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$30.65 -0.40 (-1.29%)
Rebalance outlook locked
Market Cap
$2.15B
Shares
68.74M

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: $659,585,326
Total Shares: 21,964,216
Showing 1–100 of 152 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 152 13F filers · Δ vs Mar 31, 2026
Top Holder
25.9%
Sep 2023 → Jun 2026 · range 17.1% – 27.8%
−0.4 pts
Top 5
57.7%
Sep 2023 → Jun 2026 · range 48.3% – 60.0%
−2.3 pts
Top 10
74.6%
Sep 2023 → Jun 2026 · range 65.7% – 77.2%
−2.6 pts
HHI
1,075
Sep 2023 → Jun 2026 · range 711 – 1,139
Broadly held−64

Quarterly Activity

vs Mar 31, 2026
New
27
Increased
58
Decreased
37
Sold Out
9
Unchanged
30
Holder count: +18
Institutional value: +41.7%
Shares held: +4.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Saba Capital Management, L.P. +165,278 5,696,873
WEDBUSH SECURITIES INC +106,783 763,870
Steward Partners Investment Advisory, LLC +89,231 243,765
Summit Financial, LLC +88,658 138,072
Thomas J. Herzfeld Advisors, Inc. +83,361 166,033

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Invesco Ltd. −91,339 844,911
MORGAN STANLEY −75,093 3,336,626
UBS Group AG −70,494 1,132,868
MILLENNIUM MANAGEMENT LLC −54,626 31,966
WOLVERINE ASSET MANAGEMENT LLC −35,909 30,576

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Potrero Capital Research LLC 167,198 $5,020,955
Family Manage LLC 53,556 $1,608,286
Atlas Wealth LLC 50,993 $1,531,319
MERCER GLOBAL ADVISORS INC /ADV 37,585 $1,128,677
XTX Topco Ltd 31,811 $955,284

