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$11.70 +0.01 (+0.09%) At close · Aug 21
Market Cap
$1.85B
Shares
156.33M

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: 138
Total Value: $315,453,891
Total Shares: 26,027,554

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 138 13F filers · Δ vs Mar 31, 2026
Top Holder
26.6%
Sep 2023 → Jun 2026 · range 11.4% – 26.6%
+1.7 pts
Top 5
59.9%
Sep 2023 → Jun 2026 · range 46.2% – 61.6%
+1.2 pts
Top 10
74.0%
Sep 2023 → Jun 2026 · range 65.2% – 76.6%
+0.6 pts
HHI
1,086
Sep 2023 → Jun 2026 · range 582 – 1,086
Broadly held+66

Quarterly Activity

vs Mar 31, 2026
New
21
Increased
56
Decreased
27
Sold Out
12
Unchanged
34
Holder count: +9
Institutional value: +12.6%
Shares held: +8.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MORGAN STANLEY +935,969 6,934,080
LM Advisors LLC +330,877 334,729
WELLS FARGO & COMPANY/MN +250,667 2,055,441
Advisors Asset Management, Inc. +227,281 1,877,055
BANK OF AMERICA CORP /DE/ +217,682 1,150,444

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Mariner, LLC −479,980 51,889
JANE STREET GROUP, LLC −176,926 52,745
UBS Group AG −88,815 906,262
Cerity Partners LLC −38,294 18,128
Virtu Financial LLC −21,571 25,596

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Private Advisor Group, LLC 237,265 $2,875,651
SUMMITRY LLC 95,654 $1,159,326
Cascade Financial Partners, LLC 79,954 $969,042
Requisite Capital Management, LLC 52,058 $630,942
Mirador Capital Partners LP 32,175 $389,961

