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$37.50 -0.08 (-0.21%) 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: 4
Total Value: $14,715,049
Total Shares: 402,821

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026
Top Holder
85.0%
Sep 2023 → Jun 2026 · range 20.1% – 85.0%
+63.1 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 38.2% – 100.0%
+59.4 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 47.9% – 100.0%
+47.9 pts
HHI
7,314
Sep 2023 → Jun 2026 · range 559 – 7,314
Highly concentrated+6,689

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
1
Sold Out
498
Unchanged
1
Holder count: -496
Institutional value: -99.8%
Shares held: -99.8%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
TUCKER ASSET MANAGEMENT LLC −1,609 23,388

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Schulz Wealth, LTD. 342,573 $12,514,191
Kirkwood Financial Services 25,255 $922,565

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 47,103,344 $1,590,679,926
Cetera Investment Advisers 13,458,771 $454,502,696
COMMONWEALTH EQUITY SERVICES, LLC 9,909,885 $334,656,816
ENVESTNET ASSET MANAGEMENT INC 8,887,386 $300,127,025
OSAIC HOLDINGS, INC. 7,718,941 $260,668,636
Filter: New 2 Increased 0 Reduced 1 Sold out 498 Unchanged 1
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Schulz Wealth, LTD. BUFR $12,514,191 85.04% 342,573
Kirkwood Financial Services BUFR $922,565 6.27% 25,255
TUCKER ASSET MANAGEMENT LLC BUFR $854,363 5.81% 23,388
Kingsbury Capital Investment Advisors LLC BUFR $423,930 2.88% 11,605