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$41.84 +0.42 (+1.01%) At close · Oct 2
Volume · Oct 2 313.47K Avg daily vol (3M) 370.32K

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.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 2
Total Value: $1,732,555
Total Shares: 42,206

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 2 13F filers · Δ vs Jun 30, 2026
Top Holder
97.6%
Jun 2025 → Sep 2026 · range 15.7% – 97.6%
+81.9 pts
Top 5
100.0%
Jun 2025 → Sep 2026 · range 37.9% – 100.0%
+62.1 pts
Top 10
100.0%
Jun 2025 → Sep 2026 · range 55.1% – 100.0%
+44.9 pts
HHI
9,531
Jun 2025 → Sep 2026 · range 478 – 9,531
Highly concentrated+9,052

Quarterly Activity

vs Jun 30, 2026
New
1
Increased
0
Decreased
0
Sold Out
136
Unchanged
1
Holder count: -135
Institutional value: -99.1%
Shares held: -99.1%

Top New Positions

vs Jun 30, 2026
Institution Acquired Value (USD) Open
Polaris Financial Partners 41,191 $1,690,890

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
HighTower Advisors, LLC 756,776 $28,833,165
STIFEL FINANCIAL CORP 280,685 $10,694,098
NEW WAVE WEALTH ADVISORS LLC 280,218 $10,676,305
WEDBUSH SECURITIES INC 262,186 $9,989,286
Cambridge Investment Research Advisors, Inc. 242,775 $9,249,727
Filter: New 1 Increased 0 Reduced 0 Sold out 136 Unchanged 1
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Polaris Financial Partners $1,690,890 97.60% 41,191
Versant Capital Management, Inc $41,665 2.40% 1,015