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$50.08 +0.03 (+0.06%) 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: 1
Total Value: $1,242,572
Total Shares: 24,664

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Sep 2023 → Jun 2026 · range 11.9% – 100.0%
+84.6 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 39.5% – 100.0%
+54.2 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 54.1% – 100.0%
+40.3 pts
HHI
10,000
Sep 2023 → Jun 2026 · range 448 – 10,000
Highly concentrated+9,447

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
1
Decreased
0
Sold Out
215
Unchanged
0
Holder count: -215
Institutional value: -99.9%
Shares held: -99.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Cornerstone Financial Management LLC +8 24,664

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
MORGAN STANLEY 3,258,792 $164,047,588
Rockwood Wealth Management, LLC 2,276,419 $114,594,932
Resonant Capital Advisors, LLC 1,666,710 $83,902,181
BANK OF AMERICA CORP /DE/ 1,418,879 $71,426,368
CAPTRUST FINANCIAL ADVISORS 1,072,449 $53,987,082
Filter: New 0 Increased 1 Reduced 0 Sold out 215 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
Cornerstone Financial Management LLC MEAR $1,242,572 100.00% 24,664