Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
14.1%
Shares held (13F)
5,140,247
Top holders largest 36 of 36 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Apis Capital Advisors, LLC 1,270,972 1.3M $1M 3.49% TRIM -15% 2 2 VANGUARD CAPITAL MANAGEMENT LLC 928,233 928,233 $761,151 2.55% NEW † 3 3 CHAPIN DAVIS, INC. 888,004 888,004 $728,166 2.44% — 4 4 TRUIST FINANCIAL CORP 326,200 326,200 $267,484 0.90% — 5 5 GEODE CAPITAL MANAGEMENT, LLC 313,508 313,508 $257,123 0.86% ADD 4% 6 6 BlackRock, Inc. 275,425 275,425 $225,849 0.76% ADD 2% 7 7 VANGUARD FIDUCIARY TRUST CO 139,478 139,478 $114,372 0.38% NEW 8 8 MARATHON CAPITAL MANAGEMENT 110,000 110,000 $90,200 0.30% ADD 29% 9 9 Sage Mountain Advisors LLC 106,564 106,564 $87,382 0.29% — 10 10 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 97,016 97,016 $79,553 0.27% TRIM -12% 11 11 RENAISSANCE TECHNOLOGIES LLC 81,665 81,665 $66,965 0.22% TRIM -45% 12 12 HighTower Advisors, LLC 79,469 79,469 $65,165 0.22% — 13 13 AlphaCore Capital LLC 72,311 72,311 $59,295 0.20% ADD 42% 14 14 AE Wealth Management LLC 53,756 53,756 $44,080 0.15% — 15 15 PERKINS CAPITAL MANAGEMENT INC 48,050 48,050 $39,401 0.13% TRIM -86% 16 16 STATE STREET CORP 42,550 42,550 $34,891 0.12% — 17 17 Pekin Hardy Strauss, Inc. 41,745 41,745 $34,231 0.11% — 18 18 LPL Financial LLC 33,038 33,038 $27,091 0.09% TRIM -26% 19 19 NORTHERN TRUST CORP 32,851 32,851 $26,938 0.09% TRIM -52% 20 20 Inlet Private Wealth, LLC 30,000 30,000 $24,600 0.08% — 21 21 Robertson Stephens Wealth Management, LLC 29,969 29,969 $24,575 0.08% — 22 22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,925 25,925 $21,259 0.07% NEW 23 23 TWO SIGMA SECURITIES, LLC 21,612 21,612 $17,722 0.06% ADD 4% 24 24 Black Diamond Financial, LLC 19,331 19,331 $15,851 0.05% NEW 25 25 CAPTRUST FINANCIAL ADVISORS 15,000 15,000 $12,300 0.04% — 26 26 COMMONWEALTH EQUITY SERVICES, LLC 12,579 12,579 $10,310 0.03% TRIM -44% 27 27 SIMPLEX TRADING, LLC 12,078 12,078 $9,903 0.03% ADD 13625% 28 28 HANCOCK WHITNEY CORP 11,111 11,111 $9,111 0.03% — 29 29 HOEY INVESTMENTS, INC 9,847 9,847 $8,075 0.03% — 30 30 Vanguard Global Advisers, LLC 7,385 7,385 $6,056 0.02% NEW 31 31 PNC FINANCIAL SERVICES GROUP, INC. 4,000 4,000 $3,280 0.01% — 32 32 MORGAN STANLEY 227 227 $186 0.00% — 33 33 WELLS FARGO & COMPANY/MN 178 178 $146 0.00% — 34 34 BARCLAYS PLC 72 72 $59 0.00% — 35 35 BNP PARIBAS FINANCIAL MARKETS 69 69 $57 0.00% — 36 36 JPMORGAN CHASE & CO 29 29 $21 0.00% —
† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.
