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$7.59 -0.05 (-0.65%) At close · Aug 19
Market Cap
$2.85B
Shares
375.23M

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: 328
Total Value: $518,318,144
Total Shares: 65,742,194

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 328 13F filers · Δ vs Mar 31, 2026
Top Holder
8.6%
Sep 2023 → Jun 2026 · range 8.3% – 16.6%
+0.2 pts
Top 5
36.3%
Sep 2023 → Jun 2026 · range 35.9% – 43.2%
+0.4 pts
Top 10
53.5%
Sep 2023 → Jun 2026 · range 51.7% – 58.9%
+0.3 pts
HHI
367
Sep 2023 → Jun 2026 · range 361 – 552
Broadly held+6

Quarterly Activity

vs Mar 31, 2026
New
39
Increased
111
Decreased
84
Sold Out
36
Unchanged
94
Holder count: +3
Institutional value: +5.8%
Shares held: +1.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
BANK OF AMERICA CORP /DE/ +261,614 5,038,736
MORGAN STANLEY +213,041 5,655,933
OSAIC HOLDINGS, INC. +151,877 1,365,893
LPL Financial LLC +131,640 2,411,543
Invesco Ltd. +129,503 2,704,154

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Advisors Asset Management, Inc. −221,788 447,769
GUGGENHEIM CAPITAL LLC −214,837 1,692,635
Hennion & Walsh Asset Management, Inc. −185,045 141,288
JANE STREET GROUP, LLC −153,030 157,446
World Investment Advisors −72,736 27,191

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Diversify Advisory Services, LLC 99,591 $784,777
Shaker Financial Services, LLC 87,000 $685,560
KMT WEALTH MANAGEMENT, LLC 65,897 $519,268
RITHOLTZ WEALTH MANAGEMENT 55,306 $435,811
Core Wealth Partners LLC 53,224 $419,405

