Security key
01877R108
CUSIP: 01877R108
Security key
01877R108
Report period
Q1 2026
Institutions
182
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Joseph W. Craft III |
3/4/5
|
PRESIDENT AND CHIEF EXECUTIVE, Director, 10%+ Owner |
—
class O/S missing
|
18,802,000
|
$501,825,380 | — | 16 Dec 2024 | |
| Kathleen Mowry |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
16,167,865
|
$324,168,927 | — | 06 Dec 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
3,363,174
|
$78,126,541 | — | 31 Dec 2025 | |
| Progeny 3, Inc. |
13F
|
Company |
—
class O/S missing
|
3,282,671
|
$76,256,447 | — | 31 Dec 2025 | |
| MAGNOLIA GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
2,581,697
|
$59,972,821 | — | 31 Dec 2025 | |
| Jackson Hole Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
2,104,897
|
$48,896,766 | — | 31 Dec 2025 | |
| Charles R. Wesley |
3/4/5
|
Executive Vice President, Director |
—
mixed-class rows
|
2,523,683
mixed-class rows
|
$47,856,860 | — | 14 May 2021 | |
| Thomas M. Wynne |
3/4/5
|
SENIOR VICE PRESIDENT AND COO |
—
mixed-class rows
|
1,333,281
mixed-class rows
|
$33,727,043 | — | 17 Feb 2026 | |
| Cary P. Marshall |
3/4/5
|
SENIOR VP AND CFO |
—
class O/S missing
|
1,110,853
|
$27,342,481 | — | 17 Feb 2026 | |
| Atlanta Consulting Group Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,161,240
|
$26,975,605 | — | 31 Dec 2025 | |
| ING GROEP NV |
13F
|
Company |
—
class O/S missing
|
668,000
|
$15,517,640 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
493,640
|
$11,467,257 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
476,865
|
$11,077,572 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
424,690
|
$9,865,549 | — | 31 Dec 2025 | |
| VISTA INVESTMENT PARTNERS LLC |
13F
|
Company |
—
class O/S missing
|
363,672
|
$8,448,101 | — | 31 Dec 2025 | |
| Energy Income Partners, LLC |
13F
|
Company |
—
class O/S missing
|
299,842
|
$6,965,330 | — | 31 Dec 2025 | |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
—
class O/S missing
|
297,070
|
$6,900,936 | — | 31 Dec 2025 | |
| Fairbanks Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
283,941
|
$6,595,949 | — | 31 Dec 2025 | |
| MGO ONE SEVEN LLC |
13F
|
Company |
—
class O/S missing
|
276,312
|
$6,418,736 | — | 31 Dec 2025 | |
| Adams Asset Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
255,397
|
$5,932,872 | — | 31 Dec 2025 | |
| Robert G. Sachse |
3/4/5
|
EXECUTIVE VICE PRESIDENT |
—
mixed-class rows
|
384,318
mixed-class rows
|
$5,915,618 | — | 14 Aug 2024 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
—
class O/S missing
|
254,201
|
$5,905,096 | — | 31 Dec 2025 | |
| R. Eberley Davis |
3/4/5
|
SVP-LAW/ADMIN,GENERAL COUNSEL |
—
mixed-class rows
|
351,832
mixed-class rows
|
$5,401,139 | — | 14 Feb 2024 | |
| Bienville Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
231,025
|
$5,366,731 | — | 31 Dec 2025 | |
| Brian L. Cantrell |
3/4/5
|
SENIOR VP AND CFO |
—
mixed-class rows
|
283,948
mixed-class rows
|
$4,704,118 | — | 14 Feb 2023 | |
| KEYBANK NATIONAL ASSOCIATION/OH |
13F
|
Company |
—
class O/S missing
|
200,000
|
$4,646,000 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
195,879
|
$4,550,269 | — | 31 Dec 2025 | |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
191,000
|
$4,436,930 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
187,082
|
$4,345,914 | — | 31 Dec 2025 | |
| Kirk Tholen |
3/4/5
|
SENIOR VICE PRESIDENT |
—
class O/S missing
|
172,657
|
$4,207,651 | — | 17 Feb 2026 | |
| NATIXIS |
13F
|
Company |
—
class O/S missing
|
156,500
|
$3,635,495 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
154,775
|
$3,595,424 | — | 31 Dec 2025 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
—
class O/S missing
|
147,308
|
$3,421,965 | — | 31 Dec 2025 | |
| NOMURA HOLDINGS INC |
13F
|
Company |
—
class O/S missing
|
146,974
|
$3,414,206 | — | 31 Dec 2025 | |
| Orvieto Partners, L.P. |
13F
|
Company |
—
class O/S missing
|
139,064
|
$3,230,457 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
138,010
|
$3,205,972 | — | 31 Dec 2025 | |
| MILLER VALUE PARTNERS, LLC |
13F
|
Company |
—
class O/S missing
|
132,000
|
$3,066,360 | — | 31 Dec 2025 | |
| Pinnacle Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
129,423
|
$3,006,494 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
121,474
|
$2,821,841 | — | 31 Dec 2025 | |
| GraniteShares Advisors LLC |
13F
|
Company |
—
class O/S missing
|
115,907
|
$2,692,520 | — | 31 Dec 2025 | |
| Timothy J. Whelan |
3/4/5
|
SENIOR VICE PRESIDENT SALES |
—
class O/S missing
|
109,951
|
$2,679,505 | — | 17 Feb 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
102,772
|
$2,387,394 | — | 31 Dec 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
101,528
|
$2,358,489 | — | 31 Dec 2025 | |
| CAPITAL ADVISORS INC/OK |
13F
|
Company |
—
class O/S missing
|
99,024
|
$2,300,328 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
97,439
|
$2,263,518 | — | 31 Dec 2025 | |
| Crescent Grove Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
96,890
|
$2,250,755 | — | 31 Dec 2025 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
93,114
|
$2,163,030 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
79,767
|
$1,852,990 | — | 31 Dec 2025 | |
| Hidden Cove Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
70,000
|
$1,626,100 | — | 31 Dec 2025 | |
| NFC Investments, LLC |
13F
|
Company |
—
class O/S missing
|
69,700
|
$1,619,000 | — | 31 Dec 2025 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).