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$77.22 +0.00 (+0.00%) 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: 9
Total Value: $378,289,818
Total Shares: 4,855,472

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 9 13F filers · Δ vs Mar 31, 2026
Top Holder
81.5%
Mar 2020 → Jun 2026 · range 13.2% – 100.0%
−1.0 pts
Top 5
99.6%
Mar 2020 → Jun 2026 · range 45.1% – 100.0%
+2.2 pts
Top 10
100.0%
Mar 2020 → Jun 2026 · range 58.4% – 100.0%
0.0 pts
HHI
6,811
Mar 2020 → Jun 2026 · range 526 – 10,000
Highly concentrated−67

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
1
Decreased
2
Sold Out
4
Unchanged
0
Holder count: +2
Institutional value: +1681.8%
Shares held: +1693.2%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
TUCKER ASSET MANAGEMENT LLC +559 3,282

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Range Advisory, LLC −476 5,474
Principia Wealth Advisory, LLC −329 11,170

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 3,956,884 $308,280,832
TOBIAS FINANCIAL ADVISORS, INC. 566,494 $44,135,547
Parkside Financial Bank & Trust 279,487 $21,774,831
ANCHOR CAPITAL ADVISORS LLC 22,395 $1,744,794
BROWN, LISLE/CUMMINGS, INC. 7,369 $574,118

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 223,437 $17,519,692
Dakota Wealth Management 16,045 $1,258,088
WILLIAM JOHN SEMPOLINSKI 6,691 $524,641
Advus Financial Partners, LLC 4,423 $346,807
Filter: New 6 Increased 1 Reduced 2 Sold out 4 Unchanged 0
Showing 9 of 9
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC BSV $308,280,832 81.49% 3,956,884
TOBIAS FINANCIAL ADVISORS, INC. BSV $44,135,547 11.67% 566,494
Parkside Financial Bank & Trust BSV $21,774,831 5.76% 279,487
ANCHOR CAPITAL ADVISORS LLC BSV $1,744,794 0.46% 22,395
Principia Wealth Advisory, LLC BSV $870,254 0.23% 11,170
BROWN, LISLE/CUMMINGS, INC. BSV $574,118 0.15% 7,369
Range Advisory, LLC BSV $426,479 0.11% 5,474
TUCKER ASSET MANAGEMENT LLC BSV $255,700 0.07% 3,282
HORAN Wealth, LLC BSV $227,263 0.06% 2,917