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$54.56 -0.04 (-0.07%) At close · Aug 21
Market Cap
$1.05B
Shares
20.01M

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: 119
Total Value: $268,129,388
Total Shares: 5,351,885

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 119 13F filers · Δ vs Mar 31, 2026
Top Holder
24.8%
Sep 2023 → Jun 2026 · range 19.9% – 46.2%
+0.9 pts
Top 5
51.8%
Sep 2023 → Jun 2026 · range 51.8% – 79.2%
−3.3 pts
Top 10
67.6%
Sep 2023 → Jun 2026 · range 67.6% – 88.5%
−5.1 pts
HHI
912
Sep 2023 → Jun 2026 · range 832 – 2,489
Broadly held−16

Quarterly Activity

vs Mar 31, 2026
New
14
Increased
38
Decreased
33
Sold Out
15
Unchanged
34
Holder count: -1
Institutional value: -9.1%
Shares held: -4.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
OSAIC HOLDINGS, INC. +21,294 85,585
Thomas J. Herzfeld Advisors, Inc. +14,107 73,130
WELLS FARGO & COMPANY/MN +14,089 239,795
RAYMOND JAMES FINANCIAL INC +11,872 68,327
Penserra Capital Management LLC +7,032 184,913

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
SIT INVESTMENT ASSOCIATES INC −447,017 87,278
Advisors Asset Management, Inc. −26,025 218,811
BANK OF AMERICA CORP /DE/ −18,224 195,043
Cetera Investment Advisers −13,232 6,560
Invesco Ltd. −10,361 14,292

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Saba Capital Management, L.P. 126,112 $6,318,211
WOLVERINE ASSET MANAGEMENT LLC 33,439 $1,675,293
Waterloo Capital, L.P. 29,152 $1,460,515
Sculptor Capital LP 27,500 $1,377,750
Quantedge Capital Pte Ltd 24,200 $1,212,420

