Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,950,995
Top holders largest 31 of 31 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 SIT INVESTMENT ASSOCIATES INC 923,460 923,460 $11M — — 2 2 Focus Partners Wealth 450,151 450,151 $5M — TRIM -6% 3 3 Almitas Capital LLC 355,089 355,089 $4M — — 4 4 Beverly Hills Private Wealth, LLC 336,342 336,342 $4M — — 5 5 Hara Capital LLC 303,989 303,989 $3M — ADD 5% 6 6 1607 Capital Partners, LLC 105,609 105,609 $1M — ADD 10% 7 7 MORGAN STANLEY 82,776 82,776 $947,787 — ADD 3% 8 8 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 71,012 71,012 $813,087 — — 9 9 Avise Financial Cooperative, Inc. 47,028 47,028 $538,471 — — 10 10 LPL Financial LLC 37,283 37,283 $426,889 — ADD 109% 11 11 RIVERNORTH CAPITAL MANAGEMENT, LLC 36,405 36,405 $416,837 — TRIM -42% 12 12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,483 27,483 $314,680 — ADD 41% 13 13 Basepoint Wealth LLC 19,806 19,806 $226,779 — — 14 14 Karpus Management, Inc. 19,211 19,211 $219,966 — TRIM -9% 15 15 Corps Capital Advisors, LLC 19,000 19,000 $217,550 — — 16 16 Sanctuary Advisors, LLC 18,300 18,300 $209,535 — — 17 17 Corient Private Wealth LLC 17,541 17,541 $200,844 — TRIM -50% 18 18 Nuveen, LLC 16,077 16,077 $184,082 — — 19 19 Savvy Advisors, Inc. 14,545 14,545 $166,540 — — 20 20 Closed-End Fund Advisors, Inc. 14,433 14,433 $165,258 — — 21 21 Thomas J. Herzfeld Advisors, Inc. 13,654 13,654 $156,338 — NEW 22 22 MELFA WEALTH MANAGEMENT, INC. 10,939 10,939 $125,254 — — 23 23 Financial Gravity Asset Management, Inc. 3,232 3,232 $37,006 — NEW 24 24 OSAIC HOLDINGS, INC. 1,620 1,620 $18,560 — ADD 101% 25 25 Centennial Bank/AR/ 1,500 1,500 $17,175 — — 26 26 UBS Group AG 1,358 1,358 $15,549 — ADD 127% 27 27 Pinnacle Wealth Planning Services, Inc. 1,250 1,250 $14,313 — — 28 28 WFA of San Diego, LLC 1,000 1,000 $11,450 — — 29 29 WELLS FARGO & COMPANY/MN 501 501 $5,738 — — 30 30 Prestige Wealth Management Group LLC 400 400 $4,580 — — 31 31 FMR LLC 1 1 $11 — 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 SIT INVESTMENT ASSOCIATES INC 619K 910K 918K 921K 921K 923K $11M Focus Partners Wealth — 17K 17K 17K 481K 450K $5M Almitas Capital LLC 322K 310K 350K 702K 351K 355K $4M Beverly Hills Private Wealth, LLC 249K 306K 313K 309K 335K 336K $4M Hara Capital LLC 576K 248K 256K 275K 288K 304K $3M 1607 Capital Partners, LLC 211K 127K 124K 116K 96K 106K $1M MORGAN STANLEY 92K 90K 75K 79K 81K 83K $947,787 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 71K 71K 71K 71K 71K 71K $813,087 Avise Financial Cooperative, Inc. — — — — 47K 47K $538,471 LPL Financial LLC — — — — 18K 37K $426,889 RIVERNORTH CAPITAL MANAGEMENT, LLC 215K 116K 106K 106K 62K 36K $416,837 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22K 17K 19K 19K 19K 27K $314,680 Basepoint Wealth LLC 19K 19K 19K 19K 20K 20K $226,779 Karpus Management, Inc. — — — 12K 21K 19K $219,966 Corps Capital Advisors, LLC 19K 19K 19K 19K 19K 19K $217,550
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 33 17 2013-Q2 2026-Q1 2013-Q2 · 25 holders · % suppressed/unavailable 2013-Q3 · 21 holders · % suppressed/unavailable 2013-Q4 · 24 holders · % suppressed/unavailable 2014-Q1 · 24 holders · % suppressed/unavailable 2014-Q2 · 21 holders · % suppressed/unavailable 2014-Q3 · 22 holders · % suppressed/unavailable 2014-Q4 · 21 holders · % suppressed/unavailable 2015-Q1 · 22 holders · % suppressed/unavailable 2015-Q2 · 18 holders · % suppressed/unavailable 2015-Q3 · 19 holders · % suppressed/unavailable 2015-Q4 · 27 holders · % suppressed/unavailable 2016-Q1 · 26 holders · % suppressed/unavailable 2016-Q2 · 24 holders · % suppressed/unavailable 2016-Q3 · 25 holders · % suppressed/unavailable 2016-Q4 · 22 holders · % suppressed/unavailable 2017-Q1 · 17 holders · % suppressed/unavailable 2017-Q2 · 21 holders · % suppressed/unavailable 2017-Q3 · 24 holders · % suppressed/unavailable 2017-Q4 · 27 holders · % suppressed/unavailable 2018-Q1 · 31 holders · % suppressed/unavailable 2018-Q2 · 30 holders · % suppressed/unavailable 2018-Q3 · 30 holders · % suppressed/unavailable 2018-Q4 · 31 holders · % suppressed/unavailable 2019-Q1 · 29 holders · % suppressed/unavailable 2019-Q2 · 33 holders · % suppressed/unavailable 2019-Q3 · 30 holders · % suppressed/unavailable 2019-Q4 · 27 holders · % suppressed/unavailable 2020-Q1 · 25 holders · % suppressed/unavailable 2020-Q2 · 30 holders · % suppressed/unavailable 2020-Q3 · 28 holders · % suppressed/unavailable 2020-Q4 · 31 holders · % suppressed/unavailable 2021-Q1 · 29 holders · % suppressed/unavailable 2021-Q2 · 28 holders · % suppressed/unavailable 2021-Q3 · 27 holders · % suppressed/unavailable 2021-Q4 · 33 holders · % suppressed/unavailable 2022-Q1 · 30 holders · % suppressed/unavailable 2022-Q2 · 33 holders · % suppressed/unavailable 2022-Q3 · 26 holders · % suppressed/unavailable 2022-Q4 · 29 holders · % suppressed/unavailable 2023-Q1 · 30 holders · % suppressed/unavailable 2023-Q2 · 30 holders · % suppressed/unavailable 2023-Q3 · 31 holders · % suppressed/unavailable 2023-Q4 · 26 holders · % suppressed/unavailable 2024-Q1 · 28 holders · % suppressed/unavailable 2024-Q2 · 32 holders · % suppressed/unavailable 2024-Q3 · 30 holders · % suppressed/unavailable 2024-Q4 · 30 holders · % suppressed/unavailable 2025-Q1 · 26 holders · % suppressed/unavailable 2025-Q2 · 28 holders · % suppressed/unavailable 2025-Q3 · 28 holders · % suppressed/unavailable 2025-Q4 · 33 holders · % suppressed/unavailable 2026-Q1 · 31 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 31 2,950,995 — $34M 2025-Q4 33 3,105,816 — $35M 2025-Q3 28 3,385,371 — $39M 2025-Q2 28 2,881,430 — $32M 2025-Q1 26 2,870,653 — $32M 2024-Q4 30 3,193,821 — $36M
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.