Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
0.1%
Top holders largest 8 of 8 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 OLD NATIONAL BANCORP /IN/ 19,506 19,506 $75,882 0.01% — 2 2 Carter Financial Group, INC. 23,162 23,162 $62,538 0.02% — 3 3 Financial Gravity Asset Management, Inc. 16,734 16,734 $45,182 0.01% ADD 28% 4 4 NBC SECURITIES, INC. 14,502 14,502 $39,156 0.01% — 5 5 Strengthening Families & Communities, LLC 10,398 10,398 $28,076 0.01% NEW 6 6 HANTZ FINANCIAL SERVICES, INC. 6,266 6,266 $17,000 0.00% — 7 7 RETIREMITTEN FINANCIAL LLC 2,471 2,471 $6,671 0.00% NEW 8 8 Main Street Group, LTD 521 521 $1,408 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 8 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 OLD NATIONAL BANCORP /IN/ — 20K 20K 20K 20K 20K $75,882 Carter Financial Group, INC. — — 25K — 23K 23K $62,538 Financial Gravity Asset Management, Inc. — 17K — 13K 13K 17K $45,182 NBC SECURITIES, INC. — — 15K 15K 15K 15K $39,156 Strengthening Families & Communities, LLC — — — 8K — 10K $28,076 HANTZ FINANCIAL SERVICES, INC. 6K 6K 6K 6K 6K 6K $17,000 RETIREMITTEN FINANCIAL LLC — — — — — 2K $6,671 Main Street Group, LTD 522 522 521 521 — 521 $1,408
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 0.2% 0.0% reporting 13F holders 9 1 2014-Q2 2026-Q1 2014-Q2 · 1 holders · 0.0% of shares out 2014-Q3 · 1 holders · 0.0% of shares out 2016-Q3 · 1 holders · 0.0% of shares out 2016-Q4 · 1 holders · 0.0% of shares out 2017-Q1 · 1 holders · 0.0% of shares out 2017-Q2 · 1 holders · 0.0% of shares out 2017-Q3 · 1 holders · 0.0% of shares out 2017-Q4 · 2 holders · 0.0% of shares out 2018-Q1 · 2 holders · 0.0% of shares out 2018-Q2 · 2 holders · 0.0% of shares out 2018-Q3 · 1 holders · 0.0% of shares out 2018-Q4 · 2 holders · 0.0% of shares out 2019-Q1 · 2 holders · 0.0% of shares out 2019-Q2 · 1 holders · 0.0% of shares out 2019-Q3 · 1 holders · 0.0% of shares out 2019-Q4 · 4 holders · 0.1% of shares out 2020-Q1 · 5 holders · 0.2% of shares out 2020-Q2 · 6 holders · 0.1% of shares out 2020-Q3 · 4 holders · 0.1% of shares out 2020-Q4 · 6 holders · 0.1% of shares out 2021-Q1 · 9 holders · 0.2% of shares out 2021-Q2 · 8 holders · 0.1% of shares out 2021-Q3 · 9 holders · 0.2% of shares out 2021-Q4 · 6 holders · 0.2% of shares out 2022-Q1 · 6 holders · 0.1% of shares out 2022-Q2 · 8 holders · 0.1% of shares out 2022-Q3 · 6 holders · 0.1% of shares out 2022-Q4 · 6 holders · 0.1% of shares out 2023-Q1 · 5 holders · 0.0% of shares out 2023-Q2 · 5 holders · 0.0% of shares out 2023-Q3 · 7 holders · 0.2% of shares out 2023-Q4 · 7 holders · 0.2% of shares out 2024-Q1 · 7 holders · 0.0% of shares out 2024-Q2 · 8 holders · 0.0% of shares out 2024-Q3 · 7 holders · 0.0% of shares out 2024-Q4 · 8 holders · 0.0% of shares out 2025-Q1 · 7 holders · 0.0% of shares out 2025-Q2 · 9 holders · 0.1% of shares out 2025-Q3 · 9 holders · 0.1% of shares out 2025-Q4 · 9 holders · 0.1% of shares out 2026-Q1 · 8 holders · 0.1% 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 8 93,560 0.1% $275,913 2025-Q4 9 89,662 0.1% $265,390 2025-Q3 9 80,780 0.1% $313,869 2025-Q2 9 100,835 0.1% $391,468 2025-Q1 7 62,197
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.
