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$12.10 -0.08 (-0.66%)

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: 308
Total Value: $1,011,415,538
Total Shares: 77,860,821

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 308 13F filers · Δ vs Mar 31, 2026
Top Holder
9.9%
Dec 2025 → Jun 2026 · range 9.9% – 11.4%
−0.8 pts
Top 5
35.9%
Dec 2025 → Jun 2026 · range 35.5% – 36.6%
+0.4 pts
Top 10
52.9%
Dec 2025 → Jun 2026 · range 51.1% – 52.9%
+0.5 pts
HHI
372
Dec 2025 → Jun 2026 · range 365 – 372
Broadly held+7

Quarterly Activity

vs Mar 31, 2026
New
31
Increased
104
Decreased
145
Sold Out
48
Unchanged
28
Holder count: -17
Institutional value: -18.0%
Shares held: +4.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Saba Capital Management, L.P. +1,976,013 6,742,126
Stratos Wealth Partners, LTD. +1,085,847 1,788,705
MORGAN STANLEY +729,197 2,536,785
IFG Advisory, LLC +427,430 429,508
MIDLAND WEALTH ADVISORS, LLC +358,921 2,855,960

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO −630,383 2,781,441
LPL Financial LLC −282,345 5,496,468
CAPTRUST FINANCIAL ADVISORS −218,573 7,712,982
Cetera Investment Advisers −205,795 3,005,236
Lido Advisors, LLC −204,116 12,021

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 893,749 $11,627,674
Ameritas Advisory Services, LLC 287,349 $3,738,410
J.W. COLE ADVISORS, INC. 253,570 $3,298,945
Advisory Alpha, LLC 193,822 $2,521,624
Financial Gravity Companies, Inc. 108,244 $1,408,254

