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$60.50 +0.13 (+0.22%) 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: 7
Total Value: $1,883,976
Total Shares: 39,513

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 7 13F filers · Δ vs Jun 30, 2025
Top Holder
83.0%
Dec 2022 → Sep 2025 · range 26.5% – 83.0%
+52.2 pts
Top 5
99.9%
Dec 2022 → Sep 2025 · range 62.2% – 99.9%
+37.7 pts
Top 10
100.0%
Dec 2022 → Sep 2025 · range 85.0% – 100.0%
+15.0 pts
HHI
7,051
Dec 2022 → Sep 2025 · range 1,337 – 7,051
Highly concentrated+5,713

Quarterly Activity

vs Jun 30, 2025
New
3
Increased
0
Decreased
1
Sold Out
27
Unchanged
3
Holder count: -24
Institutional value: -88.8%
Shares held: -89.7%

Top Buyers

vs Jun 30, 2025
No qualifying movers this quarter.

Top Sellers

vs Jun 30, 2025
Institution Sold Now Holds Open
GTS SECURITIES LLC −1,597 32,815

Top New Positions

vs Jun 30, 2025
Institution Acquired Value (USD) Open
Rockefeller Capital Management L.P. 4,761 $227,004
OSAIC HOLDINGS, INC. 863 $41,147
Advisory Services Network, LLC 12 $572

Top Sold-Out Positions

vs Jun 30, 2025
Institution Previously Held Last Value (USD) Open
Clearstead Advisors, LLC 118,998 $5,202,592
Rossby Financial, LCC 35,082 $1,533,785
Westfuller Advisors, LLC 26,150 $1,143,278
Wealthfront Advisers LLC 25,101 $1,097,415
Betterment LLC 21,105 $922,710
Filter: New 3 Increased 0 Reduced 1 Sold out 27 Unchanged 3
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
GTS SECURITIES LLC NACP $1,564,619 83.05% 32,815
Rockefeller Capital Management L.P. NACP $227,004 12.05% 4,761
OSAIC HOLDINGS, INC. NACP $41,147 2.18% 863
ROYAL BANK OF CANADA NACP $29,561 1.57% 620
MORGAN STANLEY NACP $20,549 1.09% 431
Advisory Services Network, LLC NACP $572 0.03% 12
Redwood Park Advisors LLC NACP $524 0.03% 11