Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,747,618
Top holders largest 18 of 18 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 FIRST MERCHANTS CORP 1,514,124 1.5M $35M — — 2 2 NEVILLE RODIE & SHAW INC 615,891 615,891 $14M — — 3 3 KELLEHER FINANCIAL ADVISORS 122,830 122,830 $3M — TRIM -8% 4 4 CARRET ASSET MANAGEMENT, LLC 102,272 102,272 $2M — TRIM -7% 5 5 Williams Jones Wealth Management, LLC. 99,302 99,302 $2M — TRIM -10% 6 6 Fairfield Financial Advisors, LTD 96,545 96,545 $2M — — 7 7 CENTRAL BANK & TRUST CO 42,956 42,956 $986,274 — — 8 8 Fulton Bank, N.A. 38,925 38,925 $893,720 — — 9 9 MOODY LYNN LIEBERSON & WALKER, LLC 25,738 25,738 $590,934 — ADD 75% 10 10 NORTHSTAR ASSET MANAGEMENT Co 18,838 18,838 $432,511 — — 11 11 Ethos Financial Group, LLC 14,211 14,211 $326,278 — — 12 12 Arvest Bank Trust Division 13,755 13,755 $315,818 — NEW 13 13 NORTH STAR ASSET MANAGEMENT INC 12,425 12,425 $285,271 — — 14 14 GREAT LAKES ADVISORS, LLC 11,274 11,274 $258,847 — — 15 15 L & S Advisors Inc 11,231 11,231 $257,856 — — 16 16 Coston, McIsaac & Partners 4,427 4,427 $101,000 — — 17 17 Financial Gravity Asset Management, Inc. 1,948 1,948 $44,737 — — 18 18 McIlrath & Eck, LLC 926 926 $21,271 — 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 FIRST MERCHANTS CORP 1.7M 1.7M 1.6M 1.6M 1.5M 1.5M $35M NEVILLE RODIE & SHAW INC 619K 615K 611K 603K 619K 616K $14M KELLEHER FINANCIAL ADVISORS — — — 138K 134K 123K $3M CARRET ASSET MANAGEMENT, LLC 106K 106K 106K 106K 110K 102K $2M Williams Jones Wealth Management, LLC. 119K 119K 111K 106K 110K 99K $2M Fairfield Financial Advisors, LTD 96K 97K 94K 94K 98K 97K $2M CENTRAL BANK & TRUST CO 43K 43K 43K 43K 43K 43K $986,274 Fulton Bank, N.A. 56K 56K 56K 56K 39K 39K $893,720 MOODY LYNN LIEBERSON & WALKER, LLC 14K 14K 15K 15K 15K 26K $590,934 NORTHSTAR ASSET MANAGEMENT Co 20K 20K 19K 19K 19K 19K $432,511 Ethos Financial Group, LLC 14K 14K 14K 14K 14K 14K $326,278 Arvest Bank Trust Division — — — — — 14K $315,818 NORTH STAR ASSET MANAGEMENT INC 11K 12K 13K 13K 13K 12K $285,271 GREAT LAKES ADVISORS, LLC 13K 11K 11K 11K 11K 11K $258,847 L & S Advisors Inc 13K 12K 11K 11K 11K 11K $257,856
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 26 13 2013-Q2 2026-Q1 2013-Q2 · 13 holders · % suppressed/unavailable 2013-Q3 · 14 holders · % suppressed/unavailable 2013-Q4 · 15 holders · % suppressed/unavailable 2014-Q1 · 14 holders · % suppressed/unavailable 2014-Q2 · 14 holders · % suppressed/unavailable 2014-Q3 · 14 holders · % suppressed/unavailable 2014-Q4 · 17 holders · % suppressed/unavailable 2015-Q1 · 18 holders · % suppressed/unavailable 2015-Q2 · 19 holders · % suppressed/unavailable 2015-Q3 · 17 holders · % suppressed/unavailable 2015-Q4 · 21 holders · % suppressed/unavailable 2016-Q1 · 19 holders · % suppressed/unavailable 2016-Q2 · 18 holders · % suppressed/unavailable 2016-Q3 · 18 holders · % suppressed/unavailable 2016-Q4 · 17 holders · % suppressed/unavailable 2017-Q1 · 16 holders · % suppressed/unavailable 2017-Q2 · 17 holders · % suppressed/unavailable 2017-Q3 · 17 holders · % suppressed/unavailable 2017-Q4 · 19 holders · % suppressed/unavailable 2018-Q1 · 17 holders · % suppressed/unavailable 2018-Q2 · 18 holders · % suppressed/unavailable 2018-Q3 · 22 holders · % suppressed/unavailable 2018-Q4 · 25 holders · % suppressed/unavailable 2019-Q1 · 23 holders · % suppressed/unavailable 2019-Q2 · 23 holders · % suppressed/unavailable 2019-Q3 · 26 holders · % suppressed/unavailable 2019-Q4 · 19 holders · % suppressed/unavailable 2020-Q1 · 20 holders · % suppressed/unavailable 2020-Q2 · 16 holders · % suppressed/unavailable 2020-Q3 · 18 holders · % suppressed/unavailable 2020-Q4 · 18 holders · % suppressed/unavailable 2021-Q1 · 18 holders · % suppressed/unavailable 2021-Q2 · 19 holders · % suppressed/unavailable 2021-Q3 · 20 holders · % suppressed/unavailable 2021-Q4 · 22 holders · % suppressed/unavailable 2022-Q1 · 17 holders · % suppressed/unavailable 2022-Q2 · 17 holders · % suppressed/unavailable 2022-Q3 · 16 holders · % suppressed/unavailable 2022-Q4 · 18 holders · % suppressed/unavailable 2023-Q1 · 15 holders · % suppressed/unavailable 2023-Q2 · 15 holders · % suppressed/unavailable 2023-Q3 · 16 holders · % suppressed/unavailable 2023-Q4 · 22 holders · % suppressed/unavailable 2024-Q1 · 18 holders · % suppressed/unavailable 2024-Q2 · 20 holders · % suppressed/unavailable 2024-Q3 · 18 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 17 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 18 holders · % suppressed/unavailable 2025-Q4 · 19 holders · % suppressed/unavailable 2026-Q1 · 18 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 18 2,747,618 — $63M 2025-Q4 19 2,771,849 — $67M 2025-Q3 18 2,836,486 — $70M 2025-Q2 15 2,751,915 — $64M 2025-Q1 17 2,860,336 — $57M 2024-Q4 17 2,911,600 — $61M
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.