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$12.47 -0.13 (-1.03%)
Rebalance outlook locked
Market Cap
$325.18M
Shares
26.12M

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.

Holders: 65
Total Value: $58,604,556
Total Shares: 4,839,355

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 65 13F filers · Δ vs Mar 31, 2026
Top Holder
18.4%
Sep 2023 → Jun 2026 · range 9.5% – 19.3%
+0.8 pts
Top 5
61.4%
Sep 2023 → Jun 2026 · range 37.9% – 61.4%
+5.8 pts
Top 10
77.4%
Sep 2023 → Jun 2026 · range 62.4% – 77.6%
+2.9 pts
HHI
912
Sep 2023 → Jun 2026 · range 480 – 912
Broadly held+82

Quarterly Activity

vs Mar 31, 2026
New
7
Increased
25
Decreased
13
Sold Out
8
Unchanged
20
Holder count: -1
Institutional value: +14.5%
Shares held: +2.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
WELLS FARGO & COMPANY/MN +314,865 533,965
RAYMOND JAMES FINANCIAL INC +55,779 889,919
Penserra Capital Management LLC +26,937 705,384
GUGGENHEIM CAPITAL LLC +14,414 89,866
Rockefeller Capital Management L.P. +12,090 135,667

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
LPL Financial LLC −104,575 160,563
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC −61,306 125,921
UBS Group AG −19,855 96,789
BANK OF AMERICA CORP /DE/ −18,988 531,921
MORGAN STANLEY −9,610 159,739

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Invesco Ltd. 31,074 $376,306
CITADEL ADVISORS LLC 10,781 $130,557
SHP Wealth Management 1,400 $16,954
ACTION POINT FINANCIAL PLANNING, LLC 1,203 $14,568
Integrated Wealth Concepts LLC 834 $10,099

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
WOLVERINE ASSET MANAGEMENT LLC 122,430 $1,322,244
Virtu Financial LLC 20,286 $219,088
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,897 $160,887
ABSOLUTE INVESTMENT ADVISERS, LLC 12,018 $129,794
Onyx Bridge Wealth Group LLC 10,449 $112,849
Filter: New 7 Increased 25 Reduced 13 Sold out 8 Unchanged 20
Showing 65 of 65
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
RAYMOND JAMES FINANCIAL INC $10,776,918 18.39% 889,919
Penserra Capital Management LLC $8,542,200 14.58% 705,384
WELLS FARGO & COMPANY/MN $6,466,315 11.03% 533,965
BANK OF AMERICA CORP /DE/ $6,441,563 10.99% 531,921
Hennion & Walsh Asset Management, Inc. $3,756,170 6.41% 310,171
ROYAL BANK OF CANADA $2,213,332 3.78% 182,769
LPL Financial LLC $1,944,417 3.32% 160,563
MORGAN STANLEY $1,934,438 3.30% 159,739
OSAIC HOLDINGS, INC. $1,654,892 2.82% 136,655
Rockefeller Capital Management L.P. $1,642,927 2.80% 135,667
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1,524,903 2.60% 125,921
UBS Group AG $1,172,114 2.00% 96,789
GUGGENHEIM CAPITAL LLC $1,088,277 1.86% 89,866
Cerity Partners LLC $899,845 1.54% 74,306
COMMONWEALTH EQUITY SERVICES, LLC $849,504 1.45% 70,149
Cetera Investment Advisers $500,191 0.85% 41,304
1776 Wealth LLC $458,847 0.78% 37,890
AMERIPRISE FINANCIAL INC $414,646 0.71% 34,240
CHOREO, LLC $406,254 0.69% 33,547
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $392,024 0.67% 32,372
HighTower Advisors, LLC $390,426 0.67% 32,240
Kovack Advisors, Inc. $390,172 0.67% 32,219
OPPENHEIMER & CO INC $383,523 0.65% 31,670
Invesco Ltd. $376,306 0.64% 31,074
NWF Advisory Services Inc. $373,605 0.64% 30,851
Kapstone Financial Advisors LLC $371,050 0.63% 30,640
ECLECTIC ASSOCIATES INC /ADV $342,119 0.58% 28,251
Entruity Wealth, LLC $280,104 0.48% 23,130
CoreCap Advisors, LLC $247,249 0.42% 20,417
JANE STREET GROUP, LLC $243,507 0.42% 20,108
Brookstone Capital Management $225,209 0.38% 18,597
Indivisible Partners $211,743 0.36% 17,485
STIFEL FINANCIAL CORP $170,036 0.29% 14,041
Janney Montgomery Scott LLC $169,576 0.29% 14,003
Second Line Capital, LLC $157,878 0.27% 13,037
Aptus Capital Advisors, LLC $157,878 0.27% 13,037
EVOLVE PRIVATE WEALTH, LLC $155,964 0.27% 12,879
WEDBUSH SECURITIES INC $133,391 0.23% 11,015
CITADEL ADVISORS LLC $130,557 0.22% 10,781
Advisory Advocates, LLC $124,733 0.21% 10,300
Spire Wealth Management $113,446 0.19% 9,368
FIFTH THIRD BANCORP $101,179 0.17% 8,355
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $52,617 0.09% 4,345
Axiom Investment Management LLC $41,487 0.07% 3,426
ARMSTRONG ADVISORY GROUP, INC $39,272 0.07% 3,243
MCF Advisors LLC $20,720 0.04% 1,711
GILL CAPITAL PARTNERS, LLC $19,860 0.03% 1,640
SHP Wealth Management $16,954 0.03% 1,400
ACTION POINT FINANCIAL PLANNING, LLC $14,568 0.02% 1,203
Farther Finance Advisors, LLC $13,321 0.02% 1,100
HOEY INVESTMENTS, INC $10,111 0.02% 835
Integrated Wealth Concepts LLC $10,099 0.02% 834
Costello Asset Management, INC $7,847 0.01% 648
Steward Partners Investment Advisory, LLC $6,406 0.01% 529
IFP Advisors, Inc $4,844 0.01% 400
Global Retirement Partners, LLC $3,633 0.01% 300
HIGHLINE WEALTH PARTNERS LLC $3,027 0.01% 250
Comprehensive Financial Planning, Inc./PA $2,615 0.00% 216
US BANCORP \DE\ $2,482 0.00% 205
Medallion Wealth Advisors, LLC $2,167 0.00% 179
Atlantic Union Bankshares Corp $1,816 0.00% 150
Larson Financial Group LLC $1,053 0.00% 87
ASSETMARK, INC $157 0.00% 13
CITIGROUP INC $72 0.00% 6
BEACON INVESTMENT ADVISORY SERVICES, INC. $0 0.00% 0
Key facts CIK 1362481 CUSIP 00302M106 13F (30d) 62 filings 46 filers Investor relations

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