Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
20.1%
Shares held (13F)
2,862,814
Top holders largest 24 of 24 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 BERKLEY W R CORP 919,661 919,661 $25M 6.45% — 2 2 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 910,113 910,113 $25M 6.38% TRIM -4% 3 3 AMERIPRISE FINANCIAL INC 310,683 310,683 $8M 2.18% — 4 4 CANNELL CAPITAL LLC 257,360 257,360 $7M 1.80% ADD 31% 5 5 RBF Capital, LLC 214,692 214,692 $6M 1.51% TRIM -50% 6 6 Boston Partners 153,779 153,779 $4M 1.08% ADD 2% 7 7 RAYMOND JAMES FINANCIAL INC 32,048 32,048 $872,667 0.22% NEW 8 8 HARBOR CAPITAL ADVISORS, INC. 23,692 23,692 $645,000 0.17% — 9 9 Quent Capital, LLC 10,363 10,363 $282,183 0.07% — 10 10 CITADEL ADVISORS LLC 9,061 9,061 $246,731 0.06% NEW 11 11 Flagship Capital Management Inc. 8,482 8,482 $230,965 0.06% — 12 12 State of Wyoming 5,993 5,993 $163,189 0.04% ADD 22% 13 13 MORGAN STANLEY 3,175 3,175 $86,455 0.02% TRIM -23% 14 14 CALDWELL SUTTER CAPITAL, INC. 1,200 1,200 $32,676 0.01% — 15 15 BARCLAYS PLC 1,107 1,107 $30,143 0.01% ADD 110600% 16 16 CITIGROUP INC 560 560 $15,249 0.00% NEW 17 17 Costello Asset Management, INC 380 380 $10,347 0.00% — 18 18 UBS Group AG 298 298 $8,115 0.00% ADD 181% 19 19 BlackRock, Inc. 114 114 $3,104 0.00% — 20 20 OSAIC HOLDINGS, INC. 43 43 $1,185 0.00% TRIM -74% 21 21 JPMORGAN CHASE & CO 4 4 $110 0.00% — 22 22 DEUTSCHE BANK AG\ 4 4 $109 0.00% — 23 23 WELLS FARGO & COMPANY/MN 1 1 $39 0.00% TRIM -50% 24 24 FMR LLC 1 1 $27 0.00% 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 BERKLEY W R CORP 920K 920K 920K 920K 920K 920K $25M HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.0M 999K 988K 974K 951K 910K $25M AMERIPRISE FINANCIAL INC 282K 296K 298K 300K 305K 311K $8M CANNELL CAPITAL LLC 246K 278K 282K 282K 196K 257K $7M RBF Capital, LLC 215K 215K 215K 215K 430K 215K $6M Boston Partners 104K 131K 131K 137K 150K 154K $4M RAYMOND JAMES FINANCIAL INC — — — — — 32K $872,667 HARBOR CAPITAL ADVISORS, INC. 29K 29K 29K 24K 24K 24K $645,000 Quent Capital, LLC 10K 10K 10K 10K 10K 10K $282,183 CITADEL ADVISORS LLC — 7K — — — 9K $246,731 Flagship Capital Management Inc. — — — — 8K 8K $230,965 State of Wyoming 2K 3K 5K 4K 5K 6K $163,189 MORGAN STANLEY 284 11K 1K 1K 4K 3K $86,455 CALDWELL SUTTER CAPITAL, INC. 2K 1K 1K 1K 1K 1K $32,676 BARCLAYS PLC 1 9 9 2 1 1K $30,143
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 59.5% 0.0% reporting 13F holders 55 1 2015-Q4 2026-Q1 2015-Q4 · 1 holders · 0.0% of shares out 2016-Q1 · 1 holders · 0.0% of shares out 2016-Q2 · 1 holders · 0.0% of shares out 2016-Q3 · 2 holders · 0.1% of shares out 2016-Q4 · 51 holders · 52.7% of shares out 2017-Q1 · 48 holders · 52.4% of shares out 2017-Q2 · 49 holders · 55.5% of shares out 2017-Q3 · 51 holders · 55.9% of shares out 2017-Q4 · 49 holders · 56.0% of shares out 2018-Q1 · 46 holders · 56.2% of shares out 2018-Q2 · 51 holders · 55.9% of shares out 2018-Q3 · 53 holders · 56.6% of shares out 2018-Q4 · 55 holders · 56.3% of shares out 2019-Q1 · 55 holders · 55.9% of shares out 2019-Q2 · 49 holders · 55.6% of shares out 2019-Q3 · 47 holders · 55.5% of shares out 2019-Q4 · 53 holders · 59.5% of shares out 2020-Q1 · 48 holders · 55.8% of shares out 2020-Q2 · 47 holders · 55.6% of shares out 2020-Q3 · 41 holders · 47.2% of shares out 2020-Q4 · 31 holders · 49.8% of shares out 2021-Q1 · 28 holders · 49.6% of shares out 2021-Q2 · 27 holders · 50.0% of shares out 2021-Q3 · 25 holders · 49.5% of shares out 2021-Q4 · 27 holders · 49.2% of shares out 2022-Q1 · 29 holders · 50.2% of shares out 2022-Q2 · 29 holders · 50.2% of shares out 2022-Q3 · 28 holders · 49.5% of shares out 2022-Q4 · 26 holders · 39.5% of shares out 2023-Q1 · 23 holders · 37.8% of shares out 2023-Q2 · 25 holders · 35.7% of shares out 2023-Q3 · 23 holders · 35.7% of shares out 2023-Q4 · 20 holders · 35.6% of shares out 2024-Q1 · 23 holders · 36.2% of shares out 2024-Q2 · 25 holders · 36.4% of shares out 2024-Q3 · 22 holders · 36.6% of shares out 2024-Q4 · 23 holders · 36.9% of shares out 2025-Q1 · 25 holders · 37.5% of shares out 2025-Q2 · 25 holders · 37.2% of shares out 2025-Q3 · 23 holders · 37.1% of shares out 2025-Q4 · 23 holders · 21.2% of shares out 2026-Q1 · 24 holders · 20.1% 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 24 2,862,814 20.1% $78M 2025-Q4 23 3,022,464 21.2% $86M 2025-Q3 23 5,292,932 37.1% $154M 2025-Q2 25 5,304,685 37.2% $166M 2025-Q1 25
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.
