Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
2,975,886
Top holders largest 28 of 28 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1,600,696 1.6M $72M — — 2 2 LAZARD ASSET MANAGEMENT LLC 377,351 377,351 $17M — TRIM -32% 3 3 Saba Capital Management, L.P. 218,139 218,139 $10M — ADD 213% 4 4 JBF Capital, Inc. 130,000 130,000 $6M — TRIM -8% 5 5 1607 Capital Partners, LLC 109,286 109,286 $5M — TRIM -4% 6 6 Allspring Global Investments Holdings, LLC 98,822 98,822 $4M — — 7 7 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 89,061 89,061 $4M — TRIM -63% 8 8 Matisse Capital 82,265 82,265 $4M — — 9 9 Mraz, Amerine & Associates, Inc. 67,780 67,780 $3M — — 10 10 MORGAN STANLEY 31,074 31,074 $1M — ADD 47% 11 11 Cornerstone Wealth Management, LLC 29,183 29,183 $1M — ADD 5% 12 12 WOLVERINE ASSET MANAGEMENT LLC 28,627 28,627 $1M — ADD 137% 13 13 ROYAL BANK OF CANADA 28,476 28,476 $1M — — 14 14 STRS OHIO 19,796 19,796 $888,840 — — 15 15 Shaker Financial Services, LLC 17,500 17,500 $785,750 — ADD 133% 16 16 Chemistry Wealth Management LLC 11,724 11,724 $526,392 — TRIM -3% 17 17 CSS LLC/IL 9,655 9,655 $433,510 — TRIM -24% 18 18 JANE STREET GROUP, LLC 8,917 8,917 $400,373 — NEW 19 19 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,001 6,001 $269,445 — TRIM -3% 20 20 MATHER GROUP, LLC. 4,794 4,794 $215,251 — NEW 21 21 PNC FINANCIAL SERVICES GROUP, INC. 1,470 1,470 $66,004 — — 22 22 WELLS FARGO & COMPANY/MN 1,404 1,404 $63,031 — ADD 8% 23 23 OSAIC HOLDINGS, INC. 1,096 1,096 $49,250 — ADD 7% 24 24 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 990 990 $44,451 — TRIM -9% 25 25 Center for Financial Planning, Inc. 500 500 $22,450 — — 26 26 Noble Wealth Management PBC 500 500 $22,450 — NEW 27 27 CWM, LLC 399 399 $17,915 — — 28 28 Thomas J. Herzfeld Advisors, Inc. 380 380 $17,062 — TRIM -37%
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 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1.0M 1.1M 1.3M 1.5M 1.6M 1.6M $72M LAZARD ASSET MANAGEMENT LLC 640K 595K 575K 558K 552K 377K $17M Saba Capital Management, L.P. — — 20K 32K 70K 218K $10M JBF Capital, Inc. 142K 142K 142K 142K 142K 130K $6M 1607 Capital Partners, LLC 327K 249K 235K 197K 114K 109K $5M Allspring Global Investments Holdings, LLC 240K 243K 206K 170K 97K 99K $4M PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO — 273K 258K 241K 241K 89K $4M Matisse Capital 16K 22K 82K 82K 82K 82K $4M Mraz, Amerine & Associates, Inc. 62K 65K 68K 68K 68K 68K $3M MORGAN STANLEY 46K 81K 50K 22K 21K 31K $1M Cornerstone Wealth Management, LLC — — 10K 25K 28K 29K $1M WOLVERINE ASSET MANAGEMENT LLC 73K 81K 3K — 12K 29K $1M ROYAL BANK OF CANADA 28K 28K 57K 28K 28K 28K $1M STRS OHIO 20K 20K 20K 20K 20K 20K $888,840 Shaker Financial Services, LLC — — — 8K 8K 18K $785,750
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 33 3 2013-Q1 2026-Q1 2013-Q1 · 3 holders · % suppressed/unavailable 2013-Q2 · 29 holders · % suppressed/unavailable 2013-Q3 · 28 holders · % suppressed/unavailable 2013-Q4 · 33 holders · % suppressed/unavailable 2014-Q1 · 29 holders · % suppressed/unavailable 2014-Q2 · 28 holders · % suppressed/unavailable 2014-Q3 · 28 holders · % suppressed/unavailable 2014-Q4 · 20 holders · % suppressed/unavailable 2015-Q1 · 25 holders · % suppressed/unavailable 2015-Q2 · 28 holders · % suppressed/unavailable 2015-Q3 · 28 holders · % suppressed/unavailable 2015-Q4 · 27 holders · % suppressed/unavailable 2016-Q1 · 27 holders · % suppressed/unavailable 2016-Q2 · 27 holders · % suppressed/unavailable 2016-Q3 · 30 holders · % suppressed/unavailable 2016-Q4 · 24 holders · % suppressed/unavailable 2017-Q1 · 26 holders · % suppressed/unavailable 2017-Q2 · 24 holders · % suppressed/unavailable 2017-Q3 · 25 holders · % suppressed/unavailable 2017-Q4 · 27 holders · % suppressed/unavailable 2018-Q1 · 24 holders · % suppressed/unavailable 2018-Q2 · 24 holders · % suppressed/unavailable 2018-Q3 · 23 holders · % suppressed/unavailable 2018-Q4 · 25 holders · % suppressed/unavailable 2019-Q1 · 23 holders · % suppressed/unavailable 2019-Q2 · 19 holders · % suppressed/unavailable 2019-Q3 · 20 holders · % suppressed/unavailable 2019-Q4 · 19 holders · % suppressed/unavailable 2020-Q1 · 18 holders · % suppressed/unavailable 2020-Q2 · 17 holders · % suppressed/unavailable 2020-Q3 · 19 holders · % suppressed/unavailable 2020-Q4 · 17 holders · % suppressed/unavailable 2021-Q1 · 19 holders · % suppressed/unavailable 2021-Q2 · 24 holders · % suppressed/unavailable 2021-Q3 · 23 holders · % suppressed/unavailable 2021-Q4 · 28 holders · % suppressed/unavailable 2022-Q1 · 27 holders · % suppressed/unavailable 2022-Q2 · 24 holders · % suppressed/unavailable 2022-Q3 · 22 holders · % suppressed/unavailable 2022-Q4 · 21 holders · % suppressed/unavailable 2023-Q1 · 21 holders · % suppressed/unavailable 2023-Q2 · 21 holders · % suppressed/unavailable 2023-Q3 · 23 holders · % suppressed/unavailable 2023-Q4 · 24 holders · % suppressed/unavailable 2024-Q1 · 25 holders · % suppressed/unavailable 2024-Q2 · 24 holders · % suppressed/unavailable 2024-Q3 · 23 holders · % suppressed/unavailable 2024-Q4 · 25 holders · % suppressed/unavailable 2025-Q1 · 26 holders · % suppressed/unavailable 2025-Q2 · 27 holders · % suppressed/unavailable 2025-Q3 · 27 holders · % suppressed/unavailable 2025-Q4 · 30 holders · % suppressed/unavailable 2026-Q1 · 28 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 28 2,975,886 — $134M 2025-Q4 30 3,143,812 — $114M 2025-Q3 27 3,095,701 — $95M 2025-Q2 27 3,089,526 — $83M 2025-Q1 26 2,926,714 — $58M 2024-Q4 25 2,661,766
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.