Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 16 of 16 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 GREAT LAKES ADVISORS, LLC 6,126 6,126 $5M — TRIM -9% 2 2 CONFLUENCE INVESTMENT MANAGEMENT LLC 2,253 2,253 $2M — — 3 3 ATLAS CAPITAL ADVISORS INC. 1,291 1,291 $1M — — 4 4 RHUMBLINE ADVISERS 1,278 1,278 $990,843 — — 5 5 CHICAGO TRUST Co NA 1,095 1,095 $820,303 — TRIM -7% 6 6 YOUSIF CAPITAL MANAGEMENT, LLC 1,087 1,087 $814,311 — — 7 7 GAMMA Investing LLC 930 930 $721,038 — ADD 12% 8 8 Canopy Partners, LLC 300 300 $232,593 — NEW 9 9 Ancora Advisors LLC 103 103 $79,857 — ADD 10% 10 10 Westside Investment Management, Inc. 91 91 $72,345 — — 11 11 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 93 93 $69,670 — — 12 12 Salomon & Ludwin, LLC 75 75 $59,625 — ADD 70% 13 13 PNC FINANCIAL SERVICES GROUP, INC. 8 8 $6,202 — ADD 14% 14 14 HANTZ FINANCIAL SERVICES, INC. 8 8 $6,000 — — 15 15 IMA Advisory Services, Inc. 5 5 $3,876 — — 16 16 Ascentis Independent Advisors 5 5 $3,876 — 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 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 GREAT LAKES ADVISORS, LLC 4K 5K 6K 6K 7K 6K $5M CONFLUENCE INVESTMENT MANAGEMENT LLC 2K 2K 2K 2K 2K 2K $2M ATLAS CAPITAL ADVISORS INC. 1K 1K 1K — 1K 1K $1M RHUMBLINE ADVISERS 1K 1K 1K 1K 1K 1K $990,843 CHICAGO TRUST Co NA 544 799 1K 1K 1K 1K $820,303 YOUSIF CAPITAL MANAGEMENT, LLC 2K 1K 1K 1K 1K 1K $814,311 GAMMA Investing LLC 431 279 639 689 828 930 $721,038 Canopy Partners, LLC — — — — — 300 $232,593 Ancora Advisors LLC 94 — 94 94 94 103 $79,857 Westside Investment Management, Inc. — — 46 91 91 91 $72,345 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 115 115 115 93 93 93 $69,670 Salomon & Ludwin, LLC — — 2 40 44 75 $59,625 PNC FINANCIAL SERVICES GROUP, INC. 8 7 8 7 7 8 $6,202 HANTZ FINANCIAL SERVICES, INC. — — — 12 8 8 $6,000 IMA Advisory Services, Inc. — — — — 5 5 $3,876
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 23 3 2013-Q1 2026-Q1 2013-Q1 · 3 holders · % suppressed/unavailable 2013-Q2 · 23 holders · % suppressed/unavailable 2013-Q3 · 19 holders · % suppressed/unavailable 2013-Q4 · 18 holders · % suppressed/unavailable 2014-Q1 · 16 holders · % suppressed/unavailable 2014-Q2 · 18 holders · % suppressed/unavailable 2014-Q3 · 16 holders · % suppressed/unavailable 2014-Q4 · 13 holders · % suppressed/unavailable 2015-Q1 · 11 holders · % suppressed/unavailable 2015-Q2 · 13 holders · % suppressed/unavailable 2015-Q3 · 12 holders · % suppressed/unavailable 2015-Q4 · 10 holders · % suppressed/unavailable 2016-Q1 · 9 holders · % suppressed/unavailable 2016-Q2 · 8 holders · % suppressed/unavailable 2016-Q3 · 8 holders · % suppressed/unavailable 2016-Q4 · 7 holders · % suppressed/unavailable 2017-Q1 · 7 holders · % suppressed/unavailable 2017-Q2 · 8 holders · % suppressed/unavailable 2017-Q3 · 8 holders · % suppressed/unavailable 2017-Q4 · 8 holders · % suppressed/unavailable 2018-Q1 · 9 holders · % suppressed/unavailable 2018-Q2 · 10 holders · % suppressed/unavailable 2018-Q3 · 9 holders · % suppressed/unavailable 2018-Q4 · 11 holders · % suppressed/unavailable 2019-Q1 · 11 holders · % suppressed/unavailable 2019-Q2 · 11 holders · % suppressed/unavailable 2019-Q3 · 9 holders · % suppressed/unavailable 2019-Q4 · 10 holders · % suppressed/unavailable 2020-Q1 · 7 holders · % suppressed/unavailable 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 4 holders · % suppressed/unavailable 2020-Q4 · 5 holders · % suppressed/unavailable 2021-Q1 · 5 holders · % suppressed/unavailable 2021-Q2 · 4 holders · % suppressed/unavailable 2021-Q3 · 5 holders · % suppressed/unavailable 2021-Q4 · 6 holders · % suppressed/unavailable 2022-Q1 · 7 holders · % suppressed/unavailable 2022-Q2 · 6 holders · % suppressed/unavailable 2022-Q3 · 5 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 10 holders · % suppressed/unavailable 2023-Q2 · 10 holders · % suppressed/unavailable 2023-Q3 · 10 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 13 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 10 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 10 holders · % suppressed/unavailable 2025-Q2 · 15 holders · % suppressed/unavailable 2025-Q3 · 13 holders · % suppressed/unavailable 2025-Q4 · 16 holders · % suppressed/unavailable 2026-Q1 · 16 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 16 14,748 — $11M 2025-Q4 16 14,997 — $9M 2025-Q3 13 13,049 — $6M 2025-Q2 15 13,517 — $6M 2025-Q1 10 12,122 — $5M 2024-Q4 12 11,952 —
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.