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$6.12 +0.00 (+0.00%) At close · Sep 4
Rebalance outlook locked
Market Cap
$262.14M
Shares
42.83M

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 →
Holders: 87
Total Value: $65,212,425
Total Shares: 9,971,714

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 87 13F filers · Δ vs Mar 31, 2026
Top Holder
12.0%
Sep 2023 → Jun 2026 · range 9.4% – 13.3%
−0.6 pts
Top 5
52.7%
Sep 2023 → Jun 2026 · range 36.0% – 52.9%
−0.1 pts
Top 10
75.9%
Sep 2023 → Jun 2026 · range 58.8% – 75.9%
+1.0 pts
HHI
704
Sep 2023 → Jun 2026 · range 430 – 704
Broadly held+8

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
25
Decreased
19
Sold Out
9
Unchanged
38
Holder count: -4
Institutional value: +9.8%
Shares held: +2.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
RAYMOND JAMES FINANCIAL INC +166,640 1,194,669
Advisors Asset Management, Inc. +134,574 979,362
ROBINSON CAPITAL MANAGEMENT, LLC +108,212 423,151
MORGAN STANLEY +70,250 788,908
VAN ECK ASSOCIATES CORP +38,113 399,438

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
GUGGENHEIM CAPITAL LLC −191,548 754,172
ROYAL BANK OF CANADA −23,323 86,339
Hennion & Walsh Asset Management, Inc. −22,356 1,191,663
Ackerman Capital Advisors, LLC −21,517 54,213
Rockefeller Capital Management L.P. −11,623 57,248

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Thomas J. Herzfeld Advisors, Inc. 89,911 $588,017
LANGLEY WEALTH MANAGEMENT, LLC 16,358 $106,981
MGO ONE SEVEN LLC 12,135 $79,362
IFG Advisory, LLC 1,785 $11,673
Concord Wealth Partners 1,554 $10,163

