Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 18 of 18 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 OPAL CAPITAL LLC 99,268 99,268 $4M — NEW 2 2 First National Trust Co 93,099 93,099 $4M — — 3 3 RHUMBLINE ADVISERS 13,158 13,158 $537,760 — ADD 10% 4 4 ATLAS CAPITAL ADVISORS INC. 8,825 8,825 $360,677 — TRIM -29% 5 5 YOUSIF CAPITAL MANAGEMENT, LLC 8,670 8,670 $349,512 — — 6 6 GAMMA Investing LLC 7,547 7,547 $308,446 — ADD 6% 7 7 AdvisorShares Investments LLC 4,698 4,698 $192,007 — — 8 8 Ancora Advisors LLC 1,800 1,800 $73,566 — — 9 9 NBC SECURITIES, INC. 1,497 1,497 $60,348 — ADD 26% 10 10 PNC FINANCIAL SERVICES GROUP, INC. 540 540 $22,070 — ADD 79% 11 11 HANTZ FINANCIAL SERVICES, INC. 415 415 $17,000 — TRIM -23% 12 12 Ascentis Independent Advisors 414 414 $16,960 — NEW 13 13 Salomon & Ludwin, LLC 350 350 $14,252 — TRIM -20% 14 14 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 266 266 $10,871 — — 15 15 Westside Investment Management, Inc. 246 246 $10,017 — — 16 16 Lummis Asset Management, LP 151 151 $6,171 — — 17 17 First Command Advisory Services, Inc. 68 68 $2,791 — NEW 18 18 IMA Advisory Services, Inc. 57 57 $2,360 — TRIM -16%
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 OPAL CAPITAL LLC — — — — — 99K $4M First National Trust Co 80K 80K 93K 93K 93K 93K $4M RHUMBLINE ADVISERS 7K 7K 7K 7K 12K 13K $537,760 ATLAS CAPITAL ADVISORS INC. 8K 13K 12K — 12K 9K $360,677 YOUSIF CAPITAL MANAGEMENT, LLC 13K 13K 14K 9K 9K 9K $349,512 GAMMA Investing LLC 4K 5K 6K 7K 7K 8K $308,446 AdvisorShares Investments LLC 6K — 9K 9K 5K 5K $192,007 Ancora Advisors LLC 2K 2K 2K 2K 2K 2K $73,566 NBC SECURITIES, INC. — — 1K 1K 1K 1K $60,348 PNC FINANCIAL SERVICES GROUP, INC. 339 272 292 275 302 540 $22,070 HANTZ FINANCIAL SERVICES, INC. 683 541 504 536 536 415 $17,000 Ascentis Independent Advisors — — — — — 414 $16,960 Salomon & Ludwin, LLC — — 12 328 440 350 $14,252 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. — 266 266 — 266 266 $10,871 Westside Investment Management, Inc. — — — 246 246 246 $10,017
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 21 1 2015-Q4 2026-Q1 2015-Q4 · 1 holders · % suppressed/unavailable 2016-Q1 · 17 holders · % suppressed/unavailable 2016-Q2 · 18 holders · % suppressed/unavailable 2016-Q3 · 16 holders · % suppressed/unavailable 2016-Q4 · 14 holders · % suppressed/unavailable 2017-Q1 · 12 holders · % suppressed/unavailable 2017-Q2 · 14 holders · % suppressed/unavailable 2017-Q3 · 13 holders · % suppressed/unavailable 2017-Q4 · 16 holders · % suppressed/unavailable 2018-Q1 · 16 holders · % suppressed/unavailable 2018-Q2 · 17 holders · % suppressed/unavailable 2018-Q3 · 17 holders · % suppressed/unavailable 2018-Q4 · 15 holders · % suppressed/unavailable 2019-Q1 · 18 holders · % suppressed/unavailable 2019-Q2 · 16 holders · % suppressed/unavailable 2019-Q3 · 14 holders · % suppressed/unavailable 2019-Q4 · 19 holders · % suppressed/unavailable 2020-Q1 · 15 holders · % suppressed/unavailable 2020-Q2 · 13 holders · % suppressed/unavailable 2020-Q3 · 11 holders · % suppressed/unavailable 2020-Q4 · 11 holders · % suppressed/unavailable 2021-Q1 · 8 holders · % suppressed/unavailable 2021-Q2 · 7 holders · % suppressed/unavailable 2021-Q3 · 7 holders · % suppressed/unavailable 2021-Q4 · 10 holders · % suppressed/unavailable 2022-Q1 · 11 holders · % suppressed/unavailable 2022-Q2 · 15 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 11 holders · % suppressed/unavailable 2023-Q1 · 13 holders · % suppressed/unavailable 2023-Q2 · 16 holders · % suppressed/unavailable 2023-Q3 · 15 holders · % suppressed/unavailable 2023-Q4 · 14 holders · % suppressed/unavailable 2024-Q1 · 13 holders · % suppressed/unavailable 2024-Q2 · 15 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 15 holders · % suppressed/unavailable 2025-Q1 · 14 holders · % suppressed/unavailable 2025-Q2 · 18 holders · % suppressed/unavailable 2025-Q3 · 16 holders · % suppressed/unavailable 2025-Q4 · 21 holders · % suppressed/unavailable 2026-Q1 · 18 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 18 241,069 — $10M 2025-Q4 21 155,694 — $7M 2025-Q3 16 141,570 — $6M 2025-Q2 18 157,092 — $6M 2025-Q1 14 131,228 — $5M 2024-Q4 15 138,952 — $4M 2024-Q3 13 163,240 — $5M 2024-Q2 15 206,876 — $5M
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.