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$14.19 -0.03 (-0.21%) At close · Aug 20
Market Cap
$895.45M
Shares
63.02M

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: 116
Total Value: $138,558,630
Total Shares: 9,682,647

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 116 13F filers · Δ vs Mar 31, 2026
Top Holder
14.2%
Sep 2023 → Jun 2026 · range 14.2% – 20.4%
−0.2 pts
Top 5
46.0%
Sep 2023 → Jun 2026 · range 45.7% – 51.1%
−2.3 pts
Top 10
67.0%
Sep 2023 → Jun 2026 · range 67.0% – 71.4%
−1.6 pts
HHI
606
Sep 2023 → Jun 2026 · range 606 – 752
Broadly held−51

Quarterly Activity

vs Mar 31, 2026
New
11
Increased
34
Decreased
24
Sold Out
11
Unchanged
47
Holder count: 0
Institutional value: -2.6%
Shares held: -2.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
JONES FINANCIAL COMPANIES LLLP +68,447 389,678
WELLS FARGO & COMPANY/MN +39,841 396,676
MORGAN STANLEY +28,723 575,151
RAYMOND JAMES FINANCIAL INC +25,564 340,703
Kestra Advisory Services, LLC +23,757 43,459

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
GUGGENHEIM CAPITAL LLC −186,769 1,160,084
Hennion & Walsh Asset Management, Inc. −133,876 668,196
COMMONWEALTH EQUITY SERVICES, LLC −132,744 103,278
BANK OF AMERICA CORP /DE/ −58,230 484,228
UBS Group AG −53,863 1,372,929

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Cascade Financial Partners, LLC 63,026 $901,902
JANE STREET GROUP, LLC 24,268 $347,275
KEYBANK NATIONAL ASSOCIATION/OH 22,727 $325,223
READYSTATE ASSET MANAGEMENT LP 22,669 $324,393
Arax Advisory Partners 16,968 $242,812

