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$27.01 -0.16 (-0.60%) 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: 3
Total Value: $4,829,444
Total Shares: 209,839

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 3 13F filers · Δ vs Dec 31, 2022
Top Holder
94.9%
Jun 2022 → Mar 2023 · range 0.0% – 100.0%
−5.1 pts
Top 5
100.0%
Jun 2022 → Mar 2023 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2022 → Mar 2023 · range 0.0% – 100.0%
0.0 pts
HHI
9,038
Jun 2022 → Mar 2023 · range 0 – 10,000
Highly concentrated−962

Quarterly Activity

vs Dec 31, 2022
New
2
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +2
Institutional value: +8.4%
Shares held: +5.3%

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
ENVESTNET ASSET MANAGEMENT INC 10,635 $244,764
PROEQUITIES, INC. 0 $0

Top Sold-Out Positions

vs Dec 31, 2022
No fully closed positions this quarter.
Filter: New 2 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
PRINCIPAL FINANCIAL GROUP INC BYRE $4,584,680 94.93% 199,204
ENVESTNET ASSET MANAGEMENT INC BYRE $244,764 5.07% 10,635
PROEQUITIES, INC. BYRE $0 0.00% 0