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$25.50 -0.04 (-0.16%) 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: 11
Total Value: $279,351,044
Total Shares: 10,889,181

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 11 13F filers · Δ vs Dec 31, 2025
Top Holder
90.3%
Mar 2024 → Mar 2026 · range 88.5% – 100.0%
+1.8 pts
Top 5
99.3%
Mar 2024 → Mar 2026 · range 99.3% – 100.0%
−0.6 pts
Top 10
100.0%
Mar 2024 → Mar 2026 · range 100.0% – 100.0%
−0.0 pts
HHI
8,212
Mar 2024 → Mar 2026 · range 7,893 – 10,000
Highly concentrated+318

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
3
Decreased
2
Sold Out
4
Unchanged
0
Holder count: +2
Institutional value: -19.3%
Shares held: -19.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Beta Wealth Group, Inc. +28,778 85,993
Betterment LLC +7,639 753,162
CITADEL ADVISORS LLC +3,757 11,831

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Summit Global Investments −2,126,507 9,837,704
Transamerica Financial Advisors, LLC −1,003 478

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
GTS SECURITIES LLC 94,670 $2,428,664
OLD MISSION CAPITAL LLC 45,691 $1,172,156
HRT FINANCIAL LP 25,203 $646,557
Andina Capital Management, LLC 22,100 $566,953
JANE STREET GROUP, LLC 12,069 $309,618

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
SG Trading Solutions, LLC 725,794 $18,591,213
FLOW TRADERS U.S. LLC 12,567 $321,903
ROYAL BANK OF CANADA 2,453 $62,833
Arax Advisory Partners 36 $922
Filter: New 6 Increased 3 Reduced 2 Sold out 4 Unchanged 0
Showing 11 of 11
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Summit Global Investments USDX $252,376,458 90.34% 9,837,704
Betterment LLC USDX $19,321,617 6.92% 753,162
GTS SECURITIES LLC USDX $2,428,664 0.87% 94,670
Beta Wealth Group, Inc. USDX $2,206,064 0.79% 85,993
OLD MISSION CAPITAL LLC USDX $1,172,156 0.42% 45,691
HRT FINANCIAL LP USDX $646,557 0.23% 25,203
Andina Capital Management, LLC USDX $566,953 0.20% 22,100
JANE STREET GROUP, LLC USDX $309,618 0.11% 12,069
CITADEL ADVISORS LLC USDX $303,512 0.11% 11,831
Transamerica Financial Advisors, LLC USDX $12,262 0.00% 478
Advisory Services Network, LLC USDX $7,183 0.00% 280