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$71.34 +0.20 (+0.28%) 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: 22
Total Value: $33,936,828
Total Shares: 672,816

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 22 13F filers · Δ vs Jun 30, 2024
Top Holder
22.6%
Dec 2021 → Sep 2024 · range 19.9% – 100.0%
+0.3 pts
Top 5
71.1%
Dec 2021 → Sep 2024 · range 70.6% – 100.0%
−4.4 pts
Top 10
94.8%
Dec 2021 → Sep 2024 · range 89.4% – 100.0%
+3.5 pts
HHI
1,300
Dec 2021 → Sep 2024 · range 1,180 – 9,998
Broadly held−31

Quarterly Activity

vs Jun 30, 2024
New
3
Increased
10
Decreased
4
Sold Out
7
Unchanged
5
Holder count: -4
Institutional value: +8.0%
Shares held: +4.9%

Top Buyers

vs Jun 30, 2024
Institution Added Now Holds Open
CITADEL ADVISORS LLC +29,303 45,453
LPL Financial LLC +9,241 152,336
Aveo Capital Partners, LLC +7,262 120,790
THOROUGHBRED FINANCIAL SERVICES, LLC +4,653 70,019
Kestra Advisory Services, LLC +3,492 50,144

Top Sellers

vs Jun 30, 2024
Institution Sold Now Holds Open
Cambridge Investment Research Advisors, Inc. −15,225 83,339
HARBOUR INVESTMENTS, INC. −11,422 52,153
MERCER GLOBAL ADVISORS INC /ADV −6,115 5,604
PFG Advisors −1,985 6,144

Top New Positions

vs Jun 30, 2024
Institution Acquired Value (USD) Open
JANE STREET GROUP, LLC 35,108 $1,770,847
UBS Group AG 2,882 $145,368
EverSource Wealth Advisors, LLC 720 $36,316

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
OLD MISSION CAPITAL LLC 9,337 $457,699
ENVESTNET ASSET MANAGEMENT INC 7,598 $372,453
WILLNER & HELLER, LLC 6,942 $340,296
PRIVATE CLIENT SERVICES, LLC 4,699 $230,344
IFP Advisors, Inc 1,021 $50,049
Filter: New 3 Increased 10 Reduced 4 Sold out 7 Unchanged 5
Showing 22 of 22
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
LPL Financial LLC PEXL $7,683,827 22.64% 152,336
Aveo Capital Partners, LLC PEXL $6,092,647 17.95% 120,790
Cambridge Investment Research Advisors, Inc. PEXL $4,203,619 12.39% 83,339
THOROUGHBRED FINANCIAL SERVICES, LLC PEXL $3,531,758 10.41% 70,019
HARBOUR INVESTMENTS, INC. PEXL $2,630,597 7.75% 52,153
Kestra Advisory Services, LLC PEXL $2,529,263 7.45% 50,144
CITADEL ADVISORS LLC PEXL $2,292,649 6.76% 45,453
JANE STREET GROUP, LLC PEXL $1,770,847 5.22% 35,108
MML INVESTORS SERVICES, LLC PEXL $1,039,871 3.06% 20,616
GOLDMAN SACHS GROUP INC PEXL $410,379 1.21% 8,136
Thrivent Financial for Lutherans PEXL $318,679 0.94% 6,318
Cetera Investment Advisers PEXL $316,864 0.93% 6,282
PFG Advisors PEXL $309,903 0.91% 6,144
OSAIC HOLDINGS, INC. PEXL $282,815 0.83% 5,607
MERCER GLOBAL ADVISORS INC /ADV PEXL $282,665 0.83% 5,604
UBS Group AG PEXL $145,368 0.43% 2,882
EverSource Wealth Advisors, LLC PEXL $36,316 0.11% 720
Geneos Wealth Management Inc. PEXL $21,134 0.06% 419
Kozak & Associates, Inc. PEXL $14,627 0.04% 290
CREATIVE FINANCIAL DESIGNS INC /ADV PEXL $12,862 0.04% 255
AdvisorNet Financial, Inc PEXL $10,088 0.03% 200
MORGAN STANLEY PEXL $50 0.00% 1