Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 34 of 34 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 FIRST MERCHANTS CORP 212,425 212,425 $128M — — 2 2 Fulton Bank, N.A. 126,779 126,779 $76M — TRIM -3% 3 3 Arvest Bank Trust Division 29,221 29,221 $18M — — 4 4 Hemenway Trust Co LLC 21,310 21,310 $13M — — 5 5 NORTH STAR ASSET MANAGEMENT INC 21,045 21,045 $13M — ADD 35% 6 6 Front Street Capital Management, Inc. 10,347 10,347 $6M — NEW 7 7 GREAT LAKES ADVISORS, LLC 9,860 9,860 $6M — ADD 10% 8 8 Williams Jones Wealth Management, LLC. 8,560 8,560 $5M — — 9 9 McIlrath & Eck, LLC 7,410 7,410 $4M — NEW 10 10 RIVERBRIDGE PARTNERS LLC 7,184 7,184 $4M — — 11 11 NEVILLE RODIE & SHAW INC 6,140 6,140 $4M — — 12 12 Coston, McIsaac & Partners 5,496 5,496 $3M — ADD 156% 13 13 MOODY LYNN LIEBERSON & WALKER, LLC 4,737 4,737 $3M — ADD 3% 14 14 NORTHSTAR ASSET MANAGEMENT Co 4,465 4,465 $3M — — 15 15 CARRET ASSET MANAGEMENT, LLC 3,908 3,908 $2M — — 16 16 BRAUN STACEY ASSOCIATES INC 3,418 3,418 $2M — ADD 24% 17 17 Violich Capital Management, Inc. 2,333 2,333 $1M — NEW 18 18 Grey Fox Wealth Advisors, LLC 1,868 1,868 $1M — — 19 19 Ethos Financial Group, LLC 1,863 1,863 $1M — — 20 20 NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,312 1,312 $790,717 — — 21 21 Dempze Nancy E 815 815 $491,013 — — 22 22 BECK MACK & OLIVER LLC 799 799 $481,230 — — 23 23 Redwood Wealth Management Group, LLC 791 791 $476,508 — — 24 24 O'Brien Greene & Co. Inc 587 587 $353,849 — — 25 25 Sippican Capital Advisors 556 556 $334,730 — — 26 26 OAKWORTH CAPITAL, INC. 407 407 $245,240 — TRIM -13% 27 27 Jackson Wealth Management, LLC 392 392 $236,000 — — 28 28 PSI Advisors, LLC 380 380 $229,108 — NEW 29 29 Kidder Stephen W 375 375 $225,896 — — 30 30 ROWLANDMILLER & PARTNERS.ADV 287 287 $173,126 — ADD 17% 31 31 Estabrook Capital Management 272 272 $163,872 — — 32 32 KELLEHER FINANCIAL ADVISORS 256 256 $153,947 — TRIM -8% 33 33 Financial Gravity Asset Management, Inc. 177 177 $106,477 — — 34 34 Game Plan Financial Advisors, LLC 13 13 $7,805 — —
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
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 50 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · % suppressed/unavailable 2013-Q2 · 7 holders · % suppressed/unavailable 2013-Q3 · 7 holders · % suppressed/unavailable 2013-Q4 · 7 holders · % suppressed/unavailable 2014-Q1 · 7 holders · % suppressed/unavailable 2014-Q2 · 14 holders · % suppressed/unavailable 2014-Q3 · 16 holders · % suppressed/unavailable 2014-Q4 · 22 holders · % suppressed/unavailable 2015-Q1 · 24 holders · % suppressed/unavailable 2015-Q2 · 23 holders · % suppressed/unavailable 2015-Q3 · 23 holders · % suppressed/unavailable 2015-Q4 · 30 holders · % suppressed/unavailable 2016-Q1 · 23 holders · % suppressed/unavailable 2016-Q2 · 24 holders · % suppressed/unavailable 2016-Q3 · 26 holders · % suppressed/unavailable 2016-Q4 · 31 holders · % suppressed/unavailable 2017-Q1 · 32 holders · % suppressed/unavailable 2017-Q2 · 29 holders · % suppressed/unavailable 2017-Q3 · 27 holders · % suppressed/unavailable 2017-Q4 · 29 holders · % suppressed/unavailable 2018-Q1 · 28 holders · % suppressed/unavailable 2018-Q2 · 28 holders · % suppressed/unavailable 2018-Q3 · 30 holders · % suppressed/unavailable 2018-Q4 · 31 holders · % suppressed/unavailable 2019-Q1 · 32 holders · % suppressed/unavailable 2019-Q2 · 33 holders · % suppressed/unavailable 2019-Q3 · 36 holders · % suppressed/unavailable 2019-Q4 · 36 holders · % suppressed/unavailable 2020-Q1 · 30 holders · % suppressed/unavailable 2020-Q2 · 32 holders · % suppressed/unavailable 2020-Q3 · 33 holders · % suppressed/unavailable 2020-Q4 · 38 holders · % suppressed/unavailable 2021-Q1 · 38 holders · % suppressed/unavailable 2021-Q2 · 36 holders · % suppressed/unavailable 2021-Q3 · 31 holders · % suppressed/unavailable 2021-Q4 · 38 holders · % suppressed/unavailable 2022-Q1 · 38 holders · % suppressed/unavailable 2022-Q2 · 34 holders · % suppressed/unavailable 2022-Q3 · 34 holders · % suppressed/unavailable 2022-Q4 · 38 holders · % suppressed/unavailable 2023-Q1 · 38 holders · % suppressed/unavailable 2023-Q2 · 39 holders · % suppressed/unavailable 2023-Q3 · 39 holders · % suppressed/unavailable 2023-Q4 · 43 holders · % suppressed/unavailable 2024-Q1 · 40 holders · % suppressed/unavailable 2024-Q2 · 42 holders · % suppressed/unavailable 2024-Q3 · 40 holders · % suppressed/unavailable 2024-Q4 · 43 holders · % suppressed/unavailable 2025-Q1 · 50 holders · % suppressed/unavailable 2025-Q2 · 37 holders · % suppressed/unavailable 2025-Q3 · 39 holders · % suppressed/unavailable 2025-Q4 · 37 holders · % suppressed/unavailable 2026-Q1 · 34 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 34 495,788 — $299M 2025-Q4 37 492,497 — $311M 2025-Q3 39 503,017 — $310M 2025-Q2 37 538,846 — $309M 2025-Q1 50 585,912 — $302M 2024-Q4 43 622,056 —
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.