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Sunbelt Securities, Inc. 1,186,168 $19,702,250
BSW Wealth Partners 534,972 $8,885,884
Octavia Wealth Advisors, LLC 414,859 $6,890,807
Financial Gravity Asset Management, Inc. 112,043 $1,861,034
CWM, LLC 87,376 $1,451,315
Filter: New 31 Increased 104 Reduced 145 Sold out 48 Unchanged 28
Showing 100 of 308
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CAPTRUST FINANCIAL ADVISORS $100,345,895 9.92% 7,712,982
Saba Capital Management, L.P. $87,715,059 8.67% 6,742,126
LPL Financial LLC $71,509,048 7.07% 5,496,468
Cambridge Investment Research Advisors, Inc. $60,877,575 6.02% 4,679,291
Focus Partners Wealth $42,379,606 4.19% 3,257,464
Cetera Investment Advisers $39,098,120 3.87% 3,005,236
MIDLAND WEALTH ADVISORS, LLC $37,156,039 3.67% 2,855,960
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $36,186,547 3.58% 2,781,441
MORGAN STANLEY $33,003,571 3.26% 2,536,785
Quadrant Private Wealth Management, LLC $26,541,479 2.62% 2,040,083
Pasadena Private Wealth, LLC $25,119,083 2.48% 1,930,752
Stratos Wealth Partners, LTD. $23,271,052 2.30% 1,788,705
OSAIC HOLDINGS, INC. $22,042,205 2.18% 1,694,251
INDEPENDENT FINANCIAL GROUP, LLC $16,321,370 1.61% 1,254,525
TRAPHAGEN INVESTMENT ADVISORS LLC $15,201,066 1.50% 1,168,414
HighTower Advisors, LLC $13,002,506 1.29% 999,424
CITADEL ADVISORS LLC $11,627,674 1.15% 893,749
Modern Wealth Management, LLC $11,274,738 1.11% 866,621
RAYMOND JAMES FINANCIAL INC $8,300,743 0.82% 638,028
Integrated Wealth Concepts LLC $7,791,754 0.77% 598,905
ROYAL BANK OF CANADA $6,569,438 0.65% 504,953
Arkadios Wealth Advisors $6,547,880 0.65% 503,296
ELEVATION POINT WEALTH PARTNERS, LLC $6,343,207 0.63% 487,564
ENVESTNET ASSET MANAGEMENT INC $6,168,379 0.61% 474,126
B. Riley Wealth Advisors, Inc. $5,918,938 0.59% 454,953
Aptus Capital Advisors, LLC $5,861,187 0.58% 450,514
GUARDIAN WEALTH ADVISORS, LLC / NC $5,844,039 0.58% 449,196
Bulldog Investors, LLP $5,799,779 0.57% 445,794
Callan Family Office, LLC $5,645,689 0.56% 433,950
IFG Advisory, LLC $5,587,899 0.55% 429,508
Guardian Financial Partners, LLC $5,558,379 0.55% 427,239
Wilkerson Advisory Group LLC $5,267,475 0.52% 404,879
Brookstone Capital Management $4,992,197 0.49% 383,720
JANE STREET GROUP, LLC $4,568,668 0.45% 351,166
SCS Capital Management LLC $4,474,789 0.44% 343,950
Creative Planning $4,424,180 0.44% 340,060
Baird Financial Group, Inc. $4,359,963 0.43% 335,124
WELLS FARGO & COMPANY/MN $4,261,100 0.42% 327,525
Avantax Planning Partners, Inc. $4,224,177 0.42% 324,687
Turning Point Benefit Group, Inc. $4,088,743 0.40% 314,277
Soltis Investment Advisors LLC $3,974,216 0.39% 305,474
Thomas J. Herzfeld Advisors, Inc. $3,946,401 0.39% 303,336
Matisse Capital $3,903,000 0.39% 300,000
Ameritas Advisory Services, LLC $3,738,410 0.37% 287,349
HARBOUR INVESTMENTS, INC. $3,731,697 0.37% 286,833
Sanctuary Advisors, LLC $3,422,865 0.34% 263,095
MERCER GLOBAL ADVISORS INC /ADV $3,404,352 0.34% 261,672
J.W. COLE ADVISORS, INC. $3,298,945 0.33% 253,570
Capital Investment Advisory Services, LLC $3,104,498 0.31% 238,624
Cerity Partners LLC $2,996,436 0.30% 230,318
PINKERTON WEALTH, LLC $2,964,666 0.29% 227,876
SHERMAN PORFOLIOS, LLC $2,860,677 0.28% 219,883
COMMONWEALTH EQUITY SERVICES, LLC $2,793,403 0.28% 214,712
Beacon Pointe Advisors, LLC $2,774,174 0.27% 213,234
Rossby Financial, LCC $2,758,848 0.27% 212,056
D.A. DAVIDSON & CO. $2,721,692 0.27% 209,200
Closed-End Fund Advisors, Inc. $2,713,196 0.27% 208,547
AlphaStar Capital Management, LLC $2,666,516 0.26% 204,959
Rockefeller Capital Management L.P. $2,566,755 0.25% 197,291
Family Office Research LLC $2,540,007 0.25% 195,235
Advisory Alpha, LLC $2,521,624 0.25% 193,822
DAVENPORT & Co LLC $2,519,321 0.25% 193,645
Arete Wealth Advisors, LLC $2,470,638 0.24% 189,903
Perigon Wealth Management, LLC $2,406,758 0.24% 184,993
CENTAURUS FINANCIAL, INC. $2,389,416 0.24% 183,660
Waverly Advisors, LLC $2,286,026 0.23% 175,713
Lakeridge Wealth Management LLC $2,122,841 0.21% 163,170
Kestra Advisory Services, LLC $2,083,889 0.21% 160,176
Mariner, LLC $2,000,391 0.20% 153,758
Uniting Wealth Partners, LLC $1,999,793 0.20% 153,712
Sterneck Capital Management, LLC $1,992,676 0.20% 153,165
AE Wealth Management LLC $1,977,298 0.20% 151,983
Atlantic Union Bankshares Corp $1,868,611 0.18% 143,629
DUDLEY CAPITAL MANAGEMENT, LLC $1,865,386 0.18% 143,381
Western Wealth Management, LLC $1,863,188 0.18% 143,212
Spinnaker Investment Group, LLC $1,834,514 0.18% 141,008
KICKSTAND VENTURES, LLC. $1,797,175 0.18% 138,138
Trivium Point Advisory, LLC $1,791,516 0.18% 137,703
NewEdge Advisors, LLC $1,750,924 0.17% 134,583
Kropog Financial Group, LLC $1,705,702 0.17% 131,107
Strategic Blueprint, LLC $1,675,050 0.17% 128,751
Ausdal Financial Partners, Inc. $1,660,166 0.16% 127,607
Envestnet Portfolio Solutions, Inc. $1,638,700 0.16% 125,957
Apollo Management Holdings, L.P. $1,620,993 0.16% 124,596
FIFTH THIRD BANCORP $1,607,190 0.16% 123,535
Wealthcare Advisory Partners LLC $1,600,269 0.16% 123,003
COHEN & STEERS, INC. $1,561,200 0.15% 120,000
LaSalle St. Investment Advisors, LLC $1,545,015 0.15% 118,756
KINGSWOOD WEALTH ADVISORS, LLC $1,521,779 0.15% 116,970
Compound Planning, Inc. $1,519,763 0.15% 116,815
Madrona Financial Services, LLC $1,519,672 0.15% 116,808
HighPoint Advisor Group LLC $1,501,796 0.15% 115,434
Blackhawk Capital Partners, LLC $1,492,611 0.15% 114,728
WealthPoint Financial, LLC $1,467,293 0.15% 112,782
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,459,800 0.14% 112,206
Naviter Wealth, LLC $1,447,531 0.14% 111,263
CARY STREET PARTNERS FINANCIAL LLC $1,430,033 0.14% 109,918
MML INVESTORS SERVICES, LLC $1,415,735 0.14% 108,819
Noble Wealth Management PBC $1,412,664 0.14% 108,583
Financial Gravity Companies, Inc. $1,408,254 0.14% 108,244
Key facts CIK 1551047 CUSIP 09631P102 13F (30d) 209 filings 208 filers

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