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
RIVERNORTH CAPITAL MANAGEMENT, LLC 107,693 $662,311
NOMURA HOLDINGS INC 18,762 $115,386
JANE STREET GROUP, LLC 11,172 $68,707
Activest Wealth Management 6,600 $40,590
WOLVERINE ASSET MANAGEMENT LLC 6,249 $38,431
Filter: New 5 Increased 25 Reduced 19 Sold out 9 Unchanged 38
Showing 87 of 87
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
RAYMOND JAMES FINANCIAL INC $7,813,134 11.98% 1,194,669
Hennion & Walsh Asset Management, Inc. $7,793,476 11.95% 1,191,663
WELLS FARGO & COMPANY/MN $7,215,404 11.06% 1,103,273
Advisors Asset Management, Inc. $6,405,027 9.82% 979,362
MORGAN STANLEY $5,159,456 7.91% 788,908
GUGGENHEIM CAPITAL LLC $4,932,284 7.56% 754,172
ROBINSON CAPITAL MANAGEMENT, LLC $2,767,407 4.24% 423,151
VAN ECK ASSOCIATES CORP $2,612,324 4.01% 399,438
Invesco Ltd. $2,590,075 3.97% 396,036
AMERIPRISE FINANCIAL INC $2,215,228 3.40% 338,720
LPL Financial LLC $1,462,017 2.24% 223,550
&PARTNERS $770,608 1.18% 117,830
BANK OF AMERICA CORP /DE/ $693,782 1.06% 106,083
G2 CAPITAL MANAGEMENT, LLC / OH $663,260 1.02% 101,416
MELFA WEALTH MANAGEMENT, INC. $625,740 0.96% 95,679
Thomas J. Herzfeld Advisors, Inc. $588,017 0.90% 89,911
ROYAL BANK OF CANADA $564,657 0.87% 86,339
Bridgewater Advisors Inc. $497,707 0.76% 76,102
UBS Group AG $492,311 0.75% 75,277
OSAIC HOLDINGS, INC. $489,617 0.75% 74,865
Cetera Investment Advisers $431,273 0.66% 65,944
Capital Investment Advisors, LLC $385,003 0.59% 58,869
OPPENHEIMER & CO INC $384,375 0.59% 58,773
COMMONWEALTH EQUITY SERVICES, LLC $376,769 0.58% 57,610
Keudell/Morrison Wealth Management $376,704 0.58% 57,600
Rockefeller Capital Management L.P. $374,401 0.57% 57,248
Ackerman Capital Advisors, LLC $354,553 0.54% 54,213
XML Financial, LLC $308,119 0.47% 47,113
SUSQUEHANNA INTERNATIONAL GROUP, LLP $304,489 0.47% 46,558
Allworth Financial LP $275,968 0.42% 42,197
WealthBridge Capital Management, LLC $261,600 0.40% 40,000
Tyche Wealth Partners LLC $259,781 0.40% 39,722
Kestra Advisory Services, LLC $254,196 0.39% 38,868
NewEdge Advisors, LLC $212,020 0.33% 32,419
GILL CAPITAL PARTNERS, LLC $209,175 0.32% 31,984
Cambridge Investment Research Advisors, Inc. $205,382 0.31% 31,404
Noble Wealth Management PBC $205,382 0.31% 31,793
COHEN & STEERS, INC. $196,200 0.30% 30,000
Concurrent Investment Advisors, LLC $189,751 0.29% 29,014
Clear Creek Financial Management, LLC $183,250 0.28% 28,020
WESBANCO BANK INC $181,158 0.28% 27,700
Joseph P. Lucia & Associates, LLC $180,739 0.28% 27,636
TWIN FOCUS CAPITAL PARTNERS, LLC $156,914 0.24% 23,993
Fortitude Advisory Group L.L.C. $140,145 0.21% 21,429
Jupiter Wealth Management LLC $130,800 0.20% 20,000
NWF Advisory Services Inc. $130,800 0.20% 20,000
Mariner, LLC $127,706 0.20% 19,527
Everstar Asset Management, LLC $123,606 0.19% 18,900
Ashton Thomas Private Wealth, LLC $113,318 0.17% 17,327
LANGLEY WEALTH MANAGEMENT, LLC $106,981 0.16% 16,358
HOHIMER WEALTH MANAGEMENT, LLC $98,100 0.15% 15,000
HighTower Advisors, LLC $96,798 0.15% 14,801
Meridian Wealth Management, LLC $93,463 0.14% 14,291
Regal Investment Advisors LLC $88,983 0.14% 13,606
AE Wealth Management LLC $84,228 0.13% 12,879
Procyon Advisors, LLC $83,731 0.13% 12,803
Spire Wealth Management $81,514 0.12% 12,464
WEDBUSH SECURITIES INC $81,174 0.12% 12,412
MGO ONE SEVEN LLC $79,362 0.12% 12,135
Wealthcare Advisory Partners LLC $78,597 0.12% 12,018
Simplicity Wealth,LLC $78,480 0.12% 12,000
UMB Bank, n.a. $73,248 0.11% 11,200
Mesirow Financial Investment Management, Inc. $67,617 0.10% 10,339
WealthCare Investment Partners, LLC $65,674 0.10% 10,042
TCTC Holdings, LLC $65,530 0.10% 10,020
Steward Partners Investment Advisory, LLC $65,400 0.10% 10,000
ROTHSCHILD INVESTMENT LLC $65,400 0.10% 10,000
Smallwood Wealth Investment Management, LLC $58,860 0.09% 9,000
Gunpowder Capital Management, LLC dba Oliver Wealth Management $46,434 0.07% 7,100
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $46,021 0.07% 7,037
DUNCKER STREETT & CO INC $45,780 0.07% 7,000
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $37,696 0.06% 5,764
Ascentis Wealth Management, LLC $17,978 0.03% 2,749
PNC FINANCIAL SERVICES GROUP, INC. $17,952 0.03% 2,745
Towne Trust Company, N.A $17,553 0.03% 2,684
Geneos Wealth Management Inc. $14,021 0.02% 2,144
AdvisorNet Financial, Inc $13,890 0.02% 2,124
IFG Advisory, LLC $11,673 0.02% 1,785
Concord Wealth Partners $10,163 0.02% 1,554
Farther Finance Advisors, LLC $9,639 0.01% 1,474
Hilltop National Bank $9,286 0.01% 1,420
Mascoma Wealth Management LLC $4,381 0.01% 670
CDKV HOLDINGS LLC $4,322 0.01% 661
Community Financial Services Group, LLC $3,727 0.01% 570
HARBOUR INVESTMENTS, INC. $3,001 0.00% 459
CoreCap Advisors, LLC $654 0.00% 100
HUNTINGTON NATIONAL BANK $6 0.00% 1
Key facts CIK 844790 CUSIP 746823103 13F (30d) 42 filings 40 filers Visit website