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$21.07 +0.02 (+0.10%) 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: $2,236,950
Total Shares: 106,975

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 7 13F filers · Δ vs Jun 30, 2023
Top Holder
45.5%
Dec 2020 → Sep 2023 · range 28.6% – 96.8%
−1.7 pts
Top 5
96.6%
Dec 2020 → Sep 2023 · range 92.6% – 100.0%
−0.4 pts
Top 10
100.0%
Dec 2020 → Sep 2023 · range 100.0% – 100.0%
0.0 pts
HHI
2,906
Dec 2020 → Sep 2023 · range 2,065 – 9,379
Highly concentrated−56

Quarterly Activity

vs Jun 30, 2023
New
4
Increased
1
Decreased
2
Sold Out
5
Unchanged
0
Holder count: -1
Institutional value: -7.7%
Shares held: -2.3%

Top Buyers

vs Jun 30, 2023
Institution Added Now Holds Open
UBS Group AG +2,331 2,505

Top Sellers

vs Jun 30, 2023
Institution Sold Now Holds Open
Lakeview Capital Partners, LLC −3,013 48,652
OSAIC HOLDINGS, INC. −2,938 3,457

Top New Positions

vs Jun 30, 2023
Institution Acquired Value (USD) Open
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,702 $432,899
GTS SECURITIES LLC 20,023 $418,700
HighTower Advisors, LLC 10,469 $218,917
COMERICA BANK 1,167 $24,403

Top Sold-Out Positions

vs Jun 30, 2023
Institution Previously Held Last Value (USD) Open
IFP Advisors, Inc 21,931 $485,420
OLD MISSION CAPITAL LLC 14,765 $326,808
FLOW TRADERS U.S. LLC 11,419 $252,748
Family Asset Management, LLC 3,114 $68,925
PROEQUITIES, INC. 0 $0
Filter: New 4 Increased 1 Reduced 2 Sold out 5 Unchanged 0
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Lakeview Capital Partners, LLC OVM $1,017,361 45.48% 48,652
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OVM $432,899 19.35% 20,702
GTS SECURITIES LLC OVM $418,700 18.72% 20,023
HighTower Advisors, LLC OVM $218,917 9.79% 10,469
OSAIC HOLDINGS, INC. OVM $72,288 3.23% 3,457
UBS Group AG OVM $52,382 2.34% 2,505
COMERICA BANK OVM $24,403 1.09% 1,167