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$29.08 +0.08 (+0.28%) At close · Sep 4
Rebalance outlook locked
Market Cap
$2.15B
Shares
74.54M

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: 158
Total Value: $392,105,080
Total Shares: 14,165,649
Showing 1–100 of 158 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 158 13F filers · Δ vs Mar 31, 2026
Top Holder
7.2%
Sep 2023 → Jun 2026 · range 6.8% – 13.5%
−0.2 pts
Top 5
33.0%
Sep 2023 → Jun 2026 · range 31.2% – 42.5%
−0.5 pts
Top 10
55.9%
Sep 2023 → Jun 2026 · range 53.6% – 61.2%
−1.1 pts
HHI
383
Sep 2023 → Jun 2026 · range 367 – 518
Broadly held−12

Quarterly Activity

vs Mar 31, 2026
New
27
Increased
62
Decreased
33
Sold Out
15
Unchanged
36
Holder count: +12
Institutional value: +16.2%
Shares held: +3.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
1607 Capital Partners, LLC +105,370 946,952
NewEdge Advisors, LLC +97,405 120,137
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC +38,052 128,835
WELLS FARGO & COMPANY/MN +35,012 763,634
Private Advisor Group, LLC +33,301 247,099

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
BANK OF AMERICA CORP /DE/ −66,253 817,695
Advisors Asset Management, Inc. −49,792 218,584
AMERIPRISE FINANCIAL INC −25,611 229,857
Stratos Wealth Partners, LTD. −25,272 433,686
GUGGENHEIM CAPITAL LLC −20,913 375,585

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Saba Capital Management, L.P. 44,169 $1,222,597
True North Advisors, LLC 27,000 $747,360
Sequoia Financial Advisors, LLC 25,816 $714,586
XTX Topco Ltd 25,631 $709,466
Advisors Capital Management, LLC 15,228 $421,511

