% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for ZURVY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | RHUMBLINE ADVISERS | 111,242111,242 | $4M | — | ADD 6% |
| 2 | MITCHELL CAPITAL MANAGEMENT CO | 97,34997,349 | $3M | — | — |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 42,95042,950 | $2M | — | ADD 9% |
| 4 | YOUSIF CAPITAL MANAGEMENT, LLC | 39,94639,946 | $1M | — | — |
| 5 | GAMMA Investing LLC | 15,56115,561 | $552,571 | — | — |
| 6 | Canopy Partners, LLC | 7,5807,580 | $269,166 | — | — |
| 7 | PARADIGM ASSET MANAGEMENT CO LLC | 2,7862,786 | $98,931 | — | TRIM -10% |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 2,6812,681 | $95,202 | — | TRIM -11% |
| 9 | NBC SECURITIES, INC. | 1,9111,911 | $66,756 | — | TRIM -3% |
| 10 | Westside Investment Management, Inc. | 1,2281,228 | $44,072 | — | — |
| 11 | Salomon & Ludwin, LLC | 1,1551,155 | $41,453 | — | TRIM -14% |
| 12 | Main Street Group, LTD | 900900 | $31,959 | — | NEW |
| 13 | HANTZ FINANCIAL SERVICES, INC. | 324324 | $12,000 | — | TRIM -14% |
| 14 | Ancora Advisors LLC | 249249 | $8,842 | — | — |
| 15 | IMA Advisory Services, Inc. | 125125 | $4,438 | — | TRIM -14% |
| 16 | First Command Advisory Services, Inc. | 2121 | $746 | — | 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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | 77K | 83K | 83K | 79K | 105K | 111K | $4M |
| MITCHELL CAPITAL MANAGEMENT CO | 97K | 99K | 92K | 99K | 98K | 97K | $3M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 35K | 35K | 36K | 38K | 39K | 43K | $2M |
| YOUSIF CAPITAL MANAGEMENT, LLC | 45K | 46K | 49K | 40K | 40K | 40K | $1M |
| GAMMA Investing LLC | 10K | 11K | 12K | 15K | 15K | 16K | $552,571 |
| Canopy Partners, LLC | 8K | 7K | 7K | 7K | 8K | 8K | $269,166 |
| PARADIGM ASSET MANAGEMENT CO LLC | 3K | 3K | 3K | 3K | 3K | 3K | $98,931 |
| PNC FINANCIAL SERVICES GROUP, INC. | 4K | 4K | 3K | 3K | 3K | 3K | $95,202 |
| NBC SECURITIES, INC. | — | — | 2K | 2K | 2K | 2K | $66,756 |
| Westside Investment Management, Inc. | — | — | 614 | 1K | 1K | 1K | $44,072 |
| Salomon & Ludwin, LLC | — | — | 33 | 852 | 1K | 1K | $41,453 |
| Main Street Group, LTD | 900 | 900 | 900 | 900 | — | 900 | $31,959 |
| HANTZ FINANCIAL SERVICES, INC. | 290 | 290 | 290 | 344 | 376 | 324 | $12,000 |
| Ancora Advisors LLC | — | — | — | — | 249 | 249 | $8,842 |
| IMA Advisory Services, Inc. | — | — | — | — | 146 | 125 | $4,438 |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| RHUMBLINE ADVISERS | +5,974 | $211,539 | ADD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | +3,689 | $130,627 | ADD |
| Main Street Group, LTD | +900 | $31,869 | OPEN |