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
ENVESTNET ASSET MANAGEMENT INC 11,355 $599,771
Virtu Financial LLC 6,609 $349,087
JANE STREET GROUP, LLC 6,401 $338,100
SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,323 $333,980
Sunbelt Securities, Inc. 5,163 $272,709
Filter: New 14 Increased 38 Reduced 33 Sold out 15 Unchanged 34
Showing 100 of 119
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $66,448,731 24.78% 1,326,322
Z3 Capital Partners, LLC $31,553,681 11.77% 629,814
EP Wealth Advisors, LLC $14,902,595 5.56% 297,457
ROYAL BANK OF CANADA $13,840,124 5.16% 276,250
WELLS FARGO & COMPANY/MN $12,013,728 4.48% 239,795
Advisors Asset Management, Inc. $10,962,431 4.09% 218,811
BANK OF AMERICA CORP /DE/ $9,771,654 3.64% 195,043
Penserra Capital Management LLC $9,264,141 3.46% 184,913
Saba Capital Management, L.P. $6,318,211 2.36% 126,112
STIFEL FINANCIAL CORP $6,159,945 2.30% 122,953
Steward Partners Investment Advisory, LLC $5,566,811 2.08% 111,114
SIT INVESTMENT ASSOCIATES INC $4,372,627 1.63% 87,278
OSAIC HOLDINGS, INC. $4,287,807 1.60% 85,585
AMERIPRISE FINANCIAL INC $4,251,586 1.59% 84,862
UBS Group AG $4,164,312 1.55% 83,120
Edgemoor Investment Advisors, Inc. $3,874,182 1.44% 77,329
Thomas J. Herzfeld Advisors, Inc. $3,663,813 1.37% 73,130
RAYMOND JAMES FINANCIAL INC $3,423,182 1.28% 68,327
Oxbow Advisors, LLC $2,930,048 1.09% 58,484
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,441,072 0.91% 48,724
Terril Brothers, Inc. $2,248,437 0.84% 44,879
LPL Financial LLC $2,155,552 0.80% 43,025
Wright Wealth LLC $1,995,683 0.74% 39,834
Kingsview Wealth Management, LLC $1,982,156 0.74% 39,564
Rockefeller Capital Management L.P. $1,979,400 0.74% 39,509
WOLVERINE ASSET MANAGEMENT LLC $1,675,293 0.62% 33,439
Waterloo Capital, L.P. $1,460,515 0.54% 29,152
Sculptor Capital LP $1,377,750 0.51% 27,500
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1,339,072 0.50% 26,728
Quantedge Capital Pte Ltd $1,212,420 0.45% 24,200
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,150,346 0.43% 22,961
Closed-End Fund Advisors, Inc. $1,146,538 0.43% 22,885
IFP Advisors, Inc $1,054,154 0.39% 21,041
HOLLENCREST CAPITAL MANAGEMENT $966,178 0.36% 19,285
CAPSTONE INVESTMENT ADVISORS, LLC $955,557 0.36% 19,073
NOMURA HOLDINGS INC $952,501 0.36% 19,012
M&T Bank Corp $947,541 0.35% 18,913
STEPHENS INC /AR/ $902,100 0.34% 18,006
Calamos Advisors LLC $874,746 0.33% 17,460
KINGSWOOD WEALTH ADVISORS, LLC $750,948 0.28% 14,989
Cambridge Investment Research Advisors, Inc. $738,123 0.28% 14,733
HighTower Advisors, LLC $737,171 0.27% 14,714
Invesco Ltd. $716,029 0.27% 14,292
OPPENHEIMER & CO INC $715,027 0.27% 14,272
Icon Wealth Advisors, LLC $713,524 0.27% 14,242
Future Financial Wealth Managment LLC $686,871 0.26% 13,710
JPMORGAN CHASE & CO $659,415 0.25% 13,162
XTX Topco Ltd $653,905 0.24% 13,052
CARY STREET PARTNERS FINANCIAL LLC $625,749 0.23% 12,490
Indivisible Partners $614,276 0.23% 12,261
D.A. DAVIDSON & CO. $544,737 0.20% 10,873
RITHOLTZ WEALTH MANAGEMENT $504,456 0.19% 10,069
Hickory Point Bank & Trust $500,499 0.19% 9,990
XML Financial, LLC $491,330 0.18% 9,807
PFG Investments, LLC $489,226 0.18% 9,765
NewEdge Advisors, LLC $472,392 0.18% 9,429
CENTAURUS FINANCIAL, INC. $471,541 0.18% 9,412
Pathstone Holdings, LLC $462,022 0.17% 9,222
Integrated Wealth Concepts LLC $458,114 0.17% 9,144
MAI Capital Management $455,809 0.17% 9,098
Argentarii, LLC $454,206 0.17% 9,066
CHOREO, LLC $447,493 0.17% 8,932
FIFTH THIRD BANCORP $440,078 0.16% 8,784
CITADEL ADVISORS LLC $413,525 0.15% 8,254
Creative Planning $383,615 0.14% 7,657
Concorde Asset Management, LLC $363,475 0.14% 7,255
HUNTINGTON NATIONAL BANK $350,800 0.13% 7,002
&PARTNERS $335,319 0.13% 6,693
Chicago Partners Investment Group LLC $331,862 0.12% 6,624
Cetera Investment Advisers $328,656 0.12% 6,560
LexAurum Advisors, LLC $318,485 0.12% 6,357
Janney Montgomery Scott LLC $279,507 0.10% 5,579
COMMONWEALTH EQUITY SERVICES, LLC $273,495 0.10% 5,459
BENJAMIN EDWARDS INC $270,039 0.10% 5,390
CAPTRUST FINANCIAL ADVISORS $264,628 0.10% 5,282
GOLDMAN SACHS GROUP INC $245,940 0.09% 4,909
Corient Private Wealth LLC $241,632 0.09% 4,823
NWF Advisory Services Inc. $237,975 0.09% 4,750
Private Advisor Group, LLC $235,119 0.09% 4,693
Peregrine Asset Advisers, Inc. $233,967 0.09% 4,670
Merit Financial Group, LLC $232,313 0.09% 4,637
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $226,702 0.08% 4,525
Bryn Mawr Trust Advisors, LLC $221,391 0.08% 4,419
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $216,432 0.08% 4,320
PRIVATE TRUST CO NA $215,730 0.08% 4,306
Arlington Capital Management, Inc. $205,059 0.08% 4,093
Register Financial Advisors LLC $201,502 0.08% 4,022
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $197,043 0.07% 3,933
PNC FINANCIAL SERVICES GROUP, INC. $135,270 0.05% 2,700
HARBOR INVESTMENT ADVISORY, LLC $94,388 0.04% 1,884
NBC SECURITIES, INC. $86,322 0.03% 1,723
Activest Wealth Management $73,847 0.03% 1,474
Noble Wealth Management PBC $66,733 0.02% 1,332
Institute for Wealth Management, LLC. $56,061 0.02% 1,119
Strategic Investment Solutions, Inc. /IL $42,785 0.02% 854
FIRST COMMUNITY TRUST NA $38,677 0.01% 772
THOMPSON INVESTMENT MANAGEMENT, INC. $33,466 0.01% 668
Bogart Wealth, LLC $33,316 0.01% 665
Allworth Financial LP $30,060 0.01% 600
Atlantic Union Bankshares Corp $29,158 0.01% 582
Key facts CIK 1517518 CUSIP 18469P209 13F (30d) 103 filings 98 filers Visit website Investor relations

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