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$8.35 -0.05 (-0.60%) At close · Sep 9
Rebalance outlook locked
Market Cap
$237.81M
Shares
28.48M

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: 61
Total Value: $31,016,535
Total Shares: 3,683,677

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 61 13F filers · Δ vs Mar 31, 2026
Top Holder
7.7%
Sep 2023 → Jun 2026 · range 7.5% – 13.5%
+0.2 pts
Top 5
35.1%
Sep 2023 → Jun 2026 · range 30.7% – 43.3%
+4.4 pts
Top 10
60.7%
Sep 2023 → Jun 2026 · range 54.4% – 67.4%
+6.2 pts
HHI
451
Sep 2023 → Jun 2026 · range 407 – 581
Broadly held+44

Quarterly Activity

vs Mar 31, 2026
New
10
Increased
23
Decreased
19
Sold Out
13
Unchanged
9
Holder count: -3
Institutional value: -19.9%
Shares held: -12.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
DOLIVER ADVISORS, LP +45,292 55,292
XTX Topco Ltd +40,886 57,978
BANK OF AMERICA CORP /DE/ +31,506 57,317
Corient Private Wealth LLC +29,267 284,746
Advisors Asset Management, Inc. +27,584 220,277

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
TWO SIGMA INVESTMENTS, LP −168,434 28,812
MARSHALL WACE, LLP −104,016 48,843
UBS Group AG −88,287 12,109
MORGAN STANLEY −83,400 64,355
CITADEL ADVISORS LLC −56,564 57,490

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Samjo Management, LLC 133,700 $1,125,754
Stonebridge Financial Group, LLC/CA 22,155 $186,545
SANDERS MORRIS HARRIS LLC 13,948 $117,442
Arax Advisory Partners 11,466 $96,543
Mariner, LLC 11,000 $92,620

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Sunbelt Securities, Inc. 203,190 $1,871,379
OXFORD ASSET MANAGEMENT LLP 22,152 $204,019
IMC-Chicago, LLC 21,284 $196,025
nVerses Capital, LLC 12,933 $119,112
Brevan Howard Capital Management LP 12,388 $114,093
Filter: New 10 Increased 23 Reduced 19 Sold out 13 Unchanged 9
Showing 63 of 63
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC $2,397,561 7.73% 284,746
LPL Financial LLC $2,217,457 7.15% 263,356
Muzinich & Co., Inc. $2,147,318 6.92% 255,026
RAYMOND JAMES FINANCIAL INC $2,128,751 6.86% 252,821
Legal & General Group Plc $2,006,730 6.47% 238,329
Advisors Asset Management, Inc. $1,854,732 5.98% 220,277
Ethos Financial Group, LLC $1,828,765 5.90% 217,193
CONDOR CAPITAL MANAGEMENT $1,784,930 5.75% 211,987
Sumitomo Mitsui Trust Group, Inc. $1,314,791 4.24% 156,151
Icon Wealth Advisors, LLC $1,141,213 3.68% 135,536
Samjo Management, LLC $1,125,754 3.63% 133,700
BlackRock, Inc. $921,670 2.97% 109,462
MILLENNIUM MANAGEMENT LLC $811,890 2.62% 96,424
Inspire Advisors, LLC $726,073 2.34% 86,232
GABLES CAPITAL MANAGEMENT INC. $564,577 1.82% 67,052
MORGAN STANLEY $541,868 1.75% 64,355
Trexquant Investment LP $535,924 1.73% 63,649
Virtus Investment Advisers, LLC $523,176 1.69% 62,135
XTX Topco Ltd $488,174 1.57% 57,978
BANK OF AMERICA CORP /DE/ $482,609 1.56% 57,317
DOLIVER ADVISORS, LP $465,558 1.50% 55,292
PFG Investments, LLC $448,449 1.45% 53,260
MARSHALL WACE, LLP $411,257 1.33% 48,843
CITADEL ADVISORS LLC $388,077 1.25% 46,090
Janney Montgomery Scott LLC $360,653 1.16% 42,833
Campbell & CO Investment Adviser LLC $294,321 0.95% 34,955
CANADA LIFE ASSURANCE Co $292,569 0.94% 34,747
Gallagher Capital Advisors, LLC $286,280 0.92% 34,000
TWO SIGMA INVESTMENTS, LP $242,597 0.78% 28,812
SUSQUEHANNA INTERNATIONAL GROUP, LLP $193,660 0.62% 23,000
Stonebridge Financial Group, LLC/CA $186,545 0.60% 22,155
SUSQUEHANNA INTERNATIONAL GROUP, LLP $164,451 0.53% 19,531
Qube Research & Technologies Ltd $163,886 0.53% 19,464
ROYAL BANK OF CANADA $150,019 0.48% 17,817
OPPENHEIMER & CO INC $129,070 0.42% 15,329
SANDERS MORRIS HARRIS LLC $117,442 0.38% 13,948
Concurrent Investment Advisors, LLC $117,113 0.38% 13,909
PNC FINANCIAL SERVICES GROUP, INC. $109,460 0.35% 13,000
WELLS FARGO & COMPANY/MN $106,773 0.34% 12,681
UBS Group AG $101,957 0.33% 12,109
Arax Advisory Partners $96,543 0.31% 11,466
CITADEL ADVISORS LLC $95,988 0.31% 11,400
Mariner, LLC $92,620 0.30% 11,000
JANE STREET GROUP, LLC $91,778 0.30% 10,900
Significant Wealth Partners LLC $85,303 0.28% 10,131
CHILTON CAPITAL MANAGEMENT LLC $77,615 0.25% 9,218
OSAIC HOLDINGS, INC. $45,190 0.15% 5,367
HIGHLINE WEALTH PARTNERS LLC $29,789 0.10% 3,538
Rockefeller Capital Management L.P. $28,232 0.09% 3,353
Integrated Wealth Concepts LLC $25,630 0.08% 3,044
Aquatic Capital Management LLC $13,573 0.04% 1,612
State of Alaska, Department of Revenue $9,817 0.03% 1,166
Tower Research Capital LLC (TRC) $9,750 0.03% 1,158
PRIVATE TRUST CO NA $9,236 0.03% 1,097
Crewe Advisors LLC $8,672 0.03% 1,030
NOMURA ASSET MANAGEMENT CO LTD $7,418 0.02% 881
JONES FINANCIAL COMPANIES LLLP $4,210 0.01% 500
Key Financial Inc $4,210 0.01% 500
Aventura Private Wealth, LLC $3,974 0.01% 472
VALLEY NATIONAL ADVISERS INC $1,684 0.01% 200
JPMORGAN CHASE & CO $1,111 0.00% 132
Caitong International Asset Management Co., Ltd $84 0.00% 10
DANSKE BANK A/S $8 0.00% 1
Key facts CIK 1551901 CUSIP 858568108 13F (30d) 33 filings 33 filers Visit website