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$55.54 +1.05 (+1.93%) 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: 6
Total Value: $9,111,733
Total Shares: 166,607

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
55.2%
Sep 2023 → Jun 2026 · range 15.2% – 55.2%
+37.8 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 38.1% – 100.0%
+60.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 55.1% – 100.0%
+44.5 pts
HHI
4,045
Sep 2023 → Jun 2026 · range 471 – 4,045
Highly concentrated+3,523

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
2
Decreased
2
Sold Out
594
Unchanged
1
Holder count: -593
Institutional value: -99.8%
Shares held: -99.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +701 11,241
Cornerstone Financial Management LLC +207 6,730

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Corient Private Wealth LLC −156,011 92,013
MLG Wealth Management DBA Pine Grove Financial Group −1,882 6,091

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 50,519 $2,762,884

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
BANK OF AMERICA CORP /DE/ 16,718,544 $760,192,194
MORGAN STANLEY 5,651,930 $256,993,255
NORTHERN TRUST CORP 5,518,423 $250,922,692
Empower Advisory Group, LLC 5,223,149 $237,496,585
WIT, LLC 5,181,755 $235,614,399
Filter: New 1 Increased 2 Reduced 2 Sold out 594 Unchanged 1
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC ESGE $5,032,190 55.23% 92,013
CITADEL ADVISORS LLC ESGE $2,762,884 30.32% 50,519
Range Advisory, LLC ESGE $614,770 6.75% 11,241
Cornerstone Financial Management LLC ESGE $368,063 4.04% 6,730
MLG Wealth Management DBA Pine Grove Financial Group ESGE $333,116 3.66% 6,091
TUCKER ASSET MANAGEMENT LLC ESGE $710 0.01% 13