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 CONFLUENCE INVESTMENT MANAGEMENT LLC 29,563 29,563 $1M — ADD 41% 2 2 RHUMBLINE ADVISERS 23,375 23,375 $1M — ADD 7% 3 3 GAMMA Investing LLC 9,138 9,138 $462,840 — TRIM -6% 4 4 Salomon & Ludwin, LLC 1,254 1,254 $64,330 — ADD 183% 5 5 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 194 194 $9,826 — — 6 6 HANTZ FINANCIAL SERVICES, INC. 119 119 $6,000 — TRIM -26% 7 7 RICHARDSON FINANCIAL SERVICES INC. 9 9 $456 — —
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
Holder 2024-Q4 2025-Q1 2025-Q2 2025-Q3 2025-Q4 2026-Q1 Latest value CONFLUENCE INVESTMENT MANAGEMENT LLC — — 4K 22K 21K 30K $1M RHUMBLINE ADVISERS 23K 18K 19K 16K 22K 23K $1M GAMMA Investing LLC 4K 6K 9K 10K 10K 9K $462,840 Salomon & Ludwin, LLC 3 3 20 502 443 1K $64,330 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 21 215 215 — 194 194 $9,826 HANTZ FINANCIAL SERVICES, INC. — — — 119 160 119 $6,000 RICHARDSON FINANCIAL SERVICES INC. — 11 20 — 9 9 $456
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 14 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · % suppressed/unavailable 2013-Q2 · 10 holders · % suppressed/unavailable 2013-Q3 · 11 holders · % suppressed/unavailable 2013-Q4 · 10 holders · % suppressed/unavailable 2014-Q1 · 5 holders · % suppressed/unavailable 2014-Q2 · 4 holders · % suppressed/unavailable 2014-Q3 · 6 holders · % suppressed/unavailable 2014-Q4 · 4 holders · % suppressed/unavailable 2015-Q1 · 12 holders · % suppressed/unavailable 2015-Q2 · 14 holders · % suppressed/unavailable 2015-Q3 · 9 holders · % suppressed/unavailable 2015-Q4 · 11 holders · % suppressed/unavailable 2016-Q1 · 10 holders · % suppressed/unavailable 2016-Q2 · 9 holders · % suppressed/unavailable 2016-Q3 · 7 holders · % suppressed/unavailable 2016-Q4 · 7 holders · % suppressed/unavailable 2017-Q1 · 6 holders · % suppressed/unavailable 2017-Q2 · 5 holders · % suppressed/unavailable 2017-Q3 · 5 holders · % suppressed/unavailable 2017-Q4 · 7 holders · % suppressed/unavailable 2018-Q1 · 9 holders · % suppressed/unavailable 2018-Q2 · 6 holders · % suppressed/unavailable 2018-Q3 · 6 holders · % suppressed/unavailable 2018-Q4 · 10 holders · % suppressed/unavailable 2019-Q1 · 14 holders · % suppressed/unavailable 2019-Q2 · 11 holders · % suppressed/unavailable 2019-Q3 · 10 holders · % suppressed/unavailable 2019-Q4 · 10 holders · % suppressed/unavailable 2020-Q1 · 7 holders · % suppressed/unavailable 2020-Q2 · 9 holders · % suppressed/unavailable 2020-Q3 · 8 holders · % suppressed/unavailable 2020-Q4 · 9 holders · % suppressed/unavailable 2021-Q1 · 10 holders · % suppressed/unavailable 2021-Q2 · 8 holders · % suppressed/unavailable 2021-Q3 · 8 holders · % suppressed/unavailable 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 6 holders · % suppressed/unavailable 2022-Q2 · 8 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 9 holders · % suppressed/unavailable 2023-Q2 · 7 holders · % suppressed/unavailable 2023-Q3 · 7 holders · % suppressed/unavailable 2023-Q4 · 6 holders · % suppressed/unavailable 2024-Q1 · 7 holders · % suppressed/unavailable 2024-Q2 · 6 holders · % suppressed/unavailable 2024-Q3 · 6 holders · % suppressed/unavailable 2024-Q4 · 7 holders · % suppressed/unavailable 2025-Q1 · 9 holders · % suppressed/unavailable 2025-Q2 · 11 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 63,652 — $3M 2025-Q4 9 53,328 — $3M 2025-Q3 7 53,601 — $3M 2025-Q2 11 45,527 — $2M 2025-Q1 9 41,844 — $2M 2024-Q4 7 44,712 —
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.