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$161.74 +0.76 (+0.47%) 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: 5
Total Value: $29,014,673
Total Shares: 177,373

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
56.9%
Mar 2022 → Jun 2026 · range 11.9% – 100.0%
+1.4 pts
Top 5
100.0%
Mar 2022 → Jun 2026 · range 43.4% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 61.4% – 100.0%
0.0 pts
HHI
4,858
Mar 2022 → Jun 2026 · range 517 – 10,000
Highly concentrated+1,027

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
1
Decreased
1
Sold Out
3
Unchanged
0
Holder count: 0
Institutional value: +697.0%
Shares held: +477.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
TUCKER ASSET MANAGEMENT LLC +61 315

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −20 3,207

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 100,862 $16,499,005
CITADEL ADVISORS LLC 71,400 $11,679,612
Financial Insights, Inc. 1,589 $259,928

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 17,033 $2,018,580
WILLIAM JOHN SEMPOLINSKI 7,205 $853,864
Dakota Wealth Management 3,000 $355,530
Filter: New 3 Increased 1 Reduced 1 Sold out 3 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC IGM $16,499,005 56.86% 100,862
CITADEL ADVISORS LLC IGM $10,567,268 36.42% 64,600
CITADEL ADVISORS LLC IGM $1,112,344 3.83% 6,800
MLG Wealth Management DBA Pine Grove Financial Group IGM $524,601 1.81% 3,207
Financial Insights, Inc. IGM $259,928 0.90% 1,589
TUCKER ASSET MANAGEMENT LLC IGM $51,527 0.18% 315