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
MILLENNIUM MANAGEMENT LLC 99,353 $749,121
SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,450 $357,773
SMITH CHAS P & ASSOCIATES PA CPAS 35,000 $263,900
Arkadios Wealth Advisors 32,979 $248,661
Kingstone Capital Partners Texas, LLC 28,578 $215,478
Filter: New 39 Increased 111 Reduced 84 Sold out 36 Unchanged 94
Showing 100 of 328
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $44,568,750 8.60% 5,655,933
BANK OF AMERICA CORP /DE/ $39,705,239 7.66% 5,038,736
WELLS FARGO & COMPANY/MN $36,958,160 7.13% 4,690,122
UBS Group AG $34,371,550 6.63% 4,361,872
RAYMOND JAMES FINANCIAL INC $32,676,846 6.30% 4,146,808
ROYAL BANK OF CANADA $22,968,119 4.43% 2,914,736
Invesco Ltd. $21,308,732 4.11% 2,704,154
LPL Financial LLC $19,002,958 3.67% 2,411,543
GUGGENHEIM CAPITAL LLC $13,337,963 2.57% 1,692,635
CAPTRUST FINANCIAL ADVISORS $12,235,906 2.36% 1,552,780
OSAIC HOLDINGS, INC. $10,763,235 2.08% 1,365,893
COMMONWEALTH EQUITY SERVICES, LLC $9,633,189 1.86% 1,222,486
Cerity Partners LLC $9,597,493 1.85% 1,217,956
Janney Montgomery Scott LLC $8,726,343 1.68% 1,107,404
GREATMARK INVESTMENT PARTNERS, INC. $7,674,820 1.48% 973,962
MGO ONE SEVEN LLC $7,535,092 1.45% 956,230
TRUIST FINANCIAL CORP $7,055,885 1.36% 895,417
Smith Asset Management Co., LLC $7,019,992 1.35% 890,862
Cetera Investment Advisers $6,565,600 1.27% 833,198
AMERIPRISE FINANCIAL INC $6,501,102 1.25% 825,013
COHEN & STEERS, INC. $6,187,777 1.19% 785,251
Kestra Advisory Services, LLC $5,983,512 1.15% 759,329
FCA CORP /TX $4,366,126 0.84% 554,077
Moors & Cabot, Inc. $4,293,835 0.83% 544,903
STIFEL FINANCIAL CORP $3,779,752 0.73% 479,664
Stratos Wealth Partners, LTD. $3,758,366 0.73% 476,950
Chicago Partners Investment Group LLC $3,649,440 0.70% 463,127
Lido Advisors, LLC $3,581,751 0.69% 454,537
Advisors Asset Management, Inc. $3,528,419 0.68% 447,769
PROTECTIVE LIFE CORP $3,467,200 0.67% 440,000
ENVESTNET ASSET MANAGEMENT INC $3,082,427 0.59% 391,171
Steward Partners Investment Advisory, LLC $3,023,524 0.58% 383,696
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,983,486 0.58% 378,615
Cambridge Investment Research Advisors, Inc. $2,975,078 0.57% 377,548
PRELUDE CAPITAL MANAGEMENT, LLC $2,758,000 0.53% 350,000
Fiera Capital Corp $2,692,942 0.52% 341,744
Sanctuary Advisors, LLC $2,494,374 0.48% 316,545
NewEdge Advisors, LLC $2,384,180 0.46% 302,561
IBEX WEALTH ADVISORS $2,277,256 0.44% 288,992
Wealth Advisory Solutions, LLC $2,063,330 0.40% 261,844
DAVENPORT & Co LLC $1,903,201 0.37% 241,523
MSH Capital Advisors LLC $1,898,788 0.37% 240,963
Capital Investment Advisors, LLC $1,863,296 0.36% 236,459
Mission Hills Financial Advisory, LLC $1,785,481 0.34% 226,584
CoreCap Advisors, LLC $1,754,860 0.34% 222,698
FIRST TRUST ADVISORS LP $1,699,511 0.33% 215,674
Wright Wealth LLC $1,655,501 0.32% 210,089
XTX Topco Ltd $1,592,114 0.31% 202,045
HARBOUR INVESTMENTS, INC. $1,592,083 0.31% 202,041
Wealthspire Advisors, LLC $1,571,965 0.30% 199,488
Geneos Wealth Management Inc. $1,469,950 0.28% 186,542
&PARTNERS $1,410,062 0.27% 178,942
UMB Bank, n.a. $1,377,849 0.27% 174,854
Jupiter Wealth Management LLC $1,329,616 0.26% 168,733
Thrivent Financial for Lutherans $1,274,289 0.25% 161,712
JANE STREET GROUP, LLC $1,240,674 0.24% 157,446
HighTower Advisors, LLC $1,220,288 0.24% 154,859
E&G Advisors, LP $1,207,617 0.23% 153,251
Hennion & Walsh Asset Management, Inc. $1,113,349 0.21% 141,288
Private Advisor Group, LLC $1,097,258 0.21% 139,246
CARY STREET PARTNERS FINANCIAL LLC $1,080,182 0.21% 137,079
Wealthcare Advisory Partners LLC $1,049,805 0.20% 133,224
AlphaCore Capital LLC $1,028,678 0.20% 130,543
StoneX Group Inc. $1,021,563 0.20% 129,640
Bramshill Investments, LLC $994,180 0.19% 126,165
WEDBUSH SECURITIES INC $939,800 0.18% 119,264
INDEPENDENT FINANCIAL GROUP, LLC $869,408 0.17% 110,331
Advisory Services Network, LLC $838,660 0.16% 106,429
Cornerstone Advisory, LLC $826,478 0.16% 104,883
Triumph Capital Management $812,191 0.16% 103,070
ONE WEALTH CAPITAL MANAGEMENT, LLC $798,464 0.15% 101,328
Palogic Value Management, L.P. $792,444 0.15% 100,564
Diversify Advisory Services, LLC $784,777 0.15% 99,591
DIVERSIFY WEALTH MANAGEMENT, LLC $784,777 0.15% 99,591
MELFA WEALTH MANAGEMENT, INC. $763,564 0.15% 96,899
Benchmark Investment Advisors LLC $693,440 0.13% 88,000
Spire Wealth Management $692,155 0.13% 87,837
Shaker Financial Services, LLC $685,560 0.13% 87,000
MARINO, STRAM & ASSOCIATES LLC $682,179 0.13% 86,571
Abel Hall, LLC $658,768 0.13% 83,600
LEVEL FOUR ADVISORY SERVICES, LLC $655,789 0.13% 83,222
Prospera Financial Services Inc $651,085 0.13% 82,625
ROTHSCHILD INVESTMENT LLC $638,019 0.12% 80,967
Shulman DeMeo Asset Management LLC $608,966 0.12% 77,280
Samalin Investment Counsel, LLC $590,085 0.11% 74,884
Pathstone Holdings, LLC $587,123 0.11% 74,508
Waverly Advisors, LLC $580,425 0.11% 73,658
FIFTH THIRD BANCORP $560,307 0.11% 71,105
RVW Wealth, LLC $558,865 0.11% 70,922
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV $545,690 0.11% 69,250
Arax Advisory Partners $544,444 0.11% 69,092
PRINCIPAL SECURITIES, INC. $535,658 0.10% 67,977
Mariner, LLC $528,543 0.10% 67,074
KMT WEALTH MANAGEMENT, LLC $519,268 0.10% 65,897
Live Oak Private Wealth LLC $516,707 0.10% 65,572
Everstar Asset Management, LLC $511,498 0.10% 64,911
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $511,088 0.10% 64,859
MERCER GLOBAL ADVISORS INC /ADV $497,385 0.10% 63,120
Accel Wealth Management $487,125 0.09% 61,818
MOSAIC FAMILY WEALTH PARTNERS, LLC $484,178 0.09% 61,444
Key facts CIK 1216583 CUSIP 67073B106 13F (30d) 270 filings 268 filers Visit website

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