Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
1,305,019
Top holders largest 10 of 10 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 HORIZON KINETICS ASSET MANAGEMENT LLC 912,064 912,064 $3M — ADD 5% 2 2 Moors & Cabot, Inc. 125,455 125,455 $411,492 — TRIM -2% 3 3 PECAUT & CO. 93,099 93,099 $305,366 — ADD 8% 4 4 OSAIC HOLDINGS, INC. 65,231 65,231 $213,959 — — 5 5 MORGAN STANLEY 43,792 43,792 $143,638 — TRIM -11% 6 6 RAYMOND JAMES FINANCIAL INC 27,518 27,518 $90,259 — NEW 7 7 Stratos Wealth Partners, LTD. 13,616 13,616 $44,663 — NEW 8 8 BARNES PETTEY FINANCIAL ADVISORS, LLC 12,289 12,289 $40,308 — — 9 9 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,955 9,955 $32,652 — ADD 204% 10 10 CALDWELL SUTTER CAPITAL, INC. 2,000 2,000 $6,560 — —
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 10 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 HORIZON KINETICS ASSET MANAGEMENT LLC 726K 801K 878K 818K 866K 912K $3M Moors & Cabot, Inc. 244K 143K 141K 128K 128K 125K $411,492 PECAUT & CO. 86K 86K 86K 86K 86K 93K $305,366 OSAIC HOLDINGS, INC. 75K 73K 70K 68K 66K 65K $213,959 MORGAN STANLEY 34K 67K 83K 41K 49K 44K $143,638 RAYMOND JAMES FINANCIAL INC — — 9K — — 28K $90,259 Stratos Wealth Partners, LTD. — — — — — 14K $44,663 BARNES PETTEY FINANCIAL ADVISORS, LLC 13K 13K 13K 12K 12K 12K $40,308 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110 — — — 3K 10K $32,652 CALDWELL SUTTER CAPITAL, INC. 2K 2K 2K 2K 2K 2K $6,560
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 15 6 2013-Q2 2026-Q1 2013-Q2 · 10 holders · % suppressed/unavailable 2013-Q3 · 9 holders · % suppressed/unavailable 2013-Q4 · 10 holders · % suppressed/unavailable 2014-Q1 · 9 holders · % suppressed/unavailable 2014-Q2 · 10 holders · % suppressed/unavailable 2014-Q3 · 11 holders · % suppressed/unavailable 2014-Q4 · 14 holders · % suppressed/unavailable 2015-Q1 · 13 holders · % suppressed/unavailable 2015-Q2 · 12 holders · % suppressed/unavailable 2015-Q3 · 12 holders · % suppressed/unavailable 2015-Q4 · 11 holders · % suppressed/unavailable 2016-Q1 · 10 holders · % suppressed/unavailable 2016-Q2 · 7 holders · % suppressed/unavailable 2016-Q3 · 6 holders · % suppressed/unavailable 2016-Q4 · 7 holders · % suppressed/unavailable 2017-Q1 · 8 holders · % suppressed/unavailable 2017-Q2 · 7 holders · % suppressed/unavailable 2017-Q3 · 10 holders · % suppressed/unavailable 2017-Q4 · 13 holders · % suppressed/unavailable 2018-Q1 · 14 holders · % suppressed/unavailable 2018-Q2 · 13 holders · % suppressed/unavailable 2018-Q3 · 13 holders · % suppressed/unavailable 2018-Q4 · 12 holders · % suppressed/unavailable 2019-Q1 · 9 holders · % suppressed/unavailable 2019-Q2 · 8 holders · % suppressed/unavailable 2019-Q3 · 8 holders · % suppressed/unavailable 2019-Q4 · 11 holders · % suppressed/unavailable 2020-Q1 · 12 holders · % suppressed/unavailable 2020-Q2 · 11 holders · % suppressed/unavailable 2020-Q3 · 10 holders · % suppressed/unavailable 2020-Q4 · 10 holders · % suppressed/unavailable 2021-Q1 · 9 holders · % suppressed/unavailable 2021-Q2 · 9 holders · % suppressed/unavailable 2021-Q3 · 11 holders · % suppressed/unavailable 2021-Q4 · 11 holders · % suppressed/unavailable 2022-Q1 · 12 holders · % suppressed/unavailable 2022-Q2 · 13 holders · % suppressed/unavailable 2022-Q3 · 12 holders · % suppressed/unavailable 2022-Q4 · 11 holders · % suppressed/unavailable 2023-Q1 · 12 holders · % suppressed/unavailable 2023-Q2 · 11 holders · % suppressed/unavailable 2023-Q3 · 13 holders · % suppressed/unavailable 2023-Q4 · 12 holders · % suppressed/unavailable 2024-Q1 · 14 holders · % suppressed/unavailable 2024-Q2 · 15 holders · % suppressed/unavailable 2024-Q3 · 12 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 8 holders · % suppressed/unavailable 2025-Q2 · 10 holders · % suppressed/unavailable 2025-Q3 · 8 holders · % suppressed/unavailable 2025-Q4 · 8 holders · % suppressed/unavailable 2026-Q1 · 10 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 10 1,305,019 — $4M 2025-Q4 8 1,212,612 — $3M 2025-Q3 8 1,167,977 — $3M 2025-Q2 10 1,288,302 — $3M 2025-Q1 8 1,188,224 — $3M 2024-Q4 10 1,207,825 — $3M
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.