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$49.23 +0.02 (+0.03%) 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 →

Quarter:

Holders: 62

Total Value: $379,982,214

Total Shares: 7,696,623

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 62 13F filers · Δ vs Mar 31, 2026

Top Holder

27.7%

+6.2 pts

Top 5

71.4%

+12.4 pts

Top 10

85.4%

+10.9 pts

HHI

1,398

Broadly held+481

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -35

Institutional value: -17.6%

Shares held: -17.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large EP Wealth Advisors, LLC	+239,156	256,126
Large AE Wealth Management LLC	+146,986	1,368,842
Mega GOLDMAN SACHS GROUP INC	+137,335	201,207
Mega BANK OF AMERICA CORP /DE/	+127,994	2,130,117
Large Empowered Funds, LLC	+39,000	213,600

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega MORGAN STANLEY	−61,592	121,762
Mid Orion Porfolio Solutions, LLC	−48,965	43,828
Small TOUNJIAN ADVISORY PARTNERS, LLC	−13,987	1
Micro Compass Financial Group, Inc. (Ohio)	−10,158	56,899
Large Focus Partners Wealth	−5,305	809,753

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro Hobbs Group Advisors, LLC	40,544	$2,001,657
Small WEST MICHIGAN ADVISORS, LLC	22,431	$1,107,418
Mid Diversify Advisory Services, LLC	13,546	$668,766
Mid Global Retirement Partners, LLC	12,826	$633,219
Large STIFEL FINANCIAL CORP	10,617	$524,161

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Tanager Wealth Management LLP	556,988	$27,582,045
Micro ACCESS FINANCIAL SERVICES, INC.	470,955	$23,321,691
Small Buck Wealth Strategies, LLC	317,960	$15,745,379
Micro Financial Guidance Group, Inc.	131,157	$6,494,894
Micro eCIO, Inc.	124,211	$6,150,928

Filter: New 11 Increased 26 Reduced 18 Sold out 46 Unchanged 7

Showing 62 of 62

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BANK OF AMERICA CORP /DE/

$105,163,875

27.68%

2,130,117

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	1,645,812	$81,253,738	77.3%	Defined
MANAGED ACCOUNT ADVISORS LLC	484,305	$23,910,137	22.7%	Defined

