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$35.31 -0.85 (-2.35%) 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: 467
Total Value: $926,945,735
Total Shares: 36,141,925
Showing 1–100 of 472 holdings by value · page 1 of 5

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 467 13F filers · Δ vs Mar 31, 2026
Top Holder
17.0%
Sep 2024 → Jun 2026 · range 13.7% – 32.0%
+3.3 pts
Top 5
44.3%
Sep 2024 → Jun 2026 · range 37.3% – 67.7%
+6.9 pts
Top 10
55.8%
Sep 2024 → Jun 2026 · range 52.1% – 76.6%
+3.4 pts
HHI
582
Sep 2024 → Jun 2026 · range 425 – 1,694
Broadly held+157

Quarterly Activity

vs Mar 31, 2026
New
48
Increased
141
Decreased
121
Sold Out
75
Unchanged
157
Holder count: -27
Institutional value: -6.3%
Shares held: +9.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
HORIZON KINETICS ASSET MANAGEMENT LLC +3,063,577 6,067,993
WELLS FARGO & COMPANY/MN +485,958 2,564,896
Verde Capital Management +311,893 320,526
Paragon Advisors, LLC +232,912 1,306,342
MORGAN STANLEY +139,990 859,068

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Steward Partners Investment Advisory, LLC −843,418 517,836
SUSQUEHANNA INTERNATIONAL GROUP, LLP −801,800 423,419
MILLENNIUM MANAGEMENT LLC −575,769 256,832
Beacon Pointe Advisors, LLC −249,782 17,779
RIVERSEDGE ADVISORS, LLC −228,399 141,650

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Pacific Excel Wealth Advisors, Inc. 205,477 $5,332,128
Virtu Financial LLC 165,079 $4,283,800
Qube Research & Technologies Ltd 109,411 $2,839,215
FFG Partners, LLC 63,232 $1,640,870
CHASE INVESTMENT COUNSEL CORP 33,000 $856,350

