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$18.52 -0.50 (-2.63%) 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: 468
Total Value: $82,236,252
Total Shares: 162,336,267
Showing 1–100 of 506 holdings by value · page 1 of 6

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 468 13F filers · Δ vs Mar 31, 2026
Top Holder
10.7%
Sep 2024 → Jun 2026 · range 0.0% – 79.1%
−68.4 pts
Top 5
30.6%
Sep 2024 → Jun 2026 · range 0.0% – 100.0%
−69.4 pts
Top 10
43.5%
Sep 2024 → Jun 2026 · range 0.0% – 100.0%
−56.5 pts
HHI
297
Sep 2024 → Jun 2026 · range 0 – 6,494
Broadly held−6,197

Quarterly Activity

vs Mar 31, 2026
New
63
Increased
176
Decreased
123
Sold Out
93
Unchanged
106
Holder count: -30
Institutional value: +3394.8%
Shares held: -0.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
WELLS FARGO & COMPANY/MN +8,666,377 9,776,009
Galaxy Digital Inc. +5,100,000 5,918,390
EXCHANGE TRADED CONCEPTS, LLC +3,158,300 4,408,300
BANK OF AMERICA CORP /DE/ +1,915,053 1,982,545
LMR Partners LLP +1,803,730 3,235,000

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MILLENNIUM MANAGEMENT LLC −16,660,515 683,198
MACQUARIE GROUP LTD −3,289,036 40
GOLDMAN SACHS GROUP INC −2,744,152 8,497,350
Tidal Investments LLC −979,314 2,998,765
KALEIDOSCOPE CAPITAL LP −939,510 735,926

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Banco Santander, S.A. 297,947 $3,542,589
QUANTUM FINANCIAL PARTNERS LLC 22,452 $266,954
Security National Bank 21,342 $253,756
T3 Companies, LLC 21,300 $253,257
GK Wealth Management LLC 17,705 $210,512

