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$54.78 +0.13 (+0.24%) At close · Sep 4
Rebalance outlook locked
Market Cap
$1.63B
Shares
29.55M

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: 99
Total Value: $222,104,930
Total Shares: 4,234,604

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 99 13F filers · Δ vs Mar 31, 2026
Top Holder
14.5%
Sep 2023 → Jun 2026 · range 9.0% – 20.1%
−2.6 pts
Top 5
50.5%
Sep 2023 → Jun 2026 · range 35.6% – 50.9%
+0.7 pts
Top 10
67.6%
Sep 2023 → Jun 2026 · range 56.7% – 68.3%
+1.7 pts
HHI
631
Sep 2023 → Jun 2026 · range 408 – 733
Broadly held−30

Quarterly Activity

vs Mar 31, 2026
New
16
Increased
22
Decreased
26
Sold Out
7
Unchanged
35
Holder count: +9
Institutional value: +16.8%
Shares held: +10.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Bulldog Investors, LLP +50,792 447,259
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC +35,133 385,055
CHILTON INVESTMENT CO INC. +10,000 117,162
ENVESTNET ASSET MANAGEMENT INC +5,288 17,799
CALDWELL SUTTER CAPITAL, INC. +3,857 28,121

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Rockefeller Capital Management L.P. −267,938 390,294
PINNACLE ASSOCIATES LTD −47,970 4,620
Thomas J. Herzfeld Advisors, Inc. −25,718 10,787
BRASADA CAPITAL MANAGEMENT, LP −9,068 117,002
Integrated Wealth Concepts LLC −7,139 23,441

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Atlas Wealth LLC 615,562 $32,286,226
VAQUERO PRIVATE WEALTH, LTD 23,968 $1,257,121
MGO ONE SEVEN LLC 8,763 $459,619
XTX Topco Ltd 8,008 $420,019
Mariner, LLC 6,974 $365,786

