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$147.40 -0.54 (-0.37%) 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: 7
Total Value: $5,532,133
Total Shares: 38,852

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
35.8%
Dec 2021 → Jun 2026 · range 17.0% – 100.0%
−31.4 pts
Top 5
96.8%
Dec 2021 → Jun 2026 · range 44.1% – 100.0%
−3.2 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 56.2% – 100.0%
0.0 pts
HHI
2,776
Dec 2021 → Jun 2026 · range 608 – 10,000
Highly concentrated−2,793

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
0
Decreased
1
Sold Out
1
Unchanged
1
Holder count: +4
Institutional value: +565.9%
Shares held: +466.8%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −173 4,430

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 13,893 $1,978,224
Financial Insights, Inc. 13,724 $1,954,160
CITADEL ADVISORS LLC 3,500 $498,365
Brown Financial Advisors 2,055 $292,611
Parkside Financial Bank & Trust 1,230 $175,139

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 2,232 $270,496
Filter: New 5 Increased 0 Reduced 1 Sold out 1 Unchanged 1
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DSI $1,978,224 35.76% 13,893
Financial Insights, Inc. DSI $1,954,160 35.32% 13,724
MLG Wealth Management DBA Pine Grove Financial Group DSI $630,787 11.40% 4,430
CITADEL ADVISORS LLC DSI $498,365 9.01% 3,500
Brown Financial Advisors DSI $292,611 5.29% 2,055
Parkside Financial Bank & Trust DSI $175,139 3.17% 1,230
TUCKER ASSET MANAGEMENT LLC DSI $2,847 0.05% 20