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$26.49 -0.01 (-0.02%) 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: 21
Total Value: $19,859,220
Total Shares: 754,530

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 21 13F filers · Δ vs Mar 31, 2026
Top Holder
19.5%
Jun 2025 → Jun 2026 · range 0.0% – 31.8%
−0.4 pts
Top 5
63.1%
Jun 2025 → Jun 2026 · range 0.0% – 80.8%
+6.9 pts
Top 10
87.5%
Jun 2025 → Jun 2026 · range 0.0% – 96.1%
+3.6 pts
HHI
1,089
Jun 2025 → Jun 2026 · range 0 – 1,803
Broadly held+131

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
8
Decreased
6
Sold Out
9
Unchanged
4
Holder count: -6
Institutional value: -14.3%
Shares held: -16.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MML INVESTORS SERVICES, LLC +14,135 22,104
Lloyd Advisory Services, LLC. +7,751 7,858
Cetera Investment Advisers +6,784 66,303
HARBOUR INVESTMENTS, INC. +6,383 69,119
AE Wealth Management LLC +5,264 139,689

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Allianz SE −32,500 147,041
SUSQUEHANNA INTERNATIONAL GROUP, LLP −13,046 45,788
Csenge Advisory Group −10,771 47,173
Integrated Wealth Management −2,160 21,366
Authentikos Wealth Advisory, LLC −1,818 14,355

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
ENVESTNET ASSET MANAGEMENT INC 28,679 $754,831
Envision Financial Transparency, LLC 23,562 $620,151
TOUNJIAN ADVISORY PARTNERS, LLC 432 $11,370

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
RFG Advisory, LLC 70,566 $1,813,899
COMMONWEALTH EQUITY SERVICES, LLC 45,781 $1,176,800
Key Capital Management, INC 18,991 $488,163
CITADEL ADVISORS LLC 15,246 $391,898
Centennial Advisors, LLC 15,048 $386,808
Filter: New 3 Increased 8 Reduced 6 Sold out 9 Unchanged 4
Showing 21 of 21
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Allianz SE $3,870,119 19.49% 147,041
AE Wealth Management LLC $3,676,613 18.51% 139,689
HARBOUR INVESTMENTS, INC. $1,819,212 9.16% 69,119
Cetera Investment Advisers $1,745,094 8.79% 66,303
HOWARD BAILEY SECURITIES, LLC $1,420,016 7.15% 53,952
Csenge Advisory Group $1,241,593 6.25% 47,173
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,205,140 6.07% 45,788
Arkadios Wealth Advisors $1,026,190 5.17% 38,989
ENVESTNET ASSET MANAGEMENT INC $754,831 3.80% 28,679
Envision Financial Transparency, LLC $620,151 3.12% 23,562
MML INVESTORS SERVICES, LLC $581,777 2.93% 22,104
Integrated Wealth Management $562,353 2.83% 21,366
Authentikos Wealth Advisory, LLC $377,823 1.90% 14,355
Advisory Services Network, LLC $365,741 1.84% 13,896
FSA Advisors, Inc. $301,048 1.52% 11,438
Lloyd Advisory Services, LLC. $206,822 1.04% 7,858
OSAIC HOLDINGS, INC. $38,506 0.19% 1,463
Murphy & Mullick Capital Management Corp $26,320 0.13% 1,000
TOUNJIAN ADVISORY PARTNERS, LLC $11,370 0.06% 432
MORGAN STANLEY $5,685 0.03% 216
Kingdom Financial Group LLC. $2,816 0.01% 107