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$43.31 -0.15 (-0.35%) 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: 57
Total Value: $118,476,941
Total Shares: 2,802,199

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 57 13F filers · Δ vs Mar 31, 2026
Top Holder
30.6%
Sep 2023 → Jun 2026 · range 9.9% – 30.6%
+8.0 pts
Top 5
73.5%
Sep 2023 → Jun 2026 · range 35.2% – 73.5%
+19.2 pts
Top 10
84.4%
Sep 2023 → Jun 2026 · range 52.3% – 84.4%
+18.7 pts
HHI
1,696
Sep 2023 → Jun 2026 · range 429 – 1,696
Moderately concentrated+785

Quarterly Activity

vs Mar 31, 2026
New
7
Increased
25
Decreased
15
Sold Out
43
Unchanged
10
Holder count: -36
Institutional value: -24.3%
Shares held: -25.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
LPL Financial LLC +98,031 617,443
Foundations Investment Advisors, LLC +6,963 25,737
JONES FINANCIAL COMPANIES LLLP +6,693 29,492
Focus Partners Advisor Solutions, LLC +5,522 48,663
RAYMOND JAMES FINANCIAL INC +4,669 75,962

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
PNC FINANCIAL SERVICES GROUP, INC. −19,205 12,404
Independent Advisor Alliance −18,823 6,414
Christian Investment Advisors, Inc. −15,876 411,912
ENVESTNET ASSET MANAGEMENT INC −13,237 54,248
OneAscent Wealth Management LLC −12,243 6,704

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Bank of New York Mellon Corp 5,501 $232,581
Aptus Capital Advisors, LLC 5,405 $228,523
Ameritas Advisory Services, LLC 5,025 $212,457
Faithward Advisors, LLC 4,762 $201,337
Coppell Advisory Solutions LLC 1,941 $82,064

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Cambridge Investment Research Advisors, Inc. 145,483 $6,017,176
CWM, LLC 106,496 $4,404,674
BENJAMIN EDWARDS INC 102,262 $4,229,556
CREATIVE FINANCIAL DESIGNS INC /ADV 71,055 $2,938,834
Turning Point Benefit Group, Inc. 53,195 $2,200,145
Filter: New 7 Increased 25 Reduced 15 Sold out 43 Unchanged 10
Showing 57 of 57
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
WESTWOOD HOLDINGS GROUP INC $36,297,380 30.64% 858,500
LPL Financial LLC $26,105,490 22.03% 617,443
Christian Investment Advisors, Inc. $17,415,639 14.70% 411,912
AMERIPRISE FINANCIAL INC $4,082,683 3.45% 96,563
OneAscent Financial Services LLC $3,223,723 2.72% 76,247
RAYMOND JAMES FINANCIAL INC $3,211,672 2.71% 75,962
Cetera Investment Advisers $2,725,960 2.30% 64,474
CARLSON FINANCIAL, INC. $2,573,625 2.17% 60,871
ENVESTNET ASSET MANAGEMENT INC $2,293,605 1.94% 54,248
Focus Partners Advisor Solutions, LLC $2,057,471 1.74% 48,663
Inspire Advisors, LLC $1,750,265 1.48% 41,397
Frontier Asset Management, LLC $1,709,634 1.44% 40,436
Geneos Wealth Management Inc. $1,576,790 1.33% 37,294
Sound Financial Strategies Group, LLC $1,509,269 1.27% 35,697
JONES FINANCIAL COMPANIES LLLP $1,246,921 1.05% 29,492
Foundations Investment Advisors, LLC $1,088,160 0.92% 25,737
UBS Group AG $822,557 0.69% 19,455
OSAIC HOLDINGS, INC. $673,941 0.57% 15,940
WIN ADVISORS, INC $618,260 0.52% 14,623
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $596,401 0.50% 14,106
PNC FINANCIAL SERVICES GROUP, INC. $524,441 0.44% 12,404
Sigma Planning Corp $505,372 0.43% 11,953
LaSalle St. Investment Advisors, LLC $393,626 0.33% 9,310
GOLDMAN SACHS GROUP INC $369,231 0.31% 8,733
Janney Montgomery Scott LLC $362,804 0.31% 8,581
GTS SECURITIES LLC $341,030 0.29% 8,066
IHT Wealth Management, LLC $304,669 0.26% 7,206
OneAscent Wealth Management LLC $283,445 0.24% 6,704
Independent Advisor Alliance $271,183 0.23% 6,414
Black Diamond Financial, LLC $270,126 0.23% 6,389
VERUS CAPITAL PARTNERS, LLC $260,444 0.22% 6,160
Regal Investment Advisors LLC $251,100 0.21% 5,939
Bank of New York Mellon Corp $232,581 0.20% 5,501
Aptus Capital Advisors, LLC $228,523 0.19% 5,405
MERCER GLOBAL ADVISORS INC /ADV $222,054 0.19% 5,252
Kingsview Wealth Management, LLC $216,896 0.18% 5,130
Ameritas Advisory Services, LLC $212,457 0.18% 5,025
BIP Wealth, LLC $207,933 0.18% 4,918
Faithward Advisors, LLC $201,337 0.17% 4,762
ROYAL BANK OF CANADA $193,261 0.16% 4,571
Nemes Rush Group LLC $157,493 0.13% 3,725
N.E.W. Advisory Services LLC $138,678 0.12% 3,280
Rockefeller Capital Management L.P. $118,806 0.10% 2,810
MORGAN STANLEY $103,628 0.09% 2,451
Arax Advisory Partners $92,254 0.08% 2,182
Coppell Advisory Solutions LLC $82,064 0.07% 1,941
FMR LLC $65,322 0.06% 1,545
NewEdge Advisors, LLC $63,420 0.05% 1,500
HARBOUR INVESTMENTS, INC. $59,487 0.05% 1,407
SHP Wealth Management $38,982 0.03% 922
Coastline Trust Co $31,667 0.03% 749
FIFTH THIRD BANCORP $25,198 0.02% 596
IFG Advisory, LLC $24,564 0.02% 581
Smartleaf Asset Management LLC $20,505 0.02% 485
JPMORGAN CHASE & CO $20,336 0.02% 481
Ameritas Investment Partners, Inc. $2,536 0.00% 60
WELLS FARGO & COMPANY/MN $42 0.00% 1