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Shaker Financial Services, LLC 62,331 $1,530,226
TWO SIGMA INVESTMENTS, LP 50,315 $1,235,233
Sound Income Strategies, LLC 15,026 $368,888
Independent Advisor Alliance 14,195 $348,487
CWM, LLC 12,102 $297,104
Filter: New 27 Increased 62 Reduced 33 Sold out 15 Unchanged 36
Showing 100 of 158
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
RAYMOND JAMES FINANCIAL INC $28,250,428 7.20% 1,020,608
MORGAN STANLEY $27,443,057 7.00% 991,440
1607 Capital Partners, LLC $26,211,631 6.68% 946,952
UBS Group AG $24,981,919 6.37% 902,526
BANK OF AMERICA CORP /DE/ $22,633,797 5.77% 817,695
McGowan Group Asset Management, Inc. $21,511,484 5.49% 777,149
WELLS FARGO & COMPANY/MN $21,137,388 5.39% 763,634
Joel Isaacson & Co., LLC $20,131,774 5.13% 727,304
LPL Financial LLC $14,901,915 3.80% 538,364
Stratos Wealth Partners, LTD. $12,004,428 3.06% 433,686
Karpus Management, Inc. $11,424,117 2.91% 412,721
GUGGENHEIM CAPITAL LLC $10,396,192 2.65% 375,585
Kingstone Capital Partners Texas, LLC $10,227,510 2.61% 369,491
OSAIC HOLDINGS, INC. $8,693,623 2.22% 314,076
Private Advisor Group, LLC $6,839,700 1.74% 247,099
AMERIPRISE FINANCIAL INC $6,362,441 1.62% 229,857
Advisors Asset Management, Inc. $6,050,405 1.54% 218,584
Rockefeller Capital Management L.P. $5,768,788 1.47% 208,410
ROYAL BANK OF CANADA $5,437,210 1.39% 196,431
Cetera Investment Advisers $4,785,263 1.22% 172,878
Steward Partners Investment Advisory, LLC $4,405,576 1.12% 159,161
FIRST TRUST ADVISORS LP $4,325,858 1.10% 156,281
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,261,086 1.09% 153,941
&PARTNERS $4,054,870 1.03% 146,491
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC $3,566,152 0.91% 128,835
COMMONWEALTH EQUITY SERVICES, LLC $3,327,108 0.85% 120,199
NewEdge Advisors, LLC $3,325,392 0.85% 120,137
Spire Wealth Management $3,199,780 0.82% 115,599
Formidable Asset Management, LLC $3,104,616 0.79% 112,161
Allspring Global Investments Holdings, LLC $2,724,044 0.69% 98,412
Sanctuary Advisors, LLC $2,575,125 0.66% 93,032
MRA Advisory Group $2,467,312 0.63% 89,137
PMG Family Office LLC $2,278,340 0.58% 82,310
1776 Wealth LLC $2,111,596 0.54% 76,286
Cambridge Investment Research Advisors, Inc. $2,109,049 0.54% 76,194
Accel Wealth Management $2,066,422 0.53% 74,654
HighTower Advisors, LLC $1,984,489 0.51% 71,694
Samalin Investment Counsel, LLC $1,793,414 0.46% 64,791
Janney Montgomery Scott LLC $1,563,532 0.40% 56,486
PNC FINANCIAL SERVICES GROUP, INC. $1,552,348 0.40% 56,082
MML INVESTORS SERVICES, LLC $1,391,695 0.35% 50,278
STIFEL FINANCIAL CORP $1,319,145 0.34% 47,657
Meridian Wealth Management, LLC $1,277,099 0.33% 46,138
Saba Capital Management, L.P. $1,222,597 0.31% 44,169
Founders Financial Alliance, LLC $1,114,424 0.28% 40,261
Mariner, LLC $1,097,567 0.28% 39,652
HOLLENCREST CAPITAL MANAGEMENT $981,256 0.25% 35,450
Prospera Financial Services Inc $952,967 0.24% 34,428
Creative Planning $846,094 0.22% 30,567
Snowden Capital Advisors LLC $772,244 0.20% 27,899
Focus Partners Wealth $764,438 0.19% 27,617
Sowell Financial Services LLC $756,964 0.19% 27,347
True North Advisors, LLC $747,360 0.19% 27,000
Baird Financial Group, Inc. $741,547 0.19% 26,790
Cornerstone Wealth Management, LLC $728,150 0.19% 26,306
Sequoia Financial Advisors, LLC $714,586 0.18% 25,816
XTX Topco Ltd $709,466 0.18% 25,631
Corient Private Wealth LLC $704,123 0.18% 25,438
AQR CAPITAL MANAGEMENT LLC $699,584 0.18% 25,274
Live Oak Private Wealth LLC $680,623 0.17% 24,589
COMMONS CAPITAL, LLC $665,178 0.17% 24,031
DENVER WEALTH MANAGEMENT, INC. $663,877 0.17% 23,984
SILVERLAKE WEALTH MANAGEMENT LLC $602,565 0.15% 21,769
SHIKIAR ASSET MANAGEMENT INC $553,600 0.14% 20,000
Summit Investment Advisory Services, LLC $545,821 0.14% 19,719
INSIGNEO ADVISORY SERVICES, LLC $539,760 0.14% 19,500
JGP Wealth Management, LLC $524,203 0.13% 18,938
Prime Capital Investment Advisors, LLC $521,878 0.13% 18,854
DAVENPORT & Co LLC $514,820 0.13% 18,599
ENVESTNET ASSET MANAGEMENT INC $508,536 0.13% 18,372
AlphaCore Capital LLC $477,258 0.12% 17,242
Summit Financial, LLC $466,269 0.12% 16,845
Wealth Alliance Advisory Group, LLC $460,512 0.12% 16,637
Heritage Trust Co $439,420 0.11% 15,875
Advisors Capital Management, LLC $421,511 0.11% 15,228
Richmond Investment Services, LLC $418,161 0.11% 15,107
Fiduciary Trust Co $416,500 0.11% 15,047
Beacon Pointe Advisors, LLC $413,622 0.11% 14,943
JANE STREET GROUP, LLC $402,715 0.10% 14,549
Allworth Financial LP $382,869 0.10% 13,832
Kingsview Wealth Management, LLC $381,956 0.10% 13,799
Johnson & White Wealth Management, LLC $374,095 0.10% 13,515
MGO ONE SEVEN LLC $373,458 0.10% 13,492
Cerity Partners LLC $369,777 0.09% 13,359
EP Wealth Advisors, LLC $365,846 0.09% 13,217
Abel Hall, LLC $359,840 0.09% 13,000
Stonebridge Financial Planning Group, LLC $359,840 0.09% 13,000
STEVENS CAPITAL PARTNERS $359,840 0.09% 13,000
Concurrent Investment Advisors, LLC $358,262 0.09% 12,943
OPPENHEIMER & CO INC $353,030 0.09% 12,754
Financial Security Advisor, Inc. $346,000 0.09% 12,500
WEDBUSH SECURITIES INC $331,412 0.08% 11,973
Kovack Advisors, Inc. $326,153 0.08% 11,783
HBK Sorce Advisory LLC $322,472 0.08% 11,650
World Investment Advisors $312,202 0.08% 11,279
KESTRA PRIVATE WEALTH SERVICES, LLC $305,780 0.08% 11,047
Dynamic Advisor Solutions LLC $302,127 0.08% 10,915
North Star Investment Management Corp. $301,545 0.08% 10,894
HANCOCK WHITNEY CORP $295,151 0.08% 10,663
Harbour Wealth Management Group, Inc. $280,453 0.07% 10,132
Key facts CIK 1253327 CUSIP 27828G107 13F (30d) 107 filings 88 filers Visit website