Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
7.6%
Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Rodgers Brothers Inc. 36,750 36,750 $380,263 1.79% — 2 2 DIMENSIONAL FUND ADVISORS LP 27,319 27,319 $282,678 1.33% TRIM -3% 3 3 Stokes Family Office, LLC 18,264 18,264 $188,983 0.89% — 4 4 VANGUARD CAPITAL MANAGEMENT LLC 12,151 12,151 $125,726 0.59% NEW 5 5 GEODE CAPITAL MANAGEMENT, LLC 12,087 12,087 $125,120 0.59% — 6 6 PFG Investments, LLC 10,830 10,830 $112,061 0.53% — 7 7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,523 10,523 $108,885 0.51% TRIM -26% 8 8 Financial Management Professionals, Inc. 9,475 9,475 $98,041 0.46% — 9 9 VANGUARD FIDUCIARY TRUST CO 8,272 8,272 $85,590 0.40% NEW 10 10 BFSG, LLC 3,260 3,260 $33,733 0.16% — 11 11 MORGAN STANLEY 3,233 3,233 $33,453 0.16% — 12 12 UBS Group AG 2,464 2,464 $25,495 0.12% TRIM -46% 13 13 OSAIC HOLDINGS, INC. 1,400 1,400 $14,490 0.07% — 14 14 Advisory Services Network, LLC 348 348 $3,601 0.02% NEW 15 15 Olistico Wealth, LLC 339 339 $3,508 0.02% — 16 16 WELLS FARGO & COMPANY/MN 1 1 $6 0.00% — 17 17 ROYAL BANK OF CANADA 1 1 $0 0.00% —
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 Rodgers Brothers Inc. 39K 39K 37K 37K 37K 37K $380,263 DIMENSIONAL FUND ADVISORS LP 27K 27K 27K 27K 28K 27K $282,678 Stokes Family Office, LLC 29K 29K 18K 18K 18K 18K $188,983 VANGUARD CAPITAL MANAGEMENT LLC — — — — — 12K $125,726 GEODE CAPITAL MANAGEMENT, LLC 11K 12K 12K 12K 12K 12K $125,120 PFG Investments, LLC 12K 12K 12K 12K 11K 11K $112,061 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12K 11K 11K 16K 14K 11K $108,885 Financial Management Professionals, Inc. 9K 9K 9K 9K 9K 9K $98,041 VANGUARD FIDUCIARY TRUST CO — — — — — 8K $85,590 BFSG, LLC 4K 4K 4K 4K 3K 3K $33,733 MORGAN STANLEY 3K 3K 3K 3K 3K 3K $33,453 UBS Group AG — 4K 8K 7K 5K 2K $25,495 OSAIC HOLDINGS, INC. 2K 2K 1K 1K 1K 1K $14,490 Advisory Services Network, LLC — — — 1K — 348 $3,601 Olistico Wealth, LLC 339 339 339 — 339 339 $3,508
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 % of shares outstanding held 15.6% 4.6% reporting 13F holders 19 6 2013-Q2 2026-Q1 2013-Q2 · 9 holders · 6.4% of shares out 2013-Q3 · 8 holders · 6.5% of shares out 2013-Q4 · 10 holders · 6.6% of shares out 2014-Q1 · 8 holders · 6.3% of shares out 2014-Q2 · 6 holders · 5.2% of shares out 2014-Q3 · 7 holders · 5.2% of shares out 2014-Q4 · 8 holders · 5.2% of shares out 2015-Q1 · 9 holders · 9.1% of shares out 2015-Q2 · 9 holders · 9.1% of shares out 2015-Q3 · 8 holders · 9.3% of shares out 2015-Q4 · 7 holders · 8.9% of shares out 2016-Q1 · 10 holders · 9.4% of shares out 2016-Q2 · 10 holders · 9.3% of shares out 2016-Q3 · 10 holders · 9.4% of shares out 2016-Q4 · 9 holders · 9.2% of shares out 2017-Q1 · 10 holders · 9.2% of shares out 2017-Q2 · 10 holders · 9.1% of shares out 2017-Q3 · 10 holders · 9.0% of shares out 2017-Q4 · 11 holders · 9.1% of shares out 2018-Q1 · 11 holders · 9.1% of shares out 2018-Q2 · 12 holders · 9.3% of shares out 2018-Q3 · 12 holders · 9.5% of shares out 2018-Q4 · 10 holders · 8.9% of shares out 2019-Q1 · 10 holders · 8.9% of shares out 2019-Q2 · 10 holders · 8.2% of shares out 2019-Q3 · 11 holders · 8.0% of shares out 2019-Q4 · 11 holders · 8.0% of shares out 2020-Q1 · 11 holders · 7.4% of shares out 2020-Q2 · 10 holders · 4.6% of shares out 2020-Q3 · 10 holders · 4.6% of shares out 2020-Q4 · 10 holders · 4.7% of shares out 2021-Q1 · 9 holders · 4.7% of shares out 2021-Q2 · 11 holders · 5.1% of shares out 2021-Q3 · 10 holders · 4.9% of shares out 2021-Q4 · 11 holders · 4.9% of shares out 2022-Q1 · 14 holders · 6.1% of shares out 2022-Q2 · 13 holders · 6.0% of shares out 2022-Q3 · 13 holders · 6.2% of shares out 2022-Q4 · 16 holders · 6.4% of shares out 2023-Q1 · 15 holders · 7.9% of shares out 2023-Q2 · 14 holders · 9.6% of shares out 2023-Q3 · 16 holders · 8.7% of shares out 2023-Q4 · 19 holders · 15.6% of shares out 2024-Q1 · 18 holders · 8.9% of shares out 2024-Q2 · 19 holders · 8.9% of shares out 2024-Q3 · 18 holders · 8.3% of shares out 2024-Q4 · 17 holders · 8.6% of shares out 2025-Q1 · 18 holders · 7.6% of shares out 2025-Q2 · 19 holders · 7.1% of shares out 2025-Q3 · 18 holders · 8.0% of shares out 2025-Q4 · 17 holders · 7.7% of shares out 2026-Q1 · 17 holders · 7.6% of shares out Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
Quarter Holders Shares held % shares out Value held 2026-Q1 17 156,717 7.6% $2M 2025-Q4 17 158,817
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.
