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 MOODY LYNN LIEBERSON & WALKER, LLC 8,076 8,076 $376,591 — — 2 2 Coston, McIsaac & Partners 4,904 4,904 $228,000 — NEW 3 3 Westside Investment Management, Inc. 1,292 1,292 $60,919 — — 4 4 Financial Gravity Asset Management, Inc. 1,175 1,175 $54,809 — —
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 7 2 2013-Q2 2026-Q1 2013-Q2 · 3 holders · % suppressed/unavailable 2013-Q3 · 3 holders · % suppressed/unavailable 2013-Q4 · 3 holders · % suppressed/unavailable 2014-Q1 · 3 holders · % suppressed/unavailable 2014-Q2 · 3 holders · % suppressed/unavailable 2014-Q3 · 4 holders · % suppressed/unavailable 2014-Q4 · 4 holders · % suppressed/unavailable 2015-Q1 · 5 holders · % suppressed/unavailable 2015-Q2 · 3 holders · % suppressed/unavailable 2015-Q3 · 3 holders · % suppressed/unavailable 2015-Q4 · 4 holders · % suppressed/unavailable 2016-Q1 · 3 holders · % suppressed/unavailable 2016-Q2 · 5 holders · % suppressed/unavailable 2016-Q3 · 5 holders · % suppressed/unavailable 2016-Q4 · 4 holders · % suppressed/unavailable 2017-Q1 · 5 holders · % suppressed/unavailable 2017-Q2 · 4 holders · % suppressed/unavailable 2017-Q3 · 4 holders · % suppressed/unavailable 2017-Q4 · 5 holders · % suppressed/unavailable 2018-Q1 · 4 holders · % suppressed/unavailable 2018-Q2 · 6 holders · % suppressed/unavailable 2018-Q3 · 4 holders · % suppressed/unavailable 2018-Q4 · 7 holders · % suppressed/unavailable 2019-Q1 · 7 holders · % suppressed/unavailable 2019-Q2 · 5 holders · % suppressed/unavailable 2019-Q3 · 4 holders · % suppressed/unavailable 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q1 · 3 holders · % suppressed/unavailable 2020-Q2 · 3 holders · % suppressed/unavailable 2020-Q3 · 3 holders · % suppressed/unavailable 2020-Q4 · 4 holders · % suppressed/unavailable 2021-Q1 · 5 holders · % suppressed/unavailable 2021-Q2 · 5 holders · % suppressed/unavailable 2021-Q3 · 6 holders · % suppressed/unavailable 2021-Q4 · 7 holders · % suppressed/unavailable 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 6 holders · % suppressed/unavailable 2022-Q4 · 5 holders · % suppressed/unavailable 2023-Q1 · 5 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 6 holders · % suppressed/unavailable 2023-Q4 · 7 holders · % suppressed/unavailable 2024-Q1 · 5 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 6 holders · % suppressed/unavailable 2024-Q4 · 6 holders · % suppressed/unavailable 2025-Q1 · 5 holders · % suppressed/unavailable 2025-Q2 · 4 holders · % suppressed/unavailable 2025-Q3 · 6 holders · % suppressed/unavailable 2025-Q4 · 6 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 15,447 — $720,319 2025-Q4 6 56,597 — $3M 2025-Q3 6 54,627 — $3M 2025-Q2 4 15,008 — $719,472 2025-Q1 5 54,215 — $2M 2024-Q4 6 58,293 — $3M 2024-Q3 6 68,768 — $3M 2024-Q2 7 74,282 — $3M 2024-Q1 5 73,587 — $3M 2023-Q4 7 202,812 — $6M 2023-Q3 6 169,291 — $5M 2023-Q2 5 39,523 — $1M 2023-Q1 5 49,793 — $1M 2022-Q4 5 84,724 — $2M 2022-Q3 6 83,838 — $2M 2022-Q2 5 81,079 — $2M 2022-Q1 6 87,819 — $3M 2021-Q4 7 90,192
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.