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$35.42 -0.11 (-0.31%) 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: 64
Total Value: $189,012,356
Total Shares: 6,366,288

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 64 13F filers · Δ vs Jun 30, 2023
Top Holder
27.9%
Dec 2020 → Sep 2023 · range 23.9% – 79.1%
−0.7 pts
Top 5
55.4%
Dec 2020 → Sep 2023 · range 55.4% – 99.9%
−0.9 pts
Top 10
70.0%
Dec 2020 → Sep 2023 · range 68.8% – 100.0%
+1.2 pts
HHI
1,064
Dec 2020 → Sep 2023 · range 953 – 6,461
Broadly held−40

Quarterly Activity

vs Jun 30, 2023
New
7
Increased
34
Decreased
15
Sold Out
9
Unchanged
8
Holder count: -2
Institutional value: +7.3%
Shares held: +6.3%

Top Buyers

vs Jun 30, 2023
Institution Added Now Holds Open
Atria Wealth Solutions, Inc. +326,293 339,904
JANE STREET GROUP, LLC +119,201 197,793
PITCAIRN CO +62,624 1,773,053
BANK OF MONTREAL /CAN/ +23,312 54,837
HighTower Advisors, LLC +22,650 668,954

Top Sellers

vs Jun 30, 2023
Institution Sold Now Holds Open
Pasadena Private Wealth, LLC −67,021 271,935
KESTRA PRIVATE WEALTH SERVICES, LLC −45,898 50,779
MML INVESTORS SERVICES, LLC −29,853 100,468
SUMMIT FINANCIAL GROUP INC −15,000 45,465
SUSQUEHANNA INTERNATIONAL GROUP, LLP −12,348 20,105

Top New Positions

vs Jun 30, 2023
Institution Acquired Value (USD) Open
STIFEL FINANCIAL CORP 73,769 $2,190,201
TrinityPoint Wealth, LLC 43,401 $1,288,575
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,486 $281,639
Envestnet Portfolio Solutions, Inc. 7,556 $224,337
DHJJ Financial Advisors, Ltd. 28 $831

Top Sold-Out Positions

vs Jun 30, 2023
Institution Previously Held Last Value (USD) Open
MERCER GLOBAL ADVISORS INC /ADV 89,017 $2,619,769
Arkadios Wealth Advisors 32,046 $943,113
Occidental Asset Management, LLC 18,425 $542,247
OLD MISSION CAPITAL LLC 14,825 $436,299
FLOW TRADERS U.S. LLC 12,519 $368,434
Filter: New 7 Increased 34 Reduced 15 Sold out 9 Unchanged 8
Showing 64 of 64
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
PITCAIRN CO COM $52,641,943 27.85% 1,773,053
HighTower Advisors, LLC COM $19,861,244 10.51% 668,954
WBI INVESTMENTS, LLC COM $14,006,138 7.41% 471,746
Atria Wealth Solutions, Inc. COM $10,091,749 5.34% 339,904
Pasadena Private Wealth, LLC COM $8,073,750 4.27% 271,935
MBL Wealth, LLC COM $6,799,188 3.60% 229,006
Wealthcare Advisory Partners LLC COM $5,920,571 3.13% 199,413
JANE STREET GROUP, LLC COM $5,872,474 3.11% 197,793
ROYAL BANK OF CANADA COM $4,920,790 2.60% 165,739
FSA WEALTH PARTNERS, INC. COM $4,206,538 2.23% 141,682
Ifrah Financial Services, Inc. COM $3,480,024 1.84% 117,212
Smart Money Group LLC COM $3,068,313 1.62% 103,345
MML INVESTORS SERVICES, LLC COM $2,982,894 1.58% 100,468
NTV Asset Management LLC COM $2,953,264 1.56% 99,470
Narus Financial Partners, LLC COM $2,860,423 1.51% 96,343
Stratos Investment Management, LLC COM $2,775,510 1.47% 93,483
COMMONWEALTH EQUITY SERVICES, LLC COM $2,600,458 1.38% 87,587
WT Wealth Management COM $2,389,777 1.26% 80,491
UMB Bank, n.a. COM $2,235,300 1.18% 75,288
Avestar Capital, LLC COM $2,190,646 1.16% 73,784
STIFEL FINANCIAL CORP COM $2,190,201 1.16% 73,769
LPL Financial LLC COM $2,087,978 1.10% 70,326
PETRA FINANCIAL ADVISORS INC COM $1,966,398 1.04% 66,231
Cambridge Investment Research Advisors, Inc. COM $1,855,239 0.98% 62,487
NATIONS FINANCIAL GROUP INC, /IA/ /ADV COM $1,669,201 0.88% 56,221
BANK OF MONTREAL /CAN/ COM $1,628,110 0.86% 54,837
Empirical Asset Management, LLC COM $1,565,316 0.83% 52,722
KESTRA PRIVATE WEALTH SERVICES, LLC COM $1,507,628 0.80% 50,779
SUMMIT FINANCIAL GROUP INC COM $1,349,855 0.71% 45,465
OSAIC HOLDINGS, INC. COM $1,348,754 0.71% 45,428
TrinityPoint Wealth, LLC COM $1,288,575 0.68% 43,401
Blueprint Investment Partners LLC COM $987,578 0.52% 33,263
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC COM $955,067 0.51% 32,168
Geneos Wealth Management Inc. COM $830,043 0.44% 27,957
Rooted Wealth Advisors, Inc. COM $719,744 0.38% 24,242
Cetera Advisor Networks LLC COM $703,801 0.37% 23,705
TD Waterhouse Canada Inc. COM $666,896 0.35% 22,462
Jaffetilchin Investment Partners, LLC COM $647,835 0.34% 21,820
SUSQUEHANNA INTERNATIONAL GROUP, LLP COM $596,917 0.32% 20,105
Stratos Wealth Partners, LTD. COM $552,738 0.29% 18,617
ENVESTNET ASSET MANAGEMENT INC COM $492,438 0.26% 16,586
STEPHENS INC /AR/ COM $470,022 0.25% 15,831
Janney Montgomery Scott LLC COM $390,957 0.21% 13,168
IRON Financial LLC COM $356,458 0.19% 12,006
Kingsview Wealth Management, LLC COM $350,342 0.19% 11,800
CREATIVE FINANCIAL DESIGNS INC /ADV COM $340,039 0.18% 11,453
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC COM $281,639 0.15% 9,486
MORGAN STANLEY COM $260,351 0.14% 8,769
WOLFF WIESE MAGANA LLC COM $229,325 0.12% 7,724
Envestnet Portfolio Solutions, Inc. COM $224,337 0.12% 7,556
IFP Advisors, Inc COM $209,878 0.11% 7,069
Impact Partnership Wealth, LLC COM $184,671 0.10% 6,220
LOOMIS SAYLES & CO L P COM $57,954 0.03% 1,952
Ancora Advisors LLC COM $43,050 0.02% 1,450
Versant Capital Management, Inc COM $35,865 0.02% 1,208
Allworth Financial LP COM $14,845 0.01% 500
Sanctuary Wealth Management, L.L.C. COM $9,292 0.00% 313
Princeton Global Asset Management LLC COM $5,938 0.00% 200
Farther Finance Advisors, LLC COM $5,225 0.00% 176
DHJJ Financial Advisors, Ltd. COM $831 0.00% 28
FMR LLC COM $29 0.00% 1
SIMPLEX TRADING, LLC COM $2 0.00% 91
WELLS FARGO & COMPANY/MN COM $0 0.00% 0
PROEQUITIES, INC. COM $0 0.00% 0