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
ABSOLUTE INVESTMENT ADVISERS, LLC 137,302 $3,041,239
Quarry LP 65,821 $1,457,935
Sunbelt Securities, Inc. 6,847 $151,661
Sound Income Strategies, LLC 1,131 $25,051
CWM, LLC 623 $13,799
Filter: New 27 Increased 58 Reduced 37 Sold out 9 Unchanged 30
Showing 100 of 152
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Saba Capital Management, L.P. $171,077,096 25.94% 5,696,873
MORGAN STANLEY $100,198,877 15.19% 3,336,626
RIVERNORTH CAPITAL MANAGEMENT, LLC $45,389,774 6.88% 1,511,481
UBS Group AG $34,020,024 5.16% 1,132,868
BANK OF AMERICA CORP /DE/ $29,821,711 4.52% 993,064
RAYMOND JAMES FINANCIAL INC $28,263,935 4.29% 941,190
Invesco Ltd. $25,372,676 3.85% 844,911
WEDBUSH SECURITIES INC $22,939,016 3.48% 763,870
LAZARD ASSET MANAGEMENT LLC $20,360,129 3.09% 677,993
Karpus Management, Inc. $14,514,129 2.20% 483,321
FLAGSHIP HARBOR ADVISORS, LLC $9,720,771 1.47% 323,702
Z3 Capital Partners, LLC $9,506,356 1.44% 316,562
ROYAL BANK OF CANADA $9,460,439 1.43% 315,033
Rockefeller Capital Management L.P. $8,505,727 1.29% 283,241
OPPENHEIMER & CO INC $7,734,767 1.17% 257,568
Steward Partners Investment Advisory, LLC $7,320,262 1.11% 243,765
LPL Financial LLC $5,807,261 0.88% 193,382
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,714,829 0.87% 190,304
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $5,315,129 0.81% 176,994
Potrero Capital Research LLC $5,020,955 0.76% 167,198
Thomas J. Herzfeld Advisors, Inc. $4,985,970 0.76% 166,033
OSAIC HOLDINGS, INC. $4,527,442 0.69% 150,764
Summit Financial, LLC $4,146,302 0.63% 138,072
RFG Advisory, LLC $2,936,693 0.45% 97,792
STIFEL FINANCIAL CORP $2,839,576 0.43% 94,558
Sanctuary Advisors, LLC $2,807,714 0.43% 93,497
INDEPENDENT FINANCIAL GROUP, LLC $2,747,745 0.42% 91,500
INTREPID FAMILY OFFICE LLC $2,402,400 0.36% 80,000
Cetera Investment Advisers $2,271,739 0.34% 75,649
1607 Capital Partners, LLC $1,989,487 0.30% 66,250
TrueMark Investments, LLC $1,924,172 0.29% 64,075
PMG Family Office LLC $1,735,703 0.26% 57,799
EVOLVE PRIVATE WEALTH, LLC $1,706,694 0.26% 56,833
Janney Montgomery Scott LLC $1,691,379 0.26% 56,323
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,614,892 0.24% 53,776
Family Manage LLC $1,608,286 0.24% 53,556
HighTower Advisors, LLC $1,576,605 0.24% 52,501
COMMONWEALTH EQUITY SERVICES, LLC $1,565,584 0.24% 52,134
Atlas Wealth LLC $1,531,319 0.23% 50,993
WELLS FARGO & COMPANY/MN $1,520,808 0.23% 50,643
Noble Wealth Management PBC $1,442,190 0.22% 48,025
Formidable Asset Management, LLC $1,428,887 0.22% 47,582
NWF Advisory Services Inc. $1,330,779 0.20% 44,315
Apollon Wealth Management, LLC $1,270,028 0.19% 42,292
WNY Asset Management, LLC $1,156,185 0.18% 38,501
NewEdge Advisors, LLC $1,152,671 0.17% 38,384
AMERIPRISE FINANCIAL INC $1,132,731 0.17% 37,720
LM Advisors LLC $1,128,857 0.17% 37,591
MERCER GLOBAL ADVISORS INC /ADV $1,128,677 0.17% 37,585
Anchor Capital Management Group Inc $1,051,050 0.16% 35,000
JANE STREET GROUP, LLC $1,002,791 0.15% 33,393
HARBOUR INVESTMENTS, INC. $996,935 0.15% 33,198
MILLENNIUM MANAGEMENT LLC $959,938 0.15% 31,966
XTX Topco Ltd $955,284 0.14% 31,811
Quantinno Capital Management LP $942,491 0.14% 31,385
WOLVERINE ASSET MANAGEMENT LLC $918,197 0.14% 30,576
PFG Investments, LLC $871,230 0.13% 29,012
Fund Advisors of America Inc/FL $847,806 0.13% 28,232
Almitas Capital LLC $805,104 0.12% 26,810
Compound Planning, Inc. $791,620 0.12% 26,361
TRUIST FINANCIAL CORP $766,275 0.12% 25,517
CITADEL ADVISORS LLC $730,689 0.11% 24,332
HRT FINANCIAL LP $729,218 0.11% 24,283
Focus Financial Network, Inc. $719,518 0.11% 23,960
AQR CAPITAL MANAGEMENT LLC $679,218 0.10% 22,618
Indivisible Partners $670,990 0.10% 22,344
UHLMANN PRICE SECURITIES, LLC $627,687 0.10% 20,902
Mathes Company, Inc. $591,591 0.09% 19,700
MGO ONE SEVEN LLC $572,612 0.09% 19,068
Mariner, LLC $571,350 0.09% 19,026
Quantedge Capital Pte Ltd $570,570 0.09% 19,000
SeaCrest Wealth Management, LLC $561,711 0.09% 18,705
SPIREPOINT PRIVATE CLIENT, LLC $521,921 0.08% 17,380
Corient Private Wealth LLC $508,828 0.08% 16,944
Cambridge Investment Research Advisors, Inc. $498,888 0.08% 16,613
Amplius Wealth Advisors, LLC $436,185 0.07% 14,525
Delta Investment Management, LLC $408,408 0.06% 13,600
1900 WEALTH MANAGEMENT LLC $406,125 0.06% 13,524
Dakota Wealth Management $404,383 0.06% 13,466
Kestra Advisory Services, LLC $394,564 0.06% 13,139
Creative Planning $392,101 0.06% 13,057
World Investment Advisors $389,308 0.06% 12,964
Stablepoint Partners, LLC $385,344 0.06% 12,832
B. Riley Wealth Advisors, Inc. $381,260 0.06% 12,696
CAPTRUST FINANCIAL ADVISORS $379,368 0.06% 12,633
Stockman Wealth Management, Inc. $375,825 0.06% 12,515
Painted Porch Advisors LLC $375,495 0.06% 12,504
CSS LLC/IL $369,549 0.06% 12,306
EP Wealth Advisors, LLC $365,254 0.06% 12,163
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $364,444 0.06% 12,136
Merit Financial Group, LLC $364,023 0.06% 12,122
MATHER GROUP, LLC. $360,360 0.05% 12,000
D.A. DAVIDSON & CO. $355,615 0.05% 11,842
PNC FINANCIAL SERVICES GROUP, INC. $354,233 0.05% 11,796
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $338,888 0.05% 11,285
Focus Partners Wealth $332,402 0.05% 11,069
Closed-End Fund Advisors, Inc. $317,327 0.05% 10,567
NewEdge Wealth, LLC $310,720 0.05% 10,347
Advocate Investing Services LLC $309,309 0.05% 10,300
SENTINEL TRUST CO LBA $300,960 0.05% 10,022
Key facts CIK 1768666 CUSIP 09260K101 13F (30d) 95 filings 95 filers Visit website Investor relations

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