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$93.39 -0.28 (-0.30%) 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: 4
Total Value: $10,806,096
Total Shares: 119,023

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026
Top Holder
51.3%
Sep 2023 → Jun 2026 · range 8.2% – 51.3%
+42.9 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 20.7% – 100.0%
+75.8 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 33.3% – 100.0%
+64.3 pts
HHI
4,373
Sep 2023 → Jun 2026 · range 186 – 4,373
Highly concentrated+4,171

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
1
Decreased
2
Sold Out
739
Unchanged
1
Holder count: -739
Institutional value: -99.9%
Shares held: -99.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
CITADEL ADVISORS LLC +34,813 49,013

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Principia Wealth Advisory, LLC −1,778 61,110
Range Advisory, LLC −1 7,481

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 8,501,799 $672,152,228
ASSETMARK, INC 5,436,214 $429,787,078
Creative Planning 4,126,427 $326,235,318
CWM, LLC 3,349,506 $264,811,944
Private Advisor Group, LLC 3,093,207 $244,548,945
Filter: New 0 Increased 1 Reduced 2 Sold out 739 Unchanged 1
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Principia Wealth Advisory, LLC SPTM $5,548,176 51.34% 61,110
CITADEL ADVISORS LLC SPTM $2,915,539 26.98% 32,113
CITADEL ADVISORS LLC SPTM $1,534,351 14.20% 16,900
Range Advisory, LLC SPTM $679,199 6.29% 7,481
TUCKER ASSET MANAGEMENT LLC SPTM $128,831 1.19% 1,419