Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,725,520
Top holders largest 30 of 30 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 RIVERNORTH CAPITAL MANAGEMENT, LLC 345,951 345,951 $3M — — 2 2 Shaker Financial Services, LLC 228,848 228,848 $2M — ADD 101% 3 3 LPL Financial LLC 177,454 177,454 $1M — — 4 4 GUGGENHEIM CAPITAL LLC 154,286 154,286 $1M — — 5 5 MORGAN STANLEY 142,216 142,216 $1M — ADD 9% 6 6 COHEN & STEERS, INC. 138,801 138,801 $1M — — 7 7 Kestra Advisory Services, LLC 90,397 90,397 $753,011 — — 8 8 UBS Group AG 80,000 80,000 $666,400 — — 9 9 TRUIST FINANCIAL CORP 77,208 77,208 $643,143 — TRIM -2% 10 10 ENVESTNET ASSET MANAGEMENT INC 77,208 77,208 $643,143 — TRIM -3% 11 11 Institute for Wealth Management, LLC. 37,850 37,850 $315,290 — — 12 12 Cetera Investment Advisers 31,282 31,282 $260,581 — ADD 5% 13 13 COMMONWEALTH EQUITY SERVICES, LLC 24,270 24,270 $202,170 — TRIM -4% 14 14 ROYAL BANK OF CANADA 24,272 24,272 $202,000 — — 15 15 OSAIC HOLDINGS, INC. 21,630 21,630 $180,175 — — 16 16 FIFTH THIRD BANCORP 15,402 15,402 $128,299 — NEW 17 17 Argyle Capital Partners, LLC 13,985 13,985 $116,495 — — 18 18 Owen LaRue, LLC 11,815 11,815 $98,416 — — 19 19 BANK OF AMERICA CORP /DE/ 11,226 11,226 $93,516 — — 20 20 CoreCap Advisors, LLC 7,400 7,400 $61,642 — TRIM -21% 21 21 MAI Capital Management 4,542 4,542 $37,835 — — 22 22 Destiny Wealth Partners, LLC 3,400 3,400 $28,322 — NEW 23 23 CWM, LLC 1,789 1,789 $14,902 — — 24 24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,516 1,516 $12,628 — NEW 25 25 Rockefeller Capital Management L.P. 1,000 1,000 $8,330 — — 26 26 Triumph Capital Management 700 700 $5,879 — — 27 27 WELLS FARGO & COMPANY/MN 347 347 $2,887 — ADD 15% 28 28 HIGHLINE WEALTH PARTNERS LLC 325 325 $2,707 — ADD 8% 29 29 FNY Investment Advisers, LLC 300 300 $2,000 — — 30 30 Allworth Financial LP 100 100 $833 — —
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 RIVERNORTH CAPITAL MANAGEMENT, LLC 361K 352K 346K 346K 346K 346K $3M Shaker Financial Services, LLC 94K 188K 34K 63K 114K 229K $2M LPL Financial LLC 154K 160K 168K 163K 177K 177K $1M GUGGENHEIM CAPITAL LLC 222K 216K 213K 206K 155K 154K $1M MORGAN STANLEY 86K 84K 121K 141K 131K 142K $1M COHEN & STEERS, INC. 139K 139K 139K 139K 139K 139K $1M Kestra Advisory Services, LLC — — — 48K 90K 90K $753,011 UBS Group AG 103K 83K 80K 80K 80K 80K $666,400 TRUIST FINANCIAL CORP 131K 102K 103K 96K 79K 77K $643,143 ENVESTNET ASSET MANAGEMENT INC 127K 100K 101K 97K 79K 77K $643,143 Institute for Wealth Management, LLC. 25K 27K 33K 41K 38K 38K $315,290 Cetera Investment Advisers 13K 18K 20K 31K 30K 31K $260,581 COMMONWEALTH EQUITY SERVICES, LLC 117K 117K 115K 25K 25K 24K $202,170 ROYAL BANK OF CANADA 23K 24K 48K 24K 24K 24K $202,000 OSAIC HOLDINGS, INC. 21K 22K 22K 22K 22K 22K $180,175
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 33 18 2013-Q2 2026-Q1 2013-Q2 · 18 holders · % suppressed/unavailable 2013-Q3 · 18 holders · % suppressed/unavailable 2013-Q4 · 20 holders · % suppressed/unavailable 2014-Q1 · 22 holders · % suppressed/unavailable 2014-Q2 · 24 holders · % suppressed/unavailable 2014-Q3 · 26 holders · % suppressed/unavailable 2014-Q4 · 23 holders · % suppressed/unavailable 2015-Q1 · 22 holders · % suppressed/unavailable 2015-Q2 · 21 holders · % suppressed/unavailable 2015-Q3 · 21 holders · % suppressed/unavailable 2015-Q4 · 20 holders · % suppressed/unavailable 2016-Q1 · 22 holders · % suppressed/unavailable 2016-Q2 · 25 holders · % suppressed/unavailable 2016-Q3 · 23 holders · % suppressed/unavailable 2016-Q4 · 20 holders · % suppressed/unavailable 2017-Q1 · 24 holders · % suppressed/unavailable 2017-Q2 · 26 holders · % suppressed/unavailable 2017-Q3 · 22 holders · % suppressed/unavailable 2017-Q4 · 28 holders · % suppressed/unavailable 2018-Q1 · 29 holders · % suppressed/unavailable 2018-Q2 · 27 holders · % suppressed/unavailable 2018-Q3 · 28 holders · % suppressed/unavailable 2018-Q4 · 28 holders · % suppressed/unavailable 2019-Q1 · 25 holders · % suppressed/unavailable 2019-Q2 · 27 holders · % suppressed/unavailable 2019-Q3 · 27 holders · % suppressed/unavailable 2019-Q4 · 30 holders · % suppressed/unavailable 2020-Q1 · 33 holders · % suppressed/unavailable 2020-Q2 · 28 holders · % suppressed/unavailable 2020-Q3 · 26 holders · % suppressed/unavailable 2020-Q4 · 28 holders · % suppressed/unavailable 2021-Q1 · 27 holders · % suppressed/unavailable 2021-Q2 · 28 holders · % suppressed/unavailable 2021-Q3 · 21 holders · % suppressed/unavailable 2021-Q4 · 31 holders · % suppressed/unavailable 2022-Q1 · 31 holders · % suppressed/unavailable 2022-Q2 · 30 holders · % suppressed/unavailable 2022-Q3 · 28 holders · % suppressed/unavailable 2022-Q4 · 29 holders · % suppressed/unavailable 2023-Q1 · 29 holders · % suppressed/unavailable 2023-Q2 · 21 holders · % suppressed/unavailable 2023-Q3 · 23 holders · % suppressed/unavailable 2023-Q4 · 29 holders · % suppressed/unavailable 2024-Q1 · 26 holders · % suppressed/unavailable 2024-Q2 · 29 holders · % suppressed/unavailable 2024-Q3 · 31 holders · % suppressed/unavailable 2024-Q4 · 29 holders · % suppressed/unavailable 2025-Q1 · 26 holders · % suppressed/unavailable 2025-Q2 · 28 holders · % suppressed/unavailable 2025-Q3 · 31 holders · % suppressed/unavailable 2025-Q4 · 29 holders · % suppressed/unavailable 2026-Q1 · 30 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 30 1,725,520 — $14M 2025-Q4 29 1,644,062 — $15M 2025-Q3 31 1,694,795 — $14M 2025-Q2 28 1,706,244 — $14M 2025-Q1 26 1,792,183 — $15M 2024-Q4 29 1,815,012 — $14M
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.