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
EVOKE WEALTH, LLC 256,039 $2,982,854
Integrity Wealth Partners, LLC 95,930 $1,117,584
Prospera Financial Services Inc 64,500 $751,425
Ascentis Independent Advisors 62,311 $725,922
MERCER GLOBAL ADVISORS INC /ADV 26,489 $308,596
Filter: New 21 Increased 56 Reduced 27 Sold out 12 Unchanged 34
Showing 100 of 138
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $84,041,049 26.64% 6,934,080
GUGGENHEIM CAPITAL LLC $42,258,343 13.40% 3,486,662
WELLS FARGO & COMPANY/MN $24,911,943 7.90% 2,055,441
Advisors Asset Management, Inc. $22,749,906 7.21% 1,877,055
Rockefeller Capital Management L.P. $14,991,967 4.75% 1,236,961
BANK OF AMERICA CORP /DE/ $13,943,381 4.42% 1,150,444
UBS Group AG $10,983,895 3.48% 906,262
LPL Financial LLC $7,417,379 2.35% 611,995
Hennion & Walsh Asset Management, Inc. $6,281,626 1.99% 518,286
Ignite Planners, LLC $5,778,816 1.83% 476,800
Allianz Asset Management GmbH $5,767,653 1.83% 475,879
LM Advisors LLC $4,056,915 1.29% 334,729
AMERIPRISE FINANCIAL INC $3,171,693 1.01% 261,691
Sanctuary Advisors, LLC $3,116,161 0.99% 257,109
Private Advisor Group, LLC $2,875,651 0.91% 237,265
RAYMOND JAMES FINANCIAL INC $2,655,612 0.84% 219,110
WHITTIER TRUST CO $2,560,798 0.81% 211,287
PFG Investments, LLC $2,411,928 0.76% 199,004
Southland Equity Partners LLC $2,235,412 0.71% 184,440
OneDigital Investment Advisors LLC $2,154,002 0.68% 177,723
ROYAL BANK OF CANADA $2,080,591 0.66% 171,666
Quantinno Capital Management LP $1,957,525 0.62% 161,512
DKM Wealth Management, Inc. $1,725,900 0.55% 142,401
COMMONWEALTH EQUITY SERVICES, LLC $1,672,923 0.53% 138,030
MAI Capital Management $1,424,875 0.45% 117,564
Allworth Financial LP $1,419,882 0.45% 117,152
WEDBUSH SECURITIES INC $1,389,703 0.44% 114,662
OSAIC HOLDINGS, INC. $1,346,713 0.43% 111,115
D.A. DAVIDSON & CO. $1,242,384 0.39% 102,507
Integrated Wealth Concepts LLC $1,239,706 0.39% 102,286
SUMMITRY LLC $1,159,326 0.37% 95,654
New Insight Wealth Advisors $1,141,219 0.36% 94,160
Mutual Advisors, LLC $996,336 0.32% 82,206
Cascade Financial Partners, LLC $969,042 0.31% 79,954
Cambridge Investment Research Advisors, Inc. $968,448 0.31% 79,905
NewEdge Advisors, LLC $959,031 0.30% 79,128
STIFEL FINANCIAL CORP $945,226 0.30% 77,989
Creative Planning $917,193 0.29% 75,676
Rareview Capital LLC $804,028 0.25% 66,339
Oder Investment Management, LLC $765,220 0.24% 63,137
PNC FINANCIAL SERVICES GROUP, INC. $722,666 0.23% 59,626
Kestra Advisory Services, LLC $702,838 0.22% 57,990
Atala Financial Inc $695,506 0.22% 57,385
JANE STREET GROUP, LLC $639,268 0.20% 52,745
Requisite Capital Management, LLC $630,942 0.20% 52,058
Mariner, LLC $628,894 0.20% 51,889
ENVESTNET ASSET MANAGEMENT INC $611,672 0.19% 50,468
Cetera Investment Advisers $605,406 0.19% 49,951
MELFA WEALTH MANAGEMENT, INC. $603,769 0.19% 49,816
Prime Capital Investment Advisors, LLC $585,711 0.19% 48,326
EVERETT HARRIS & CO /CA/ $557,520 0.18% 46,000
Pacific Wealth Strategies Group, Inc. $538,927 0.17% 44,466
Western Wealth Management, LLC $531,630 0.17% 43,864
Cooper Financial Group $530,880 0.17% 43,802
HOLLENCREST CAPITAL MANAGEMENT $526,286 0.17% 43,423
Merit Financial Group, LLC $508,506 0.16% 41,956
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $504,192 0.16% 41,600
BARTLETT & CO. WEALTH MANAGEMENT LLC $498,132 0.16% 41,100
OPPENHEIMER & CO INC $491,369 0.16% 40,542
Van Hulzen Asset Management, LLC $484,630 0.15% 39,986
FIRST FOUNDATION ADVISORS $468,037 0.15% 38,617
NewEdge Wealth, LLC $467,832 0.15% 38,600
CLG LLC $455,518 0.14% 37,584
Bridgewealth Advisory Group, LLC $443,046 0.14% 36,555
Gerber Kawasaki Wealth & Investment Management $433,762 0.14% 35,789
HighTower Advisors, LLC $424,503 0.13% 35,025
Apriem Advisors $401,414 0.13% 33,120
Sowell Financial Services LLC $391,948 0.12% 32,339
Mirador Capital Partners LP $389,961 0.12% 32,175
Core Wealth Partners LLC $359,951 0.11% 29,699
RHS Financial, LLC $349,346 0.11% 28,824
Farther Finance Advisors, LLC $338,899 0.11% 27,962
Virtu Financial LLC $310,223 0.10% 25,596
Intellectus Partners, LLC $303,000 0.10% 25,000
Perennial Investment Advisors, LLC $302,042 0.10% 24,921
ECLECTIC ASSOCIATES INC /ADV $298,600 0.09% 24,637
Tortuga Wealth Management, Inc $290,843 0.09% 23,997
Castle Rock Wealth Management, LLC $283,717 0.09% 23,409
VAQUERO PRIVATE WEALTH, LTD $279,159 0.09% 23,033
REGATTA CAPITAL GROUP, LLC $270,033 0.09% 22,280
J.W. COLE ADVISORS, INC. $261,076 0.08% 21,541
Avestar Capital, LLC $254,520 0.08% 21,000
ODonnell Financial Services, LLC $245,854 0.08% 20,285
Snowden Capital Advisors LLC $243,999 0.08% 20,132
Brookwood Investment Group LLC $239,370 0.08% 19,750
FIRST AMERICAN TRUST, FSB $230,280 0.07% 19,000
McGowan Group Asset Management, Inc. $226,365 0.07% 18,677
NWF Advisory Services Inc. $223,371 0.07% 18,430
Cerity Partners LLC $219,711 0.07% 18,128
Mesirow Financial Investment Management, Inc. $202,997 0.06% 16,749
Corient Private Wealth LLC $195,010 0.06% 16,090
SUSQUEHANNA INTERNATIONAL GROUP, LLP $194,465 0.06% 16,045
TWO SIGMA SECURITIES, LLC $190,659 0.06% 15,731
Pasadena Private Wealth, LLC $187,144 0.06% 15,441
Ameritas Advisory Services, LLC $184,248 0.06% 15,202
Pure Financial Advisors, LLC $184,139 0.06% 15,193
Perigon Wealth Management, LLC $183,836 0.06% 15,168
BOOTHBAY FUND MANAGEMENT, LLC $182,624 0.06% 15,068
Barnes Wealth Management Group, Inc $181,230 0.06% 14,953
Indivisible Partners $172,964 0.05% 14,271
Key facts CIK 1074952 CUSIP 67066Y105 13F (30d) 115 filings 110 filers Visit website

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