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$84.32 +0.03 (+0.04%) 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: $31,155,375
Total Shares: 365,279

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 7 13F filers · Δ vs Dec 31, 2022
Top Holder
68.4%
Jun 2021 → Mar 2023 · range 20.0% – 82.0%
−13.6 pts
Top 5
100.0%
Jun 2021 → Mar 2023 · range 97.8% – 100.0%
+0.3 pts
Top 10
100.0%
Jun 2021 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
5,451
Jun 2021 → Mar 2023 · range 1,973 – 6,936
Highly concentrated−1,486

Quarterly Activity

vs Dec 31, 2022
New
1
Increased
1
Decreased
1
Sold Out
3
Unchanged
4
Holder count: -2
Institutional value: +24.1%
Shares held: +19.9%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
BANK OF AMERICA CORP /DE/ +12 539

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
JANE STREET GROUP, LLC −32,762 10,579

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
American Family Insurance Mutual Holding Co 100,500 $8,571,846

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
AVANTAX ADVISORY SERVICES, INC. 3,815 $314,386
CITADEL ADVISORS LLC 2,935 $241,867
UBS Group AG 468 $38,566
Filter: New 1 Increased 1 Reduced 1 Sold out 3 Unchanged 4
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock Inc. LQDB $21,323,000 68.44% 250,000
American Family Insurance Mutual Holding Co LQDB $8,571,846 27.51% 100,500
JANE STREET GROUP, LLC LQDB $902,304 2.90% 10,579
SUSQUEHANNA INTERNATIONAL GROUP, LLP LQDB $312,083 1.00% 3,659
BANK OF AMERICA CORP /DE/ LQDB $45,972 0.15% 539
MORGAN STANLEY LQDB $170 0.00% 2
PROEQUITIES, INC. LQDB $0 0.00% 0