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$9.82 +0.02 (+0.20%) At close · Aug 21
Market Cap
$1.07B
Shares
108.60M

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: $258,270,505
Total Shares: 26,791,554

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 173 13F filers · Δ vs Mar 31, 2026
Top Holder
8.5%
Sep 2023 → Jun 2026 · range 8.5% – 10.5%
−0.2 pts
Top 5
38.7%
Sep 2023 → Jun 2026 · range 35.2% – 40.0%
−0.3 pts
Top 10
61.4%
Sep 2023 → Jun 2026 · range 53.9% – 61.4%
−0.0 pts
HHI
449
Sep 2023 → Jun 2026 · range 390 – 452
Broadly held−3

Quarterly Activity

vs Mar 31, 2026
New
21
Increased
68
Decreased
37
Sold Out
18
Unchanged
47
Holder count: +3
Institutional value: +12.2%
Shares held: +2.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
1607 Capital Partners, LLC +101,633 2,196,365
Cambridge Investment Research Advisors, Inc. +93,985 274,784
Rockefeller Capital Management L.P. +89,336 405,104
Invesco Ltd. +80,434 1,683,576
MORGAN STANLEY +77,356 2,053,674

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
WOLVERINE ASSET MANAGEMENT LLC −147,056 165,563
RiverTree Advisors, LLC −140,143 305,360
BANK OF AMERICA CORP /DE/ −97,977 2,087,980
Pathstone Holdings, LLC −97,797 470,067
Kestra Advisory Services, LLC −83,801 20,563

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Saba Capital Management, L.P. 490,828 $4,731,581
Quantedge Capital Pte Ltd 45,400 $437,656
EVOLVE PRIVATE WEALTH, LLC 44,950 $433,318
Stonebridge Financial Group, LLC/CA 42,195 $406,759
Virtu Financial LLC 24,608 $237,221

