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$24.66 -0.05 (-0.20%) 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: 10
Total Value: $7,829,092
Total Shares: 315,435

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 10 13F filers · Δ vs Mar 31, 2026
Top Holder
35.7%
Mar 2026 → Jun 2026 · range 35.7% – 49.6%
−13.8 pts
Top 5
86.5%
Mar 2026 → Jun 2026 · range 86.5% – 100.0%
−13.5 pts
Top 10
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
2,221
Mar 2026 → Jun 2026 · range 2,221 – 4,111
Moderately concentrated−1,890

Quarterly Activity

vs Mar 31, 2026
New
9
Increased
1
Decreased
0
Sold Out
5
Unchanged
0
Holder count: +4
Institutional value: +186.7%
Shares held: +176.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Pinion Investment Advisors, LLC +67,198 112,639

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Disciplined Investments, LLC 80,708 $2,003,172
Snowden Capital Advisors LLC 41,698 $1,034,944
Millington Financial Advisors, LLC 21,150 $524,943
Sanctuary Advisors, LLC 16,586 $411,664
SILVER OAK SECURITIES, INCORPORATED 12,487 $309,927

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
HighTower Advisors, LLC 56,450 $1,353,106
Private Advisor Group, LLC 8,418 $201,779
ROYAL BANK OF CANADA 3,592 $86,100
TOTH FINANCIAL ADVISORY CORP 10 $239
UBS Group AG 4 $95
Filter: New 9 Increased 1 Reduced 0 Sold out 5 Unchanged 0
Showing 10 of 10
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Pinion Investment Advisors, LLC $2,795,699 35.71% 112,639
Disciplined Investments, LLC $2,003,172 25.59% 80,708
Snowden Capital Advisors LLC $1,034,944 13.22% 41,698
Millington Financial Advisors, LLC $524,943 6.71% 21,150
Sanctuary Advisors, LLC $411,664 5.26% 16,586
SILVER OAK SECURITIES, INCORPORATED $309,927 3.96% 12,487
Legacy Capital Wealth Partners, LLC $262,694 3.36% 10,584
Summit Financial, LLC $232,364 2.97% 9,362
Kingsview Wealth Management, LLC $219,781 2.81% 8,855
PlanVest Financial, Inc $33,904 0.43% 1,366