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$236.80 -1.57 (-0.66%) 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: 9
Total Value: $77,012,390
Total Shares: 339,172

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 9 13F filers · Δ vs Mar 31, 2026
Top Holder
45.8%
Mar 2020 → Jun 2026 · range 31.1% – 100.0%
−38.3 pts
Top 5
98.9%
Mar 2020 → Jun 2026 · range 65.0% – 100.0%
−1.1 pts
Top 10
100.0%
Mar 2020 → Jun 2026 · range 77.1% – 100.0%
0.0 pts
HHI
3,257
Mar 2020 → Jun 2026 · range 1,358 – 10,000
Highly concentrated−3,983

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
1
Decreased
2
Sold Out
2
Unchanged
0
Holder count: +4
Institutional value: -61.6%
Shares held: -64.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Advus Financial Partners, LLC +2,725 31,021

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −15,979 105,567
TUCKER ASSET MANAGEMENT LLC −89 323

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 155,184 $35,236,079
CITADEL ADVISORS LLC 34,597 $7,855,594
TOBIAS FINANCIAL ADVISORS, INC. 9,022 $2,048,535
Parkside Financial Bank & Trust 1,415 $321,289
Strategic Financial Services, Inc. 1,130 $256,577

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 798,208 $168,541,614
Dakota Wealth Management 993 $209,671
Filter: New 6 Increased 1 Reduced 2 Sold out 2 Unchanged 0
Showing 11 of 11
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC IVE $35,236,079 45.75% 155,184
MLG Wealth Management DBA Pine Grove Financial Group IVE $23,970,043 31.12% 105,567
Advus Financial Partners, LLC IVE $7,043,628 9.15% 31,021
CITADEL ADVISORS LLC IVE $5,289,816 6.87% 23,297
TOBIAS FINANCIAL ADVISORS, INC. IVE $2,048,535 2.66% 9,022
CITADEL ADVISORS LLC IVE $1,907,304 2.48% 8,400
CITADEL ADVISORS LLC IVE $658,474 0.86% 2,900
Parkside Financial Bank & Trust IVE $321,289 0.42% 1,415
Strategic Financial Services, Inc. IVE $256,577 0.33% 1,130
BROWN, LISLE/CUMMINGS, INC. IVE $207,305 0.27% 913
TUCKER ASSET MANAGEMENT LLC IVE $73,340 0.10% 323