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
MSRH, LLC 103,200 $3,094,968
BECK CAPITAL MANAGEMENT, LLC 76,607 $2,297,443
AlTi Global, Inc. 60,197 $1,805,308
Ethos Financial Group, LLC 53,631 $1,608,393
RFG Advisory, LLC 43,556 $1,306,244
Filter: New 48 Increased 141 Reduced 121 Sold out 75 Unchanged 157
Showing 100 of 472
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
HORIZON KINETICS ASSET MANAGEMENT LLC $157,464,418 16.99% 6,067,993
Bullish $117,396,839 12.66% 4,523,963
WELLS FARGO & COMPANY/MN $66,559,049 7.18% 2,564,896
EMORY UNIVERSITY $35,140,140 3.79% 1,354,148
Paragon Advisors, LLC $33,899,574 3.66% 1,306,342
Tidal Investments LLC $28,383,668 3.06% 1,093,783
Sloy Dahl & Holst, LLC $24,771,039 2.67% 954,568
MORGAN STANLEY $22,292,813 2.40% 859,068
KALEIDOSCOPE CAPITAL LP $16,549,015 1.79% 637,727
SteelPeak Wealth, LLC $15,201,406 1.64% 585,796
Ovata Capital Management Ltd $14,321,078 1.54% 551,872
ParaFi Capital LP $13,494,000 1.46% 520,000
Steward Partners Investment Advisory, LLC $13,437,844 1.45% 517,836
Betterment LLC $9,996,926 1.08% 385,238
NewEdge Wealth, LLC $9,893,982 1.07% 381,271
LPL Financial LLC $9,361,203 1.01% 360,740
HighTower Advisors, LLC $9,341,974 1.01% 359,999
Pasadena Private Wealth, LLC $9,128,042 0.98% 351,755
Apriem Advisors $8,568,741 0.92% 330,202
EagleClaw Capital Managment, LLC $8,326,628 0.90% 320,872
Verde Capital Management $8,317,649 0.90% 320,526
MML INVESTORS SERVICES, LLC $7,440,124 0.80% 286,710
ENVESTNET ASSET MANAGEMENT INC $7,094,989 0.77% 273,410
MILLENNIUM MANAGEMENT LLC $6,664,790 0.72% 256,832
Mariner, LLC $6,562,858 0.71% 252,904
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5,433,930 0.59% 209,400
Pacific Excel Wealth Advisors, Inc. $5,332,128 0.58% 205,477
Heritage Family Offices, LLP $5,332,128 0.58% 205,477
CITADEL ADVISORS LLC $5,177,025 0.56% 199,500
Reliant Wealth Planning $4,834,796 0.52% 186,312
ASSETMARK, INC $4,513,353 0.49% 173,925
MATAURO, LLC $4,431,403 0.48% 170,767
VVR Holdings LLC $4,383,162 0.47% 168,908
Cresset Asset Management, LLC $4,372,367 0.47% 168,492
Virtu Financial LLC $4,283,800 0.46% 165,079
Exit Wealth Advisors, LLC. $4,196,763 0.45% 161,725
Kestra Advisory Services, LLC $4,188,745 0.45% 161,416
Moors & Cabot, Inc. $4,184,826 0.45% 161,265
Stonebrook Private Inc. $4,004,681 0.43% 154,323
ShoreHaven Wealth Partners, LLC $3,786,312 0.41% 145,908
JPMORGAN CHASE & CO $3,781,355 0.41% 145,717
Beaumont Financial Advisors, LLC $3,764,851 0.41% 145,081
Ascension Capital Advisors, Inc. $3,754,523 0.41% 144,683
Cambridge Investment Research Advisors, Inc. $3,721,100 0.40% 143,395
Financial Security Advisor, Inc. $3,708,670 0.40% 142,916
RIVERSEDGE ADVISORS, LLC $3,675,817 0.40% 141,650
MEITAV INVESTMENT HOUSE LTD $3,662,297 0.40% 141,129
FRANKLIN RESOURCES INC $3,309,480 0.36% 127,533
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,207,420 0.35% 123,600
One Charles Private Wealth Services, LLC $3,199,219 0.35% 123,284
RENAISSANCE TECHNOLOGIES LLC $3,170,052 0.34% 122,160
HFG Wealth Management, LLC $3,076,398 0.33% 118,551
Qube Research & Technologies Ltd $2,839,215 0.31% 109,411
Cushing Capital Partners, LLC $2,757,550 0.30% 106,264
Merit Financial Group, LLC $2,581,090 0.28% 99,464
Abacus Planning Group, Inc. $2,575,511 0.28% 99,249
Centurion Wealth Management LLC $2,398,818 0.26% 92,440
CITADEL ADVISORS LLC $2,389,995 0.26% 92,100
Focus Partners Wealth $2,357,064 0.25% 90,831
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,346,373 0.25% 90,419
Weil Company, Inc. $2,309,835 0.25% 89,011
R. W. Roge & Company, Inc. $2,263,826 0.24% 87,238
BANK OF AMERICA CORP /DE/ $2,243,118 0.24% 86,440
Elevate Capital Advisors, LLC $2,191,399 0.24% 84,447
Aptus Capital Advisors, LLC $2,166,927 0.23% 83,504
MAD RIVER INVESTORS $2,115,366 0.23% 81,517
KINGSWOOD WEALTH ADVISORS, LLC $2,003,884 0.22% 77,221
Quadcap Wealth Management, LLC $1,910,231 0.21% 73,612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,802,538 0.19% 69,462
COMMONWEALTH EQUITY SERVICES, LLC $1,799,269 0.19% 69,336
CITADEL ADVISORS LLC $1,727,413 0.19% 66,567
Aries Wealth Management $1,674,864 0.18% 64,542
FFG Partners, LLC $1,640,870 0.18% 63,232
THRYVE WEALTH MANAGEMENT LLC $1,565,148 0.17% 60,314
Balboa Wealth Partners $1,513,352 0.16% 58,318
Wealthfront Advisers LLC $1,489,789 0.16% 57,410
Pettinga Financial Advisors LLC $1,480,525 0.16% 57,053
Fielder Capital Group LLC $1,469,756 0.16% 56,638
JANE STREET GROUP, LLC $1,416,870 0.15% 54,600
Cetera Investment Advisers $1,402,779 0.15% 54,057
McKinley Carter Wealth Services, Inc. $1,376,388 0.15% 53,040
Cerity Partners LLC $1,303,857 0.14% 50,245
THEORY FINANCIAL LLC $1,269,448 0.14% 48,919
Farther Finance Advisors, LLC $1,265,010 0.14% 48,748
Addison Capital Co $1,208,854 0.13% 46,584
Savant Capital, LLC $1,207,738 0.13% 46,541
Werba Rubin Papier Wealth Management $1,171,668 0.13% 45,151
Creative Planning $1,163,052 0.13% 44,819
Lido Advisors, LLC $1,154,878 0.12% 44,504
Van Hulzen Asset Management, LLC $1,151,349 0.12% 44,368
Summit Financial, LLC $1,149,533 0.12% 44,298
Red Door Wealth Management, LLC $1,147,846 0.12% 44,233
Waterloo Capital, L.P. $1,144,758 0.12% 44,114
Pekin Hardy Strauss, Inc. $1,136,246 0.12% 43,786
Upper Left Wealth Management, LLC $1,124,024 0.12% 43,315
ATX Financial Planning, LLC $1,111,672 0.12% 42,839
TigerOak Management, L.L.C. $1,106,585 0.12% 42,643
TRAPHAGEN INVESTMENT ADVISORS LLC $1,096,257 0.12% 42,245
Gem Investment Advisors, LLC $1,079,961 0.12% 41,617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,032,291 0.11% 39,780