Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Top holders (7 of 7 · 568423107)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | AZZAD ASSET MANAGEMENT INC /ADV | 35,837 | — | $162K | +20,214 (+129.4%) |
| 2 | Welch Group, LLC | 19,956 | — | $90K | +4,000 (+25.1%) |
| 3 | MORGAN STANLEY | 2,477 | — | $11K | -7 (-0.3%) |
| 4 | BNP PARIBAS FINANCIAL MARKETS | 733 | — | $3K | +533 (+266.5%) |
| 5 | Allworth Financial LP | 528 | — | $2K | +11 (+2.1%) |
| 6 | UBS Group AG | 317 | — | $1K | -280 (-46.9%) |
| 7 | WELLS FARGO & COMPANY/MN | 1 | — | $4 | — |
Exited since 2026-03-31 (1 filers; largest 1 shown)
| BANK OF AMERICA CORP /DE/ | −27,225 |
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| Michael R. Paslay | SCHEDULE 13G | 2026-09-17 | 2025-12-18 | 152,753 | 7.6% |
| Ottie K. Paslay | SCHEDULE 13G | 2026-09-17 | 2025-12-18 | 161,283 | 8.1% |
| Paslay Family, LLC | SCHEDULE 13G | 2026-09-17 | 2025-12-18 | 143,234 | 7.2% |
| Robert H. Paslay Family Trust | SCHEDULE 13G | 2026-09-17 | 2025-12-18 | 132,308 | 6.6% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.