Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Top holders largest 20 of 20 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Welch Financial Planning, LLC 46,990 46,990 $2M — ADD 4% 2 2 Millington Financial Advisors, LLC 34,923 34,923 $1M — TRIM -4% 3 3 OSAIC HOLDINGS, INC. 27,353 27,353 $885,687 — TRIM -4% 4 4 Sunbelt Securities, Inc. 23,231 23,231 $752,289 — — 5 5 First Commonwealth Financial Corp /PA/ 22,605 22,605 $732,007 — ADD 4% 6 6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,438 19,438 $629,451 — NEW 7 7 Wood Tarver Financial Group, LLC 12,050 12,050 $390,000 — — 8 8 Foundations Investment Advisors, LLC 9,396 9,396 $304,266 — — 9 9 HighTower Advisors, LLC 8,370 8,370 $271,042 — TRIM -7% 10 10 Garden State Investment Advisory Services LLC 6,615 6,615 $214,210 — TRIM -13% 11 11 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,700 2,700 $87,433 — — 12 12 Pinnacle Wealth Planning Services, Inc. 2,140 2,140 $69,311 — — 13 13 Arax Advisory Partners 1,796 1,796 $58,159 — TRIM -26% 14 14 Steward Partners Investment Advisory, LLC 1,684 1,684 $54,532 — — 15 15 BARCLAYS PLC 494 494 $15,997 — TRIM -38% 16 16 MORGAN STANLEY 190 190 $6,153 — — 17 17 EverSource Wealth Advisors, LLC 80 80 $2,591 — — 18 18 CoreCap Advisors, LLC 22 22 $712 — — 19 19 Allworth Financial LP 19 19 $616 — — 20 20 IFP Advisors, Inc 10 10 $324 — —
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 Welch Financial Planning, LLC — — — — 45K 47K $2M Millington Financial Advisors, LLC 25K 25K 37K 42K 36K 35K $1M OSAIC HOLDINGS, INC. 31K 29K 29K 29K 28K 27K $885,687 Sunbelt Securities, Inc. 28K 28K 28K 29K 24K 23K $752,289 First Commonwealth Financial Corp /PA/ 11K 16K 19K 22K 22K 23K $732,007 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8K 19K — — — 19K $629,451 Wood Tarver Financial Group, LLC 5K 8K 10K 10K 12K 12K $390,000 Foundations Investment Advisors, LLC — — — — 9K 9K $304,266 HighTower Advisors, LLC — 9K 9K 9K 9K 8K $271,042 Garden State Investment Advisory Services LLC — — — — 8K 7K $214,210 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3K 3K 3K 3K 3K 3K $87,433 Pinnacle Wealth Planning Services, Inc. — — — — 2K 2K $69,311 Arax Advisory Partners 2K 2K 2K — 2K 2K $58,159 Steward Partners Investment Advisory, LLC — — — — 2K 2K $54,532 BARCLAYS PLC 480 5K 5K 5K 794 494 $15,997
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 23 6 2021-Q4 2026-Q1 2021-Q4 · 6 holders · % suppressed/unavailable 2022-Q1 · 8 holders · % suppressed/unavailable 2022-Q2 · 9 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 16 holders · % suppressed/unavailable 2023-Q1 · 16 holders · % suppressed/unavailable 2023-Q2 · 16 holders · % suppressed/unavailable 2023-Q3 · 9 holders · % suppressed/unavailable 2023-Q4 · 14 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 13 holders · % suppressed/unavailable 2024-Q3 · 14 holders · % suppressed/unavailable 2024-Q4 · 15 holders · % suppressed/unavailable 2025-Q1 · 15 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 19 holders · % suppressed/unavailable 2025-Q4 · 23 holders · % suppressed/unavailable 2026-Q1 · 20 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 20 220,106 — $7M 2025-Q4 23 262,985 — $9M 2025-Q3 19 310,603 — $10M 2025-Q2 15 238,870 — $7M 2025-Q1 15 213,157 — $6M 2024-Q4 15 174,413 — $5M 2024-Q3 14 353,625 — $10M 2024-Q2 13 438,371 — $12M 2024-Q1 14 512,560 — $14M 2023-Q4 14 586,653 — $16M 2023-Q3 9 289,667 — $7M 2023-Q2 16 646,849 — $16M 2023-Q1 16 756,720 — $17M
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.