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
KING LUTHER CAPITAL MANAGEMENT CORP 9,688 $481,106
Private Advisor Group, LLC 7,422 $368,576
Evanson Asset Management, LLC 5,653 $280,727
TWO SIGMA SECURITIES, LLC 5,344 $265,383
COMMONWEALTH EQUITY SERVICES, LLC 4,220 $209,565
Filter: New 16 Increased 22 Reduced 26 Sold out 7 Unchanged 35
Showing 99 of 99
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Atlas Wealth LLC $32,286,226 14.54% 615,562
Bulldog Investors, LLP $23,458,734 10.56% 447,259
Rockefeller Capital Management L.P. $20,470,919 9.22% 390,294
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $20,196,134 9.09% 385,055
RAYMOND JAMES FINANCIAL INC $15,756,345 7.09% 300,407
MORGAN STANLEY $10,423,177 4.69% 198,726
1607 Capital Partners, LLC $9,883,835 4.45% 188,443
CHILTON INVESTMENT CO INC. $6,145,146 2.77% 117,162
BRASADA CAPITAL MANAGEMENT, LP $6,136,754 2.76% 117,002
THIRD AVENUE MANAGEMENT LLC $5,340,039 2.40% 101,812
Pathstone Holdings, LLC $4,952,905 2.23% 94,431
Matisse Capital $3,409,250 1.53% 65,000
Douglass Winthrop Advisors, LLC $3,222,475 1.45% 61,439
FIRST TRUST ADVISORS LP $3,102,574 1.40% 59,153
Colonial Trust Advisors $2,661,575 1.20% 50,745
UBS Group AG $2,633,252 1.19% 50,205
EVOLVE PRIVATE WEALTH, LLC $2,453,453 1.10% 46,777
COHEN & STEERS, INC. $2,307,800 1.04% 44,000
ROYAL BANK OF CANADA $2,295,631 1.03% 43,768
CSS LLC/IL $2,129,837 0.96% 40,607
Cetera Investment Advisers $2,002,593 0.90% 38,181
LPL Financial LLC $1,888,567 0.85% 36,007
ROBERTS GLORE & CO INC /IL/ $1,822,217 0.82% 34,742
Steward Partners Investment Advisory, LLC $1,702,369 0.77% 32,457
Capital Investment Advisors, LLC $1,618,344 0.73% 30,855
CALDWELL SUTTER CAPITAL, INC. $1,474,946 0.66% 28,121
Uncommon Cents Investing LLC $1,464,404 0.66% 27,920
HighTower Advisors, LLC $1,424,856 0.64% 27,166
Shaker Financial Services, LLC $1,410,065 0.63% 26,884
VAQUERO PRIVATE WEALTH, LTD $1,257,121 0.57% 23,968
Integrated Wealth Concepts LLC $1,229,480 0.55% 23,441
STIFEL FINANCIAL CORP $1,148,655 0.52% 21,900
FFT WEALTH MANAGEMENT LLC $1,132,710 0.51% 21,596
BROWN BROTHERS HARRIMAN & CO $962,614 0.43% 18,353
ENVESTNET ASSET MANAGEMENT INC $933,557 0.42% 17,799
Advisors Asset Management, Inc. $890,391 0.40% 16,976
Institute for Wealth Management, LLC. $859,865 0.39% 16,394
Kestra Advisory Services, LLC $839,200 0.38% 16,000
Cambridge Investment Research Advisors, Inc. $821,104 0.37% 15,655
S&CO INC $798,026 0.36% 15,215
WELLS FARGO & COMPANY/MN $780,140 0.35% 14,874
MERCER GLOBAL ADVISORS INC /ADV $767,500 0.35% 14,633
FIRST MANHATTAN CO. LLC. $738,181 0.33% 14,074
Diversified Trust Co $732,202 0.33% 13,960
Parkwoods Wealth Partners, LLC $717,411 0.32% 13,678
Joel Isaacson & Co., LLC $692,864 0.31% 13,210
BANK OF MONTREAL /CAN/ $620,640 0.28% 11,833
PNC FINANCIAL SERVICES GROUP, INC. $574,694 0.26% 10,957
Thomas J. Herzfeld Advisors, Inc. $565,778 0.25% 10,787
Formidable Asset Management, LLC $554,816 0.25% 10,578
Closed-End Fund Advisors, Inc. $537,088 0.24% 10,240
MERIDIAN INVESTMENT COUNSEL INC. $481,228 0.22% 9,175
NEVILLE RODIE & SHAW INC $472,050 0.21% 9,000
MGO ONE SEVEN LLC $459,619 0.21% 8,763
Accel Wealth Management $458,832 0.21% 8,748
Advisory Advocates, LLC $449,916 0.20% 8,578
XTX Topco Ltd $420,019 0.19% 8,008
OSAIC HOLDINGS, INC. $407,169 0.18% 7,763
Confluence Wealth Services, Inc. $368,671 0.17% 7,029
Mariner, LLC $365,786 0.16% 6,974
WOLVERINE ASSET MANAGEMENT LLC $331,221 0.15% 6,315
Nitor Capital Management LLC $327,340 0.15% 6,241
BECK MACK & OLIVER LLC $307,514 0.14% 5,863
Evanson Financial, LLC $296,499 0.13% 5,653
PARK AVENUE SECURITIES LLC $294,926 0.13% 5,623
WITTENBERG INVESTMENT MANAGEMENT, INC. $272,005 0.12% 5,186
SUSQUEHANNA INTERNATIONAL GROUP, LLP $268,963 0.12% 5,128
United Financial Planning Group LLC $262,722 0.12% 5,009
CITADEL ADVISORS LLC $261,882 0.12% 4,993
Approach Retirement Advisors, LLC $260,519 0.12% 4,967
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $255,693 0.12% 4,875
PINNACLE ASSOCIATES LTD $242,319 0.11% 4,620
Stolper Co $234,818 0.11% 4,477
ROBOTTI ROBERT $229,521 0.10% 4,376
Williams Jones Wealth Management, LLC. $229,521 0.10% 4,376
LEVEL FOUR ADVISORY SERVICES, LLC $227,160 0.10% 4,331
Smithfield Trust Co $226,898 0.10% 4,326
Capital Investment Advisory Services, LLC $220,290 0.10% 4,200
JANE STREET GROUP, LLC $216,513 0.10% 4,128
Symmetry Partners, LLC $214,572 0.10% 4,091
Lummis Asset Management, LP $159,238 0.07% 3,036
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $92,102 0.04% 1,756
Capital Analysts, LLC $89,112 0.04% 1,699
Noble Wealth Management PBC $75,265 0.03% 1,435
NBC SECURITIES, INC. $58,691 0.03% 1,119
Parallel Advisors, LLC $52,450 0.02% 1,000
IFP Advisors, Inc $41,750 0.02% 796
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $39,914 0.02% 761
ASSETMARK, INC $35,351 0.02% 674
TRUST CO OF VERMONT $28,637 0.01% 546
ARMSTRONG ADVISORY GROUP, INC $28,480 0.01% 543
Farther Finance Advisors, LLC $27,011 0.01% 515
HARBOR INVESTMENT ADVISORY, LLC $22,658 0.01% 432
Dunhill Financial, LLC $21,452 0.01% 409
Atlantic Union Bankshares Corp $18,095 0.01% 345
NewEdge Advisors, LLC $14,056 0.01% 268
SIGNATUREFD, LLC $4,982 0.00% 95
ST GERMAIN D J CO INC $2,937 0.00% 56
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $104 0.00% 2
Key facts CIK 18748 CUSIP 155123102 13F (30d) 64 filings 55 filers Visit website