Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,192,486
Top holders largest 20 of 20 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 427,398 427,398 $20M — NEW 2 2 Ramirez Asset Management, Inc. 285,076 285,076 $13M — ADD 62% 3 3 Altrius Capital Management Inc 200,516 200,516 $9M — ADD 3% 4 4 Boston Common Asset Management, LLC 111,298 111,298 $5M — TRIM -28% 5 5 RHUMBLINE ADVISERS 54,667 54,667 $3M — — 6 6 YOUSIF CAPITAL MANAGEMENT, LLC 46,237 46,237 $2M — — 7 7 Ativo Capital Management LLC 32,077 32,077 $1M — — 8 8 CARRET ASSET MANAGEMENT, LLC 18,275 18,275 $826,260 — — 9 9 GAMMA Investing LLC 8,874 8,874 $408,090 — ADD 11% 10 10 ATLAS CAPITAL ADVISORS INC. 4,812 4,812 $221,289 — — 11 11 Salomon & Ludwin, LLC 786 786 $36,824 — ADD 14% 12 12 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 740 740 $33,457 — — 13 13 Westside Investment Management, Inc. 656 656 $30,733 — — 14 14 RMG Wealth Management LLC 358 358 $16,561 — NEW 15 15 PNC FINANCIAL SERVICES GROUP, INC. 322 322 $14,808 — TRIM -19% 16 16 RESOURCES MANAGEMENT CORP /CT/ /ADV 252 252 $12,000 — — 17 17 IMA Advisory Services, Inc. 72 72 $3,311 — TRIM -17% 18 18 NBC SECURITIES, INC. 49 49 $2,215 — — 19 19 HANTZ FINANCIAL SERVICES, INC. 13 13 $1,000 — TRIM -48% 20 20 First Command Advisory Services, Inc. 8 8 $368 — 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 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC — — — — — 427K $20M Ramirez Asset Management, Inc. 130K 122K 172K 171K 176K 285K $13M Altrius Capital Management Inc 212K 188K 186K 172K 194K 201K $9M Boston Common Asset Management, LLC 165K 183K 184K 194K 155K 111K $5M RHUMBLINE ADVISERS 45K 46K 45K 44K 54K 55K $3M YOUSIF CAPITAL MANAGEMENT, LLC 49K 50K 55K 46K 46K 46K $2M Ativo Capital Management LLC 36K 36K 35K 34K 32K 32K $1M CARRET ASSET MANAGEMENT, LLC 20K 19K 19K 18K 18K 18K $826,260 GAMMA Investing LLC 5K 6K 8K 8K 8K 9K $408,090 ATLAS CAPITAL ADVISORS INC. 5K 5K 5K — 5K 5K $221,289 Salomon & Ludwin, LLC 35 35 58 740 689 786 $36,824 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 897 897 897 740 740 740 $33,457 Westside Investment Management, Inc. — — 328 656 656 656 $30,733 RMG Wealth Management LLC — — — — — 358 $16,561 PNC FINANCIAL SERVICES GROUP, INC. 2K 1K 833 423 398 322 $14,808
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 41 4 2013-Q1 2026-Q1 2013-Q1 · 4 holders · % suppressed/unavailable 2013-Q2 · 31 holders · % suppressed/unavailable 2013-Q3 · 31 holders · % suppressed/unavailable 2013-Q4 · 39 holders · % suppressed/unavailable 2014-Q1 · 41 holders · % suppressed/unavailable 2014-Q2 · 40 holders · % suppressed/unavailable 2014-Q3 · 41 holders · % suppressed/unavailable 2014-Q4 · 34 holders · % suppressed/unavailable 2015-Q1 · 37 holders · % suppressed/unavailable 2015-Q2 · 38 holders · % suppressed/unavailable 2015-Q3 · 36 holders · % suppressed/unavailable 2015-Q4 · 33 holders · % suppressed/unavailable 2016-Q1 · 32 holders · % suppressed/unavailable 2016-Q2 · 31 holders · % suppressed/unavailable 2016-Q3 · 27 holders · % suppressed/unavailable 2016-Q4 · 29 holders · % suppressed/unavailable 2017-Q1 · 28 holders · % suppressed/unavailable 2017-Q2 · 25 holders · % suppressed/unavailable 2017-Q3 · 28 holders · % suppressed/unavailable 2017-Q4 · 30 holders · % suppressed/unavailable 2018-Q1 · 27 holders · % suppressed/unavailable 2018-Q2 · 26 holders · % suppressed/unavailable 2018-Q3 · 27 holders · % suppressed/unavailable 2018-Q4 · 23 holders · % suppressed/unavailable 2019-Q1 · 27 holders · % suppressed/unavailable 2019-Q2 · 25 holders · % suppressed/unavailable 2019-Q3 · 21 holders · % suppressed/unavailable 2019-Q4 · 23 holders · % suppressed/unavailable 2020-Q1 · 20 holders · % suppressed/unavailable 2020-Q2 · 18 holders · % suppressed/unavailable 2020-Q3 · 17 holders · % suppressed/unavailable 2020-Q4 · 24 holders · % suppressed/unavailable 2021-Q1 · 22 holders · % suppressed/unavailable 2021-Q2 · 21 holders · % suppressed/unavailable 2021-Q3 · 17 holders · % suppressed/unavailable 2021-Q4 · 15 holders · % suppressed/unavailable 2022-Q1 · 15 holders · % suppressed/unavailable 2022-Q2 · 16 holders · % suppressed/unavailable 2022-Q3 · 16 holders · % suppressed/unavailable 2022-Q4 · 19 holders · % suppressed/unavailable 2023-Q1 · 19 holders · % suppressed/unavailable 2023-Q2 · 20 holders · % suppressed/unavailable 2023-Q3 · 21 holders · % suppressed/unavailable 2023-Q4 · 22 holders · % suppressed/unavailable 2024-Q1 · 22 holders · % suppressed/unavailable 2024-Q2 · 20 holders · % suppressed/unavailable 2024-Q3 · 17 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 21 holders · % suppressed/unavailable 2025-Q2 · 24 holders · % suppressed/unavailable 2025-Q3 · 18 holders · % suppressed/unavailable 2025-Q4 · 24 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 1,192,486 — $55M 2025-Q4 24 705,756 — $34M 2025-Q3 18 703,455 — $34M 2025-Q2 24 755,517 — $37M 2025-Q1 21 700,291 — $30M 2024-Q4 18 712,632 —
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.