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$19.14 -0.03 (-0.18%) 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: 20
Total Value: $41,841,636
Total Shares: 2,219,716

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 20 13F filers · Δ vs Dec 31, 2025
Top Holder
17.4%
Jun 2023 → Mar 2026 · range 14.6% – 77.7%
−5.7 pts
Top 5
64.8%
Jun 2023 → Mar 2026 · range 62.8% – 100.0%
−8.6 pts
Top 10
90.0%
Jun 2023 → Mar 2026 · range 87.9% – 100.0%
−3.9 pts
HHI
1,064
Jun 2023 → Mar 2026 · range 989 – 6,284
Broadly held−315

Quarterly Activity

vs Dec 31, 2025
New
3
Increased
8
Decreased
6
Sold Out
2
Unchanged
3
Holder count: +1
Institutional value: +28.4%
Shares held: +22.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Innova Wealth Partners +56,543 226,986
COMMONWEALTH EQUITY SERVICES, LLC +42,289 56,540
SteelPeak Wealth, LLC +30,086 62,476
Trailhead Planners LLC +13,478 100,943
Fermata Advisors, LLC +8,647 44,600

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Professional Financial Advisors, LLC −68,396 15,364
BWM Planning, LLC −41,797 176,004
Integrated Wealth Concepts LLC −40,235 378,380
Accurate Wealth Management, LLC −37,366 29,476
World Investment Advisors −4,975 385,308

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 271,388 $5,115,663
MATHER GROUP, LLC. 159,751 $3,011,306
Kovack Advisors, Inc. 20,101 $378,903

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
JANE STREET GROUP, LLC 14,930 $267,545
TCTC Holdings, LLC 11 $197
Filter: New 3 Increased 8 Reduced 6 Sold out 2 Unchanged 3
Showing 20 of 20
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
World Investment Advisors RSBT $7,263,055 17.36% 385,308
Integrated Wealth Concepts LLC RSBT $7,132,463 17.05% 378,380
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RSBT $5,115,663 12.23% 271,388
Innova Wealth Partners RSBT $4,278,686 10.23% 226,986
BWM Planning, LLC RSBT $3,317,675 7.93% 176,004
MATHER GROUP, LLC. RSBT $3,011,306 7.20% 159,751
Wright Wealth LLC RSBT $2,567,049 6.14% 136,183
Trailhead Planners LLC RSBT $1,902,775 4.55% 100,943
WealthTrak Capital Management LLC RSBT $1,901,361 4.54% 100,868
SteelPeak Wealth, LLC RSBT $1,177,672 2.81% 62,476
COMMONWEALTH EQUITY SERVICES, LLC RSBT $1,065,779 2.55% 56,540
Fermata Advisors, LLC RSBT $840,710 2.01% 44,600
Accurate Wealth Management, LLC RSBT $555,622 1.33% 29,476
Betterment LLC RSBT $503,313 1.20% 26,701
Worth Asset Management, LLC RSBT $426,253 1.02% 22,613
Kovack Advisors, Inc. RSBT $378,903 0.91% 20,101
Professional Financial Advisors, LLC RSBT $289,611 0.69% 15,364
Aptus Capital Advisors, LLC RSBT $58,962 0.14% 3,128
Farther Finance Advisors, LLC RSBT $40,829 0.10% 2,166
CWM, LLC RSBT $13,949 0.03% 740