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$42.68 -0.22 (-0.50%) 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: $282,829
Total Shares: 5,925

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 1 13F filers · Δ vs Sep 30, 2023
Top Holder
100.0%
Mar 2022 → Jun 2026 · range 18.2% – 100.0%
0.0 pts
Top 5
100.0%
Mar 2022 → Jun 2026 · range 67.2% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 93.2% – 100.0%
0.0 pts
HHI
10,000
Mar 2022 → Jun 2026 · range 1,128 – 10,000
Highly concentrated0

Quarterly Activity

vs Sep 30, 2023
New
1
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: 0
Institutional value: -61.9%
Shares held: -82.1%

Top New Positions

vs Sep 30, 2023
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 5,925 $282,829

Top Sold-Out Positions

vs Sep 30, 2023
Institution Previously Held Last Value (USD) Open
CAPTRUST FINANCIAL ADVISORS 33,077 $741,784
Filter: New 1 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SAMT $282,829 100.00% 5,925