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$27.01 -0.16 (-0.60%) 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: 8
Total Value: $37,277,189
Total Shares: 1,485,443

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 8 13F filers · Δ vs Dec 31, 2025
Top Holder
43.0%
Jun 2023 → Mar 2026 · range 33.7% – 88.8%
+0.7 pts
Top 5
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
−0.0 pts
Top 10
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
3,822
Jun 2023 → Mar 2026 · range 3,168 – 8,014
Highly concentrated+88

Quarterly Activity

vs Dec 31, 2025
New
1
Increased
4
Decreased
0
Sold Out
1
Unchanged
3
Holder count: 0
Institutional value: +12.3%
Shares held: +9.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
PRINCIPAL SECURITIES, INC. +65,447 639,174
ENVESTNET ASSET MANAGEMENT INC +64,119 628,497
MORGAN STANLEY +8,716 8,717
COMMONWEALTH EQUITY SERVICES, LLC +843 9,399

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
ROYAL BANK OF CANADA 88 $2,208

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Virtu Financial LLC 10,675 $261,110
Filter: New 1 Increased 4 Reduced 0 Sold out 1 Unchanged 3
Showing 8 of 8
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
PRINCIPAL SECURITIES, INC. BYRE $16,040,071 43.03% 639,174
ENVESTNET ASSET MANAGEMENT INC BYRE $15,772,132 42.31% 628,497
PRINCIPAL FINANCIAL GROUP INC BYRE $4,999,024 13.41% 199,204
COMMONWEALTH EQUITY SERVICES, LLC BYRE $235,867 0.63% 9,399
MORGAN STANLEY BYRE $218,753 0.59% 8,717
CoreCap Advisors, LLC BYRE $8,055 0.02% 321
ROYAL BANK OF CANADA BYRE $2,208 0.01% 88
Farther Finance Advisors, LLC BYRE $1,079 0.00% 43