AE Wealth Management LLC

$67,579,698

17.78%

1,368,842

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
210 Financial	18,473	$912,012	1.3%	Other
Advantage Wealth Partners	16,482	$813,716	1.2%	Other
Alpha Planning & Financial Services	1,972	$97,357	0.1%	Other
B.O.S.S. Retirement Advisors, LLC	18	$888	0.0%	Other
Beacon Capital Management, LLC	39,644	$1,957,224	2.9%	Other
BHC Wealth Management	12,440	$614,162	0.9%	Other
Blackston Financial Advisory Group, LLC	46,397	$2,290,619	3.4%	Other
Blue Wealth Inc	1,949	$96,222	0.1%	Other
Bright Lake Wealth Management	315	$15,551	0.0%	Other
Brigher Financial	301	$14,860	0.0%	Other
Buck Wealth Strategies, LLC	1,776	$87,681	0.1%	Other
Bucket List Wealth Management	537	$26,511	0.0%	Other
Capital A Wealth Management, LLC	12,288	$606,658	0.9%	Other
Capitol Wealth Advisors	529	$26,116	0.0%	Other
Centennnial Advisors, LLC	150	$7,405	0.0%	Other
Creekmur Asset Management LLC	2,022	$99,826	0.1%	Other
Cruz Investments and Wealth Management	701	$34,608	0.1%	Other
Csenge Advisory Group	4,003	$197,628	0.3%	Other
Decker Retirement Planning Inc.	3,950	$195,011	0.3%	Other
Diversified Wealth Advisors, LLC	31,036	$1,532,247	2.3%	Other
Elevated Capital Advisors	36	$1,777	0.0%	Other
Elite Retirement Planning LLC	4,241	$209,378	0.3%	Other
EVOLUTION WEALTH MANAGEMENT INC.	337	$16,637	0.0%	Other
Family Legacy Planning	5,009	$247,294	0.4%	Other
FWG Investments, LLC.	16,465	$812,877	1.2%	Other
FSA Advisors, Inc.	10,982	$542,181	0.8%	Other
Fletcher Financial Group	1,638	$80,868	0.1%	Other
Guerra Advisors Inc	15,483	$764,395	1.1%	Other
Harlow Wealth Managment, Inc.	17,607	$869,257	1.3%	Other
Heckman Financial and Insurance	597	$29,473	0.0%	Other
HOWARD BAILEY SECURITIES, LLC	6,325	$312,265	0.5%	Other
Integrated Wealth Management Inc	4,769	$235,445	0.3%	Other
JL Perkins Wealth Management	489	$24,141	0.0%	Other
Key Capital Management Inc	23,024	$1,136,694	1.7%	Other
Kingdom Financial Group LLC.	11,730	$579,110	0.9%	Other
MADISON AVENUE SECURITIES, LLC	100,778	$4,975,409	7.4%	Other
Mercurio Weath Advisors	3,485	$172,054	0.3%	Other
Montgomery Financial Services	3,689	$182,125	0.3%	Other
Networth Advisors LLC	1,853	$91,482	0.1%	Other
Park Square Financial Services	3,595	$177,485	0.3%	Other
Pearl Wealth Group	2,631	$129,892	0.2%	Other
Peterson Financial Group, Inc.	2,135	$105,404	0.2%	Other
Price Financial	81	$3,998	0.0%	Other
Quest 10 Wealth Builders, Inc.	16,034	$791,598	1.2%	Other
SMART Wealth LLC	17,421	$860,074	1.3%	Other
Richmond Brothers, Inc	1,019	$50,308	0.1%	Other
Ross Wealth Management	690	$34,065	0.1%	Other
RSG Investments LLC	12,811	$632,479	0.9%	Other
Safeguard Investment Advisory Group, LLC	2,761	$136,310	0.2%	Other
Sierens Financial	591	$29,177	0.0%	Other
Spectrum Advisors, Inc	991	$48,925	0.1%	Other
Stephen Smith Financial	3,006	$148,406	0.2%	Other
Sterling Bridge Financial Group	61,526	$3,037,538	4.5%	Other
Strategy Financial Group	15,856	$782,810	1.2%	Other
Strickler Financial Group	3,841	$189,630	0.3%	Other
The Holland Group	5,401	$266,647	0.4%	Other
The Lifewealth Group	4,001	$197,529	0.3%	Other
Lloyd Advisory Services, LLC.	7,321	$361,437	0.5%	Other
Thrive Capital Management, LLC	64,513	$3,185,006	4.7%	Other
Wellment Financial	32,802	$1,619,434	2.4%	Other
Witt Finanical Group LLC	11,569	$571,161	0.8%	Other
Held directly	674,726	$33,311,221	49.3%	Other

SMITH, MOORE & CO.

$44,752,325

11.78%

906,468

Focus Partners Wealth

$39,977,505

10.52%

809,753

Nemes Rush Group LLC

$13,885,411

3.65%

281,252

EP Wealth Advisors, LLC

$12,644,940

3.33%

256,126

Cetera Investment Advisers

$11,104,892

2.92%

224,932

Empowered Funds, LLC

$10,545,432

2.78%

213,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Astoria Portfolio Advisors, LLC	213,600	$10,545,432	100.0%	Other

GOLDMAN SACHS GROUP INC

$9,933,589

2.61%

201,207

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	201,207	$9,933,589	100.0%	Defined

Janney Montgomery Scott LLC

$9,090,547

2.39%

184,131

Aptus Capital Advisors, LLC

$6,317,928

1.66%

127,971

MORGAN STANLEY

$6,011,389

1.58%

121,762

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	121,762	$6,011,389	100.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$5,185,281

1.36%

105,029

Baird Financial Group, Inc.

