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$43.18 +0.62 (+1.46%) At close · Sep 2
Rebalance outlook locked
Market Cap
$1.41B
Shares
33.05M

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: 173
Total Value: $563,783,849
Total Shares: 14,262,179
Showing 1–100 of 173 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 173 13F filers · Δ vs Mar 31, 2026
Top Holder
17.3%
Sep 2023 → Jun 2026 · range 15.9% – 38.5%
+1.4 pts
Top 5
39.0%
Sep 2023 → Jun 2026 · range 39.0% – 75.0%
−2.9 pts
Top 10
54.4%
Sep 2023 → Jun 2026 · range 54.4% – 85.1%
−2.3 pts
HHI
517
Sep 2023 → Jun 2026 · range 517 – 1,959
Broadly held−61

Quarterly Activity

vs Mar 31, 2026
New
23
Increased
55
Decreased
54
Sold Out
27
Unchanged
41
Holder count: -4
Institutional value: -22.9%
Shares held: -10.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Arax Advisory Partners +212,388 218,453
Lido Advisors, LLC +71,138 78,194
MML INVESTORS SERVICES, LLC +69,185 300,563
ALM First Financial Advisors, LLC +48,237 281,590
LPL Financial LLC +37,125 692,247

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Advyzon Investment Management, LLC −226,513 211,478
Ausdal Financial Partners, Inc. −219,320 216,245
Cambria Investment Management, L.P. −217,908 54,893
Maridea Wealth Management LLC −139,240 92,517
Empowered Funds, LLC −129,111 96,550

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Jupiter Topco LLC 1,069,738 $42,286,743
a16z Perennial Management, L.P. 181,946 $7,192,325
FLOW TRADERS U.S. LLC 80,126 $3,167,380
Virtu Financial LLC 78,651 $3,109,074
COMPASS FINANCIAL MANAGEMENT LLC 73,413 $2,902,015

