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$46.13 -1.10 (-2.33%) 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: 74
Total Value: $72,504,019
Total Shares: 2,138,132

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 74 13F filers · Δ vs Mar 31, 2026
Top Holder
28.9%
Mar 2024 → Jun 2026 · range 16.8% – 52.4%
−9.5 pts
Top 5
60.6%
Mar 2024 → Jun 2026 · range 47.4% – 91.8%
−9.7 pts
Top 10
77.7%
Mar 2024 → Jun 2026 · range 62.1% – 98.2%
−3.8 pts
HHI
1,185
Mar 2024 → Jun 2026 · range 641 – 3,164
Broadly held−767

Quarterly Activity

vs Mar 31, 2026
New
10
Increased
23
Decreased
15
Sold Out
17
Unchanged
26
Holder count: -7
Institutional value: -38.2%
Shares held: -28.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
JANE STREET GROUP, LLC +108,682 181,098
LPL Financial LLC +31,297 617,990
MEITAV INVESTMENT HOUSE LTD +26,359 107,964
Cetera Investment Advisers +8,189 165,492
Sanctuary Advisors, LLC +4,954 85,268

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP −926,048 223,479
MERCER GLOBAL ADVISORS INC /ADV −19,776 108,597
Elevate Capital Advisors, LLC −8,541 15,335
Steward Partners Investment Advisory, LLC −5,525 9,720
Rede Wealth, LLC −3,787 24,100

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Tuttle Capital Management, LLC 40,102 $1,359,858
Global Retirement Partners, LLC 25,643 $869,554
Oak Barrel Wealth Advisory LLC 11,441 $387,964
Stratos Investment Management, LLC 6,779 $229,875
Integrated Wealth Concepts LLC 2,829 $95,931

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Round Rock Advisors LLC 54,727 $2,144,751
CWM, LLC 39,061 $1,530,800
Virtu Financial LLC 21,173 $829,769
Forefront Wealth Partners, LLC 8,797 $344,754
Quadrature Capital Ltd 8,498 $333,036
Filter: New 10 Increased 23 Reduced 15 Sold out 17 Unchanged 26
Showing 74 of 74
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LPL Financial LLC $20,956,040 28.90% 617,990
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7,578,172 10.45% 223,479
JANE STREET GROUP, LLC $6,141,033 8.47% 181,098
Cetera Investment Advisers $5,611,833 7.74% 165,492
MERCER GLOBAL ADVISORS INC /ADV $3,682,524 5.08% 108,597
MEITAV INVESTMENT HOUSE LTD $3,661,059 5.05% 107,964
Sanctuary Advisors, LLC $2,891,437 3.99% 85,268
VANCE WEALTH, LLC $2,586,315 3.57% 76,270
FRANKLIN RESOURCES INC $1,866,031 2.57% 55,029
Tuttle Capital Management, LLC $1,359,858 1.88% 40,102
RPTC Inc. $1,168,708 1.61% 34,465
Sierra Capital LLC $1,135,069 1.57% 33,473
RETIREMENT GUYS FORMULA LLC $1,011,331 1.39% 29,824
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $949,378 1.31% 27,997
Global Retirement Partners, LLC $869,554 1.20% 25,643
Rede Wealth, LLC $817,231 1.13% 24,100
EAGLE GLOBAL ADVISORS LLC $651,072 0.90% 19,200
Elevate Capital Advisors, LLC $520,009 0.72% 15,335
ENVESTNET ASSET MANAGEMENT INC $492,949 0.68% 14,537
Ashton Thomas Private Wealth, LLC $475,757 0.66% 14,030
FF Advisors,LLC $423,875 0.58% 12,500
Foster Victor Wealth Advisors, LLC $421,569 0.58% 12,432
COMMONWEALTH EQUITY SERVICES, LLC $396,102 0.55% 11,681
HighTower Advisors, LLC $392,779 0.54% 11,583
Oak Barrel Wealth Advisory LLC $387,964 0.54% 11,441
Cambridge Investment Research Advisors, Inc. $369,245 0.51% 10,889
WCG Wealth Advisors LLC $360,666 0.50% 10,636
CAPTRUST FINANCIAL ADVISORS $360,192 0.50% 10,622
Wealthspire Advisors, LLC $339,337 0.47% 10,007
Abacus Wealth Partners, LLC $339,100 0.47% 10,000
FLYNN ZITO CAPITAL MANAGEMENT, LLC $337,709 0.47% 9,959
Steward Partners Investment Advisory, LLC $329,605 0.45% 9,720
Private Advisor Group, LLC $327,434 0.45% 9,656
Harel Insurance Investments & Financial Services Ltd. $322,992 0.45% 9,525
Abacus Planning Group, Inc. $321,093 0.44% 9,469
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $282,402 0.39% 8,328
IFP Advisors, Inc $258,428 0.36% 7,621
Stratos Investment Management, LLC $229,875 0.32% 6,779
Geneos Wealth Management Inc. $229,163 0.32% 6,758
Equitable Holdings, Inc. $226,586 0.31% 6,682
Dogwood Wealth Management LLC $224,552 0.31% 6,622
Western Wealth Management, LLC $218,278 0.30% 6,437
Indivisible Partners $215,260 0.30% 6,348
Atria Investments, Inc $213,938 0.30% 6,309
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA $103,425 0.14% 3,050
Integrated Wealth Concepts LLC $95,931 0.13% 2,829
IFG Advisory, LLC $63,072 0.09% 1,860
Atlantic Edge Private Wealth Management, LLC $42,387 0.06% 1,250
Farther Finance Advisors, LLC $32,553 0.04% 960
CX Institutional $31,197 0.04% 920
AdvisorNet Financial, Inc $27,806 0.04% 820
NewEdge Advisors, LLC $27,128 0.04% 800
OSAIC HOLDINGS, INC. $17,599 0.02% 519
Avion Wealth $15,496 0.02% 457
Costello Asset Management, INC $13,564 0.02% 400
FIFTH THIRD BANCORP $12,885 0.02% 380
BESSEMER GROUP INC $10,206 0.01% 301
CENTRAL TRUST Co $9,833 0.01% 290
PNC FINANCIAL SERVICES GROUP, INC. $8,002 0.01% 236
SIMPLEX TRADING, LLC $6,782 0.01% 200
Markowski Investments $5,222 0.01% 154
Smartleaf Asset Management LLC $4,442 0.01% 131
TSFG, LLC $4,238 0.01% 125
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $3,391 0.00% 100
Allworth Financial LP $3,119 0.00% 92
Godfrey Financial Associates, Inc. $3,051 0.00% 90
WELLS FARGO & COMPANY/MN $2,611 0.00% 77
Westside Investment Management, Inc. $2,204 0.00% 65
Tower Research Capital LLC (TRC) $1,695 0.00% 50
EverSource Wealth Advisors, LLC $1,525 0.00% 45
Harborfront Financial Group LLC $678 0.00% 20
HARBOUR INVESTMENTS, INC. $237 0.00% 7
Clearstead Advisors, LLC $169 0.00% 5
Larson Financial Group LLC $67 0.00% 2