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 Ramirez Asset Management, Inc. 30,667 30,667 $10M — ADD 17% 2 2 SCHOLTZ & COMPANY, LLC 15,447 15,447 $5M — TRIM -42% 3 3 RHUMBLINE ADVISERS 6,221 6,221 $2M — ADD 6% 4 4 Trivant Custom Portfolio Group, LLC 3,975 3,975 $1M — — 5 5 CONFLUENCE INVESTMENT MANAGEMENT LLC 3,199 3,199 $1M — ADD 11% 6 6 GAMMA Investing LLC 1,168 1,168 $392,460 — ADD 7% 7 7 ATLAS CAPITAL ADVISORS INC. 1,055 1,055 $354,490 — — 8 8 GM Advisory Group, LLC 901 901 $302,745 — NEW 9 9 PNC FINANCIAL SERVICES GROUP, INC. 216 216 $72,578 — TRIM -25% 10 10 HANTZ FINANCIAL SERVICES, INC. 198 198 $66,000 — ADD 4% 11 11 Ascentis Wealth Management, LLC 134 134 $45,025 — — 12 12 NBC SECURITIES, INC. 51 51 $16,976 — ADD 750% 13 13 Salomon & Ludwin, LLC 43 43 $15,549 — TRIM -34% 14 14 Ascentis Independent Advisors 30 30 $10,080 — NEW 15 15 Westside Investment Management, Inc. 20 20 $7,232 — — 16 16 Ancora Advisors LLC 14 14 $4,704 — 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 Ramirez Asset Management, Inc. 54K 25K 25K 25K 26K 31K $10M SCHOLTZ & COMPANY, LLC 68K 30K 29K 29K 26K 15K $5M RHUMBLINE ADVISERS 5K 4K 4K 5K 6K 6K $2M Trivant Custom Portfolio Group, LLC — — 4K 4K 4K 4K $1M CONFLUENCE INVESTMENT MANAGEMENT LLC 10K 5K 5K 3K 3K 3K $1M GAMMA Investing LLC 525 816 1K 1K 1K 1K $392,460 ATLAS CAPITAL ADVISORS INC. 1K 1K 1K — 1K 1K $354,490 GM Advisory Group, LLC — — — — — 901 $302,745 PNC FINANCIAL SERVICES GROUP, INC. — 322 320 295 287 216 $72,578 HANTZ FINANCIAL SERVICES, INC. — — — — 190 198 $66,000 Ascentis Wealth Management, LLC — — 134 134 134 134 $45,025 NBC SECURITIES, INC. — — 3 3 6 51 $16,976 Salomon & Ludwin, LLC — — 3 81 65 43 $15,549 Ascentis Independent Advisors — — — — — 30 $10,080 Westside Investment Management, Inc. — — — 20 20 20 $7,232
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 18 1 2014-Q1 2026-Q1 2014-Q1 · 2 holders · % suppressed/unavailable 2014-Q2 · 2 holders · % suppressed/unavailable 2014-Q3 · 4 holders · % suppressed/unavailable 2014-Q4 · 3 holders · % suppressed/unavailable 2015-Q1 · 2 holders · % suppressed/unavailable 2015-Q2 · 2 holders · % suppressed/unavailable 2015-Q3 · 1 holders · % suppressed/unavailable 2015-Q4 · 2 holders · % suppressed/unavailable 2016-Q1 · 1 holders · % suppressed/unavailable 2016-Q2 · 1 holders · % suppressed/unavailable 2016-Q3 · 1 holders · % suppressed/unavailable 2016-Q4 · 1 holders · % suppressed/unavailable 2017-Q1 · 2 holders · % suppressed/unavailable 2017-Q2 · 2 holders · % suppressed/unavailable 2017-Q3 · 2 holders · % suppressed/unavailable 2017-Q4 · 2 holders · % suppressed/unavailable 2018-Q1 · 2 holders · % suppressed/unavailable 2018-Q2 · 2 holders · % suppressed/unavailable 2018-Q3 · 2 holders · % suppressed/unavailable 2018-Q4 · 2 holders · % suppressed/unavailable 2019-Q1 · 2 holders · % suppressed/unavailable 2019-Q2 · 2 holders · % suppressed/unavailable 2019-Q3 · 2 holders · % suppressed/unavailable 2019-Q4 · 2 holders · % suppressed/unavailable 2020-Q1 · 2 holders · % suppressed/unavailable 2020-Q2 · 2 holders · % suppressed/unavailable 2020-Q3 · 2 holders · % suppressed/unavailable 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 2 holders · % suppressed/unavailable 2021-Q2 · 1 holders · % suppressed/unavailable 2021-Q3 · 1 holders · % suppressed/unavailable 2021-Q4 · 1 holders · % suppressed/unavailable 2022-Q1 · 1 holders · % suppressed/unavailable 2022-Q2 · 1 holders · % suppressed/unavailable 2023-Q1 · 1 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 6 holders · % suppressed/unavailable 2024-Q1 · 6 holders · % suppressed/unavailable 2024-Q2 · 9 holders · % suppressed/unavailable 2024-Q3 · 10 holders · % suppressed/unavailable 2024-Q4 · 10 holders · % suppressed/unavailable 2025-Q1 · 13 holders · % suppressed/unavailable 2025-Q2 · 17 holders · % suppressed/unavailable 2025-Q3 · 14 holders · % suppressed/unavailable 2025-Q4 · 18 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 63,339 — $21M 2025-Q4 18 79,715 — $29M 2025-Q3 14 78,615 — $37M 2025-Q2 17 75,796 — $32M 2025-Q1 13 103,307 — $30M 2024-Q4 10 187,393 — $24M 2024-Q3 10 155,613 — $17M
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.