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$51.10 +0.28 (+0.54%) 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: 52
Total Value: $140,279,846
Total Shares: 3,026,293

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 52 13F filers · Δ vs Mar 31, 2026
Top Holder
39.2%
Sep 2023 → Jun 2026 · range 12.9% – 45.5%
+24.9 pts
Top 5
77.2%
Sep 2023 → Jun 2026 · range 41.8% – 77.2%
+29.7 pts
Top 10
87.9%
Sep 2023 → Jun 2026 · range 59.1% – 87.9%
+18.4 pts
HHI
1,945
Sep 2023 → Jun 2026 · range 534 – 2,256
Moderately concentrated+1,307

Quarterly Activity

vs Mar 31, 2026
New
14
Increased
11
Decreased
21
Sold Out
46
Unchanged
6
Holder count: -32
Institutional value: -32.2%
Shares held: -25.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
FIRST TRUST ADVISORS LP +896,081 1,098,446
MORGAN STANLEY +156,589 334,001
JANE STREET GROUP, LLC +22,925 38,071
Simplicity Wealth,LLC +16,856 51,811
OSAIC HOLDINGS, INC. +11,319 48,109

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
ENVESTNET ASSET MANAGEMENT INC −385,797 86,484
LPL Financial LLC −353,940 231,259
Cetera Investment Advisers −77,148 279,690
Gateway Wealth Partners, LLC −76,010 8,923
AE Wealth Management LLC −6,232 30,379

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Beacon Capital Management, Inc. 30,031 $1,505,153
Ameritas Advisory Services, LLC 14,678 $735,661
Integrated Wealth Concepts LLC 10,672 $534,880
Kingsview Wealth Management, LLC 9,862 $494,283
BANK OF AMERICA CORP /DE/ 5,658 $283,578

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
ALM First Financial Advisors, LLC 312,052 $15,796,072
TCP Asset Management, LLC 216,985 $10,983,780
ASSETMARK, INC 187,574 $9,494,995
BENJAMIN EDWARDS INC 122,550 $6,203,481
Cambridge Investment Research Advisors, Inc. 111,290 $5,633,499
Filter: New 14 Increased 11 Reduced 21 Sold out 46 Unchanged 6
Showing 52 of 52
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
FIRST TRUST ADVISORS LP $55,054,113 39.25% 1,098,446
MORGAN STANLEY $16,740,130 11.93% 334,001
Cetera Investment Advisers $14,018,062 9.99% 279,690
LPL Financial LLC $11,590,701 8.26% 231,259
Janney Montgomery Scott LLC $10,930,720 7.79% 218,091
ENVESTNET ASSET MANAGEMENT INC $4,334,578 3.09% 86,484
RAYMOND JAMES FINANCIAL INC $3,740,906 2.67% 74,639
Simplicity Wealth,LLC $2,596,767 1.85% 51,811
OSAIC HOLDINGS, INC. $2,411,222 1.72% 48,109
JANE STREET GROUP, LLC $1,908,118 1.36% 38,071
CreativeOne Wealth, LLC $1,738,211 1.24% 34,681
Twelve Points Wealth Management LLC $1,653,258 1.18% 32,986
AE Wealth Management LLC $1,522,595 1.09% 30,379
Beacon Capital Management, Inc. $1,505,153 1.07% 30,031
NewEdge Wealth, LLC $1,137,222 0.81% 22,690
Ameritas Advisory Services, LLC $735,661 0.52% 14,678
Snowden Capital Advisors LLC $709,448 0.51% 14,155
LaSalle St. Investment Advisors, LLC $680,429 0.49% 13,576
FSB PREMIER WEALTH MANAGEMENT, INC. $614,421 0.44% 12,259
Pinnacle Family Advisors, LLC $609,559 0.43% 12,162
Balboa Wealth Partners $569,563 0.41% 11,364
Integrated Wealth Concepts LLC $534,880 0.38% 10,672
World Investment Advisors $510,171 0.36% 10,179
Kingsview Wealth Management, LLC $494,283 0.35% 9,862
Gateway Wealth Partners, LLC $447,220 0.32% 8,923
SUSQUEHANNA INTERNATIONAL GROUP, LLP $401,310 0.29% 8,007
Asset Allocation Strategies LLC $345,376 0.25% 6,891
BANK OF AMERICA CORP /DE/ $283,578 0.20% 5,658
Trajan Wealth LLC $260,022 0.19% 5,188
Global Retirement Partners, LLC $240,074 0.17% 4,790
Signal Advisors Wealth, LLC $236,967 0.17% 4,728
Rossby Financial, LCC $222,232 0.16% 4,434
MARIPAU WEALTH MANAGEMENT LLC $218,473 0.16% 4,359
Triad Wealth Partners, LLC $215,415 0.15% 4,298
Steward Partners Investment Advisory, LLC $209,401 0.15% 4,178
ROTHSCHILD INVESTMENT LLC $165,396 0.12% 3,300
Synergy Investment Management, LLC $159,983 0.11% 3,192
Ascentis Independent Advisors $119,736 0.09% 2,389
ROYAL BANK OF CANADA $109,762 0.08% 2,190
HARBOUR INVESTMENTS, INC. $78,287 0.06% 1,562
UBS Group AG $72,473 0.05% 1,446
Parallel Advisors, LLC $47,864 0.03% 955
ACTION POINT FINANCIAL PLANNING, LLC $42,099 0.03% 840
Luminist Capital LLC $17,090 0.01% 341
Coppell Advisory Solutions LLC $12,689 0.01% 227,666
MCGUIRE CAPITAL ADVISORS INC $12,479 0.01% 249
IFG Advisory, LLC $10,274 0.01% 205
HUNTINGTON NATIONAL BANK $6,565 0.00% 131
AMERIFLEX GROUP, INC. $3,157 0.00% 63
Strive Financial Group ,LLC $852 0.00% 17
JPMORGAN CHASE & CO $651 0.00% 13
Lloyd Advisory Services, LLC. $250 0.00% 5