Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 9 of 9 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Altrius Capital Management Inc 363,258 363,258 $9M — ADD 21% 2 2 HANTZ FINANCIAL SERVICES, INC. 57,663 57,663 $1M — ADD 7% 3 3 RHUMBLINE ADVISERS 33,068 33,068 $778,736 — ADD 7% 4 4 Sterling Capital Management LLC 22,941 22,941 $531,300 — ADD 14% 5 5 NBC SECURITIES, INC. 20,996 20,996 $486,246 — ADD 28% 6 6 GAMMA Investing LLC 2,834 2,834 $66,741 — — 7 7 PNC FINANCIAL SERVICES GROUP, INC. 1,516 1,516 $35,702 — ADD 8% 8 8 Salomon & Ludwin, LLC 1,164 1,164 $27,645 — ADD 171% 9 9 IMA Advisory Services, Inc. 26 26 $612 — TRIM -21%
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 9 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 Altrius Capital Management Inc — — — 296K 301K 363K $9M HANTZ FINANCIAL SERVICES, INC. 325 41K 48K 54K 54K 58K $1M RHUMBLINE ADVISERS 24K 26K 26K 25K 31K 33K $778,736 Sterling Capital Management LLC — 9K 19K 18K 20K 23K $531,300 NBC SECURITIES, INC. — — 14K 16K 16K 21K $486,246 GAMMA Investing LLC 2K 2K 2K 852 3K 3K $66,741 PNC FINANCIAL SERVICES GROUP, INC. 995 1K 1K 1K 1K 2K $35,702 Salomon & Ludwin, LLC 36 — 11 245 430 1K $27,645 IMA Advisory Services, Inc. — — — — 33 26 $612
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 15 7 2017-Q2 2026-Q1 2017-Q2 · 8 holders · % suppressed/unavailable 2017-Q3 · 8 holders · % suppressed/unavailable 2017-Q4 · 11 holders · % suppressed/unavailable 2018-Q1 · 10 holders · % suppressed/unavailable 2018-Q2 · 10 holders · % suppressed/unavailable 2018-Q3 · 10 holders · % suppressed/unavailable 2018-Q4 · 11 holders · % suppressed/unavailable 2019-Q1 · 10 holders · % suppressed/unavailable 2019-Q2 · 11 holders · % suppressed/unavailable 2019-Q3 · 12 holders · % suppressed/unavailable 2019-Q4 · 11 holders · % suppressed/unavailable 2020-Q1 · 13 holders · % suppressed/unavailable 2020-Q2 · 13 holders · % suppressed/unavailable 2020-Q3 · 12 holders · % suppressed/unavailable 2020-Q4 · 13 holders · % suppressed/unavailable 2021-Q1 · 14 holders · % suppressed/unavailable 2021-Q2 · 13 holders · % suppressed/unavailable 2021-Q3 · 12 holders · % suppressed/unavailable 2021-Q4 · 15 holders · % suppressed/unavailable 2022-Q1 · 15 holders · % suppressed/unavailable 2022-Q2 · 9 holders · % suppressed/unavailable 2022-Q3 · 9 holders · % suppressed/unavailable 2022-Q4 · 10 holders · % suppressed/unavailable 2023-Q1 · 13 holders · % suppressed/unavailable 2023-Q2 · 13 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 10 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 11 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 7 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 10 holders · % suppressed/unavailable 2025-Q3 · 8 holders · % suppressed/unavailable 2025-Q4 · 15 holders · % suppressed/unavailable 2026-Q1 · 9 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 9 503,466 — $12M 2025-Q4 15 433,034 — $14M 2025-Q3 8 411,369 — $12M 2025-Q2 10 118,694 — $4M 2025-Q1 9 204,619 — $6M 2024-Q4 7 126,052 — $4M 2024-Q3 9 127,519 — $6M 2024-Q2 11 1,270,176 — $51M 2024-Q1 14 1,267,665 — $58M 2023-Q4 10
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.