Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 9 of 9 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Keystone Financial Group 81,256 81,256 $5M — NEW 2 2 McIlrath & Eck, LLC 36,693 36,693 $2M — NEW 3 3 SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,382 7,382 $486,466 — TRIM -8% 4 4 Fulton Bank, N.A. 6,357 6,357 $399,356 — — 5 5 KELLEHER FINANCIAL ADVISORS 5,659 5,659 $355,471 — — 6 6 Transce3nd, LLC 1,213 1,213 $76,132 — — 7 7 OAKWORTH CAPITAL, INC. 562 562 $35,299 — — 8 8 RICHARDSON FINANCIAL SERVICES INC. 336 336 $21,079 — — 9 9 Financial Gravity Asset Management, Inc. 122 122 $7,671 — TRIM -98%
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 9 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 Keystone Financial Group — — — — — 81K $5M McIlrath & Eck, LLC — — — — — 37K $2M SPIRIT OF AMERICA MANAGEMENT CORP/NY 12K 12K 12K 12K 8K 7K $486,466 Fulton Bank, N.A. — — 6K 6K 6K 6K $399,356 KELLEHER FINANCIAL ADVISORS — — — 5K 6K 6K $355,471 Transce3nd, LLC 3K 2K 3K 2K 1K 1K $76,132 OAKWORTH CAPITAL, INC. — — — 532 560 562 $35,299 RICHARDSON FINANCIAL SERVICES INC. 284 284 317 318 334 336 $21,079 Financial Gravity Asset Management, Inc. — 300 — 6K 6K 122 $7,671
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 9 1 2013-Q2 2026-Q1 2013-Q2 · 2 holders · % suppressed/unavailable 2013-Q3 · 2 holders · % suppressed/unavailable 2013-Q4 · 2 holders · % suppressed/unavailable 2014-Q1 · 2 holders · % suppressed/unavailable 2014-Q2 · 2 holders · % suppressed/unavailable 2014-Q3 · 2 holders · % suppressed/unavailable 2014-Q4 · 2 holders · % suppressed/unavailable 2015-Q1 · 2 holders · % suppressed/unavailable 2015-Q2 · 2 holders · % suppressed/unavailable 2015-Q3 · 1 holders · % suppressed/unavailable 2015-Q4 · 1 holders · % suppressed/unavailable 2016-Q1 · 2 holders · % suppressed/unavailable 2016-Q2 · 2 holders · % suppressed/unavailable 2016-Q3 · 3 holders · % suppressed/unavailable 2016-Q4 · 3 holders · % suppressed/unavailable 2017-Q1 · 2 holders · % suppressed/unavailable 2017-Q2 · 2 holders · % suppressed/unavailable 2017-Q3 · 1 holders · % suppressed/unavailable 2017-Q4 · 1 holders · % suppressed/unavailable 2018-Q1 · 2 holders · % suppressed/unavailable 2018-Q2 · 2 holders · % suppressed/unavailable 2018-Q3 · 2 holders · % suppressed/unavailable 2018-Q4 · 3 holders · % suppressed/unavailable 2019-Q1 · 4 holders · % suppressed/unavailable 2019-Q2 · 4 holders · % suppressed/unavailable 2019-Q3 · 3 holders · % suppressed/unavailable 2019-Q4 · 1 holders · % suppressed/unavailable 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 1 holders · % suppressed/unavailable 2021-Q2 · 2 holders · % suppressed/unavailable 2021-Q3 · 1 holders · % suppressed/unavailable 2021-Q4 · 3 holders · % suppressed/unavailable 2022-Q2 · 1 holders · % suppressed/unavailable 2022-Q3 · 2 holders · % suppressed/unavailable 2022-Q4 · 3 holders · % suppressed/unavailable 2023-Q1 · 3 holders · % suppressed/unavailable 2023-Q2 · 3 holders · % suppressed/unavailable 2023-Q3 · 5 holders · % suppressed/unavailable 2023-Q4 · 7 holders · % suppressed/unavailable 2024-Q1 · 5 holders · % suppressed/unavailable 2024-Q2 · 7 holders · % suppressed/unavailable 2024-Q3 · 5 holders · % suppressed/unavailable 2024-Q4 · 7 holders · % suppressed/unavailable 2025-Q1 · 7 holders · % suppressed/unavailable 2025-Q2 · 6 holders · % suppressed/unavailable 2025-Q3 · 9 holders · % suppressed/unavailable 2025-Q4 · 9 holders · % suppressed/unavailable 2026-Q1 · 9 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 9 139,580 — $9M 2025-Q4 9 28,086 — $2M 2025-Q3 9 37,488 — $2M 2025-Q2 6 31,650 — $2M 2025-Q1 7 33,389 — $2M 2024-Q4 7 26,875 — $2M 2024-Q3 5 23,358 — $2M
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.