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$8.00 -0.01 (-0.12%) At close · Oct 8
Rebalance outlook locked
Market Cap
$313.47M
Shares
39.18M
Volume · Oct 8 255.25K Avg daily vol (3M) 253.75K

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.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 69
Total Value: $160,686,227
Total Shares: 17,468,060

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 71 13F filers
Top Holder
55.9%
Sep 2023 → Jun 2026 · range 18.8% – 55.9%
of institutional value
Top 5
81.6%
Sep 2023 → Jun 2026 · range 59.5% – 82.6%
of institutional value
Top 10
87.3%
Sep 2023 → Jun 2026 · range 73.9% – 89.2%
of institutional value
HHI
3,419
Sep 2023 → Jun 2026 · range 849 – 3,419
Highly concentrated
Showing 69 of 69
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
SIT INVESTMENT ASSOCIATES INC $89,994,363 56.01% 9,781,996
Karpus Management, Inc. $25,400,804 15.81% 2,760,957
BANK OF AMERICA CORP /DE/ $6,780,565 4.22% 737,018
1607 Capital Partners, LLC $6,401,286 3.98% 695,792
Focus Partners Wealth $2,803,580 1.74% 304,737
Capital Investment Advisors, LLC $2,451,763 1.53% 266,496
VAN ECK ASSOCIATES CORP $2,115,834 1.32% 229,982
Hennion & Walsh Asset Management, Inc. $1,889,486 1.18% 205,379
Fiera Capital Corp $1,569,989 0.98% 170,651
WELLS FARGO & COMPANY/MN $1,223,121 0.76% 132,948
Allspring Global Investments Holdings, LLC $1,161,831 0.72% 126,286
MELFA WEALTH MANAGEMENT, INC. $1,109,234 0.69% 120,569
Dakota Wealth Management $1,077,881 0.67% 117,161
WEDBUSH SECURITIES INC $862,279 0.54% 93,726
MORGAN STANLEY $847,614 0.53% 92,132
NewEdge Advisors, LLC $845,995 0.53% 91,956
LPL Financial LLC $838,607 0.52% 91,153
Nuveen, LLC $727,039 0.45% 79,026
Concurrent Investment Advisors, LLC $716,220 0.45% 77,850
Summit Trail Advisors, LLC $679,567 0.42% 73,866
ROYAL BANK OF CANADA $679,318 0.42% 73,839
GUGGENHEIM CAPITAL LLC $617,660 0.38% 67,137
Regatta Research & Money Management $609,928 0.38% 66,297
RAYMOND JAMES FINANCIAL INC $595,073 0.37% 64,682
Cambridge Investment Research Advisors, Inc. $545,422 0.34% 59,285
&PARTNERS $508,300 0.32% 55,250
UBS Group AG $504,794 0.31% 54,869
Baird Financial Group, Inc. $473,450 0.29% 51,462
Advisory Services Network, LLC $450,229 0.28% 48,938
Stratos Wealth Partners, LTD. $438,260 0.27% 47,637
STIFEL FINANCIAL CORP $411,065 0.26% 44,681
HRT FINANCIAL LP $357,916 0.22% 38,904
Kestra Advisory Services, LLC $296,966 0.18% 32,279
OSAIC HOLDINGS, INC. $296,102 0.18% 32,185
Logan Stone Capital, LLC $294,574 0.18% 32,019
Camelot Portfolios, LLC $272,025 0.17% 29,568
PNC FINANCIAL SERVICES GROUP, INC. $258,152 0.16% 28,060
OPPENHEIMER & CO INC $228,040 0.14% 24,787
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC $215,832 0.13% 23,460
ROTHSCHILD INVESTMENT LLC $214,516 0.13% 23,317
Integrated Wealth Concepts LLC $214,507 0.13% 23,316
Creative Planning $209,493 0.13% 22,771
Summit Financial Wealth Advisors, LLC $207,000 0.13% 22,500
Americana Partners, LLC $186,438 0.12% 20,265
COHEN & STEERS, INC. $184,000 0.11% 20,000
ENVESTNET ASSET MANAGEMENT INC $178,498 0.11% 19,402
Wellspring Financial Advisors, LLC $175,039 0.11% 19,026
Savvy Advisors, Inc. $153,419 0.10% 16,676
Basepoint Wealth LLC $153,115 0.10% 16,643
MAI Capital Management $142,802 0.09% 15,522
Plan A Wealth LLC $139,749 0.09% 17,253
READYSTATE ASSET MANAGEMENT LP $137,576 0.09% 14,954
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $122,001 0.08% 13,261
HighTower Advisors, LLC $116,232 0.07% 12,634
SUSQUEHANNA INTERNATIONAL GROUP, LLP $110,289 0.07% 11,988
Mutual Advisors, LLC $105,800 0.07% 11,500
Clear Street Group Inc. $105,478 0.07% 11,465
US BANCORP \DE\ $74,087 0.05% 8,053
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $66,368 0.04% 7,214
Penserra Capital Management LLC $45,871 0.03% 4,986
Allied Private Wealth LLC $22,484 0.01% 2,444
Indiana Trust & Investment Management Co $18,657 0.01% 2,028
Rockefeller Capital Management L.P. $13,542 0.01% 1,472
HIGHLINE WEALTH PARTNERS LLC $12,788 0.01% 1,390
Cullen/Frost Bankers, Inc. $12,272 0.01% 1,334
Farther Finance Advisors, LLC $6,747 0.00% 833
HARBOUR INVESTMENTS, INC. $4,857 0.00% 528
ASSETMARK, INC $1,518 0.00% 165
Parallel Advisors, LLC $920 0.00% 100
Key facts CIK 839533 CUSIP 233368109 13F (30d) 4 filings 4 filers Visit website Investor relations