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Richard Bernstein Advisors LLC 2,151,643 $99,255,291
U.S. Capital Wealth Advisors, LLC 106,324 $4,904,726
SUSQUEHANNA INTERNATIONAL GROUP, LLP 79,445 $3,664,797
Jackson Hole Capital Partners, LLC 70,950 $3,272,923
Quadrature Capital Ltd 68,716 $3,169,869
Filter: New 23 Increased 55 Reduced 54 Sold out 27 Unchanged 41
Showing 100 of 173
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BANK OF AMERICA CORP /DE/ $97,416,901 17.28% 2,464,379
Jupiter Topco LLC $42,286,743 7.50% 1,069,738
Bank of New York Mellon Corp $27,773,539 4.93% 702,594
LPL Financial LLC $27,364,523 4.85% 692,247
ENVESTNET ASSET MANAGEMENT INC $25,032,451 4.44% 633,252
ROYAL BANK OF CANADA $22,894,985 4.06% 579,180
BRANDYWINE OAK PRIVATE WEALTH LLC $17,892,938 3.17% 452,642
Rockefeller Capital Management L.P. $17,851,273 3.17% 451,588
LAKE STREET PRIVATE WEALTH, LLC $16,146,977 2.86% 408,474
Cetera Investment Advisers $12,207,417 2.17% 308,814
China Universal Asset Management Co., Ltd. $11,977,590 2.12% 303,000
MML INVESTORS SERVICES, LLC $11,881,255 2.11% 300,563
ALM First Financial Advisors, LLC $11,131,252 1.97% 281,590
OSAIC HOLDINGS, INC. $10,651,674 1.89% 269,458
Columbus Macro, LLC $9,882,500 1.75% 250,000
Arax Advisory Partners $8,635,447 1.53% 218,453
Ausdal Financial Partners, Inc. $8,548,164 1.52% 216,245
Advyzon Investment Management, LLC $8,359,725 1.48% 211,478
Mason & Associates Inc $8,155,513 1.45% 206,312
STIFEL FINANCIAL CORP $7,428,200 1.32% 187,913
a16z Perennial Management, L.P. $7,192,325 1.28% 181,946
RAYMOND JAMES FINANCIAL INC $6,158,456 1.09% 155,792
Brendel Financial Advisors LLC $5,801,146 1.03% 146,753
CAPTRUST FINANCIAL ADVISORS $5,270,930 0.93% 133,340
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $5,000,465 0.89% 126,498
FSA Investment Group, LLC $4,920,971 0.87% 124,487
ETF Store, Inc. $4,701,144 0.83% 118,926
Steward Partners Investment Advisory, LLC $4,529,189 0.80% 114,576
COMMONWEALTH EQUITY SERVICES, LLC $4,145,352 0.74% 104,866
Empowered Funds, LLC $3,816,621 0.68% 96,550
Maridea Wealth Management LLC $3,657,197 0.65% 92,517
Clear Point Advisors Inc. $3,554,339 0.63% 89,915
FLOW TRADERS U.S. LLC $3,167,380 0.56% 80,126
Virtu Financial LLC $3,109,074 0.55% 78,651
Lido Advisors, LLC $3,091,008 0.55% 78,194
Sanctuary Advisors, LLC $3,013,134 0.53% 76,224
MERCER GLOBAL ADVISORS INC /ADV $2,993,093 0.53% 75,717
COMPASS FINANCIAL MANAGEMENT LLC $2,902,015 0.51% 73,413
Belpointe Asset Management LLC $2,799,119 0.50% 70,810
MORGAN STANLEY $2,715,314 0.48% 68,690
Cherry Creek Investment Advisors, Inc. $2,605,778 0.46% 65,919
AE Wealth Management LLC $2,593,128 0.46% 65,599
Cambria Investment Management, L.P. $2,169,920 0.38% 54,893
GC Wealth Management RIA, LLC $2,130,390 0.38% 53,893
Cambridge Investment Research Advisors, Inc. $2,116,594 0.38% 53,544
HighTower Advisors, LLC $2,005,040 0.36% 50,722
ELEVATION POINT WEALTH PARTNERS, LLC $1,774,580 0.31% 44,892
Vestmark Advisory Solutions, Inc. $1,770,192 0.31% 44,781
SMITH, MOORE & CO. $1,734,062 0.31% 43,867
JPMORGAN CHASE & CO $1,712,162 0.30% 43,313
HighPoint Advisor Group LLC $1,630,375 0.29% 41,244
INSPIRION WEALTH ADVISORS, LLC $1,622,508 0.29% 41,045
NewEdge Advisors, LLC $1,554,596 0.28% 39,327
JANE STREET GROUP, LLC $1,422,052 0.25% 35,974
HUNTINGTON NATIONAL BANK $1,416,003 0.25% 35,821
IMC-Chicago, LLC $1,409,679 0.25% 35,661
BKM Wealth Management, LLC $1,365,366 0.24% 34,540
Aptus Capital Advisors, LLC $1,304,569 0.23% 33,002
CORE WEALTH ADVISORS, LLC $1,301,999 0.23% 32,937
Semus Wealth Partners LLC $1,274,091 0.23% 32,231
AMERICAN FINANCIAL & TAX STRATEGIES INC $1,232,071 0.22% 31,168
UBS Group AG $1,180,247 0.21% 29,857
Virtue Capital Management, LLC $1,158,426 0.21% 29,305
Capital Advisor Network LLC $1,153,999 0.20% 29,193
LexAurum Advisors, LLC $1,134,194 0.20% 28,692
Financial Guidance Group, Inc. $1,106,009 0.20% 27,979
Mariner, LLC $1,095,494 0.19% 27,713
HANSEATIC MANAGEMENT SERVICES INC $1,074,069 0.19% 27,171
EQ LLC $1,062,092 0.19% 26,868
DMC Group, LLC $1,019,320 0.18% 25,786
CHOREO, LLC $992,005 0.18% 25,095
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $926,662 0.16% 23,442
Atria Investments, Inc $853,729 0.15% 21,597
Farther Finance Advisors, LLC $774,036 0.14% 19,581
ARMSTRONG ADVISORY GROUP, INC $703,317 0.12% 17,792
Freestone Capital Holdings, LLC $702,210 0.12% 17,764
WELLS FARGO & COMPANY/MN $674,460 0.12% 17,062
Corient Private Wealth LLC $672,958 0.12% 17,024
Tactive Advisors, LLC $638,488 0.11% 16,152
OneDigital Investment Advisors LLC $613,228 0.11% 15,513
Private Advisor Group, LLC $608,682 0.11% 15,398
MGO ONE SEVEN LLC $602,120 0.11% 15,232
Essex Financial Services, Inc. $593,384 0.11% 15,011
FLYNN ZITO CAPITAL MANAGEMENT, LLC $578,561 0.10% 14,636
DENVER WEALTH MANAGEMENT, INC. $562,946 0.10% 14,241
Almanack Investment Partners, LLC. $561,721 0.10% 14,210
Cerity Partners LLC $541,205 0.10% 13,691
Crew Capital Management, Ltd $527,567 0.09% 13,346
J HAGAN CAPITAL, INC. $524,049 0.09% 13,257
EHRLICH FINANCIAL GROUP $522,586 0.09% 13,220
PATRON PARTNERS, LLC $520,451 0.09% 13,166
Kraft, Davis & Associates, LLC $504,679 0.09% 12,767
IHT Wealth Management, LLC $502,268 0.09% 12,706
Stratos Wealth Partners, LTD. $488,393 0.09% 12,355
Investor's Fiduciary Advisor Network, LLC $478,075 0.08% 12,094
Creative Planning $474,794 0.08% 12,011
CLG LLC $474,360 0.08% 12,000
Janney Montgomery Scott LLC $453,409 0.08% 11,470
Beacon Financial Advisory LLC $451,906 0.08% 11,432
Portfolio Strategies, Inc. $439,692 0.08% 11,123
Key facts CIK 1690437 CUSIP 38748G101 13F (30d) 101 filings 101 filers Visit website

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