| GAMMA Investing LLC | +154 | $5,453 | — |
| First Command Advisory Services, Inc. | +21 | $744 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| HighPoint Advisor Group LLC | −5,656 | $200,279 | CLOSE |
| MITCHELL CAPITAL MANAGEMENT CO | −1,034 | $36,614 | — |
| Signature Equity Partners, LLC | −431 | $15,262 | CLOSE |
| PNC FINANCIAL SERVICES GROUP, INC. | −321 | $11,367 | TRIM |
| PARADIGM ASSET MANAGEMENT CO LLC | −300 | $10,623 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 16 | 326,008 | — | $12M |
| 2025-Q4 | 19 | 323,598 | — | $12M |
| 2025-Q3 | 14 | 289,102 | — | $10M |
| 2025-Q2 | 18 | 317,453 | — | $11M |
| 2025-Q1 | 13 | 306,099 | — | $11M |
| 2024-Q4 | 13 | 308,349 | — | $9M |
| 2024-Q3 | 13 | 418,636 | — | $13M |
| 2024-Q2 | 19 | 337,959 | — | $18M |
| 2024-Q1 | 17 | 270,829 | — | $15M |
| 2023-Q4 | 17 | 235,901 | — | $12M |
| 2023-Q3 | 19 | 238,122 | — | $11M |
| 2023-Q2 | 18 | 1,392,566 | — | $65M |
| 2023-Q1 | 14 | 1,300,760 | — | $62M |
| 2022-Q4 | 13 | 1,365,899 | — | $65M |
| 2022-Q3 | 15 | 1,377,080 | — | $55M |
| 2022-Q2 | 17 | 1,401,197 | — | $61M |
| 2022-Q1 | 13 | 1,366,384 | — | $67M |
| 2021-Q4 | 16 | 1,327,566 | — | $58M |
| 2021-Q3 | 13 | 1,336,286 | — | $55M |
| 2021-Q2 | 16 | 1,333,421 | — | $54M |
| 2021-Q1 | 17 | 3,602,201 | — | $155M |
| 2020-Q4 | 17 | 3,593,302 | — | $152M |
| 2020-Q3 | 13 | 3,280,821 | — | $114M |
| 2020-Q2 | 12 | 3,403,732 | — | $120M |
| 2020-Q1 | 15 | 3,779,826 | — | $133M |
| 2019-Q4 | 17 | 3,988,449 | — | $164M |
| 2019-Q3 | 14 | 4,065,397 | — | $156M |
| 2019-Q2 | 13 | 4,041,069 | — | $141M |
| 2019-Q1 | 13 | 3,823,504 | — | $126M |
| 2018-Q4 | 12 | 3,996,032 | — | $119M |
| 2018-Q3 | 13 | 4,339,168 | — | $137M |
| 2018-Q2 | 11 | 4,060,181 | — | $120M |
| 2018-Q1 | 12 | 4,179,785 | — | $137M |
| 2017-Q4 | 12 | 4,199,150 | — | $128M |
| 2017-Q3 | 16 | 4,596,830 | — | $141M |
| 2017-Q2 | 15 | 4,391,277 | — | $128M |
| 2017-Q1 | 13 | 4,265,135 | — | $114M |
| 2016-Q4 | 14 | 4,005,799 | — | $110M |
| 2016-Q3 | 11 | 3,036,363 | — | $78M |
| 2016-Q2 | 14 | 2,880,040 | — | $71M |
| 2016-Q1 | 17 | 2,968,444 | — | $64M |
| 2015-Q4 | 24 | 3,539,578 | — | $91M |
| 2015-Q3 | 26 | 4,230,035 | — | $104M |
| 2015-Q2 | 28 | 4,958,267 | — | $151M |
| 2015-Q1 | 27 | 5,747,073 | — | $194M |
| 2014-Q4 | 30 | 4,958,787 | — | $155M |
| 2014-Q3 | 28 | 6,433,403 | — | $192M |
| 2014-Q2 | 26 | 6,304,864 | — | $180M |
| 2014-Q1 | 21 | 5,789,657 | — | $178M |
| 2013-Q4 | 23 | 4,842,375 | — | $141M |
| 2013-Q3 | 20 | 4,655,837 | — | $120M |
| 2013-Q2 | 21 | 4,467,226 | — | $116M |
| 2013-Q1 | 2 | 676 | — | $18,000 |
