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$25.41 +0.25 (+0.99%) At close · Oct 2
Volume · Oct 2 92.8K Avg daily vol (3M) 51.43K

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 →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 49
Total Value: $91,761,374
Total Shares: 3,605,556

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 49 13F filers · Δ vs Mar 31, 2026
Top Holder
26.0%
Sep 2025 → Jun 2026 · range 23.3% – 51.8%
+2.7 pts
Top 5
67.9%
Sep 2025 → Jun 2026 · range 67.8% – 100.0%
+0.1 pts
Top 10
82.2%
Sep 2025 → Jun 2026 · range 82.2% – 100.0%
−6.0 pts
HHI
1,488
Sep 2025 → Jun 2026 · range 1,337 – 4,168
Broadly held+152

Quarterly Activity

vs Mar 31, 2026
New
24
Increased
17
Decreased
6
Sold Out
8
Unchanged
2
Holder count: +16
Institutional value: +35.1%
Shares held: -22.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Talon Private Wealth, LLC +309,107 936,059
Brookstone Capital Management +298,751 928,979
COMMONWEALTH EQUITY SERVICES, LLC +170,212 189,423
Mid-American Wealth Advisory Group, Inc. +132,221 155,686
Cornerstone Wealth, LLC/TN +125,347 233,292

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Oasis Advisors, LLC −2,026,297 29,358
Orion Porfolio Solutions, LLC −88,996 23,069
Bright Futures Wealth Management, LLC. −28,714 30,840
Goldenstone Wealth Management LLC −1,438 27,734
HARBOUR INVESTMENTS, INC. −156 737

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
RPg Family Wealth Advisory, LLC 161,406 $4,107,782
AE Wealth Management LLC 67,542 $1,718,943
Mariner, LLC 43,505 $1,107,202
Focus Partners Wealth 43,031 $1,095,138
Arlington Capital Management, Inc. 39,565 $1,006,929

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
CWM, LLC 253,796 $6,365,203
VanWeelden Wealth Management, LLC 164,562 $4,127,214
ENVESTNET ASSET MANAGEMENT INC 161,363 $4,046,984
OLD MISSION CAPITAL LLC 98,204 $2,462,956
Anfield Capital Management, LLC 7,877 $197,555
Filter: New 24 Increased 17 Reduced 6 Sold out 8 Unchanged 2
Showing 49 of 49
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Talon Private Wealth, LLC $23,822,700 25.96% 936,059
Brookstone Capital Management $23,642,515 25.77% 928,979
Cornerstone Wealth, LLC/TN $5,937,281 6.47% 233,292
COMMONWEALTH EQUITY SERVICES, LLC $4,820,815 5.25% 189,423
RPg Family Wealth Advisory, LLC $4,107,782 4.48% 161,406
Mid-American Wealth Advisory Group, Inc. $3,962,208 4.32% 155,686
OSAIC HOLDINGS, INC. $3,081,077 3.36% 121,064
FOUNDERS FINANCIAL SECURITIES LLC $2,863,150 3.12% 112,501
AE Wealth Management LLC $1,718,943 1.87% 67,542
Soltis Investment Advisors LLC $1,485,211 1.62% 58,358
Strategic Blueprint, LLC $1,398,655 1.52% 54,957
WealthPlan Investment Management, LLC $1,367,453 1.49% 53,731
Mariner, LLC $1,107,202 1.21% 43,505
Focus Partners Wealth $1,095,138 1.19% 43,031
Arlington Capital Management, Inc. $1,006,929 1.10% 39,565
JPMORGAN CHASE & CO $1,006,750 1.10% 39,558
Bright Futures Wealth Management, LLC. $784,878 0.86% 30,840
Oasis Advisors, LLC $747,161 0.81% 29,358
Goldenstone Wealth Management LLC $705,830 0.77% 27,734
WINNOW WEALTH LLC $679,871 0.74% 26,714
Orion Porfolio Solutions, LLC $587,106 0.64% 23,069
Authentikos Wealth Advisory, LLC $536,816 0.59% 21,093
EVOLUTION WEALTH MANAGEMENT INC. $518,365 0.56% 20,368
Maia Wealth LLC $512,232 0.56% 20,127
Triad Wealth Partners, LLC $371,900 0.41% 14,613
BROWN WEALTH MANAGEMENT, LLC $354,391 0.39% 13,925
Kingsview Wealth Management, LLC $348,461 0.38% 13,692
MORGAN STANLEY $336,703 0.37% 13,230
MML INVESTORS SERVICES, LLC $317,081 0.35% 12,459
Rose Capital Advisors LLC $311,915 0.34% 12,256
FSA Advisors, Inc. $308,708 0.34% 12,130
Clear Creek Financial Management, LLC $284,123 0.31% 11,164
Stratos Wealth Advisors, LLC $281,935 0.31% 11,078
Signal Advisors Wealth, LLC $263,992 0.29% 10,373
WEALTHGARDEN F.S. LLC $250,707 0.27% 9,851
Trek Financial, LLC $204,032 0.22% 8,017
Csenge Advisory Group $202,938 0.22% 7,974
Arax Advisory Partners $81,032 0.09% 3,184
POM Investment Strategies, LLC $78,793 0.09% 3,096
RED REEF ADVISORS LLC $60,774 0.07% 2,388
IFP Advisors, Inc $58,509 0.06% 2,299
Benson Wealth Management INC $48,558 0.05% 1,908
Decker Retirement Planning Inc. $34,382 0.04% 1,351
Key Capital Management, INC $25,679 0.03% 1,009
HARBOUR INVESTMENTS, INC. $18,756 0.02% 737
Ashton Thomas Private Wealth, LLC $12,216 0.01% 480
Global Retirement Partners, LLC $5,090 0.01% 200
CENTRAL TRUST Co $3,919 0.00% 154
Allworth Financial LP $712 0.00% 28