Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 10 of 10 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Fairfield Financial Advisors, LTD 346,119 346,119 $10M — ADD 4% 2 2 Fulton Bank, N.A. 304,909 304,909 $9M — TRIM -24% 3 3 KELLEHER FINANCIAL ADVISORS 106,116 106,116 $3M — TRIM -10% 4 4 Redwood Wealth Management Group, LLC 56,239 56,239 $2M — — 5 5 Dempze Nancy E 40,634 40,634 $1M — — 6 6 Jackson Wealth Management, LLC 18,761 18,761 $544,000 — TRIM -15% 7 7 Coston, McIsaac & Partners 16,661 16,661 $483,000 — ADD 201% 8 8 Arvest Bank Trust Division 11,447 11,447 $332,095 — — 9 9 GREAT LAKES ADVISORS, LLC 8,601 8,601 $249,505 — TRIM -49% 10 10 McIlrath & Eck, LLC 1,616 1,616 $46,884 — 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 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 Fairfield Financial Advisors, LTD 432K 403K 352K 309K 333K 346K $10M Fulton Bank, N.A. 1.7M 1.5M 632K 465K 400K 305K $9M KELLEHER FINANCIAL ADVISORS — — — 97K 118K 106K $3M Redwood Wealth Management Group, LLC 60K 59K 58K 57K 57K 56K $2M Dempze Nancy E 72K 72K 72K 72K 41K 41K $1M Jackson Wealth Management, LLC 23K 22K 22K 22K 22K 19K $544,000 Coston, McIsaac & Partners 6K 6K 6K 5K 6K 17K $483,000 Arvest Bank Trust Division — — — 11K 11K 11K $332,095 GREAT LAKES ADVISORS, LLC 7K 23K 17K 17K 17K 9K $249,505 McIlrath & Eck, LLC — — — — — 2K $46,884
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 12 3 2013-Q2 2026-Q1 2013-Q2 · 6 holders · % suppressed/unavailable 2013-Q3 · 6 holders · % suppressed/unavailable 2013-Q4 · 8 holders · % suppressed/unavailable 2014-Q1 · 4 holders · % suppressed/unavailable 2014-Q2 · 7 holders · % suppressed/unavailable 2014-Q3 · 6 holders · % suppressed/unavailable 2014-Q4 · 6 holders · % suppressed/unavailable 2015-Q1 · 7 holders · % suppressed/unavailable 2015-Q2 · 5 holders · % suppressed/unavailable 2015-Q3 · 5 holders · % suppressed/unavailable 2015-Q4 · 10 holders · % suppressed/unavailable 2016-Q1 · 6 holders · % suppressed/unavailable 2016-Q2 · 6 holders · % suppressed/unavailable 2016-Q3 · 5 holders · % suppressed/unavailable 2016-Q4 · 5 holders · % suppressed/unavailable 2017-Q1 · 5 holders · % suppressed/unavailable 2017-Q2 · 4 holders · % suppressed/unavailable 2017-Q3 · 6 holders · % suppressed/unavailable 2017-Q4 · 5 holders · % suppressed/unavailable 2018-Q1 · 4 holders · % suppressed/unavailable 2018-Q2 · 4 holders · % suppressed/unavailable 2018-Q3 · 6 holders · % suppressed/unavailable 2018-Q4 · 5 holders · % suppressed/unavailable 2019-Q1 · 3 holders · % suppressed/unavailable 2019-Q2 · 4 holders · % suppressed/unavailable 2019-Q3 · 7 holders · % suppressed/unavailable 2019-Q4 · 7 holders · % suppressed/unavailable 2020-Q1 · 4 holders · % suppressed/unavailable 2020-Q2 · 4 holders · % suppressed/unavailable 2020-Q3 · 4 holders · % suppressed/unavailable 2020-Q4 · 4 holders · % suppressed/unavailable 2021-Q1 · 5 holders · % suppressed/unavailable 2021-Q2 · 8 holders · % suppressed/unavailable 2021-Q3 · 5 holders · % suppressed/unavailable 2021-Q4 · 8 holders · % suppressed/unavailable 2022-Q1 · 7 holders · % suppressed/unavailable 2022-Q2 · 9 holders · % suppressed/unavailable 2022-Q3 · 10 holders · % suppressed/unavailable 2022-Q4 · 7 holders · % suppressed/unavailable 2023-Q1 · 7 holders · % suppressed/unavailable 2023-Q2 · 8 holders · % suppressed/unavailable 2023-Q3 · 11 holders · % suppressed/unavailable 2023-Q4 · 9 holders · % suppressed/unavailable 2024-Q1 · 6 holders · % suppressed/unavailable 2024-Q2 · 12 holders · % suppressed/unavailable 2024-Q3 · 11 holders · % suppressed/unavailable 2024-Q4 · 12 holders · % suppressed/unavailable 2025-Q1 · 12 holders · % suppressed/unavailable 2025-Q2 · 11 holders · % suppressed/unavailable 2025-Q3 · 11 holders · % suppressed/unavailable 2025-Q4 · 12 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 10 911,103 — $27M 2025-Q4 12 1,022,244 — $34M 2025-Q3 11 1,073,899 — $40M 2025-Q2 11 1,191,716 — $43M 2025-Q1 12 2,140,681 — $76M 2024-Q4 12 2,290,318 — $83M
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.