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$71.46 -0.57 (-0.79%) 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: 26
Total Value: $32,439,532
Total Shares: 500,904

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 26 13F filers · Δ vs Dec 31, 2025
Top Holder
25.9%
Jun 2023 → Mar 2026 · range 11.8% – 25.9%
+14.1 pts
Top 5
80.5%
Jun 2023 → Mar 2026 · range 48.4% – 80.5%
+32.1 pts
Top 10
91.0%
Jun 2023 → Mar 2026 · range 73.3% – 94.5%
+17.7 pts
HHI
1,554
Jun 2023 → Mar 2026 · range 638 – 1,554
Moderately concentrated+916

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
4
Decreased
10
Sold Out
33
Unchanged
6
Holder count: -27
Institutional value: -56.4%
Shares held: -53.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Cetera Investment Advisers +2,260 68,388
CIBC WORLD MARKET INC. +1,993 129,496
STIFEL FINANCIAL CORP +882 92,611
Beacon Pointe Advisors, LLC +225 7,371

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
RAYMOND JAMES FINANCIAL INC −52,013 12,386
OSAIC HOLDINGS, INC. −21,071 85,949
Cerity Partners LLC −3,082 7,118
SUSQUEHANNA INTERNATIONAL GROUP, LLP −2,241 3,363
GC Wealth Management RIA, LLC −1,556 18,119

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
GOLDMAN SACHS GROUP INC 26,731 $1,731,153
CITADEL ADVISORS LLC 6,494 $420,564
IEQ CAPITAL, LLC 4,000 $259,048
AQR CAPITAL MANAGEMENT LLC 4,000 $259,048
ROYAL BANK OF CANADA 797 $51,615

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 101,683 $6,988,570
Kestra Advisory Services, LLC 96,464 $6,629,874
Cambridge Investment Research Advisors, Inc. 60,144 $4,133,636
Mason & Associates Inc 45,376 $3,118,647
Stone Wealth Partners 33,881 $2,328,607
Filter: New 6 Increased 4 Reduced 10 Sold out 33 Unchanged 6
Showing 26 of 26
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CIBC WORLD MARKET INC. CWS $8,386,419 25.85% 129,496
STIFEL FINANCIAL CORP CWS $5,997,673 18.49% 92,611
OSAIC HOLDINGS, INC. CWS $5,566,229 17.16% 85,949
Cetera Investment Advisers CWS $4,428,943 13.65% 68,388
GOLDMAN SACHS GROUP INC CWS $1,731,153 5.34% 26,731
GC Wealth Management RIA, LLC CWS $1,173,422 3.62% 18,119
RAYMOND JAMES FINANCIAL INC CWS $802,142 2.47% 12,386
Perennial Investment Advisors, LLC CWS $507,345 1.56% 7,834
Beacon Pointe Advisors, LLC CWS $477,360 1.47% 7,371
Cerity Partners LLC CWS $460,975 1.42% 7,118
SPRENG CAPITAL MANAGEMENT, INC. CWS $433,970 1.34% 6,701
CITADEL ADVISORS LLC CWS $420,564 1.30% 6,494
AE Wealth Management LLC CWS $338,640 1.04% 5,229
Snowden Capital Advisors LLC CWS $330,933 1.02% 5,110
IEQ CAPITAL, LLC CWS $259,048 0.80% 4,000
AQR CAPITAL MANAGEMENT LLC CWS $259,048 0.80% 4,000
CAPTRUST FINANCIAL ADVISORS CWS $236,251 0.73% 3,648
Kovack Advisors, Inc. CWS $222,910 0.69% 3,442
SUSQUEHANNA INTERNATIONAL GROUP, LLP CWS $217,794 0.67% 3,363
Federation des caisses Desjardins du Quebec CWS $88,659 0.27% 1,369
ROYAL BANK OF CANADA CWS $51,615 0.16% 797
US BANCORP \DE\ CWS $25,904 0.08% 400
Larson Financial Group LLC CWS $10,815 0.03% 167
Aviso Financial Inc. CWS $9,001 0.03% 139
MORGAN STANLEY CWS $2,719 0.01% 42
JPMORGAN CHASE & CO CWS $0 0.00% 0