Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
0.1%
Top holders largest 10 of 10 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 First National Trust Co 113,837 113,837 $99,038 0.03% — 2 2 ALBERT D MASON INC 88,035 88,035 $76,590 0.02% TRIM -3% 3 3 Ancora Advisors LLC 60,169 60,169 $52,600 0.02% ADD 10% 4 4 CURIO WEALTH, LLC 20,161 20,161 $17,540 0.01% — 5 5 HANTZ FINANCIAL SERVICES, INC. 9,020 9,020 $8,000 0.00% — 6 6 Strategic Investment Solutions, Inc. /IL 1,408 1,408 $1,225 0.00% — 7 7 Ascentis Independent Advisors 1,300 1,300 $1,131 0.00% NEW 8 8 Hurley Capital, LLC 1,014 1,014 $882 0.00% NEW 9 9 THOMPSON INVESTMENT MANAGEMENT, INC. 725 725 $631 0.00% — 10 10 MassMutual Private Wealth & Trust, FSB 200 200 $174 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 10 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 First National Trust Co 114K 114K 114K 114K 114K 114K $99,038 ALBERT D MASON INC 93K 93K 93K 93K 91K 88K $76,590 Ancora Advisors LLC 68K 59K 55K 73K 55K 60K $52,600 CURIO WEALTH, LLC 40K 1 40K 40K 20K 20K $17,540 HANTZ FINANCIAL SERVICES, INC. 9K 9K 9K 9K 9K 9K $8,000 Strategic Investment Solutions, Inc. /IL 1K 1K 2K 1K 1K 1K $1,225 Ascentis Independent Advisors — — — — — 1K $1,131 Hurley Capital, LLC 1K 1K 1K 1K — 1K $882 THOMPSON INVESTMENT MANAGEMENT, INC. 725 725 725 725 725 725 $631 MassMutual Private Wealth & Trust, FSB 200 200 200 200 200 200 $174
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 0.3% 0.0% reporting 13F holders 16 2 2018-Q4 2026-Q1 2018-Q4 · 2 holders · 0.0% of shares out 2019-Q1 · 8 holders · 0.0% of shares out 2019-Q2 · 9 holders · 0.3% of shares out 2019-Q3 · 9 holders · 0.0% of shares out 2019-Q4 · 11 holders · 0.1% of shares out 2020-Q1 · 10 holders · 0.1% of shares out 2020-Q2 · 9 holders · 0.1% of shares out 2020-Q3 · 11 holders · 0.1% of shares out 2020-Q4 · 15 holders · 0.3% of shares out 2021-Q1 · 12 holders · 0.2% of shares out 2021-Q2 · 13 holders · 0.2% of shares out 2021-Q3 · 14 holders · 0.2% of shares out 2021-Q4 · 13 holders · 0.2% of shares out 2022-Q1 · 16 holders · 0.2% of shares out 2022-Q2 · 16 holders · 0.2% of shares out 2022-Q3 · 16 holders · 0.1% of shares out 2022-Q4 · 15 holders · 0.2% of shares out 2023-Q1 · 13 holders · 0.2% of shares out 2023-Q2 · 15 holders · 0.1% of shares out 2023-Q3 · 12 holders · 0.1% of shares out 2023-Q4 · 10 holders · 0.1% of shares out 2024-Q1 · 8 holders · 0.1% of shares out 2024-Q2 · 9 holders · 0.1% of shares out 2024-Q3 · 9 holders · 0.1% of shares out 2024-Q4 · 11 holders · 0.1% of shares out 2025-Q1 · 12 holders · 0.1% of shares out 2025-Q2 · 11 holders · 0.1% of shares out 2025-Q3 · 10 holders · 0.1% of shares out 2025-Q4 · 10 holders · 0.1% of shares out 2026-Q1 · 10 holders · 0.1% 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 10 295,869 0.1% $257,811 2025-Q4 10 347,485 0.1% $427,278 2025-Q3 10 335,961 0.1% $443,711 2025-Q2 11 332,509 0.1% $171,143 2025-Q1 12 328,563 0.1% $238,144 2024-Q4 11 439,155 0.1% $400,662 2024-Q3 9 290,766 0.1% $468,343 2024-Q2 9 296,636 0.1%
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.
