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$62.65 +0.82 (+1.33%) 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: 24
Total Value: $18,710,491
Total Shares: 410,949

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 24 13F filers · Δ vs Dec 31, 2022
Top Holder
44.6%
Jun 2020 → Mar 2023 · range 16.2% – 98.4%
+12.4 pts
Top 5
74.3%
Jun 2020 → Mar 2023 · range 55.1% – 100.0%
+1.0 pts
Top 10
88.2%
Jun 2020 → Mar 2023 · range 75.0% – 100.0%
+2.9 pts
HHI
2,287
Jun 2020 → Mar 2023 · range 817 – 9,686
Moderately concentrated+670

Quarterly Activity

vs Dec 31, 2022
New
2
Increased
13
Decreased
6
Sold Out
15
Unchanged
3
Holder count: -13
Institutional value: -52.5%
Shares held: -55.5%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
JPMORGAN CHASE & CO +21,623 183,193
COMMONWEALTH EQUITY SERVICES, LLC +8,024 30,637
One Wealth Advisors, LLC +3,001 45,541
WEALTH ALLIANCE, LLC +2,453 7,364
WEALTHSOURCE PARTNERS, LLC +2,109 28,099

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
ENVESTNET ASSET MANAGEMENT INC −40,740 11,719
SUSQUEHANNA INTERNATIONAL GROUP, LLP −14,743 8,852
CITADEL ADVISORS LLC −5,694 10,877
ROYAL BANK OF CANADA −3,995 3,236
OSAIC HOLDINGS, INC. −742 3,382

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
MGO ONE SEVEN LLC 7,860 $357,865
PROEQUITIES, INC. 0 $0

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
JANE STREET GROUP, LLC 297,473 $12,681,273
BANK OF MONTREAL /CAN/ 123,075 $5,246,687
OLD MISSION CAPITAL LLC 20,744 $884,316
FLOW TRADERS U.S. LLC 11,253 $479,715
Glass Jacobson Investment Advisors llc 11,214 $478,052
Filter: New 2 Increased 13 Reduced 6 Sold out 15 Unchanged 3
Showing 24 of 24
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
JPMORGAN CHASE & CO LDEM $8,340,776 44.58% 183,193
One Wealth Advisors, LLC LDEM $2,073,481 11.08% 45,541
COMMONWEALTH EQUITY SERVICES, LLC LDEM $1,394,902 7.46% 30,637
WEALTHSOURCE PARTNERS, LLC LDEM $1,279,347 6.84% 28,099
Corient Private Wealth LLC LDEM $816,944 4.37% 17,943
Keebeck Wealth Management LDEM $807,474 4.32% 17,735
ENVESTNET ASSET MANAGEMENT INC LDEM $533,566 2.85% 11,719
CITADEL ADVISORS LLC LDEM $495,229 2.65% 10,877
SUSQUEHANNA INTERNATIONAL GROUP, LLP LDEM $403,031 2.15% 8,852
MGO ONE SEVEN LLC LDEM $357,865 1.91% 7,860
TCWP LLC LDEM $357,865 1.91% 7,860
WEALTH ALLIANCE, LLC LDEM $335,282 1.79% 7,364
BANK OF AMERICA CORP /DE/ LDEM $222,686 1.19% 4,891
Advisory Services Network, LLC LDEM $204,065 1.09% 4,482
CI INVESTMENTS INC. LDEM $193,047 1.03% 4,240
Addison Advisors LLC LDEM $165,956 0.89% 3,645
OSAIC HOLDINGS, INC. LDEM $153,980 0.82% 3,382
ROYAL BANK OF CANADA LDEM $147,334 0.79% 3,236
Belpointe Asset Management LLC LDEM $136,134 0.73% 2,990
Fortis Capital Advisors, LLC LDEM $116,101 0.62% 2,550
Goodwin Investment Advisory LDEM $94,156 0.50% 2,068
EverSource Wealth Advisors, LLC LDEM $66,792 0.36% 1,467
MORGAN STANLEY LDEM $14,478 0.08% 318
PROEQUITIES, INC. LDEM $0 0.00% 0