2 · 10 holders · % suppressed/unavailable 2020-Q3 · 8 holders · % suppressed/unavailable 2020-Q4 · 9 holders · % suppressed/unavailable 2021-Q1 · 10 holders · % suppressed/unavailable 2021-Q2 · 9 holders · % suppressed/unavailable 2021-Q3 · 8 holders · % suppressed/unavailable 2021-Q4 · 13 holders · % suppressed/unavailable 2022-Q1 · 10 holders · % suppressed/unavailable 2022-Q2 · 10 holders · % suppressed/unavailable 2022-Q3 · 10 holders · % suppressed/unavailable 2022-Q4 · 12 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 15 holders · % suppressed/unavailable 2023-Q3 · 15 holders · % suppressed/unavailable 2023-Q4 · 16 holders · % suppressed/unavailable 2024-Q1 · 17 holders · % suppressed/unavailable 2024-Q2 · 19 holders · % suppressed/unavailable 2024-Q3 · 17 holders · % suppressed/unavailable 2024-Q4 · 15 holders · % suppressed/unavailable 2025-Q1 · 13 holders · % suppressed/unavailable 2025-Q2 · 13 holders · % suppressed/unavailable 2025-Q3 · 15 holders · % suppressed/unavailable 2025-Q4 · 13 holders · % suppressed/unavailable 2026-Q1 · 14 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 14 280,825 — $3M 2025-Q4 13 248,401 — $3M 2025-Q3 15 223,052 — $2M 2025-Q2 13 249,393 — $3M 2025-Q1 13 233,822 — $2M 2024-Q4 15 292,518 —
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.