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$30.79 +0.17 (+0.57%) 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: 7
Total Value: $41,419,857
Total Shares: 1,443,251

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 7 13F filers · Δ vs Dec 31, 2025
Top Holder
36.3%
Jun 2023 → Mar 2026 · range 36.3% – 84.0%
−1.5 pts
Top 5
98.8%
Jun 2023 → Mar 2026 · range 96.5% – 100.0%
+2.3 pts
Top 10
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
2,831
Jun 2023 → Mar 2026 · range 2,831 – 7,283
Highly concentrated−61

Quarterly Activity

vs Dec 31, 2025
New
0
Increased
3
Decreased
2
Sold Out
2
Unchanged
2
Holder count: -2
Institutional value: +13.2%
Shares held: +8.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
INSIGNEO ADVISORY SERVICES, LLC +113,550 298,921
Waverly Advisors, LLC +20,555 524,537
Jaffetilchin Investment Partners, LLC +8,875 131,687

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
ROYAL BANK OF CANADA −12,286 3,522
HighTower Advisors, LLC −739 455,369

Top New Positions

vs Dec 31, 2025
No new positions this quarter.

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Able Wealth Management LLC 10,323 $283,851
SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,505 $206,364
Filter: New 0 Increased 3 Reduced 2 Sold out 2 Unchanged 2
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Waverly Advisors, LLC CBLS $15,053,687 36.34% 524,537
HighTower Advisors, LLC CBLS $13,068,634 31.55% 455,369
INSIGNEO ADVISORY SERVICES, LLC CBLS $8,578,733 20.71% 298,921
Jaffetilchin Investment Partners, LLC CBLS $3,779,285 9.12% 131,687
Ethos Financial Group, LLC CBLS $434,388 1.05% 15,136
Alchemi Wealth, LLC CBLS $404,053 0.98% 14,079
ROYAL BANK OF CANADA CBLS $101,077 0.24% 3,522