Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 37 of 37 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Choate Investment Advisors 203,136 203,136 $7M — NEW 2 2 Hirtle & Co., LLC 149,300 149,300 $6M — TRIM -11% 3 3 Leith Wheeler Investment Counsel Ltd. 58,300 58,300 $2M — — 4 4 BROWN BROTHERS HARRIMAN & CO 54,611 54,611 $2M — ADD 19% 5 5 Curi Capital, LLC 48,072 48,072 $2M — ADD 12% 6 6 Chevy Chase Trust Holdings, LLC 46,570 46,570 $2M — NEW 7 7 Signet Private Wealth LLC 30,458 30,458 $1M — ADD 101% 8 8 Pioneer Wealth Management Group 23,032 23,032 $849,593 — ADD 24% 9 9 ROYAL BANK OF CANADA 22,970 22,970 $847,000 — — 10 10 HBK Sorce Advisory LLC 21,153 21,153 $837,767 — ADD 3% 11 11 Harpswell Capital Advisors, LLC 20,000 20,000 $737,738 — — 12 12 DAGCO, INC. 19,900 19,900 $734,049 — ADD 208% 13 13 COURIER CAPITAL LLC 14,989 14,989 $552,898 — ADD 6% 14 14 ENVESTNET ASSET MANAGEMENT INC 12,879 12,879 $475,053 — ADD 59% 15 15 Alesco Advisors, LLC, An ESL Co 11,850 11,850 $437,110 — TRIM -5% 16 16 Argent Trust Co 9,998 9,998 $368,795 — — 17 17 RFG Advisory, LLC 9,134 9,134 $336,925 — — 18 18 LPL Financial LLC 8,589 8,589 $316,822 — NEW 19 19 EverSource Wealth Advisors, LLC 8,342 8,342 $307,711 — ADD 2% 20 20 Hanson & Doremus Investment Management 8,314 8,314 $307,000 — ADD 14% 21 21 GOLDMAN SACHS GROUP INC 7,000 7,000 $258,208 — — 22 22 Integrated Wealth Concepts LLC 6,941 6,941 $256,033 — NEW 23 23 Gradient Investments LLC 6,862 6,862 $253,118 — — 24 24 Sound View Wealth Advisors Group, LLC 6,673 6,673 $246,146 — NEW 25 25 CITADEL ADVISORS LLC 6,613 6,613 $243,933 — NEW 26 26 UMB Bank, n.a. 6,296 6,296 $232,240 — — 27 27 eCIO, Inc. 5,930 5,930 $218,739 — NEW 28 28 SMITH, MOORE & CO. 5,778 5,778 $213,133 — — 29 29 OSAIC HOLDINGS, INC. 4,039 4,039 $148,987 — ADD 10% 30 30 CDKV HOLDINGS LLC 4,000 4,000 $147,548 — — 31 31 True Link Financial Advisors, LLC 3,961 3,961 $146,109 — NEW 32 32 MANNING & NAPIER ADVISORS LLC 3,489 3,489 $125,071 — NEW 33 33 TRUST CO OF TOLEDO NA /OH/ 2,385 2,385 $87,975 — ADD 6% 34 34 US BANCORP \DE\ 1,499 1,499 $55,294 — — 35 35 FIFTH THIRD BANCORP 1,436 1,436 $52,970 — NEW 36 36 MCF Advisors LLC 1,072 1,072 $39,529 — TRIM -53% 37 37 Aptus Capital Advisors, LLC 390 390 $14,386 — —
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 Choate Investment Advisors — — — — — 203K $7M Hirtle & Co., LLC 61K 139K 158K 131K 168K 149K $6M Leith Wheeler Investment Counsel Ltd. — 46K 52K 58K 58K 58K $2M BROWN BROTHERS HARRIMAN & CO — — — 25K 46K 55K $2M Curi Capital, LLC — — 40K 43K 43K 48K $2M Chevy Chase Trust Holdings, LLC — — — — — 47K $2M Signet Private Wealth LLC — — — — 15K 30K $1M Pioneer Wealth Management Group — 9K 16K 19K 19K 23K $849,593 ROYAL BANK OF CANADA 22K 22K 45K 23K 23K 23K $847,000 HBK Sorce Advisory LLC — — — — 20K 21K $837,767 Harpswell Capital Advisors, LLC — — — 20K 20K 20K $737,738 DAGCO, INC. — — 6K 6K 6K 20K $734,049 COURIER CAPITAL LLC — 13K 13K 13K 14K 15K $552,898 ENVESTNET ASSET MANAGEMENT INC 8K 8K 8K 8K 8K 13K $475,053 Alesco Advisors, LLC, An ESL Co 13K 13K 13K 13K 12K 12K $437,110
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 37 1 2021-Q1 2026-Q1 2021-Q1 · 1 holders · % suppressed/unavailable 2021-Q2 · 1 holders · % suppressed/unavailable 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 6 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 6 holders · % suppressed/unavailable 2023-Q2 · 7 holders · % suppressed/unavailable 2023-Q3 · 9 holders · % suppressed/unavailable 2023-Q4 · 13 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 8 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 19 holders · % suppressed/unavailable 2025-Q2 · 22 holders · % suppressed/unavailable 2025-Q3 · 24 holders · % suppressed/unavailable 2025-Q4 · 30 holders · % suppressed/unavailable 2026-Q1 · 37 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 37 855,961 — $32M 2025-Q4 30 583,611 — $22M 2025-Q3 24 417,875 — $15M 2025-Q2 22 543,154 — $19M 2025-Q1 19 462,718 — $16M 2024-Q4 17 320,146 — $10M 2024-Q3 11 72,997 — $2M 2024-Q2 8 65,114 — $2M 2024-Q1 14 403,340 — $13M 2023-Q4 13 405,063 — $12M 2023-Q3 9 371,747 — $10M 2023-Q2 7 385,296 — $11M 2023-Q1 6 342,801
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.
