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$20.74 +0.06 (+0.29%) At close · Aug 21
Market Cap
$3.33B
Shares
160.37M

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: 224
Total Value: $801,858,274
Total Shares: 38,846,758

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 224 13F filers · Δ vs Mar 31, 2026
Top Holder
12.5%
Sep 2023 → Jun 2026 · range 12.3% – 15.3%
−0.1 pts
Top 5
47.4%
Sep 2023 → Jun 2026 · range 46.6% – 56.1%
+0.1 pts
Top 10
66.4%
Sep 2023 → Jun 2026 · range 65.7% – 72.1%
+0.5 pts
HHI
585
Sep 2023 → Jun 2026 · range 571 – 770
Broadly held+1

Quarterly Activity

vs Mar 31, 2026
New
19
Increased
84
Decreased
50
Sold Out
15
Unchanged
71
Holder count: +4
Institutional value: +20.9%
Shares held: +0.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
RAYMOND JAMES FINANCIAL INC +230,339 2,356,479
1607 Capital Partners, LLC +202,825 635,466
RIVERNORTH CAPITAL MANAGEMENT, LLC +179,071 351,534
Karpus Management, Inc. +107,581 2,052,204
Arax Advisory Partners +80,344 80,528

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Shaker Financial Services, LLC −448,880 163,703
MORGAN STANLEY −67,478 4,298,735
CAPTRUST FINANCIAL ADVISORS −57,301 80,272
&PARTNERS −53,622 501,570
M&T Bank Corp −35,000 10,695

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
J.W. COLE ADVISORS, INC. 125,610 $2,582,541
Waterloo Capital, L.P. 32,122 $660,428
XTX Topco Ltd 31,619 $650,086
MGO ONE SEVEN LLC 25,745 $529,317
Creative Planning 23,961 $492,638