$4,236,587

1.11%

85,813

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	85,813	$4,236,587	100.0%	Defined

Strait & Sound Wealth Management LLC

$3,547,629

0.93%

71,858

Lido Advisors, LLC

$3,353,407

0.88%

67,924

NewEdge Advisors, LLC

$2,837,293

0.75%

57,470

Compass Financial Group, Inc. (Ohio)

$2,809,103

0.74%

56,899

Orion Porfolio Solutions, LLC

$2,163,788

0.57%

43,828

Hobbs Group Advisors, LLC

$2,001,657

0.53%

40,544

HighTower Advisors, LLC

$1,738,120

0.46%

35,206

Sigma Planning Corp

$1,676,506

0.44%

33,958

WEST MICHIGAN ADVISORS, LLC

$1,107,418

0.29%

22,431

ROYAL BANK OF CANADA

$1,099,420

0.29%

22,269

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	22,269	$1,099,420	100.0%	Defined

MML INVESTORS SERVICES, LLC

$944,201

0.25%

19,125

Quantinno Capital Management LP

$889,992

0.23%

18,027

CITADEL ADVISORS LLC

$795,992

0.21%

16,123

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	16,123	$795,992	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$755,014

0.20%

15,293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,508	$74,449	9.9%	Defined
Raymond James Financial Services Advisors, Inc.	13,785	$680,565	90.1%	Defined

Harvest Investment Services, LLC

$709,693

0.19%

14,375

Diversify Advisory Services, LLC

$668,766

0.18%

13,546

Global Retirement Partners, LLC

$633,219

0.17%

12,826

Regal Investment Advisors LLC

$539,317

0.14%

10,924

STIFEL FINANCIAL CORP

$524,161

0.14%

10,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	10,617	$524,161	100.0%	Defined

SILVER OAK SECURITIES, INCORPORATED

$506,190

0.13%

10,253

DUTCH ASSET Corp

$493,700

0.13%

10,000

Greenline Partners, LLC

$404,735

0.11%

8,198

Mutual Advisors, LLC

$402,612

0.11%

8,155

Vermillion & White Wealth Management Group, LLC

$389,479

0.10%

7,889

LPL Financial LLC

$322,188

0.08%

6,526

COMPASS FINANCIAL MANAGEMENT LLC

$308,759

0.08%

6,254

Ellis Investment Partners, LLC

$261,858

0.07%

5,304

SUMMITPOINT CAPITAL MANAGEMENT

$258,007

0.07%

5,226

Inspire Advisors, LLC

$252,823

0.07%

5,121

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Inspire Investing, LLC	5,121	$252,823	100.0%	Defined

Measured Risk Portfolios, Inc.

$227,496

0.06%

4,608

Waverly Advisors, LLC

$211,303

0.06%

4,280

Purpose Unlimited Inc.

$197,480

0.05%

4,000

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$154,824

0.04%

3,136

Beacon Capital Management, Inc.

$105,009

0.03%

2,127

ROTHSCHILD INVESTMENT LLC

$88,866

0.02%

1,800

OSAIC HOLDINGS, INC.

$59,885

0.02%

1,213

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,213	$59,885	100.0%	Defined

IFG Advisory, LLC

$36,286

0.01%

735

ACTION POINT FINANCIAL PLANNING, LLC

$26,807

0.01%

543

MPWM ADVISORY SOLUTIONS, LLC

$18,118

0.00%

367

Steward Partners Investment Advisory, LLC

$10,515

0.00%

213

JPMORGAN CHASE & CO

$10,416

0.00%

211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Private Investments Inc.	201	$9,923	95.3%	Defined
55I, LLC	10	$493	4.7%	Other

Elevated Capital Advisors, LLC

$3,752

0.00%

Rossby Financial, LCC

$2,912

0.00%

WELLS FARGO & COMPANY/MN

$1,925

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	39	$1,925	100.0%	Defined

Integrated Wealth Concepts LLC

$1,678

0.00%

Parallel Advisors, LLC

$444

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

$49

0.00%

Larson Financial Group LLC

0.00%