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$28.83 +0.04 (+0.12%) 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: 23
Total Value: $528,951,929
Total Shares: 17,975,055

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 23 13F filers · Δ vs Mar 31, 2026
Top Holder
79.6%
Sep 2023 → Jun 2026 · range 46.6% – 80.1%
+33.0 pts
Top 5
95.0%
Sep 2023 → Jun 2026 · range 94.6% – 99.7%
+0.1 pts
Top 10
99.1%
Sep 2023 → Jun 2026 · range 97.5% – 100.0%
+1.2 pts
HHI
6,418
Sep 2023 → Jun 2026 · range 3,905 – 6,579
Highly concentrated+2,513

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
14
Decreased
2
Sold Out
21
Unchanged
2
Holder count: -16
Institutional value: -45.3%
Shares held: -45.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
ENVESTNET ASSET MANAGEMENT INC +725,351 14,312,035
Cetera Investment Advisers +106,272 316,054
MML INVESTORS SERVICES, LLC +69,103 488,149
PRINCIPAL SECURITIES, INC. +65,522 725,014
SUSQUEHANNA INTERNATIONAL GROUP, LLP +30,350 47,356

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
JANE STREET GROUP, LLC −21,051 22,615
Mariner, LLC −1,751 21,192

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Diversify Advisory Services, LLC 13,125 $386,229
FSA WEALTH PARTNERS, INC. 9,959 $293,063
Founders Financial Alliance, LLC 8,634 $254,072
ACTION POINT FINANCIAL PLANNING, LLC 238 $7,002
Integrated Wealth Concepts LLC 63 $1,853

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Envestnet Portfolio Solutions, Inc. 15,315,658 $451,046,128
Spire Wealth Management 174,338 $5,134,254
B. Riley Wealth Advisors, Inc. 154,186 $4,540,777
PARK AVENUE SECURITIES LLC 81,201 $2,391,369
WEDBUSH SECURITIES INC 75,853 $2,233,870
Filter: New 5 Increased 14 Reduced 2 Sold out 21 Unchanged 2
Showing 23 of 23
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
ENVESTNET ASSET MANAGEMENT INC $421,160,253 79.62% 14,312,035
LPL Financial LLC $36,404,171 6.88% 1,237,101
PRINCIPAL SECURITIES, INC. $21,334,986 4.03% 725,014
MML INVESTORS SERVICES, LLC $14,364,760 2.72% 488,149
Cetera Investment Advisers $9,300,521 1.76% 316,054
&PARTNERS $6,284,165 1.19% 213,551
OSAIC HOLDINGS, INC. $6,249,676 1.18% 212,379
RESOLUTE WEALTH ADVISOR, INC. $4,474,257 0.85% 152,046
World Investment Advisors $2,519,186 0.48% 85,608
CITADEL ADVISORS LLC $1,888,683 0.36% 64,182
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,393,545 0.26% 47,356
JANE STREET GROUP, LLC $665,491 0.13% 22,615
Financial Sense Advisors, Inc. $646,805 0.12% 21,980
Mariner, LLC $623,616 0.12% 21,192
Diversify Advisory Services, LLC $386,229 0.07% 13,125
Pathstone Holdings, LLC $297,565 0.06% 10,112
FSA WEALTH PARTNERS, INC. $293,063 0.06% 9,959
NewEdge Advisors, LLC $273,259 0.05% 9,286
Founders Financial Alliance, LLC $254,072 0.05% 8,634
PNC FINANCIAL SERVICES GROUP, INC. $92,106 0.02% 3,130
MORGAN STANLEY $36,665 0.01% 1,246
ACTION POINT FINANCIAL PLANNING, LLC $7,002 0.00% 238
Integrated Wealth Concepts LLC $1,853 0.00% 63