Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Pettee Investors, Inc. 153,817 153,817 $7M — — 2 2 Hoya Capital Real Estate, LLC 47,043 47,043 $2M — TRIM -3% 3 3 GOLDMAN SACHS GROUP INC 14,458 14,458 $610,109 — — 4 4 Cetera Investment Advisers 7,148 7,148 $301,636 — ADD 8% 5 5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,697 6,697 $282,605 — NEW 6 6 Concurrent Investment Advisors, LLC 6,337 6,337 $267,413 — TRIM -50% 7 7 Zhang Financial LLC 5,701 5,701 $240,573 — — 8 8 US BANCORP \DE\ 4,300 4,300 $181,454 — — 9 9 Global Assets Advisory, LLC 3,432 3,432 $54,329 — NEW 10 10 UBS Group AG 1,262 1,262 $53,255 — ADD 280% 11 11 MORGAN STANLEY 1,219 1,219 $51,464 — ADD 121800% 12 12 Jackson, Grant Investment Advisers, Inc. 1,022 1,022 $43,127 — — 13 13 St. Johns Investment Management Company, LLC 135 135 $5,697 — — 14 14 SIGNATUREFD, LLC 134 134 $5,657 — — 15 15 Aptus Capital Advisors, LLC 89 89 $3,756 — — 16 16 Farther Finance Advisors, LLC 5 5 $211 — — 17 17 WELLS FARGO & COMPANY/MN 0 0 $5 — EXIT
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 Pettee Investors, Inc. 160K 154K 154K 154K 154K 154K $7M Hoya Capital Real Estate, LLC 47K 47K 47K 48K 48K 47K $2M GOLDMAN SACHS GROUP INC 14K 14K 14K 14K 14K 14K $610,109 Cetera Investment Advisers 6K 6K 6K 7K 7K 7K $301,636 SUSQUEHANNA INTERNATIONAL GROUP, LLP — 5K — — — 7K $282,605 Concurrent Investment Advisors, LLC — — 23K 16K 13K 6K $267,413 Zhang Financial LLC 6K 6K — 6K 6K 6K $240,573 US BANCORP \DE\ 4K 4K 4K 4K 4K 4K $181,454 Global Assets Advisory, LLC — — — — — 3K $54,329 UBS Group AG — 1K 1K 5 332 1K $53,255 MORGAN STANLEY 2 1 — 1 1 1K $51,464 Jackson, Grant Investment Advisers, Inc. 1K 1K 1K 1K 1K 1K $43,127 St. Johns Investment Management Company, LLC 135 135 135 135 135 135 $5,697 SIGNATUREFD, LLC 384 386 122 123 133 134 $5,657 Aptus Capital Advisors, LLC 89 89 89 89 89 89 $3,756
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 27 2 2019-Q1 2026-Q1 2019-Q1 · 2 holders · % suppressed/unavailable 2019-Q2 · 2 holders · % suppressed/unavailable 2019-Q3 · 3 holders · % suppressed/unavailable 2019-Q4 · 3 holders · % suppressed/unavailable 2020-Q1 · 4 holders · % suppressed/unavailable 2020-Q2 · 8 holders · % suppressed/unavailable 2020-Q3 · 11 holders · % suppressed/unavailable 2020-Q4 · 11 holders · % suppressed/unavailable 2021-Q1 · 11 holders · % suppressed/unavailable 2021-Q2 · 20 holders · % suppressed/unavailable 2021-Q3 · 21 holders · % suppressed/unavailable 2021-Q4 · 20 holders · % suppressed/unavailable 2022-Q1 · 27 holders · % suppressed/unavailable 2022-Q2 · 23 holders · % suppressed/unavailable 2022-Q3 · 20 holders · % suppressed/unavailable 2022-Q4 · 17 holders · % suppressed/unavailable 2023-Q1 · 15 holders · % suppressed/unavailable 2023-Q2 · 19 holders · % suppressed/unavailable 2023-Q3 · 20 holders · % suppressed/unavailable 2023-Q4 · 17 holders · % suppressed/unavailable 2024-Q1 · 16 holders · % suppressed/unavailable 2024-Q2 · 14 holders · % suppressed/unavailable 2024-Q3 · 18 holders · % suppressed/unavailable 2024-Q4 · 18 holders · % suppressed/unavailable 2025-Q1 · 20 holders · % suppressed/unavailable 2025-Q2 · 14 holders · % suppressed/unavailable 2025-Q3 · 17 holders · % suppressed/unavailable 2025-Q4 · 16 holders · % suppressed/unavailable 2026-Q1 · 17 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 17 252,799 — $11M 2025-Q4 16 252,699 — $11M 2025-Q3 17 276,655 — $13M 2025-Q2 14 263,143 — $11M 2025-Q1 20 281,950 — $13M 2024-Q4 18 331,940 — $15M 2024-Q3 18 368,986 — $19M 2024-Q2 14 384,574 — $16M 2024-Q1 16 376,092 — $17M 2023-Q4 17 378,072 — $16M 2023-Q3 20 353,569 —
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.