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$36.60 -0.09 (-0.25%) 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: $48,327
Total Shares: 1,335

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Sep 2023 → Jun 2026 · range 16.6% – 100.0%
+69.1 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 58.6% – 100.0%
+41.2 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 76.3% – 100.0%
+22.4 pts
HHI
10,000
Sep 2023 → Jun 2026 · range 970 – 10,000
Highly concentrated+8,710

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
46
Unchanged
0
Holder count: -46
Institutional value: -100.0%
Shares held: -100.0%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
TUCKER ASSET MANAGEMENT LLC −18 1,335

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
Family Investment Center, Inc. 1,196,985 $43,354,796
Reliant Wealth Planning 456,074 $16,519,000
ENVESTNET ASSET MANAGEMENT INC 212,771 $7,706,565
TRUIST FINANCIAL CORP 212,049 $7,680,414
Orion Porfolio Solutions, LLC 196,469 $7,116,107
Filter: New 0 Increased 0 Reduced 1 Sold out 46 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
TUCKER ASSET MANAGEMENT LLC RISR $48,327 100.00% 1,335