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
READYSTATE ASSET MANAGEMENT LP 236,613 $4,050,814
Logan Stone Capital, LLC 130,383 $2,232,156
Calamos Advisors LLC 85,160 $1,457,939
U.S. Capital Wealth Advisors, LLC 54,312 $929,821
NINE MASTS CAPITAL Ltd 27,663 $473,590
Filter: New 19 Increased 84 Reduced 50 Sold out 15 Unchanged 71
Showing 100 of 224
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BANK OF AMERICA CORP /DE/ $100,034,350 12.48% 4,865,484
MORGAN STANLEY $88,381,991 11.02% 4,298,735
UBS Group AG $80,954,854 10.10% 3,937,493
WELLS FARGO & COMPANY/MN $62,607,851 7.81% 3,045,129
RAYMOND JAMES FINANCIAL INC $48,449,207 6.04% 2,356,479
ROYAL BANK OF CANADA $44,470,683 5.55% 2,162,971
Karpus Management, Inc. $42,193,314 5.26% 2,052,204
LPL Financial LLC $25,669,509 3.20% 1,248,517
Bensler, LLC $23,702,904 2.96% 1,152,865
McGowan Group Asset Management, Inc. $16,186,045 2.02% 787,259
Cetera Investment Advisers $15,872,607 1.98% 772,014
Rockefeller Capital Management L.P. $15,387,350 1.92% 748,412
Advisors Asset Management, Inc. $14,382,357 1.79% 699,531
1607 Capital Partners, LLC $13,065,180 1.63% 635,466
Stratos Wealth Partners, LTD. $10,847,805 1.35% 527,617
&PARTNERS $10,312,279 1.29% 501,570
STIFEL FINANCIAL CORP $8,485,235 1.06% 412,706
OSAIC HOLDINGS, INC. $7,591,779 0.95% 369,250
RIVERNORTH CAPITAL MANAGEMENT, LLC $7,227,539 0.90% 351,534
GUGGENHEIM CAPITAL LLC $6,949,341 0.87% 338,003
TRUIST FINANCIAL CORP $6,489,291 0.81% 315,627
AMERIPRISE FINANCIAL INC $6,198,387 0.77% 301,478
Apollon Wealth Management, LLC $5,651,676 0.70% 274,887
Janney Montgomery Scott LLC $4,876,996 0.61% 237,208
Smith Asset Management Co., LLC $4,659,019 0.58% 226,606
WOLVERINE ASSET MANAGEMENT LLC $4,633,257 0.58% 225,353
ENVESTNET ASSET MANAGEMENT INC $4,019,582 0.50% 195,505
World Investment Advisors $3,500,566 0.44% 170,261
Sanctuary Advisors, LLC $3,420,012 0.43% 166,343
Cambridge Investment Research Advisors, Inc. $3,375,191 0.42% 164,163
Shaker Financial Services, LLC $3,365,733 0.42% 163,703
PMG Family Office LLC $3,337,710 0.42% 162,340
COMMONWEALTH EQUITY SERVICES, LLC $3,288,078 0.41% 159,926
Prairie Wealth Advisors, Inc. $3,169,026 0.40% 0
DAVENPORT & Co LLC $3,032,538 0.38% 147,497
Savant Capital, LLC $2,812,422 0.35% 136,791
Clearstead Advisors, LLC $2,746,219 0.34% 133,571
J.W. COLE ADVISORS, INC. $2,582,541 0.32% 125,610
HighTower Advisors, LLC $2,499,623 0.31% 121,577
Steward Partners Investment Advisory, LLC $2,489,014 0.31% 121,061
FOUNDERS FINANCIAL SECURITIES LLC $2,478,508 0.31% 120,550
Mariner, LLC $2,406,527 0.30% 117,049
Pointe Capital Management LLC $2,376,777 0.30% 115,602
Aviance Capital Partners, LLC $2,025,262 0.25% 98,505
Kestra Advisory Services, LLC $1,932,537 0.24% 93,995
Meridian Wealth Advisors, LLC $1,762,444 0.22% 85,722
Calamos Wealth Management LLC $1,750,889 0.22% 85,160
Private Advisor Group, LLC $1,743,446 0.22% 84,798
LAKE STREET PRIVATE WEALTH, LLC $1,734,194 0.22% 84,348
Arax Advisory Partners $1,655,655 0.21% 80,528
CAPTRUST FINANCIAL ADVISORS $1,650,392 0.21% 80,272
OPPENHEIMER & CO INC $1,485,583 0.19% 72,256
Snowden Capital Advisors LLC $1,471,849 0.18% 71,588
Beacon Pointe Advisors, LLC $1,469,032 0.18% 71,451
FIFTH THIRD BANCORP $1,346,042 0.17% 65,469
PNC FINANCIAL SERVICES GROUP, INC. $1,345,137 0.17% 65,425
Mesirow Financial Investment Management, Inc. $1,257,367 0.16% 61,156
CENTRAL TRUST Co $1,213,204 0.15% 59,008
HARBOUR INVESTMENTS, INC. $1,184,584 0.15% 57,616
NewEdge Advisors, LLC $1,184,256 0.15% 57,600
Invesco Ltd. $1,116,634 0.14% 54,311
Dakota Wealth Management $1,111,309 0.14% 54,052
PFG Investments, LLC $976,435 0.12% 47,492
David J Yvars Group $929,476 0.12% 45,208
Concurrent Investment Advisors, LLC $911,733 0.11% 44,345
Waverly Advisors, LLC $876,945 0.11% 42,653
Western Wealth Management, LLC $797,933 0.10% 38,810
Palogic Value Management, L.P. $797,728 0.10% 38,800
Brookstone Capital Management $794,808 0.10% 38,658
TrueMark Investments, LLC $733,272 0.09% 35,665
PW Nova Financial Services LLC $729,571 0.09% 35,485
Aptus Capital Advisors, LLC $711,602 0.09% 34,611
Quad-Cities Investment Group, LLC $685,408 0.09% 33,337
Integrated Wealth Concepts LLC $675,190 0.08% 32,840
QTR Family Wealth, LLC $666,308 0.08% 32,408
NWF Advisory Services Inc. $664,787 0.08% 32,334
Waterloo Capital, L.P. $660,428 0.08% 32,122
GOLDMAN SACHS GROUP INC $658,577 0.08% 32,032
XTX Topco Ltd $650,086 0.08% 31,619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $637,503 0.08% 31,007
Pathstone Holdings, LLC $634,995 0.08% 30,885
Advisory Advocates, LLC $628,601 0.08% 30,574
D.A. DAVIDSON & CO. $602,428 0.08% 29,301
Summit Financial, LLC $600,968 0.07% 29,230
Wealthcare Advisory Partners LLC $599,652 0.07% 29,166
Gryphon Financial Partners LLC $595,869 0.07% 28,982
Kovack Advisors, Inc. $591,470 0.07% 28,768
Mezzasalma Advisors, LLC $551,008 0.07% 26,800
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $548,170 0.07% 26,662
LOWE BROCKENBROUGH & CO INC $547,656 0.07% 26,637
DOLIVER ADVISORS, LP $544,511 0.07% 26,484
MGO ONE SEVEN LLC $529,317 0.07% 25,745
WCG Wealth Advisors LLC $528,145 0.07% 25,688
Baird Financial Group, Inc. $511,490 0.06% 24,878
JANE STREET GROUP, LLC $509,373 0.06% 24,775
Creative Planning $492,638 0.06% 23,961
Fairman Group, LLC $484,578 0.06% 23,569
GUARDIAN WEALTH ADVISORS, LLC / NC $469,220 0.06% 22,822
Uniting Wealth Partners, LLC $462,990 0.06% 22,519
Caprock Group, LLC $447,611 0.06% 21,771
Key facts CIK 1275214 CUSIP 128125101 13F (30d) 183 filings 178 filers Investor relations

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