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$11.67 +0.01 (+0.09%) At close · Aug 21
Market Cap
$2.72B
Shares
233.46M

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: 285
Total Value: $573,707,146
Total Shares: 47,765,849

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 285 13F filers · Δ vs Mar 31, 2026
Top Holder
14.1%
Sep 2023 → Jun 2026 · range 10.8% – 17.2%
−0.5 pts
Top 5
39.1%
Sep 2023 → Jun 2026 · range 37.8% – 47.5%
−0.5 pts
Top 10
54.9%
Sep 2023 → Jun 2026 · range 54.0% – 62.8%
−1.1 pts
HHI
448
Sep 2023 → Jun 2026 · range 409 – 575
Broadly held−16

Quarterly Activity

vs Mar 31, 2026
New
28
Increased
100
Decreased
65
Sold Out
29
Unchanged
92
Holder count: -1
Institutional value: +9.5%
Shares held: +4.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
GUGGENHEIM CAPITAL LLC +551,581 3,620,112
Hennion & Walsh Asset Management, Inc. +445,351 1,373,096
GFS Advisors, LLC +427,589 525,720
LM Advisors LLC +297,426 300,845
WELLS FARGO & COMPANY/MN +290,511 2,790,256

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
RAYMOND JAMES FINANCIAL INC −562,377 2,071,280
BANK OF AMERICA CORP /DE/ −201,504 2,317,429
Advisors Asset Management, Inc. −119,817 371,722
JANE STREET GROUP, LLC −107,733 78,857
UBS Group AG −67,958 3,121,270

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Janney Montgomery Scott LLC 391,986 $4,750,870
Peak Asset Management, LLC 82,432 $999,075
Regatta Research & Money Management 65,325 $791,737
Worth Asset Management, LLC 42,662 $517,063
RAMSEY QUANTITATIVE SYSTEMS 36,000 $436,320

