Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 7 of 7 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Fulton Bank, N.A. 302,650 302,650 $23M — — 2 2 FIRST MERCHANTS CORP 138,096 138,096 $11M — TRIM -6% 3 3 Grey Fox Wealth Advisors, LLC 77,331 77,331 $3M — ADD 3% 4 4 Jackson Wealth Management, LLC 4,705 4,705 $360,000 — — 5 5 Financial Concepts Unlimited, Inc. 4,492 4,492 $343,864 — NEW 6 6 Coston, McIsaac & Partners 341 341 $26,000 — NEW 7 7 Financial Gravity Asset Management, Inc. 269 269 $20,568 — TRIM -12%
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 7 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 Fulton Bank, N.A. 334K 333K 317K 314K 306K 303K $23M FIRST MERCHANTS CORP 161K 156K 155K 151K 146K 138K $11M Grey Fox Wealth Advisors, LLC 32K 34K 35K 74K 75K 77K $3M Jackson Wealth Management, LLC 5K 6K 5K 5K 5K 5K $360,000 Financial Concepts Unlimited, Inc. — — — — — 4K $343,864 Coston, McIsaac & Partners — — — — — 341 $26,000 Financial Gravity Asset Management, Inc. — 865 — 365 306 269 $20,568
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 8 1 2013-Q2 2026-Q1 2013-Q2 · 1 holders · % suppressed/unavailable 2013-Q3 · 1 holders · % suppressed/unavailable 2013-Q4 · 1 holders · % suppressed/unavailable 2014-Q1 · 1 holders · % suppressed/unavailable 2014-Q2 · 1 holders · % suppressed/unavailable 2014-Q3 · 2 holders · % suppressed/unavailable 2014-Q4 · 3 holders · % suppressed/unavailable 2015-Q1 · 4 holders · % suppressed/unavailable 2015-Q2 · 3 holders · % suppressed/unavailable 2015-Q3 · 4 holders · % suppressed/unavailable 2015-Q4 · 6 holders · % suppressed/unavailable 2016-Q1 · 3 holders · % suppressed/unavailable 2016-Q2 · 5 holders · % suppressed/unavailable 2016-Q3 · 3 holders · % suppressed/unavailable 2016-Q4 · 3 holders · % suppressed/unavailable 2017-Q1 · 3 holders · % suppressed/unavailable 2017-Q2 · 3 holders · % suppressed/unavailable 2017-Q3 · 3 holders · % suppressed/unavailable 2017-Q4 · 3 holders · % suppressed/unavailable 2018-Q1 · 2 holders · % suppressed/unavailable 2018-Q2 · 2 holders · % suppressed/unavailable 2018-Q3 · 4 holders · % suppressed/unavailable 2018-Q4 · 5 holders · % suppressed/unavailable 2019-Q1 · 4 holders · % suppressed/unavailable 2019-Q2 · 4 holders · % suppressed/unavailable 2019-Q3 · 5 holders · % suppressed/unavailable 2019-Q4 · 4 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 · 4 holders · % suppressed/unavailable 2021-Q2 · 4 holders · % suppressed/unavailable 2021-Q3 · 4 holders · % suppressed/unavailable 2021-Q4 · 5 holders · % suppressed/unavailable 2022-Q1 · 5 holders · % suppressed/unavailable 2022-Q2 · 5 holders · % suppressed/unavailable 2022-Q3 · 4 holders · % suppressed/unavailable 2022-Q4 · 6 holders · % suppressed/unavailable 2023-Q1 · 3 holders · % suppressed/unavailable 2023-Q2 · 5 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 5 holders · % suppressed/unavailable 2024-Q1 · 7 holders · % suppressed/unavailable 2024-Q2 · 8 holders · % suppressed/unavailable 2024-Q3 · 7 holders · % suppressed/unavailable 2024-Q4 · 7 holders · % suppressed/unavailable 2025-Q1 · 8 holders · % suppressed/unavailable 2025-Q2 · 8 holders · % suppressed/unavailable 2025-Q3 · 6 holders · % suppressed/unavailable 2025-Q4 · 6 holders · % suppressed/unavailable 2026-Q1 · 7 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 7 527,884 — $38M 2025-Q4 6 550,048 — $39M 2025-Q3 6 562,379 — $39M 2025-Q2 8 573,447 — $40M 2025-Q1 8 554,072 — $37M 2024-Q4 7 751,888 — $50M
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.