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$87.51 +0.29 (+0.34%) 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: 2
Total Value: $1,681,594
Total Shares: 19,877

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
85.0%
Sep 2023 → Jun 2026 · range 14.0% – 85.0%
+71.0 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 43.2% – 100.0%
+56.7 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 53.7% – 100.0%
+44.1 pts
HHI
7,451
Sep 2023 → Jun 2026 · range 500 – 7,451
Highly concentrated+6,951

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
2
Decreased
0
Sold Out
243
Unchanged
0
Holder count: -243
Institutional value: -99.7%
Shares held: -99.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Cornerstone Financial Management LLC +960 16,897
MLG Wealth Management DBA Pine Grove Financial Group +106 2,980

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
ENVESTNET ASSET MANAGEMENT INC 1,106,724 $83,502,325
BlackRock, Inc. 840,981 $63,452,016
IMA Advisory Services, Inc. 736,635 $55,579,110
SEI INVESTMENTS CO 373,978 $28,216,640
LPL Financial LLC 359,463 $27,121,483
Filter: New 0 Increased 2 Reduced 0 Sold out 243 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Cornerstone Financial Management LLC DMXF $1,429,486 85.01% 16,897
MLG Wealth Management DBA Pine Grove Financial Group DMXF $252,108 14.99% 2,980