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 Apis Capital Advisors, LLC — — — 1.5M 1.5M 1.3M $1M VANGUARD CAPITAL MANAGEMENT LLC — — — — — 928K $761,151 CHAPIN DAVIS, INC. 868K 843K 883K 932K 888K 888K $728,166 TRUIST FINANCIAL CORP 250K 250K 250K 326K 326K 326K $267,484 GEODE CAPITAL MANAGEMENT, LLC 240K 258K 259K 265K 302K 314K $257,123 BlackRock, Inc. 251K 250K 253K 255K 269K 275K $225,849 VANGUARD FIDUCIARY TRUST CO — — — — — 139K $114,372 MARATHON CAPITAL MANAGEMENT — — — 35K 85K 110K $90,200 Sage Mountain Advisors LLC 107K 107K 107K 107K 107K 107K $87,382 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. — — — 161K 110K 97K $79,553 RENAISSANCE TECHNOLOGIES LLC 25K 31K 48K 165K 148K 82K $66,965 HighTower Advisors, LLC 80K 80K 79K 79K 79K 79K $65,165 AlphaCore Capital LLC — — 51K 51K 51K 72K $59,295 AE Wealth Management LLC 49K 54K 54K 54K 54K 54K $44,080 PERKINS CAPITAL MANAGEMENT INC 48K 48K 48K 348K 344K 48K $39,401
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 16.1% 0.0% reporting 13F holders 56 1 2013-Q2 2026-Q1 2013-Q2 · 3 holders · 0.1% of shares out 2013-Q3 · 4 holders · 0.4% of shares out 2013-Q4 · 5 holders · 0.6% of shares out 2014-Q1 · 4 holders · 0.5% of shares out 2014-Q2 · 4 holders · 0.6% of shares out 2014-Q3 · 4 holders · 0.6% of shares out 2014-Q4 · 4 holders · 0.7% of shares out 2015-Q1 · 3 holders · 0.6% of shares out 2015-Q2 · 3 holders · 0.6% of shares out 2015-Q3 · 3 holders · 0.6% of shares out 2015-Q4 · 3 holders · 0.5% of shares out 2016-Q1 · 3 holders · 0.5% of shares out 2016-Q2 · 3 holders · 0.5% of shares out 2016-Q3 · 4 holders · 0.3% of shares out 2016-Q4 · 3 holders · 0.2% of shares out 2017-Q1 · 3 holders · 0.2% of shares out 2017-Q2 · 3 holders · 0.2% of shares out 2017-Q3 · 2 holders · 0.2% of shares out 2017-Q4 · 2 holders · 0.2% of shares out 2018-Q1 · 1 holders · 0.0% of shares out 2018-Q2 · 1 holders · 0.0% of shares out 2018-Q3 · 1 holders · 0.0% of shares out 2018-Q4 · 1 holders · 0.0% of shares out 2019-Q1 · 1 holders · 0.0% of shares out 2019-Q2 · 26 holders · 9.7% of shares out 2019-Q3 · 25 holders · 7.9% of shares out 2019-Q4 · 38 holders · 9.2% of shares out 2020-Q1 · 34 holders · 9.6% of shares out 2020-Q2 · 50 holders · 15.0% of shares out 2020-Q3 · 55 holders · 15.2% of shares out 2020-Q4 · 56 holders · 13.2% of shares out 2021-Q1 · 49 holders · 14.8% of shares out 2021-Q2 · 48 holders · 11.1% of shares out 2021-Q3 · 43 holders · 12.2% of shares out 2021-Q4 · 36 holders · 10.6% of shares out 2022-Q1 · 34 holders · 10.5% of shares out 2022-Q2 · 33 holders · 10.4% of shares out 2022-Q3 · 34 holders · 10.3% of shares out 2022-Q4 · 32 holders · 12.3% of shares out 2023-Q1 · 32 holders · 12.2% of shares out 2023-Q2 · 32 holders · 12.3% of shares out 2023-Q3 · 32 holders · 12.3% of shares out 2023-Q4 · 33 holders · 12.4% of shares out 2024-Q1 · 33 holders · 12.5% of shares out 2024-Q2 · 39 holders · 12.9% of shares out 2024-Q3 · 35 holders · 13.1% of shares out 2024-Q4 · 41 holders · 14.0% of shares out 2025-Q1 · 34 holders · 13.9% of shares out 2025-Q2 · 37 holders · 13.6% of shares out 2025-Q3 · 38 holders · 16.1% of shares out 2025-Q4 · 38 holders · 15.3% of shares out 2026-Q1 · 36 holders · 14.1% 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 36 5,140,247 14.1% $4M 2025-Q4 38 5,569,932
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.
Activists & large holders· Schedule 13D/G beneficial owners · DYAI Large holders — 13G, passive (top 1 by % of class)
Holder % of class Type As of Francisco Trust under agreement dated February 28, 1996 11.58% Passive 2025-12-23 SEC →
Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).
