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$43.72 -0.38 (-0.85%) 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: 243
Total Value: $882,828,621
Total Shares: 22,310,557
Showing 1–100 of 246 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 243 13F filers · Δ vs Mar 31, 2026
Top Holder
12.3%
Sep 2023 → Jun 2026 · range 8.4% – 20.5%
+2.7 pts
Top 5
35.6%
Sep 2023 → Jun 2026 · range 29.7% – 43.4%
+2.5 pts
Top 10
49.2%
Sep 2023 → Jun 2026 · range 46.4% – 59.6%
+2.6 pts
HHI
387
Sep 2023 → Jun 2026 · range 312 – 658
Broadly held+62

Quarterly Activity

vs Mar 31, 2026
New
30
Increased
79
Decreased
88
Sold Out
37
Unchanged
46
Holder count: -7
Institutional value: -11.7%
Shares held: +2.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Heirloom Wealth Management +826,256 1,005,004
NEOS Investment Management LLC +761,400 2,734,560
Wellspring Financial Advisors, LLC +159,898 2,225,662
AMERICAN NATIONAL BANK & TRUST +154,793 220,351
OSAIC HOLDINGS, INC. +151,665 823,586

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Virtu Financial LLC −429,081 75,509
Proficio Capital Partners LLC −295,177 759,580
SUSQUEHANNA INTERNATIONAL GROUP, LLP −154,178 5,857
CITADEL ADVISORS LLC −137,755 105,415
Mirae Asset Global Investments Co., Ltd. −125,000 511,600

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
ELEVATION POINT WEALTH PARTNERS, LLC 208,601 $8,254,341
Vestmark Advisory Solutions, Inc. 208,281 $8,241,679
Rockport Wealth LLC 141,928 $5,616,090
JANE STREET GROUP, LLC 131,307 $5,195,817
AXXCESS WEALTH MANAGEMENT, LLC 69,211 $2,738,679