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Family Office Research LLC 25,599 $0
Bosman Wealth Management, LLC 18,871 $0
Bienville Capital Management, LLC 10,926 $0
Sterling Investment Advisors, Ltd. 19,775 $0
Weiss Asset Management LP 564,806 $0
Filter: New 63 Increased 176 Reduced 123 Sold out 93 Unchanged 106
Showing 100 of 506
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Parcion Private Wealth LLC $8,794,034 10.69% 739,616
STERLING INVESTMENT ADVISORS LLC /ADV $5,223,657 6.35% 439,332
TITLEIST ASSET MANAGEMENT, LLC $4,273,836 5.20% 359,448
Banco Santander, S.A. $3,542,589 4.31% 297,947
Cambridge Investment Research Advisors, Inc. $3,346,250 4.07% 281,434
Alliance Wealth Advisors, LLC /UT $2,778,740 3.38% 233,704
PPSC Investment Service Corp $2,282,880 2.78% 192,000
Fiduciary Alliance LLC $2,106,586 2.56% 177,173
Whitaker-Myers Wealth Managers, LTD. $1,721,255 2.09% 144,765
Corecam Pte. Ltd. $1,672,923 2.03% 140,700
Cobblestone Asset Management LLC $1,555,568 1.89% 130,830
MFG WEALTH MANAGEMENT, INC. $1,453,124 1.77% 122,214
Counterweight Ventures, LLC $1,427,465 1.74% 120,056
Tactive Advisors, LLC $1,353,367 1.65% 113,824
LCM Capital Management Inc $1,296,366 1.58% 109,030
COMMONWEALTH EQUITY SERVICES, LLC $1,269,483 1.54% 106,769
Impact Partnership Wealth, LLC $1,233,004 1.50% 103,701
IFP Advisors, Inc $1,038,757 1.26% 87,364
BENJAMIN EDWARDS INC $982,922 1.20% 82,668
Lauer Wealth, LLC $968,464 1.18% 81,452
Farther Finance Advisors, LLC $955,694 1.16% 80,378
Private Advisor Group, LLC $898,836 1.09% 75,596
Garde Capital, Inc. $868,457 1.06% 73,041
KINGSWOOD WEALTH ADVISORS, LLC $791,981 0.96% 66,609
Corecam AG $791,874 0.96% 66,600
Emerald Advisors, LLC $757,226 0.92% 63,686
Pekin Hardy Strauss, Inc. $722,258 0.88% 60,745
J. Safra Sarasin Holding AG $719,368 0.87% 60,502
Freestone Capital Holdings, LLC $697,063 0.85% 58,626
MEITAV INVESTMENT HOUSE LTD $666,149 0.81% 56,026
CORA CAPITAL ADVISORS LLC $641,572 0.78% 53,959
Zhang Financial LLC $635,924 0.77% 53,484
Kestra Advisory Services, LLC $630,241 0.77% 53,006
WATERSHED PRIVATE WEALTH LLC $627,744 0.76% 52,796
TRUIST FINANCIAL CORP $564,703 0.69% 47,494
Platform Technology Partners $562,218 0.68% 47,285
KESTRA PRIVATE WEALTH SERVICES, LLC $532,469 0.65% 44,783
Wealthcare Advisory Partners LLC $525,882 0.64% 44,229
Strong Tower Advisory Services $492,614 0.60% 41,431
Merit Financial Group, LLC $488,679 0.59% 41,100
GHP Investment Advisors, Inc. $475,540 0.58% 39,995
VICTORY FINANCIAL GROUP, LLC $474,957 0.58% 39,946
J.W. COLE ADVISORS, INC. $462,473 0.56% 38,896
Paradiem, LLC $452,521 0.55% 38,059
Union Bancaire Privee, UBP SA $433,866 0.53% 36,490
AlphaStar Capital Management, LLC $433,747 0.53% 36,480
Ashton Thomas Private Wealth, LLC $430,382 0.52% 36,197
MGO ONE SEVEN LLC $400,740 0.49% 33,704
TrueWealth Advisors, LLC $391,787 0.48% 32,951
Belpointe Asset Management LLC $386,781 0.47% 32,530
Private Capital Advisors, Inc. $358,305 0.44% 30,135
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $346,272 0.42% 29,123
Revisor Wealth Management LLC $345,963 0.42% 29,097
Brookstone Capital Management $342,372 0.42% 28,795
Cornerstone Wealth Management, LLC $333,716 0.41% 28,067
Pilgrim Partners Asia Pte Ltd $333,169 0.41% 28,021
Gallacher Capital Management LLC $323,538 0.39% 27,211
NEW WAVE WEALTH ADVISORS LLC $305,715 0.37% 25,712
NORTHBRIDGE FINANCIAL GROUP, LLC $291,221 0.35% 24,493
Synergy Asset Management, LLC $285,716 0.35% 24,030
Formidable Asset Management, LLC $267,501 0.33% 22,498
Regent Peak Wealth Advisors LLC $267,049 0.32% 22,460
QUANTUM FINANCIAL PARTNERS LLC $266,954 0.32% 22,452
San Luis Wealth Advisors LLC $264,088 0.32% 22,211
Zinnia Wealth Advisory, LLC $259,475 0.32% 21,823
Security National Bank $253,756 0.31% 21,342
T3 Companies, LLC $253,257 0.31% 21,300
SIGNATUREFD, LLC $248,168 0.30% 20,872
SJS Investment Consulting Inc. $241,081 0.29% 20,276
Gladstone Institutional Advisory LLC $231,712 0.28% 19,488
Fortis Group Advisors, LLC $228,549 0.28% 19,222
Concurrent Investment Advisors, LLC $227,894 0.28% 19,167
Atria Investments, Inc $227,360 0.28% 19,122
Compagnie Lombard Odier SCmA $226,623 0.28% 19,060
Evolution Wealth Advisors, LLC $220,856 0.27% 18,575
PARK AVENUE SECURITIES LLC $218,324 0.27% 18,362
Heritage Investment Group, Inc. $216,933 0.26% 18,245
GK Wealth Management LLC $210,512 0.26% 17,705
Avestar Capital, LLC $210,322 0.26% 17,689
Howard Capital Management Group, LLC $206,291 0.25% 17,350
BLUE SQUARE ASSET MANAGEMENT, LLC $202,130 0.25% 17,000
Franchise GP Ltd $199,157 0.24% 16,750
ETF Store, Inc. $194,044 0.24% 16,320
Trueblood Wealth Management, LLC $191,785 0.23% 16,130
City State Bank $191,072 0.23% 16,070
Vivid Wealth Management, LLC $187,624 0.23% 15,780
BEESE FULMER INVESTMENT MANAGEMENT, INC. $178,718 0.22% 15,031
Avior Wealth Management, LLC $178,052 0.22% 14,975
DAYMARK WEALTH PARTNERS, LLC $173,296 0.21% 14,575
WMS Group LLC $170,526 0.21% 14,342
Clear Creek Financial Management, LLC $170,455 0.21% 14,336
Ameliora Wealth Management Ltd. $167,660 0.20% 14,101
Keystone Global Partners, LLC $165,865 0.20% 13,950
SAX WEALTH ADVISORS, LLC $165,496 0.20% 13,919
FIRST UNITED BANK & TRUST $164,260 0.20% 13,815
RED REEF ADVISORS LLC $162,155 0.20% 13,638
KFG WEALTH MANAGEMENT, LLC $159,064 0.19% 13,378
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $157,459 0.19% 13,243
BigSur Wealth Management LLC $157,387 0.19% 13,237
Sovran Advisors, LLC $155,497 0.19% 13,078