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Bramshill Investments, LLC 296,999 $3,415,488
Concorde Asset Management, LLC 51,622 $593,653
CWM, LLC 32,135 $369,552
NOMURA HOLDINGS INC 28,000 $322,000
JOURNEY STRATEGIC WEALTH LLC 23,895 $274,792
Filter: New 28 Increased 100 Reduced 65 Sold out 29 Unchanged 92
Showing 100 of 285
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $80,740,203 14.07% 6,661,733
GUGGENHEIM CAPITAL LLC $43,875,757 7.65% 3,620,112
UBS Group AG $37,829,792 6.59% 3,121,270
WELLS FARGO & COMPANY/MN $33,817,902 5.89% 2,790,256
BANK OF AMERICA CORP /DE/ $28,087,239 4.90% 2,317,429
RAYMOND JAMES FINANCIAL INC $25,103,912 4.38% 2,071,280
AMERIPRISE FINANCIAL INC $16,665,436 2.90% 1,375,036
Hennion & Walsh Asset Management, Inc. $16,641,923 2.90% 1,373,096
McGowan Group Asset Management, Inc. $16,506,312 2.88% 1,361,907
VAN ECK ASSOCIATES CORP $15,620,292 2.72% 1,288,803
LPL Financial LLC $15,337,460 2.67% 1,265,467
ROYAL BANK OF CANADA $12,010,579 2.09% 990,972
Cornerstone Advisory, LLC $9,864,201 1.72% 813,878
STIFEL FINANCIAL CORP $9,175,761 1.60% 757,076
Eagle Bluffs Wealth Management LLC $9,097,878 1.59% 750,650
Cetera Investment Advisers $8,998,760 1.57% 742,472
Congress Park Capital LLC $7,496,220 1.31% 618,500
Melone Private Wealth, LLC $6,902,303 1.20% 569,497
NewEdge Advisors, LLC $5,894,646 1.03% 486,357
DEUTSCHE BANK AG\ $5,046,477 0.88% 416,376
COMMONWEALTH EQUITY SERVICES, LLC $4,991,028 0.87% 411,801
OSAIC HOLDINGS, INC. $4,809,894 0.84% 396,856
Janney Montgomery Scott LLC $4,750,870 0.83% 391,986
Advisors Asset Management, Inc. $4,505,270 0.79% 371,722
Savant Capital, LLC $4,459,772 0.78% 367,968
Palogic Value Management, L.P. $4,250,617 0.74% 350,711
Capital Investment Advisors, LLC $3,704,599 0.65% 305,660
COHEN & STEERS, INC. $3,654,458 0.64% 301,523
LM Advisors LLC $3,646,241 0.64% 300,845
Allianz Asset Management GmbH $3,643,829 0.64% 300,646
AE Wealth Management LLC $3,527,307 0.61% 291,032
Cambridge Investment Research Advisors, Inc. $3,099,593 0.54% 255,742
Rockefeller Capital Management L.P. $3,074,601 0.54% 253,680
OneDigital Investment Advisors LLC $2,840,443 0.50% 234,360
SIT INVESTMENT ASSOCIATES INC $2,688,846 0.47% 221,852
Fiera Capital Corp $2,602,188 0.45% 214,702
Sightline Wealth Advisors, LLC $2,592,383 0.45% 213,893
Invesco Ltd. $2,518,826 0.44% 207,824
Kestra Advisory Services, LLC $2,396,184 0.42% 197,705
Steward Partners Investment Advisory, LLC $2,371,714 0.41% 195,686
Cerity Partners LLC $2,351,388 0.41% 194,009
Wakefield Asset Management LLLP $2,342,614 0.41% 193,285
Sanctuary Advisors, LLC $1,845,124 0.32% 152,238
Mutual Advisors, LLC $1,759,484 0.31% 145,172
Kuhn & Co Investment Counsel $1,717,549 0.30% 141,712
Tyche Wealth Partners LLC $1,619,001 0.28% 133,581
GILL CAPITAL PARTNERS, LLC $1,607,221 0.28% 132,609
Stratos Wealth Partners, LTD. $1,544,960 0.27% 127,472
Breakwater Capital Group $1,519,848 0.26% 125,400
Prospera Financial Services Inc $1,482,166 0.26% 122,291
&PARTNERS $1,468,556 0.26% 121,168
JFS WEALTH ADVISORS, LLC $1,438,934 0.25% 118,724
IBEX WEALTH ADVISORS $1,435,456 0.25% 118,437
Baird Financial Group, Inc. $1,412,379 0.25% 116,533
Indivisible Partners $1,411,458 0.25% 116,457
Wealth Advisors of Tampa Bay, LLC $1,396,005 0.24% 115,182
Modern Wealth Management, LLC $1,337,866 0.23% 110,385
CURA WEALTH ADVISORS, LLC $1,333,200 0.23% 110,000
XTX Topco Ltd $1,305,796 0.23% 107,739
XML Financial, LLC $1,286,937 0.22% 106,183
HORIZON KINETICS ASSET MANAGEMENT LLC $1,282,647 0.22% 105,829
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1,250,032 0.22% 103,138
HighTower Advisors, LLC $1,245,257 0.22% 102,744
Everstar Asset Management, LLC $1,217,151 0.21% 100,425
KIM, LLC $1,212,000 0.21% 100,000
Summit Financial, LLC $1,168,804 0.20% 96,436
GFS Advisors, LLC $1,156,915 0.20% 525,720
Summit Trail Advisors, LLC $1,130,771 0.20% 93,298
Kercheville Advisors, LLC $1,119,427 0.20% 92,362
IHT Wealth Management, LLC $1,115,040 0.19% 92,000
Concurrent Investment Advisors, LLC $1,045,810 0.18% 86,288
PNC FINANCIAL SERVICES GROUP, INC. $1,036,730 0.18% 85,539
OPPENHEIMER & CO INC $1,011,947 0.18% 83,494
SILVERLAKE WEALTH MANAGEMENT LLC $1,011,401 0.18% 83,449
Peak Asset Management, LLC $999,075 0.17% 82,432
FOCUSED ALPHA, LLC $996,324 0.17% 82,205
BENJAMIN EDWARDS INC $972,630 0.17% 80,250
JANE STREET GROUP, LLC $955,746 0.17% 78,857
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $916,405 0.16% 75,611
SMITH, MOORE & CO. $905,327 0.16% 74,697
MSH Capital Advisors LLC $847,757 0.15% 69,947
Avior Wealth Management, LLC $844,970 0.15% 69,717
Wealth Alliance Advisory Group, LLC $822,039 0.14% 67,825
Regatta Research & Money Management $791,737 0.14% 65,325
Koshinski Asset Management, Inc. $764,069 0.13% 63,042
Corient Private Wealth LLC $751,452 0.13% 62,001
SUSQUEHANNA INTERNATIONAL GROUP, LLP $737,865 0.13% 60,880
MERCER GLOBAL ADVISORS INC /ADV $737,247 0.13% 60,829
Focus Partners Wealth $706,947 0.12% 58,329
CFM WEALTH PARTNERS LLC $692,585 0.12% 57,144
RFG Advisory, LLC $636,275 0.11% 52,498
FIFTH THIRD BANCORP $616,229 0.11% 50,844
Wealth Care LLC $606,000 0.11% 50,000
ORLEANS CAPITAL MANAGEMENT CORP/LA $605,394 0.11% 49,950
Spire Wealth Management $600,509 0.10% 49,547
Realta Investment Advisors $592,631 0.10% 48,897
Farther Finance Advisors, LLC $580,172 0.10% 47,869
CoreCap Advisors, LLC $579,226 0.10% 47,791
MAI Capital Management $577,627 0.10% 47,659
Private Advisor Group, LLC $569,603 0.10% 46,997
Key facts CIK 1083839 CUSIP 67066V101 13F (30d) 206 filings 200 filers Visit website

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