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$10.64 -0.12 (-1.12%)
Market Cap
$1.13B
Shares
105.45M

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: 152
Total Value: $293,720,475
Total Shares: 28,488,899

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 152 13F filers · Δ vs Mar 31, 2026
Top Holder
32.4%
Sep 2023 → Jun 2026 · range 21.2% – 34.0%
+0.0 pts
Top 5
62.5%
Sep 2023 → Jun 2026 · range 53.0% – 63.0%
+5.3 pts
Top 10
74.0%
Sep 2023 → Jun 2026 · range 69.8% – 76.6%
+4.2 pts
HHI
1,358
Sep 2023 → Jun 2026 · range 885 – 1,398
Broadly held+65

Quarterly Activity

vs Mar 31, 2026
New
11
Increased
64
Decreased
41
Sold Out
21
Unchanged
36
Holder count: -10
Institutional value: +5.8%
Shares held: -5.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
RAYMOND JAMES FINANCIAL INC +699,954 1,695,612
WELLS FARGO & COMPANY/MN +298,939 3,340,002
Advisors Asset Management, Inc. +118,180 828,801
Penserra Capital Management LLC +94,281 2,470,428
GUGGENHEIM CAPITAL LLC +72,204 1,072,037

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MORGAN STANLEY −525,659 9,239,262
Cetera Investment Advisers −516,605 71,923
Private Advisor Group, LLC −188,139 125,243
BANK OF AMERICA CORP /DE/ −137,143 370,654
Cambridge Investment Research Advisors, Inc. −134,292 56,107

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Navis Wealth Advisors, LLC 106,485 $1,097,860
Diversify Advisory Services, LLC 78,001 $804,190
Global Retirement Partners, LLC 57,373 $591,515
J.W. COLE ADVISORS, INC. 42,291 $436,020
Total Wealth Planning & Management, Inc. 37,078 $382,274