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Quadrature Capital Ltd 561,793 $25,949,218
Vivaldi Capital Management LP 85,089 $3,930,260
Spectrum Asset Management, Inc. (NB/CA) 77,204 $3,566,052
IMC-Chicago, LLC 69,256 $3,198,934
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 69,044 $3,189,142
Filter: New 30 Increased 79 Reduced 88 Sold out 37 Unchanged 46
Showing 100 of 246
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
NEOS Investment Management LLC $108,206,539 12.26% 2,734,560
Wellspring Financial Advisors, LLC $88,069,445 9.98% 2,225,662
LPL Financial LLC $45,549,422 5.16% 1,151,110
Heirloom Wealth Management $39,768,008 4.50% 1,005,004
RAYMOND JAMES FINANCIAL INC $32,694,395 3.70% 826,242
OSAIC HOLDINGS, INC. $32,589,297 3.69% 823,586
Proficio Capital Partners LLC $30,056,580 3.40% 759,580
EXCHANGE TRADED CONCEPTS, LLC $20,949,465 2.37% 529,428
Mirae Asset Global Investments Co., Ltd. $20,244,012 2.29% 511,600
STIFEL FINANCIAL CORP $16,327,966 1.85% 412,635
ROYAL BANK OF CANADA $15,560,625 1.76% 393,243
AUGUSTINE ASSET MANAGEMENT INC $15,048,312 1.70% 380,296
COLTON GROOME FINANCIAL ADVISORS, LLC $12,289,611 1.39% 310,579
Sonoma Allocations LLC $12,221,511 1.38% 308,858
Kestra Advisory Services, LLC $11,170,373 1.27% 282,294
ALERUS FINANCIAL NA $11,139,469 1.26% 281,513
CLG LLC $10,942,252 1.24% 276,529
Cetera Investment Advisers $10,871,105 1.23% 274,731
Cambridge Investment Research Advisors, Inc. $10,468,678 1.19% 264,561
China Universal Asset Management Co., Ltd. $9,575,940 1.08% 242,000
GoalVest Advisory LLC $8,753,635 0.99% 221,219
AMERICAN NATIONAL BANK & TRUST $8,719,289 0.99% 220,351
JPMORGAN CHASE & CO $8,339,732 0.94% 210,759
ELEVATION POINT WEALTH PARTNERS, LLC $8,254,341 0.93% 208,601
Vestmark Advisory Solutions, Inc. $8,241,679 0.93% 208,281
OARSMAN CAPITAL, INC. $8,099,741 0.92% 204,694
Prospera Financial Services Inc $7,835,295 0.89% 198,011
GOLDMAN SACHS GROUP INC $7,648,881 0.87% 193,300
COURAGE CAPITAL MANAGEMENT LLC $7,290,930 0.83% 184,254
COMMONWEALTH EQUITY SERVICES, LLC $7,214,362 0.82% 182,319
Fortis Group Advisors, LLC $7,172,972 0.81% 181,273
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC $7,042,985 0.80% 177,988
Marks Group Wealth Management, Inc $6,752,026 0.76% 170,635
Winch Advisory Services, LLC $5,742,121 0.65% 145,113
Rockport Wealth LLC $5,616,090 0.64% 141,928
HighTower Advisors, LLC $5,579,844 0.63% 141,012
World Investment Advisors $5,514,039 0.62% 139,349
Jump Financial, LLC $5,029,782 0.57% 127,111
Nikulski Financial, Inc. $4,882,542 0.55% 123,390
Procyon Advisors, LLC $4,827,777 0.55% 122,006
Geneos Wealth Management Inc. $4,763,713 0.54% 120,387
JANE STREET GROUP, LLC $4,629,966 0.52% 117,007
Optimus Capital Advisors, LLC $4,368,844 0.49% 110,408
MGO ONE SEVEN LLC $4,346,962 0.49% 109,855
Summit Financial, LLC $4,328,008 0.49% 109,376
Stratos Wealth Partners, LTD. $4,299,913 0.49% 108,666
Pinion Investment Advisors, LLC $4,106,020 0.47% 103,766
Cerity Partners LLC $3,989,051 0.45% 100,810
Cambridge Advisors Inc. $3,641,429 0.41% 92,025
WealthTrak Capital Management LLC $3,442,273 0.39% 86,992
OneDigital Investment Advisors LLC $3,287,277 0.37% 83,075
Riverwater Partners LLC $3,269,510 0.37% 82,626
CITADEL ADVISORS LLC $3,166,193 0.36% 80,015
Mutual Advisors, LLC $3,120,885 0.35% 78,870
Virtu Financial LLC $2,987,891 0.34% 75,509
GENTRY PRIVATE WEALTH, LLC $2,886,512 0.33% 72,947
Tandem Financial, LLC $2,811,448 0.32% 71,050
NewEdge Advisors, LLC $2,759,888 0.31% 69,747
AXXCESS WEALTH MANAGEMENT, LLC $2,738,679 0.31% 69,211
Capital Asset Advisory Services LLC $2,738,679 0.31% 69,211
MOULTON WEALTH MANAGEMENT, INC $2,709,872 0.31% 68,483
Arkadios Wealth Advisors $2,531,054 0.29% 63,964
ENVESTNET ASSET MANAGEMENT INC $2,505,770 0.28% 63,325
Essex Financial Services, Inc. $2,498,370 0.28% 63,138
Farther Finance Advisors, LLC $2,444,515 0.28% 61,777
Paladin Advisory Group, LLC $2,443,328 0.28% 61,747
Foundations Investment Advisors, LLC $2,368,660 0.27% 59,860
Equitable Holdings, Inc. $2,342,741 0.27% 59,205
Mariner, LLC $2,342,424 0.27% 59,197
Global Retirement Partners, LLC $2,285,602 0.26% 57,761
MML INVESTORS SERVICES, LLC $2,041,376 0.23% 51,589
Creative Planning $1,962,118 0.22% 49,586
KESTRA PRIVATE WEALTH SERVICES, LLC $1,869,959 0.21% 47,257
BOOTHBAY FUND MANAGEMENT, LLC $1,847,919 0.21% 46,700
Private Advisor Group, LLC $1,714,053 0.19% 43,317
RENAISSANCE TECHNOLOGIES LLC $1,626,327 0.18% 41,100
AQR CAPITAL MANAGEMENT LLC $1,586,677 0.18% 40,098
Apollon Wealth Management, LLC $1,542,478 0.17% 38,981
Rockefeller Capital Management L.P. $1,531,398 0.17% 38,701
OPTIMA CAPITAL LLC $1,525,976 0.17% 38,564
Sowell Financial Services LLC $1,506,706 0.17% 38,077
RETIREMENT GUYS FORMULA LLC $1,494,044 0.17% 37,757
SAGESPRING WEALTH PARTNERS, LLC $1,463,654 0.17% 36,989
Advisory Services Network, LLC $1,459,142 0.17% 36,875
Generation Capital Management LLC $1,442,128 0.16% 36,445
TUDOR INVESTMENT CORP ET AL $1,442,089 0.16% 36,444
Guidance Point Advisors, LLC $1,412,372 0.16% 35,693
Walser Wealth Management Company, A Ltd Liability Co $1,380,676 0.16% 34,892
NORTHBRIDGE FINANCIAL GROUP, LLC $1,359,031 0.15% 34,345
WESPAC Advisors, LLC $1,329,433 0.15% 33,597
Regal Investment Advisors LLC $1,252,271 0.14% 31,647
Waverly Advisors, LLC $1,244,120 0.14% 31,441
Exit Wealth Advisors, LLC. $1,239,886 0.14% 31,334
Corient Private Wealth LLC $1,197,388 0.14% 30,260
MATAURO, LLC $1,193,272 0.14% 30,156
VISTA INVESTMENT PARTNERS II, LLC $1,180,333 0.13% 29,829
Janney Montgomery Scott LLC $1,175,308 0.13% 29,702
MORGAN STANLEY $1,146,342 0.13% 28,970
TCFG Investment Advisors, LLC $1,123,590 0.13% 28,395
Ipsen Advisor Group LLC $1,101,391 0.12% 27,834