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$47.76 -0.03 (-0.07%) 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: $1,833,775
Total Shares: 37,670

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 1 13F filers · Δ vs Sep 30, 2023
Top Holder
100.0%
Sep 2022 → Jun 2026 · range 75.8% – 100.0%
+24.2 pts
Top 5
100.0%
Sep 2022 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2022 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
10,000
Sep 2022 → Jun 2026 · range 6,335 – 10,000
Highly concentrated+3,665

Quarterly Activity

vs Sep 30, 2023
New
1
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count: -1
Institutional value: +165.4%
Shares held: +158.5%

Top New Positions

vs Sep 30, 2023
Institution Acquired Value (USD) Open
Brown Financial Advisors 37,670 $1,833,775

Top Sold-Out Positions

vs Sep 30, 2023
Institution Previously Held Last Value (USD) Open
CITADEL ADVISORS LLC 11,051 $523,950
BANK OF AMERICA CORP /DE/ 3,521 $166,937
Filter: New 1 Increased 0 Reduced 0 Sold out 2 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Brown Financial Advisors XFIV $1,833,775 100.00% 37,670