Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 7 of 7 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 KELLEHER FINANCIAL ADVISORS 67,910 67,910 $5M — — 2 2 Keystone Financial Group 60,732 60,732 $5M — NEW 3 3 Fulton Bank, N.A. 6,329 6,329 $466,347 — — 4 4 Transce3nd, LLC 698 698 $51,471 — — 5 5 OAKWORTH CAPITAL, INC. 476 476 $35,099 — — 6 6 McIlrath & Eck, LLC 465 465 $34,256 — NEW 7 7 RICHARDSON FINANCIAL SERVICES INC. 209 209 $15,374 — —
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 7 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 9 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 · 4 holders · % suppressed/unavailable 2014-Q2 · 4 holders · % suppressed/unavailable 2014-Q3 · 4 holders · % suppressed/unavailable 2014-Q4 · 4 holders · % suppressed/unavailable 2015-Q1 · 5 holders · % suppressed/unavailable 2015-Q2 · 6 holders · % suppressed/unavailable 2015-Q3 · 4 holders · % suppressed/unavailable 2015-Q4 · 5 holders · % suppressed/unavailable 2016-Q1 · 4 holders · % suppressed/unavailable 2016-Q2 · 5 holders · % suppressed/unavailable 2016-Q3 · 5 holders · % suppressed/unavailable 2016-Q4 · 5 holders · % suppressed/unavailable 2017-Q1 · 6 holders · % suppressed/unavailable 2017-Q2 · 5 holders · % suppressed/unavailable 2017-Q3 · 4 holders · % suppressed/unavailable 2017-Q4 · 2 holders · % suppressed/unavailable 2018-Q1 · 2 holders · % suppressed/unavailable 2018-Q2 · 4 holders · % suppressed/unavailable 2018-Q3 · 3 holders · % suppressed/unavailable 2018-Q4 · 4 holders · % suppressed/unavailable 2019-Q1 · 3 holders · % suppressed/unavailable 2019-Q2 · 3 holders · % suppressed/unavailable 2019-Q3 · 3 holders · % suppressed/unavailable 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q1 · 2 holders · % suppressed/unavailable 2020-Q2 · 2 holders · % suppressed/unavailable 2020-Q3 · 2 holders · % suppressed/unavailable 2020-Q4 · 4 holders · % suppressed/unavailable 2021-Q1 · 5 holders · % suppressed/unavailable 2021-Q2 · 4 holders · % suppressed/unavailable 2021-Q3 · 4 holders · % suppressed/unavailable 2021-Q4 · 5 holders · % suppressed/unavailable 2022-Q1 · 4 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 4 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 4 holders · % suppressed/unavailable 2023-Q2 · 6 holders · % suppressed/unavailable 2023-Q3 · 9 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 · 5 holders · % suppressed/unavailable 2025-Q1 · 5 holders · % suppressed/unavailable 2025-Q2 · 6 holders · % suppressed/unavailable 2025-Q3 · 7 holders · % suppressed/unavailable 2025-Q4 · 9 holders · % suppressed/unavailable 2026-Q1 · 7 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 7 136,819 — $11M 2025-Q4 9 86,123 — $7M 2025-Q3 7 77,607 — $7M 2025-Q2 6 16,439 — $1M 2025-Q1 5 29,720 — $2M 2024-Q4 5 10,993 — $818,646
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.