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
FRANKLIN STREET ADVISORS INC /NC 150,334 $1,319,932
MILLENNIUM MANAGEMENT LLC 66,363 $582,667
GAMCO INVESTORS, INC. ET AL 30,963 $271,855
Claro Advisors Inc. 30,472 $267,544
Annex Advisory Services, LLC 24,004 $210,755
Filter: New 21 Increased 68 Reduced 37 Sold out 18 Unchanged 47
Showing 100 of 173
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
GUGGENHEIM CAPITAL LLC $21,930,305 8.49% 2,274,928
1607 Capital Partners, LLC $21,172,958 8.20% 2,196,365
BANK OF AMERICA CORP /DE/ $20,128,127 7.79% 2,087,980
MORGAN STANLEY $19,797,416 7.67% 2,053,674
RAYMOND JAMES FINANCIAL INC $16,938,087 6.56% 1,757,063
Invesco Ltd. $16,229,671 6.28% 1,683,576
Karpus Management, Inc. $15,581,180 6.03% 1,616,305
ROYAL BANK OF CANADA $9,859,126 3.82% 1,022,731
Advisors Asset Management, Inc. $8,713,702 3.37% 903,911
LPL Financial LLC $8,319,927 3.22% 863,063
Cresset Asset Management, LLC $5,169,045 2.00% 536,208
Saba Capital Management, L.P. $4,731,581 1.83% 490,828
UBS Group AG $4,612,103 1.79% 478,434
OSAIC HOLDINGS, INC. $4,531,888 1.75% 470,113
Pathstone Holdings, LLC $4,531,445 1.75% 470,067
Rockefeller Capital Management L.P. $3,905,202 1.51% 405,104
AMERIPRISE FINANCIAL INC $3,760,486 1.46% 390,092
WELLS FARGO & COMPANY/MN $3,614,170 1.40% 374,914
RiverTree Advisors, LLC $2,943,670 1.14% 305,360
Cambridge Investment Research Advisors, Inc. $2,648,917 1.03% 274,784
FRANKLIN RESOURCES INC $2,602,530 1.01% 269,972
ENVESTNET ASSET MANAGEMENT INC $2,531,049 0.98% 262,557
Shaker Financial Services, LLC $2,498,948 0.97% 259,227
ROMAN BUTLER FULLERTON & CO $2,143,646 0.83% 222,370
PARK AVENUE SECURITIES LLC $2,029,904 0.79% 210,571
WOLVERINE ASSET MANAGEMENT LLC $1,596,027 0.62% 165,563
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1,579,244 0.61% 163,822
Logan Stone Capital, LLC $1,395,399 0.54% 144,751
Calamos Advisors LLC $1,384,679 0.54% 143,639
Cetera Investment Advisers $1,346,881 0.52% 139,718
STIFEL FINANCIAL CORP $1,199,688 0.46% 124,449
Cohen Klingenstein LLC $1,105,611 0.43% 114,690
Private Advisor Group, LLC $1,050,547 0.41% 108,978
COHEN & STEERS, INC. $1,012,200 0.39% 105,000
Steward Partners Investment Advisory, LLC $999,937 0.39% 103,728
Arkadios Wealth Advisors $937,142 0.36% 97,214
Indivisible Partners $914,729 0.35% 94,889
D.A. DAVIDSON & CO. $845,177 0.33% 87,674
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $819,602 0.32% 85,021
COMMONWEALTH EQUITY SERVICES, LLC $816,623 0.32% 84,712
TWO SIGMA INVESTMENTS, LP $780,319 0.30% 80,946
PMG Family Office LLC $700,008 0.27% 72,615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $684,372 0.26% 70,993
HighTower Advisors, LLC $674,665 0.26% 69,986
one8zero8, LLC $673,836 0.26% 69,900
WCG Wealth Advisors LLC $672,553 0.26% 69,767
NewEdge Advisors, LLC $590,083 0.23% 61,212
HARBOUR INVESTMENTS, INC. $583,962 0.23% 60,577
Allworth Financial LP $582,795 0.23% 60,456
Closed-End Fund Advisors, Inc. $561,298 0.22% 58,226
PNC FINANCIAL SERVICES GROUP, INC. $550,299 0.21% 57,085
Alteri Wealth LLC $529,091 0.20% 54,885
Advisory Advocates, LLC $527,317 0.20% 54,701
Joseph P. Lucia & Associates, LLC $518,689 0.20% 53,806
Centurion Wealth Management LLC $501,694 0.19% 52,043
Compound Planning, Inc. $499,139 0.19% 51,778
Kovack Advisors, Inc. $495,235 0.19% 51,373
Tiller Private Wealth, Inc. $487,784 0.19% 50,600
Dakota Wealth Management $482,289 0.19% 50,030
OPPENHEIMER & CO INC $457,938 0.18% 47,504
CENTAURUS FINANCIAL, INC. $453,668 0.18% 47,061
Avory & Company, LLC $440,374 0.17% 45,682
Camelot Portfolios, LLC $437,656 0.17% 45,400
Quantedge Capital Pte Ltd $437,656 0.17% 45,400
SHIKIAR ASSET MANAGEMENT INC $434,764 0.17% 45,100
Genesis Financial Group, LLC $434,484 0.17% 45,071
EVOLVE PRIVATE WEALTH, LLC $433,318 0.17% 44,950
Sanctuary Advisors, LLC $432,488 0.17% 44,864
B. Riley Wealth Advisors, Inc. $431,852 0.17% 44,798
Stonebridge Financial Group, LLC/CA $406,759 0.16% 42,195
David J Yvars Group $403,212 0.16% 41,827
Twin Lakes Capital Management, LLC $393,591 0.15% 40,829
HighPoint Advisor Group LLC $381,474 0.15% 39,572
INTEGRATED CAPITAL MANAGEMENT, INC. $379,816 0.15% 39,400
CITIGROUP INC $373,656 0.14% 38,761
MML INVESTORS SERVICES, LLC $363,158 0.14% 37,672
Creative Planning $337,882 0.13% 35,050
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $319,016 0.12% 33,093
Mariner, LLC $305,645 0.12% 31,706
Arlington Capital Management, Inc. $301,057 0.12% 31,230
JANE STREET GROUP, LLC $299,977 0.12% 31,118
CreativeOne Wealth, LLC $292,892 0.11% 30,383
COMMERCE BANK $285,421 0.11% 29,608
Jacobi Capital Management LLC $272,802 0.11% 28,299
ROTHSCHILD INVESTMENT LLC $262,188 0.10% 27,198
Summit Financial, LLC $260,222 0.10% 26,994
&PARTNERS $259,393 0.10% 26,908
Stratos Wealth Partners, LTD. $252,606 0.10% 26,204
Almitas Capital LLC $243,660 0.09% 25,276
Virtu Financial LLC $237,221 0.09% 24,608
Cornerstone Advisory, LLC $227,475 0.09% 23,597
Stratos Wealth Advisors, LLC $221,720 0.09% 23,000
Janney Montgomery Scott LLC $218,076 0.08% 22,622
DECISION INVESTMENTS, INC $217,767 0.08% 22,590
Heritage Wealth Management, Inc. $215,550 0.08% 22,360
Certified Advisory Corp $213,564 0.08% 22,154
Capital CS Group, LLC $212,947 0.08% 22,090
KESTRA PRIVATE WEALTH SERVICES, LLC $212,764 0.08% 22,071
Diversified Enterprises, LLC $200,049 0.08% 20,752
XTX Topco Ltd $199,711 0.08% 20,717
Key facts CIK 1322435 CUSIP 27829C105 13F (30d) 140 filings 135 filers Visit website

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