Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,480,192
Top holders largest 33 of 33 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 LPL Financial LLC 445,673 445,673 $6M — ADD 46% 2 2 Concord Wealth Partners 178,681 178,681 $2M — ADD 21% 3 3 Concord Asset Management, LLC/VA 177,636 177,636 $2M — ADD 21% 4 4 Heartwood Wealth Advisors LLC 176,273 176,273 $2M — ADD 22% 5 5 IHT Wealth Management, LLC 151,132 151,132 $2M — ADD 483% 6 6 COWA, LLC 73,648 73,648 $966,438 — ADD 38% 7 7 Sigma Planning Corp 55,535 55,535 $728,745 — NEW 8 8 TWO SIGMA INVESTMENTS, LP 48,710 48,710 $639,192 — ADD 2% 9 9 Cetera Investment Advisers 42,351 42,351 $555,749 — TRIM -31% 10 10 Capital Investment Advisory Services, LLC 31,625 31,625 $414,996 — — 11 11 Ashton Thomas Private Wealth, LLC 18,898 18,898 $247,987 — ADD 7% 12 12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,797 18,797 $246,662 — TRIM -67% 13 13 Cambridge Investment Research Advisors, Inc. 15,779 15,779 $207,000 — ADD 46% 14 14 Indivisible Partners 11,238 11,238 $147,470 — — 15 15 Eagle Bluffs Wealth Management LLC 10,549 10,549 $138,428 — TRIM -13% 16 16 OSAIC HOLDINGS, INC. 4,535 4,535 $59,499 — ADD 44% 17 17 Graney & King, LLC 4,003 4,003 $52,528 — — 18 18 TSFG, LLC 4,000 4,000 $52,000 — — 19 19 Farther Finance Advisors, LLC 2,969 2,969 $39,047 — — 20 20 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,873 1,873 $24,630 — — 21 21 CONSULTIVA WEALTH MANAGEMENT, CORP. 1,545 1,545 $20,274 — — 22 22 IFP Advisors, Inc 1,000 1,000 $13,122 — — 23 23 SIMPLEX TRADING, LLC 903 903 $11,849 — NEW 24 24 Allworth Financial LP 779 779 $10,223 — NEW 25 25 MOTCO 650 650 $8,530 — — 26 26 MORGAN STANLEY 617 617 $8,105 — ADD 68% 27 27 Triumph Capital Management 393 393 $5,157 — — 28 28 US BANCORP \DE\ 205 205 $2,690 — — 29 29 HARBOUR INVESTMENTS, INC. 150 150 $1,968 — — 30 30 Signature Equity Partners, LLC 29 29 $381 — NEW 31 31 VANGUARD ADVISERS INC 14 14 $190 — NEW 32 32 WELLS FARGO & COMPANY/MN 1 1 $9 — TRIM -50% 33 33 TD PRIVATE CLIENT WEALTH LLC 1 1 $7 — 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 LPL Financial LLC 82K 145K 156K 186K 305K 446K $6M Concord Wealth Partners 75K 97K 138K 143K 147K 179K $2M Concord Asset Management, LLC/VA 75K 102K 138K 143K 147K 178K $2M Heartwood Wealth Advisors LLC — — 122K 132K 144K 176K $2M IHT Wealth Management, LLC 25K 21K 21K 25K 26K 151K $2M COWA, LLC — — — 32K 53K 74K $966,438 Sigma Planning Corp — — — — — 56K $728,745 TWO SIGMA INVESTMENTS, LP 19K 50K 15K — 48K 49K $639,192 Cetera Investment Advisers — 85K 80K 85K 61K 42K $555,749 Capital Investment Advisory Services, LLC 23K 31K 31K 32K 32K 32K $414,996 Ashton Thomas Private Wealth, LLC — 17K 17K 18K 18K 19K $247,987 SUSQUEHANNA INTERNATIONAL GROUP, LLP 38K — — 21K 58K 19K $246,662 Cambridge Investment Research Advisors, Inc. 38K 10K — — 11K 16K $207,000 Indivisible Partners — — — — 11K 11K $147,470 Eagle Bluffs Wealth Management LLC — 10K 10K 11K 12K 11K $138,428
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 35 4 2018-Q2 2026-Q1 2018-Q2 · 4 holders · % suppressed/unavailable 2018-Q3 · 7 holders · % suppressed/unavailable 2018-Q4 · 7 holders · % suppressed/unavailable 2019-Q1 · 9 holders · % suppressed/unavailable 2019-Q2 · 10 holders · % suppressed/unavailable 2019-Q3 · 11 holders · % suppressed/unavailable 2019-Q4 · 12 holders · % suppressed/unavailable 2020-Q1 · 14 holders · % suppressed/unavailable 2020-Q2 · 13 holders · % suppressed/unavailable 2020-Q3 · 11 holders · % suppressed/unavailable 2020-Q4 · 14 holders · % suppressed/unavailable 2021-Q1 · 12 holders · % suppressed/unavailable 2021-Q2 · 13 holders · % suppressed/unavailable 2021-Q3 · 15 holders · % suppressed/unavailable 2021-Q4 · 13 holders · % suppressed/unavailable 2022-Q1 · 14 holders · % suppressed/unavailable 2022-Q2 · 11 holders · % suppressed/unavailable 2022-Q3 · 15 holders · % suppressed/unavailable 2022-Q4 · 15 holders · % suppressed/unavailable 2023-Q1 · 17 holders · % suppressed/unavailable 2023-Q2 · 13 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 19 holders · % suppressed/unavailable 2024-Q2 · 19 holders · % suppressed/unavailable 2024-Q3 · 21 holders · % suppressed/unavailable 2024-Q4 · 27 holders · % suppressed/unavailable 2025-Q1 · 33 holders · % suppressed/unavailable 2025-Q2 · 31 holders · % suppressed/unavailable 2025-Q3 · 33 holders · % suppressed/unavailable 2025-Q4 · 35 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 1,480,192 — $19M 2025-Q4 35 1,260,788 — $16M 2025-Q3 33 1,005,494 — $13M 2025-Q2 31 885,263 — $12M 2025-Q1 33 719,465 — $10M 2024-Q4 27 542,322 — $8M 2024-Q3 21 353,853 — $5M 2024-Q2 19 282,077 — $4M 2024-Q1 19 335,962 — $5M 2023-Q4 12 268,348 — $4M
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.