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Allspring Global Investments Holdings, LLC 971,408 $8,946,667
Shaker Financial Services, LLC 447,870 $4,124,882
WOLVERINE ASSET MANAGEMENT LLC 65,995 $607,813
WNY Asset Management, LLC 27,910 $257,051
CWM, LLC 26,411 $243,245
Filter: New 11 Increased 64 Reduced 41 Sold out 21 Unchanged 36
Showing 100 of 152
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $95,256,790 32.43% 9,239,262
WELLS FARGO & COMPANY/MN $34,435,420 11.72% 3,340,002
Penserra Capital Management LLC $25,470,112 8.67% 2,470,428
RAYMOND JAMES FINANCIAL INC $17,481,759 5.95% 1,695,612
GUGGENHEIM CAPITAL LLC $11,052,701 3.76% 1,072,037
LPL Financial LLC $10,512,756 3.58% 1,019,666
Advisors Asset Management, Inc. $8,544,938 2.91% 828,801
Hennion & Walsh Asset Management, Inc. $5,843,398 1.99% 566,770
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $4,511,614 1.54% 437,596
Waterfront Wealth Inc. $4,212,913 1.43% 408,624
ROYAL BANK OF CANADA $4,011,517 1.37% 389,090
BANK OF AMERICA CORP /DE/ $3,821,442 1.30% 370,654
OPPENHEIMER & CO INC $2,764,523 0.94% 268,140
WEDBUSH SECURITIES INC $2,756,976 0.94% 267,408
DCF Advisers, LLC $2,742,460 0.93% 266,000
COMMONWEALTH EQUITY SERVICES, LLC $2,700,601 0.92% 261,940
OSAIC HOLDINGS, INC. $2,619,647 0.89% 254,088
AMERIPRISE FINANCIAL INC $2,395,270 0.82% 232,325
UBS Group AG $2,366,350 0.81% 229,520
STIFEL FINANCIAL CORP $2,098,806 0.71% 203,570
Janney Montgomery Scott LLC $1,861,821 0.63% 180,584
EVOLVE PRIVATE WEALTH, LLC $1,698,881 0.58% 164,780
INDEPENDENT FINANCIAL GROUP, LLC $1,463,679 0.50% 141,967
Aviance Capital Partners, LLC $1,357,445 0.46% 131,663
NewEdge Advisors, LLC $1,354,703 0.46% 131,397
Advisory Advocates, LLC $1,298,389 0.44% 125,935
Private Advisor Group, LLC $1,291,255 0.44% 125,243
&PARTNERS $1,192,774 0.41% 115,691
Lido Advisors, LLC $1,105,335 0.38% 107,210
Navis Wealth Advisors, LLC $1,097,860 0.37% 106,485
Thrivent Financial for Lutherans $1,082,549 0.37% 105,000
Stolper Co $1,074,157 0.37% 104,186
Summit Financial, LLC $1,073,992 0.37% 104,170
Live Oak Private Wealth LLC $1,064,971 0.36% 103,295
ASHTON THOMAS SECURITIES, LLC $1,036,155 0.35% 100,500
Kestra Advisory Services, LLC $1,030,257 0.35% 99,928
NWF Advisory Services Inc. $986,667 0.34% 95,700
IHT Wealth Management, LLC $942,653 0.32% 91,431
Baird Financial Group, Inc. $865,885 0.29% 83,985
DIVERSIFY WEALTH MANAGEMENT, LLC $804,190 0.27% 78,001
Diversify Advisory Services, LLC $804,190 0.27% 78,001
CHOREO, LLC $770,837 0.26% 74,766
Merit Financial Group, LLC $741,526 0.25% 71,923
Cetera Investment Advisers $741,526 0.25% 71,923
SeaCrest Wealth Management, LLC $710,431 0.24% 68,907
Closed-End Fund Advisors, Inc. $700,842 0.24% 67,977
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $661,458 0.23% 64,157
Mariner, LLC $608,681 0.21% 59,038
Fund Advisors of America Inc/FL $607,712 0.21% 58,944
Global Retirement Partners, LLC $591,515 0.20% 57,373
Cambridge Investment Research Advisors, Inc. $578,463 0.20% 56,107
B. Riley Wealth Advisors, Inc. $536,841 0.18% 52,070
PARK AVENUE SECURITIES LLC $519,974 0.18% 50,434
Capital Investment Advisors, LLC $493,890 0.17% 47,904
ACCREDITED INVESTOR SERVICES, LLC $490,652 0.17% 47,590
Kovack Advisors, Inc. $472,579 0.16% 45,837
Sage Capital Management, LLC $469,105 0.16% 45,500
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $469,043 0.16% 45,494
HighTower Advisors, LLC $450,041 0.15% 43,651
CoreCap Advisors, LLC $445,392 0.15% 43,200
HARBOUR INVESTMENTS, INC. $440,113 0.15% 42,688
J.W. COLE ADVISORS, INC. $436,020 0.15% 42,291
TRUIST FINANCIAL CORP $424,761 0.14% 41,199
Sigma Planning Corp $386,923 0.13% 37,529
Total Wealth Planning & Management, Inc. $382,274 0.13% 37,078
Allworth Financial LP $373,191 0.13% 36,197
Midwest Trust Co $355,653 0.12% 34,496
KESTRA PRIVATE WEALTH SERVICES, LLC $352,560 0.12% 34,196
Vanguard Capital Wealth Advisors $328,064 0.11% 31,820
Advocate Investing Services LLC $319,610 0.11% 31,000
CAPTRUST FINANCIAL ADVISORS $307,681 0.10% 29,843
Moors & Cabot, Inc. $305,753 0.10% 29,656
Sanctuary Advisors, LLC $286,978 0.10% 27,835
Compton Financial Group, LLC $266,028 0.09% 25,803
Centurion Wealth Management LLC $259,214 0.09% 25,142
SUSQUEHANNA INTERNATIONAL GROUP, LLP $254,553 0.09% 24,690
ENVESTNET ASSET MANAGEMENT INC $252,718 0.09% 24,512
Advisor Resource Council $247,491 0.08% 24,005
BENJAMIN EDWARDS INC $236,078 0.08% 22,898
MERCER GLOBAL ADVISORS INC /ADV $233,325 0.08% 22,631
Wedmont Private Capital $224,046 0.08% 21,731
Huntleigh Advisors, Inc. $213,313 0.07% 20,690
Occidental Asset Management, LLC $207,612 0.07% 20,137
Pinnacle Wealth Planning Services, Inc. $207,581 0.07% 20,134
Kapstone Financial Advisors LLC $206,715 0.07% 20,050
Farther Finance Advisors, LLC $204,983 0.07% 19,882
SPIREPOINT PRIVATE CLIENT, LLC $203,931 0.07% 19,780
DECISION INVESTMENTS, INC $203,622 0.07% 19,750
Z3 Capital Partners, LLC $197,735 0.07% 19,179
Integrated Wealth Concepts LLC $197,580 0.07% 19,164
JANE STREET GROUP, LLC $193,786 0.07% 18,796
Steward Partners Investment Advisory, LLC $193,353 0.07% 18,754
Investment Management Trust, LLC $192,900 0.07% 18,710
Successful Portfolios LLC $191,755 0.07% 18,599
Compound Planning, Inc. $188,518 0.06% 18,285
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $162,856 0.06% 15,796
Concurrent Investment Advisors, LLC $156,588 0.05% 15,188
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $153,598 0.05% 14,898
DAVENPORT & Co LLC $152,361 0.05% 14,778
Creative Planning $150,928 0.05% 14,639
Key facts CIK 1379400 CUSIP 00326L100 13F (30d) 121 filings 115 filers

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