Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 13 of 13 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Altrius Capital Management Inc 269,092 269,092 $10M — ADD 4% 2 2 Ramirez Asset Management, Inc. 223,591 223,591 $8M — ADD 6% 3 3 Douglass Winthrop Advisors, LLC 112,852 112,852 $4M — ADD 60% 4 4 RHUMBLINE ADVISERS 70,656 70,656 $3M — ADD 5% 5 5 GAMMA Investing LLC 7,358 7,358 $276,146 — ADD 19% 6 6 Salomon & Ludwin, LLC 2,213 2,213 $84,271 — ADD 219% 7 7 PARADIGM ASSET MANAGEMENT CO LLC 1,888 1,888 $70,857 — TRIM -21% 8 8 ATLAS CAPITAL ADVISORS INC. 1,003 1,003 $37,642 — TRIM -63% 9 9 PNC FINANCIAL SERVICES GROUP, INC. 966 966 $36,254 — ADD 8% 10 10 Strive Financial Group ,LLC 89 89 $3,000 — NEW 11 11 IMA Advisory Services, Inc. 74 74 $2,777 — TRIM -9% 12 12 Ancora Advisors LLC 16 16 $600 — TRIM -82% 13 13 HANTZ FINANCIAL SERVICES, INC. 5 5 $0 — 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 13 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 Altrius Capital Management Inc 243K 252K 232K 249K 259K 269K $10M Ramirez Asset Management, Inc. 68K 100K 205K 207K 211K 224K $8M Douglass Winthrop Advisors, LLC — — — — 70K 113K $4M RHUMBLINE ADVISERS 58K 59K 58K 55K 67K 71K $3M GAMMA Investing LLC 2K 4K 6K 6K 6K 7K $276,146 Salomon & Ludwin, LLC — — 26 796 694 2K $84,271 PARADIGM ASSET MANAGEMENT CO LLC 2K 2K 2K 2K 2K 2K $70,857 ATLAS CAPITAL ADVISORS INC. — 716 3K — 3K 1K $37,642 PNC FINANCIAL SERVICES GROUP, INC. 312 385 392 943 892 966 $36,254 Strive Financial Group ,LLC — — — — — 89 $3,000 IMA Advisory Services, Inc. — — — — 81 74 $2,777 Ancora Advisors LLC — — — — 89 16 $600 HANTZ FINANCIAL SERVICES, INC. — — — — — 5 $0
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 17 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · % suppressed/unavailable 2013-Q2 · 8 holders · % suppressed/unavailable 2013-Q3 · 8 holders · % suppressed/unavailable 2013-Q4 · 10 holders · % suppressed/unavailable 2014-Q1 · 10 holders · % suppressed/unavailable 2014-Q2 · 8 holders · % suppressed/unavailable 2014-Q3 · 9 holders · % suppressed/unavailable 2014-Q4 · 9 holders · % suppressed/unavailable 2015-Q1 · 6 holders · % suppressed/unavailable 2015-Q2 · 10 holders · % suppressed/unavailable 2015-Q3 · 9 holders · % suppressed/unavailable 2015-Q4 · 10 holders · % suppressed/unavailable 2016-Q1 · 9 holders · % suppressed/unavailable 2016-Q2 · 10 holders · % suppressed/unavailable 2016-Q3 · 9 holders · % suppressed/unavailable 2016-Q4 · 10 holders · % suppressed/unavailable 2017-Q1 · 9 holders · % suppressed/unavailable 2017-Q2 · 13 holders · % suppressed/unavailable 2017-Q3 · 12 holders · % suppressed/unavailable 2017-Q4 · 16 holders · % suppressed/unavailable 2018-Q1 · 17 holders · % suppressed/unavailable 2018-Q2 · 16 holders · % suppressed/unavailable 2018-Q3 · 16 holders · % suppressed/unavailable 2018-Q4 · 12 holders · % suppressed/unavailable 2019-Q1 · 14 holders · % suppressed/unavailable 2019-Q2 · 14 holders · % suppressed/unavailable 2019-Q3 · 13 holders · % suppressed/unavailable 2019-Q4 · 14 holders · % suppressed/unavailable 2020-Q1 · 9 holders · % suppressed/unavailable 2020-Q2 · 12 holders · % suppressed/unavailable 2020-Q3 · 7 holders · % suppressed/unavailable 2020-Q4 · 10 holders · % suppressed/unavailable 2021-Q1 · 10 holders · % suppressed/unavailable 2021-Q2 · 9 holders · % suppressed/unavailable 2021-Q3 · 8 holders · % suppressed/unavailable 2021-Q4 · 9 holders · % suppressed/unavailable 2022-Q1 · 12 holders · % suppressed/unavailable 2022-Q2 · 12 holders · % suppressed/unavailable 2022-Q3 · 11 holders · % suppressed/unavailable 2022-Q4 · 8 holders · % suppressed/unavailable 2023-Q1 · 9 holders · % suppressed/unavailable 2023-Q2 · 12 holders · % suppressed/unavailable 2023-Q3 · 11 holders · % suppressed/unavailable 2023-Q4 · 11 holders · % suppressed/unavailable 2024-Q1 · 9 holders · % suppressed/unavailable 2024-Q2 · 9 holders · % suppressed/unavailable 2024-Q3 · 9 holders · % suppressed/unavailable 2024-Q4 · 9 holders · % suppressed/unavailable 2025-Q1 · 10 holders · % suppressed/unavailable 2025-Q2 · 13 holders · % suppressed/unavailable 2025-Q3 · 12 holders · % suppressed/unavailable 2025-Q4 · 15 holders · % suppressed/unavailable 2026-Q1 · 13 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 13 689,803 — $26M 2025-Q4 15 622,069 — $22M 2025-Q3 12 536,098 — $19M 2025-Q2 13 508,878 — $19M 2025-Q1 10 419,595 — $13M 2024-Q4 9 375,190 —
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.