Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 4 of 4 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 NEVILLE RODIE & SHAW INC 7,733 7,733 $525,000 — — 2 2 Estabrook Capital Management 1,282 1,282 $87,073 — — 3 3 McIlrath & Eck, LLC 1,134 1,134 $77,037 — NEW 4 4 Financial Gravity Asset Management, Inc. 1,093 1,093 $74,244 — —
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 4 holders · shares held over 6 quarters green added · red trimmed6 12 24 Max
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 4 1 2013-Q2 2026-Q1 2013-Q2 · 1 holders · % suppressed/unavailable 2013-Q3 · 1 holders · % suppressed/unavailable 2013-Q4 · 1 holders · % suppressed/unavailable 2014-Q1 · 2 holders · % suppressed/unavailable 2015-Q1 · 1 holders · % suppressed/unavailable 2015-Q2 · 1 holders · % suppressed/unavailable 2015-Q3 · 1 holders · % suppressed/unavailable 2015-Q4 · 1 holders · % suppressed/unavailable 2016-Q1 · 1 holders · % suppressed/unavailable 2016-Q2 · 3 holders · % suppressed/unavailable 2016-Q3 · 2 holders · % suppressed/unavailable 2016-Q4 · 2 holders · % suppressed/unavailable 2017-Q1 · 2 holders · % suppressed/unavailable 2018-Q2 · 1 holders · % suppressed/unavailable 2018-Q3 · 1 holders · % suppressed/unavailable 2019-Q1 · 2 holders · % suppressed/unavailable 2019-Q2 · 2 holders · % suppressed/unavailable 2019-Q3 · 2 holders · % suppressed/unavailable 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q2 · 2 holders · % suppressed/unavailable 2020-Q3 · 2 holders · % suppressed/unavailable 2020-Q4 · 1 holders · % suppressed/unavailable 2021-Q1 · 1 holders · % suppressed/unavailable 2021-Q2 · 2 holders · % suppressed/unavailable 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q1 · 3 holders · % suppressed/unavailable 2022-Q2 · 3 holders · % suppressed/unavailable 2022-Q3 · 3 holders · % suppressed/unavailable 2022-Q4 · 3 holders · % suppressed/unavailable 2023-Q1 · 2 holders · % suppressed/unavailable 2023-Q2 · 1 holders · % suppressed/unavailable 2023-Q3 · 2 holders · % suppressed/unavailable 2023-Q4 · 2 holders · % suppressed/unavailable 2024-Q1 · 2 holders · % suppressed/unavailable 2024-Q2 · 2 holders · % suppressed/unavailable 2024-Q3 · 2 holders · % suppressed/unavailable 2024-Q4 · 2 holders · % suppressed/unavailable 2025-Q1 · 1 holders · % suppressed/unavailable 2025-Q2 · 2 holders · % suppressed/unavailable 2025-Q3 · 3 holders · % suppressed/unavailable 2025-Q4 · 3 holders · % suppressed/unavailable 2026-Q1 · 4 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 4 11,242 — $763,354 2025-Q4 3 10,108 — $690,102 2025-Q3 3 9,917 — $668,994 2025-Q2 2 8,379 — $572,606 2025-Q1 1 7,181 — $443,000 2024-Q4 2 8,844 — $546,852 2024-Q3 2 8,668 — $544,827 2024-Q2 2 8,408 — $518,077 2024-Q1 2 6,852 — $411,287 2023-Q4 2 6,852 — $371,163 2023-Q3 2 6,759 — $341,064 2023-Q2 1 6,650 — $350,000 2023-Q1 2 7,956 — $397,184 2022-Q4 3 13,850 — $659,537 2022-Q3 3 7,979 — $338,207 2022-Q2 3 17,043 — $776,380 2022-Q1 3 15,643 — $816,072 2021-Q4
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.