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Advisors Asset Management, Inc. 21,168 $303,760
&PARTNERS 13,574 $194,786
TWO SIGMA SECURITIES, LLC 13,569 $194,715
Midwest Heritage Bank, FSB 11,985 $171,984
Mutual Advisors, LLC 11,335 $162,657
Filter: New 11 Increased 34 Reduced 24 Sold out 11 Unchanged 47
Showing 100 of 116
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
UBS Group AG $19,646,613 14.18% 1,372,929
GUGGENHEIM CAPITAL LLC $16,600,802 11.98% 1,160,084
STEPHENS INC /AR/ $9,682,603 6.99% 676,632
Hennion & Walsh Asset Management, Inc. $9,561,884 6.90% 668,196
MORGAN STANLEY $8,230,410 5.94% 575,151
BANK OF AMERICA CORP /DE/ $6,929,302 5.00% 484,228
WELLS FARGO & COMPANY/MN $5,676,432 4.10% 396,676
Cambridge Investment Research Advisors, Inc. $5,662,409 4.09% 395,696
JONES FINANCIAL COMPANIES LLLP $5,576,292 4.02% 389,678
VAN ECK ASSOCIATES CORP $5,258,295 3.79% 367,456
RAYMOND JAMES FINANCIAL INC $4,875,458 3.52% 340,703
LPL Financial LLC $4,110,604 2.97% 287,254
Prospera Financial Services Inc $3,003,354 2.17% 209,878
ROYAL BANK OF CANADA $2,084,880 1.50% 145,694
AMERIPRISE FINANCIAL INC $1,804,519 1.30% 126,102
Stratos Wealth Partners, LTD. $1,651,846 1.19% 115,433
COMMONWEALTH EQUITY SERVICES, LLC $1,477,908 1.07% 103,278
Capital Advisors Wealth Management, LLC $1,435,436 1.04% 100,310
MELFA WEALTH MANAGEMENT, INC. $1,396,713 1.01% 97,604
OSAIC HOLDINGS, INC. $1,301,651 0.94% 90,961
Cascade Financial Partners, LLC $901,902 0.65% 63,026
AdvisorNet Financial, Inc $792,273 0.57% 55,365
ACCESS FINANCIAL SERVICES, INC. $775,473 0.56% 54,191
McMillan Office, Inc. $744,120 0.54% 52,000
Breakwater Capital Group $720,322 0.52% 50,337
Janney Montgomery Scott LLC $675,904 0.49% 47,233
Kestra Advisory Services, LLC $621,898 0.45% 43,459
WEDBUSH SECURITIES INC $620,796 0.45% 43,382
Tiller Private Wealth, Inc. $569,037 0.41% 39,765
Capital Investment Advisors, LLC $557,188 0.40% 38,937
Focus Partners Advisor Solutions, LLC $536,324 0.39% 37,479
Cetera Investment Advisers $526,965 0.38% 36,825
STIFEL FINANCIAL CORP $490,804 0.35% 34,298
OMNI 360 Wealth, Inc. $479,957 0.35% 33,540
Stronghold Wealth Management L.L.C. $469,639 0.34% 32,819
Fortitude Advisory Group L.L.C. $455,430 0.33% 31,826
Concurrent Investment Advisors, LLC $451,924 0.33% 31,581
PINNACLE ASSOCIATES LTD $436,455 0.31% 30,500
Steadtrust LLC $429,300 0.31% 30,000
Essex Financial Services, Inc. $414,990 0.30% 29,000
FLPUTNAM INVESTMENT MANAGEMENT CO $404,930 0.29% 28,297
ProVise Management Group, LLC $393,052 0.28% 27,467
JANE STREET GROUP, LLC $347,275 0.25% 24,268
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $339,962 0.25% 23,757
MAI Capital Management $332,206 0.24% 23,215
Rockefeller Capital Management L.P. $328,815 0.24% 22,978
KEYBANK NATIONAL ASSOCIATION/OH $325,223 0.23% 22,727
READYSTATE ASSET MANAGEMENT LP $324,393 0.23% 22,669
World Investment Advisors $296,531 0.21% 20,722
CAPTRUST FINANCIAL ADVISORS $285,598 0.21% 19,958
NWF Advisory Services Inc. $276,183 0.20% 19,300
HighTower Advisors, LLC $267,224 0.19% 18,674
WealthBridge Capital Management, LLC $258,896 0.19% 18,092
Blake Schutter Theil Wealth Advisors, LLC $255,719 0.18% 17,870
Baird Financial Group, Inc. $255,161 0.18% 17,831
Arax Advisory Partners $242,812 0.18% 16,968
Plan Group Financial, LLC $236,687 0.17% 16,540
Avior Wealth Management, LLC $234,512 0.17% 16,388
Sightline Wealth Advisors, LLC $226,813 0.16% 15,850
XTX Topco Ltd $223,422 0.16% 15,613
Gerber Kawasaki Wealth & Investment Management $215,365 0.16% 15,050
D.A. DAVIDSON & CO. $212,560 0.15% 14,854
Ancora Advisors LLC $211,029 0.15% 14,747
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN $206,779 0.15% 14,450
Great Lakes Retirement, Inc. $204,060 0.15% 14,260
Redwood Family Wealth LLC $202,658 0.15% 14,162
Visionary Horizons, LLC $200,053 0.14% 13,980
FIFTH THIRD BANCORP $195,274 0.14% 13,646
HUB Investment Partners, LLC $189,364 0.14% 13,233
Summit Financial Wealth Advisors, LLC $185,414 0.13% 12,957
Tyche Wealth Partners LLC $185,200 0.13% 12,942
ENVESTNET ASSET MANAGEMENT INC $178,932 0.13% 12,504
Realta Investment Advisors $175,297 0.13% 12,250
MML INVESTORS SERVICES, LLC $172,922 0.12% 12,084
Wealth Dimensions Group, Ltd. $164,865 0.12% 11,521
Caprock Group, LLC $161,631 0.12% 11,295
Hilltop Holdings Inc. $150,312 0.11% 10,504
Opal Wealth Advisors, LLC $148,051 0.11% 10,346
Williams Jones Wealth Management, LLC. $147,464 0.11% 10,305
Icon Wealth Advisors, LLC $145,618 0.11% 10,176
Diligent Investors, LLC $143,100 0.10% 10,000
HARBOUR INVESTMENTS, INC. $135,072 0.10% 9,439
Steward Partners Investment Advisory, LLC $95,991 0.07% 6,708
Clean Yield Group $95,204 0.07% 6,653
Farther Finance Advisors, LLC $91,984 0.07% 6,428
ROTHSCHILD INVESTMENT LLC $89,451 0.06% 6,251
Moisand Fitzgerald Tamayo, LLC $84,629 0.06% 5,914
Investors Portfolio Services LLC $83,312 0.06% 5,822
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $74,326 0.05% 5,194
Pinnacle Bancorp, Inc. $64,266 0.05% 4,491
BAYBAN $62,549 0.05% 4,371
RHL GROUP, LLC $49,455 0.04% 3,456
Ameritas Advisory Services, LLC $45,090 0.03% 3,151
IFP Advisors, Inc $34,859 0.03% 2,436
Tradewinds Capital Management, LLC $34,258 0.02% 2,394
MATHER GROUP, LLC. $32,426 0.02% 2,266
US BANCORP \DE\ $27,246 0.02% 1,904
Global Retirement Partners, LLC $23,382 0.02% 1,634
WOLFF WIESE MAGANA LLC $20,177 0.01% 1,410
Noble Wealth Management PBC $18,831 0.01% 1,316
Key facts CIK 883618 CUSIP 67062F100 13F (30d) 92 filings 92 filers Visit website

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