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$2.94 -0.02 (-0.51%) At close · Aug 21
Market Cap
$186.28M
Shares
63.36M

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: 64
Total Value: $39,988,015
Total Shares: 13,197,375

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 64 13F filers · Δ vs Mar 31, 2026
Top Holder
23.2%
Sep 2023 → Jun 2026 · range 23.2% – 63.7%
−12.8 pts
Top 5
60.7%
Sep 2023 → Jun 2026 · range 56.8% – 84.1%
−6.5 pts
Top 10
83.2%
Sep 2023 → Jun 2026 · range 69.1% – 91.8%
+1.8 pts
HHI
1,048
Sep 2023 → Jun 2026 · range 1,020 – 4,251
Broadly held−582

Quarterly Activity

vs Mar 31, 2026
New
8
Increased
25
Decreased
13
Sold Out
10
Unchanged
18
Holder count: -2
Institutional value: +2.0%
Shares held: -4.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Advisors Asset Management, Inc. +557,183 1,047,348
1607 Capital Partners, LLC +553,444 732,239
Kanen Wealth Management LLC +497,804 738,804
ABSOLUTE INVESTMENT ADVISERS, LLC +277,947 1,714,646
Quarry LP +113,832 738,287

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
SIT INVESTMENT ASSOCIATES INC −1,913,709 3,062,277
Private Advisor Group, LLC −117,351 50,292
LPL Financial LLC −54,005 314,016
WOLVERINE ASSET MANAGEMENT LLC −43,147 796,558
OSAIC HOLDINGS, INC. −19,241 307,606

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Logan Stone Capital, LLC 33,356 $101,068
CITADEL ADVISORS LLC 23,193 $70,274
Closed-End Fund Advisors, Inc. 14,054 $42,583
Stonebridge Financial Group, LLC/CA 13,300 $40,299
Summit Financial, LLC 10,131 $30,696

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Independent Advisor Alliance 356,420 $1,012,232
Concorde Asset Management, LLC 160,300 $455,252
Integrity Advisory Solutions, LLC 22,448 $63,752
JANE STREET GROUP, LLC 21,554 $61,213
COMMONWEALTH EQUITY SERVICES, LLC 20,261 $57,541
Filter: New 8 Increased 25 Reduced 13 Sold out 10 Unchanged 18
Showing 64 of 64
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
SIT INVESTMENT ASSOCIATES INC $9,278,699 23.20% 3,062,277
ABSOLUTE INVESTMENT ADVISERS, LLC $5,195,377 12.99% 1,714,646
MORGAN STANLEY $4,213,235 10.54% 1,390,507
Advisors Asset Management, Inc. $3,173,464 7.94% 1,047,348
WOLVERINE ASSET MANAGEMENT LLC $2,413,570 6.04% 796,558
Kanen Wealth Management LLC $2,238,576 5.60% 738,804
Quarry LP $2,237,009 5.59% 738,287
1607 Capital Partners, LLC $2,218,684 5.55% 732,239
Shaker Financial Services, LLC $1,157,087 2.89% 381,877
Calamos Advisors LLC $1,152,196 2.88% 380,263
LPL Financial LLC $951,468 2.38% 314,016
OSAIC HOLDINGS, INC. $932,046 2.33% 307,606
NWF Advisory Services Inc. $697,809 1.75% 230,300
BANK OF AMERICA CORP /DE/ $694,791 1.74% 229,304
Cetera Investment Advisers $344,507 0.86% 113,699
ROYAL BANK OF CANADA $245,336 0.61% 80,969
RAYMOND JAMES FINANCIAL INC $226,325 0.57% 74,695
BENJAMIN EDWARDS INC $185,520 0.46% 61,228
WELLS FARGO & COMPANY/MN $181,702 0.45% 59,968
Live Oak Private Wealth LLC $170,098 0.43% 56,138
Private Advisor Group, LLC $152,384 0.38% 50,292
Kestra Advisory Services, LLC $147,312 0.37% 48,618
ENVESTNET ASSET MANAGEMENT INC $109,664 0.27% 36,193
Logan Stone Capital, LLC $101,068 0.25% 33,356
Parcion Private Wealth LLC $100,998 0.25% 33,333
RESOLUTE WEALTH ADVISOR, INC. $93,299 0.23% 30,792
DECISION INVESTMENTS, INC $79,928 0.20% 26,379
XTX Topco Ltd $78,473 0.20% 25,899
NewEdge Advisors, LLC $76,728 0.19% 25,323
CITADEL ADVISORS LLC $70,274 0.18% 23,193
Modern Wealth Management, LLC $67,350 0.17% 22,228
West Wealth Group, LLC $63,687 0.16% 21,019
UBS Group AG $62,593 0.16% 20,658
OPPENHEIMER & CO INC $62,214 0.16% 20,533
Steward Partners Investment Advisory, LLC $60,769 0.15% 20,056
Virtu Financial LLC $60,518 0.15% 19,973
Waverly Advisors, LLC $59,342 0.15% 19,585
Cambridge Investment Research Advisors, Inc. $55,700 0.14% 18,383
Perigon Wealth Management, LLC $54,540 0.14% 18,000
PNC FINANCIAL SERVICES GROUP, INC. $53,605 0.13% 17,692
Fingerlakes Wealth Management, Inc. $48,631 0.12% 16,050
MERCER GLOBAL ADVISORS INC /ADV $45,122 0.11% 14,892
RHODES INVESTMENT ADVISORS INC /ADV $43,935 0.11% 14,500
Closed-End Fund Advisors, Inc. $42,583 0.11% 14,054
Stonebridge Financial Group, LLC/CA $40,299 0.10% 13,300
Evolution Wealth Advisors, LLC $37,081 0.09% 12,238
K2 PRINCIPAL FUND, L.P. $31,512 0.08% 10,400
E&G Advisors, LP $30,906 0.08% 10,200
Summit Financial, LLC $30,696 0.08% 10,131
Larson Financial Group LLC $29,694 0.07% 9,800
Community Financial Services Group, LLC $25,936 0.06% 8,560
Highland Investment Advisors LLC $15,392 0.04% 5,080
Arax Advisory Partners $15,150 0.04% 5,000
Ameritas Advisory Services, LLC $7,968 0.02% 2,630
CoreCap Advisors, LLC $7,575 0.02% 2,500
HIGHLINE WEALTH PARTNERS LLC $6,060 0.02% 2,000
PIN OAK INVESTMENT ADVISORS INC $5,151 0.01% 1,700
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $2,636 0.01% 870
Fortis Group Advisors, LLC $2,017 0.01% 666
Cape Investment Advisory, Inc. $606 0.00% 200
FIFTH THIRD BANCORP $530 0.00% 175
WHITTIER TRUST CO OF NEVADA INC $448 0.00% 148
Rockefeller Capital Management L.P. $139 0.00% 46
BlackRock, Inc. $3 0.00% 1
Key facts CIK 1261166 CUSIP 64190A103 13F (30d) 56 filings 53 filers

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