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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 →

Quarter:

Holders: 44

Total Value: $152,414,018

Total Shares: 1,683,947

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 44 13F filers · Δ vs Mar 31, 2026

Top Holder

23.4%

+2.1 pts

Top 5

62.5%

+4.8 pts

Top 10

79.6%

+5.5 pts

HHI

1,128

Broadly held+198

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -22

Institutional value: -18.9%

Shares held: -18.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega ROYAL BANK OF CANADA	+45,755	52,837
Mega UBS Group AG	+12,752	136,212
Mid Integrated Wealth Concepts LLC	+7,635	71,592
Large OSAIC HOLDINGS, INC.	+7,580	15,743
Large Steward Partners Investment Advisory, LLC	+7,461	19,018

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega LPL Financial LLC	−47,372	393,366
Mega RAYMOND JAMES FINANCIAL INC	−13,716	97,622
Mega WELLS FARGO & COMPANY/MN	−10,705	55,057
Large Thrivent Financial for Lutherans	−9,381	63,421
Small Gateway Wealth Partners, LLC	−7,129	7,347

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega GOLDMAN SACHS GROUP INC	23,087	$2,089,604
Small Retirement Planning Group, LLC	11,624	$1,052,088
Mid Arax Advisory Partners	4,448	$402,588
Mid PRINCIPAL SECURITIES, INC.	2,982	$269,900
Mid Global Retirement Partners, LLC	1,002	$90,691

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Wealthcare Advisory Partners LLC	199,306	$18,091,005
Large COMMONWEALTH EQUITY SERVICES, LLC	39,602	$3,594,673
Small Parkway Wealth Management Group, LLC	29,113	$2,642,587
Mid BENJAMIN EDWARDS INC	28,561	$2,592,481
Small NATURAL INVESTMENTS, LLC	20,115	$1,825,838

Filter: New 7 Increased 19 Reduced 16 Sold out 29 Unchanged 2

Showing 44 of 44

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LPL Financial LLC

$35,603,556

23.36%

393,366

FRANKLIN RESOURCES INC

$29,018,951

19.04%

320,616

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	229,449	$20,767,428	71.6%	Defined
Fiduciary Trust Co International of Pennsylvania	74,170	$6,713,126	23.1%	Defined
Fiduciary Trust International of California	6,103	$552,382	1.9%	Defined
Fiduciary Trust International of the South	3,113	$281,757	1.0%	Defined
FRANKLIN ADVISERS INC	5,873	$531,565	1.8%	Defined
Held directly	1,908	$172,693	0.6%	Sole

UBS Group AG

$12,328,548

8.09%

136,212

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	136,212	$12,328,548	100.0%	Defined

BANK OF AMERICA CORP /DE/

$9,514,410

6.24%

105,120

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	74,519	$6,744,714	70.9%	Defined
MANAGED ACCOUNT ADVISORS LLC	30,601	$2,769,696	29.1%	Defined

RAYMOND JAMES FINANCIAL INC

$8,835,766

5.80%

97,622

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	37,456	$3,390,142	38.4%	Defined
Raymond James Financial Services Advisors, Inc.	60,166	$5,445,624	61.6%	Defined

Integrated Wealth Concepts LLC

$6,479,791

4.25%

71,592

Thrivent Financial for Lutherans

$5,740,234

3.77%

63,421

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Advisor Network, LLC	63,421	$5,740,234	100.0%	Sole

WELLS FARGO & COMPANY/MN

$4,983,208

3.27%

55,057

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	2,687	$243,200	4.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	52,370	$4,740,008	95.1%	Defined

ROYAL BANK OF CANADA

$4,782,275

3.14%

52,837

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	47,688	$4,316,240	90.3%	Defined
RBC Dominion Securities Inc.	5,149	$466,035	9.7%	Defined

JONES FINANCIAL COMPANIES LLLP

$4,095,577

2.69%

45,250

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	45,250	$4,095,577	100.0%	Sole

Cetera Investment Advisers

$2,898,944

1.90%

32,029

Smartleaf Asset Management LLC

$2,664,795

1.75%

29,442

Joseph P. Lucia & Associates, LLC

$2,301,216

1.51%

25,425

MORGAN STANLEY

$2,106,167

1.38%

23,270

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	23,270	$2,106,167	100.0%	Defined

GOLDMAN SACHS GROUP INC

$2,089,604

1.37%

23,087

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	23,087	$2,089,604	100.0%	Defined

CITADEL ADVISORS LLC

$1,826,853

1.20%

20,184

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	20,184	$1,826,853	100.0%	Defined

Steward Partners Investment Advisory, LLC

$1,721,319

1.13%

19,018

WCG Wealth Advisors LLC

$1,673,982

1.10%

18,495

Philadelphia Investment Partners, LLC

$1,590,984

1.04%

17,578

Sanctuary Advisors, LLC

$1,431,687

0.94%

15,818

OSAIC HOLDINGS, INC.

$1,424,898

0.93%

15,743

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	12,869	$1,164,773	81.7%	Defined
CW Advisors, LLC	2,611	$236,321	16.6%	Sole
Osaic Advisory Services, LLC	263	$23,804	1.7%	Defined

Retirement Planning Group, LLC

$1,052,088

0.69%

11,624

Gotham Asset Management, LLC

$1,012,354

0.66%

11,185

Essex Financial Services, Inc.

$999,230

0.66%

11,040

ENVESTNET ASSET MANAGEMENT INC

$778,476

0.51%

8,601

STIFEL FINANCIAL CORP

$702,810

0.46%

7,765

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	7,765	$702,810	100.0%	Defined

World Investment Advisors

$679,187

0.45%

7,504

Gateway Wealth Partners, LLC

$664,976

0.44%

7,347

Janney Montgomery Scott LLC

$577,182

0.38%

6,377

Asset Allocation Strategies LLC

$466,941

0.31%

5,159

Arax Advisory Partners

$402,588

0.26%

4,448

&PARTNERS

$337,421

0.22%

3,728

Stratos Wealth Partners, LTD.

$289,722

0.19%

3,201

Berger Financial Group, Inc

$272,435

0.18%

3,010

PRINCIPAL SECURITIES, INC.

$269,900

0.18%

2,982

Larson Financial Group LLC

$226,365

0.15%

2,501

CIBC WORLD MARKET INC.

$201,656

0.13%

2,228

Global Retirement Partners, LLC

$90,691

0.06%

1,002

Rockefeller Capital Management L.P.

$73,856

0.05%

816

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	816	$73,856	100.0%	Defined

JPMORGAN CHASE & CO

$67,882

0.04%

750

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	750	$67,882	100.0%	Other

AMERIFLEX GROUP, INC.

$54,668

0.04%

604

PNC FINANCIAL SERVICES GROUP, INC.

$37,833

0.02%

418

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Wealth Management LLC	418	$37,833	100.0%	Defined

Continuum Advisory, LLC

$28,963

0.02%

320

Geneos Wealth Management Inc.

$14,029

0.01%

155

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	28,517	$2,588,488	99.8%	Defined
Benjamin F. Edwards Wealth Management, LLC	44	$3,993	0.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	7,452	$676,418	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc. joint	2,270	$206,047	100.0%	Defined