Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
3,364,822
Top holders largest 17 of 17 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 S&CO INC 2,497,466 2.5M $22M — — 2 2 Boston Common Asset Management, LLC 284,915 284,915 $3M — — 3 3 Ativo Capital Management LLC 175,955 175,955 $2M — ADD 42% 4 4 RHUMBLINE ADVISERS 174,926 174,926 $2M — — 5 5 DRW Securities, LLC 75,908 75,908 $702,149 — NEW 6 6 YOUSIF CAPITAL MANAGEMENT, LLC 65,055 65,055 $584,363 — TRIM -12% 7 7 GAMMA Investing LLC 43,866 43,866 $405,760 — ADD 6% 8 8 Calydon Capital 16,576 16,576 $153,328 — — 9 9 Canopy Partners, LLC 11,757 11,757 $108,752 — — 10 10 PNC FINANCIAL SERVICES GROUP, INC. 11,394 11,394 $105,395 — ADD 5% 11 11 Westside Investment Management, Inc. 3,732 3,732 $34,591 — — 12 12 KELLEHER FINANCIAL ADVISORS 1,501 1,501 $13,884 — TRIM -15% 13 13 Salomon & Ludwin, LLC 1,094 1,094 $10,140 — TRIM -44% 14 14 Ascentis Wealth Management, LLC 391 391 $3,616 — ADD 11% 15 15 IMA Advisory Services, Inc. 218 218 $2,016 — TRIM -11% 16 16 First Command Advisory Services, Inc. 38 38 $352 — NEW 17 17 HANTZ FINANCIAL SERVICES, INC. 30 30 $0 — TRIM -94%
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 S&CO INC 2.4M 2.4M 2.4M 2.6M 2.5M 2.5M $22M Boston Common Asset Management, LLC 343K 384K 347K 349K 286K 285K $3M Ativo Capital Management LLC — — — 132K 124K 176K $2M RHUMBLINE ADVISERS 155K 157K 155K 147K 175K 175K $2M DRW Securities, LLC — — — — — 76K $702,149 YOUSIF CAPITAL MANAGEMENT, LLC 95K 95K 89K 74K 74K 65K $584,363 GAMMA Investing LLC 31K 29K 35K 39K 41K 44K $405,760 Calydon Capital 20K 20K 44K 22K 17K 17K $153,328 Canopy Partners, LLC 12K 12K 12K 12K 12K 12K $108,752 PNC FINANCIAL SERVICES GROUP, INC. 14K 13K 11K 11K 11K 11K $105,395 Westside Investment Management, Inc. — — 2K 4K 4K 4K $34,591 KELLEHER FINANCIAL ADVISORS — — — 2K 2K 2K $13,884 Salomon & Ludwin, LLC — — 89 3K 2K 1K $10,140 Ascentis Wealth Management, LLC 371 371 352 352 352 391 $3,616 IMA Advisory Services, Inc. — — — — 245 218 $2,016
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 22 7 2019-Q3 2026-Q1 2019-Q3 · 22 holders · % suppressed/unavailable 2019-Q4 · 19 holders · % suppressed/unavailable 2020-Q1 · 15 holders · % suppressed/unavailable 2020-Q2 · 10 holders · % suppressed/unavailable 2020-Q3 · 14 holders · % suppressed/unavailable 2020-Q4 · 13 holders · % suppressed/unavailable 2021-Q1 · 20 holders · % suppressed/unavailable 2021-Q2 · 15 holders · % suppressed/unavailable 2021-Q3 · 14 holders · % suppressed/unavailable 2021-Q4 · 16 holders · % suppressed/unavailable 2022-Q1 · 13 holders · % suppressed/unavailable 2022-Q2 · 10 holders · % suppressed/unavailable 2022-Q3 · 7 holders · % suppressed/unavailable 2022-Q4 · 9 holders · % suppressed/unavailable 2023-Q1 · 10 holders · % suppressed/unavailable 2023-Q2 · 9 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 13 holders · % suppressed/unavailable 2024-Q2 · 14 holders · % suppressed/unavailable 2024-Q3 · 13 holders · % suppressed/unavailable 2024-Q4 · 17 holders · % suppressed/unavailable 2025-Q1 · 18 holders · % suppressed/unavailable 2025-Q2 · 20 holders · % suppressed/unavailable 2025-Q3 · 19 holders · % suppressed/unavailable 2025-Q4 · 22 holders · % suppressed/unavailable 2026-Q1 · 17 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 17 3,364,822 — $30M 2025-Q4 22 3,585,795 — $44M 2025-Q3 19 3,683,346 — $52M 2025-Q2 20 3,424,384 — $38M 2025-Q1 18 3,769,419 — $35M 2024-Q4 17 3,478,436 — $28M 2024-Q3 13 3,347,329 — $26M 2024-Q2 14 3,053,959 — $20M 2024-Q1 13 2,613,567 — $14M 2023-Q4 12 2,395,361 — $13M 2023-Q3 13 2,758,367 — $15M
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.