Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 11 of 11 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 LIBERTY WEALTH MANAGEMENT LLC 470,399 470,399 $5M — NEW 2 2 EVERETT HARRIS & CO /CA/ 82,252 82,252 $886,678 — — 3 3 Garton & Associates Financial Advisors LLC 65,019 65,019 $700,908 — TRIM -7% 4 4 CONNORS INVESTOR SERVICES INC 51,386 51,386 $553,936 — NEW 5 5 Redwood Wealth Management Group, LLC 49,440 49,440 $532,966 — — 6 6 OAKWORTH CAPITAL, INC. 34,763 34,763 $374,742 — — 7 7 PSI Advisors, LLC 15,332 15,332 $165,283 — NEW 8 8 FIRST MERCHANTS CORP 14,698 14,698 $158,447 — — 9 9 Financial Gravity Asset Management, Inc. 6,031 6,031 $65,011 — ADD 193% 10 10 McIlrath & Eck, LLC 4,712 4,712 $50,791 — NEW 11 11 Estabrook Capital Management 1,805 1,805 $19,458 — 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 11 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 LIBERTY WEALTH MANAGEMENT LLC — — — — — 470K $5M EVERETT HARRIS & CO /CA/ — 17K 82K 82K 82K 82K $886,678 Garton & Associates Financial Advisors LLC — — — — 70K 65K $700,908 CONNORS INVESTOR SERVICES INC — — 15K 22K — 51K $553,936 Redwood Wealth Management Group, LLC 55K 56K 56K 54K 49K 49K $532,966 OAKWORTH CAPITAL, INC. — — — 408 35K 35K $374,742 PSI Advisors, LLC — — 21K 18K — 15K $165,283 FIRST MERCHANTS CORP 15K 15K 15K 15K 15K 15K $158,447 Financial Gravity Asset Management, Inc. — 7K — 2K 2K 6K $65,011 McIlrath & Eck, LLC — — — — — 5K $50,791 Estabrook Capital Management — — — — — 2K $19,458
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 11 1 2014-Q2 2026-Q1 2014-Q2 · 1 holders · % suppressed/unavailable 2014-Q3 · 1 holders · % suppressed/unavailable 2014-Q4 · 3 holders · % suppressed/unavailable 2015-Q1 · 2 holders · % suppressed/unavailable 2015-Q2 · 2 holders · % suppressed/unavailable 2015-Q3 · 2 holders · % suppressed/unavailable 2015-Q4 · 2 holders · % suppressed/unavailable 2016-Q1 · 3 holders · % suppressed/unavailable 2016-Q2 · 3 holders · % suppressed/unavailable 2016-Q3 · 3 holders · % suppressed/unavailable 2016-Q4 · 2 holders · % suppressed/unavailable 2017-Q1 · 2 holders · % suppressed/unavailable 2017-Q2 · 1 holders · % suppressed/unavailable 2017-Q3 · 3 holders · % suppressed/unavailable 2017-Q4 · 2 holders · % suppressed/unavailable 2018-Q1 · 2 holders · % suppressed/unavailable 2018-Q2 · 2 holders · % suppressed/unavailable 2018-Q3 · 3 holders · % suppressed/unavailable 2018-Q4 · 4 holders · % suppressed/unavailable 2019-Q1 · 7 holders · % suppressed/unavailable 2019-Q2 · 5 holders · % suppressed/unavailable 2019-Q3 · 3 holders · % suppressed/unavailable 2019-Q4 · 4 holders · % suppressed/unavailable 2020-Q1 · 2 holders · % suppressed/unavailable 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 2 holders · % suppressed/unavailable 2020-Q4 · 4 holders · % suppressed/unavailable 2021-Q1 · 5 holders · % suppressed/unavailable 2021-Q2 · 6 holders · % suppressed/unavailable 2021-Q3 · 6 holders · % suppressed/unavailable 2021-Q4 · 7 holders · % suppressed/unavailable 2022-Q1 · 4 holders · % suppressed/unavailable 2022-Q2 · 3 holders · % suppressed/unavailable 2022-Q3 · 2 holders · % suppressed/unavailable 2022-Q4 · 4 holders · % suppressed/unavailable 2023-Q1 · 3 holders · % suppressed/unavailable 2023-Q2 · 4 holders · % suppressed/unavailable 2023-Q3 · 4 holders · % suppressed/unavailable 2023-Q4 · 6 holders · % suppressed/unavailable 2024-Q1 · 2 holders · % suppressed/unavailable 2024-Q2 · 3 holders · % suppressed/unavailable 2024-Q3 · 4 holders · % suppressed/unavailable 2024-Q4 · 5 holders · % suppressed/unavailable 2025-Q1 · 4 holders · % suppressed/unavailable 2025-Q2 · 8 holders · % suppressed/unavailable 2025-Q3 · 8 holders · % suppressed/unavailable 2025-Q4 · 7 holders · % suppressed/unavailable 2026-Q1 · 11 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 11 795,837 — $9M 2025-Q4 7 259,741 — $3M 2025-Q3 8 203,626 — $2M 2025-Q2 8 236,360 — $3M 2025-Q1 4 94,562 — $1M 2024-Q4 5 111,157 — $1M 2024-Q3 4 102,646 — $1M
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.