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$45.93 +0.59 (+1.30%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 54
Total Value: $381,053,200
Total Shares: 8,126,535

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 54 13F filers · Δ vs Mar 31, 2026
Top Holder
70.1%
Sep 2024 → Jun 2026 · range 36.4% – 99.7%
+33.7 pts
Top 5
89.1%
Sep 2024 → Jun 2026 · range 81.6% – 100.0%
+7.5 pts
Top 10
94.6%
Sep 2024 → Jun 2026 · range 90.8% – 100.0%
+3.8 pts
HHI
5,097
Sep 2024 → Jun 2026 · range 2,145 – 9,945
Highly concentrated+2,952

Quarterly Activity

vs Mar 31, 2026
New
28
Increased
15
Decreased
8
Sold Out
16
Unchanged
3
Holder count: +12
Institutional value: +428.7%
Shares held: +269.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MORGAN STANLEY +5,147,584 5,697,889
LPL Financial LLC +777,957 1,024,841
MML INVESTORS SERVICES, LLC +133,008 156,026
CITADEL ADVISORS LLC +122,698 141,100
GTS SECURITIES LLC +71,581 101,869

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
BANK OF AMERICA CORP /DE/ −750,000 50,000
JANE STREET GROUP, LLC −43,918 24,895
Perennial Investment Advisors, LLC −2,695 8,085
Ankerstar Wealth, LLC −856 1,855
UBS Group AG −815 3,924

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
OSAIC HOLDINGS, INC. 200,492 $9,401,069
ENVESTNET ASSET MANAGEMENT INC 164,485 $7,712,701
Cetera Investment Advisers 41,822 $1,961,033
STIFEL FINANCIAL CORP 35,159 $1,648,604
NewEdge Advisors, LLC 27,190 $1,274,939

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Mariner, LLC 129,865 $4,255,676
Westwind Capital 63,805 $2,090,889
Brookwood Investment Group LLC 17,505 $573,638
Private Advisor Group, LLC 14,441 $473,231
Ascentis Independent Advisors 13,510 $442,720
Filter: New 28 Increased 15 Reduced 8 Sold out 16 Unchanged 3
Showing 55 of 55
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $267,174,014 70.11% 5,697,889
LPL Financial LLC $48,054,794 12.61% 1,024,841
OSAIC HOLDINGS, INC. $9,401,069 2.47% 200,492
ENVESTNET ASSET MANAGEMENT INC $7,712,701 2.02% 164,485
MML INVESTORS SERVICES, LLC $7,316,059 1.92% 156,026
CITADEL ADVISORS LLC $6,222,303 1.63% 132,700
GTS SECURITIES LLC $4,776,637 1.25% 101,869
Proactive Wealth Strategies LLC $3,726,442 0.98% 79,472
StoneX Group Inc. $3,425,548 0.90% 73,055
BANK OF AMERICA CORP /DE/ $2,344,500 0.62% 50,000
Cetera Investment Advisers $1,961,033 0.51% 41,822
Rockefeller Capital Management L.P. $1,656,998 0.43% 35,338
STIFEL FINANCIAL CORP $1,648,604 0.43% 35,159
NewEdge Advisors, LLC $1,274,939 0.33% 27,190
OPPENHEIMER & CO INC $1,256,652 0.33% 26,800
JANE STREET GROUP, LLC $1,167,326 0.31% 24,895
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,070,733 0.28% 22,835
Marex Group plc $881,063 0.23% 18,790
Equitable Holdings, Inc. $655,193 0.17% 13,973
MAINSTAY CAPITAL MANAGEMENT LLC /ADV $643,330 0.17% 13,720
Kingsview Wealth Management, LLC $511,147 0.13% 10,901
Resolute Wealth Strategies, LLC $468,853 0.12% 9,999
Waverly Advisors, LLC $449,440 0.12% 9,585
Wealthspire Advisors, LLC $425,479 0.11% 9,074
IHT Wealth Management, LLC $405,786 0.11% 8,654
PCG Wealth Advisors, LLC $394,016 0.10% 8,403
CITADEL ADVISORS LLC $393,876 0.10% 8,400
&PARTNERS $385,670 0.10% 8,225
Perennial Investment Advisors, LLC $379,105 0.10% 8,085
Mutual Advisors, LLC $373,291 0.10% 7,961
Janney Montgomery Scott LLC $370,571 0.10% 7,903
Rollins Financial Advisors, LLC $369,258 0.10% 7,875
HighPoint Advisor Group LLC $355,895 0.09% 7,590
TD Capital Management LLC $346,188 0.09% 7,383
HighTower Advisors, LLC $341,687 0.09% 7,287
GROUP ONE TRADING LLC $330,433 0.09% 7,047
Beacon Pointe Advisors, LLC $327,573 0.09% 6,986
Advisory Services Network, LLC $325,651 0.09% 6,945
CIBC WORLD MARKET INC. $299,955 0.08% 6,397
Vise Technologies, Inc. $275,150 0.07% 5,868
Focus Partners Wealth $219,632 0.06% 4,684
SIMPLEX TRADING, LLC $204,627 0.05% 4,364
UBS Group AG $183,996 0.05% 3,924
Steward Partners Investment Advisory, LLC $159,426 0.04% 3,400
BANK OF MONTREAL /CAN/ $127,774 0.03% 2,725
Ankerstar Wealth, LLC $86,980 0.02% 1,855
Birchwood Financial Partners, Inc. $43,701 0.01% 932
ROYAL BANK OF CANADA $31,650 0.01% 675
Allworth Financial LP $24,289 0.01% 518
Smartleaf Asset Management LLC $20,397 0.01% 435
Global Retirement Partners, LLC $14,067 0.00% 300
Arax Advisory Partners $14,067 0.00% 300
Integrated Wealth Concepts LLC $9,378 0.00% 200
MARK SHEPTOFF FINANCIAL PLANNING, LLC $8,487 0.00% 181
Qube Research & Technologies Ltd $5,767 0.00% 123