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$35.59 +0.05 (+0.14%) At close · Aug 21
Market Cap
$1.89B
Shares
53.23M

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: 156
Total Value: $240,007,786
Total Shares: 6,972,919

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 156 13F filers · Δ vs Mar 31, 2026
Top Holder
9.9%
Sep 2023 → Jun 2026 · range 7.6% – 10.7%
−0.9 pts
Top 5
39.9%
Sep 2023 → Jun 2026 · range 32.3% – 39.9%
+1.9 pts
Top 10
54.0%
Sep 2023 → Jun 2026 · range 49.9% – 58.8%
+1.1 pts
HHI
416
Sep 2023 → Jun 2026 · range 336 – 437
Broadly held+18

Quarterly Activity

vs Mar 31, 2026
New
19
Increased
59
Decreased
41
Sold Out
17
Unchanged
37
Holder count: +2
Institutional value: +11.1%
Shares held: +1.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
LAZARD ASSET MANAGEMENT LLC +156,511 671,046
Allspring Global Investments Holdings, LLC +79,600 445,614
Stolper Co +46,874 65,324
Pathstone Holdings, LLC +17,278 55,935
Mariner, LLC +15,088 111,679

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Saba Capital Management, L.P. −45,373 689,725
COMMONWEALTH EQUITY SERVICES, LLC −22,582 32,677
WELLS FARGO & COMPANY/MN −18,622 147,471
UMB Bank, n.a. −13,984 163,808
RAYMOND JAMES FINANCIAL INC −11,647 249,337

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Atlas Wealth LLC 22,782 $784,156
WESTBOURNE INVESTMENTS, INC. 20,465 $704,405
MERCER GLOBAL ADVISORS INC /ADV 11,068 $380,960
Engineers Gate Manager LP 9,876 $339,931
Savant Capital, LLC 9,319 $320,759

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Shaker Financial Services, LLC 93,663 $2,958,814
Quadrant Private Wealth Management, LLC 38,406 $1,213,245
WOLVERINE ASSET MANAGEMENT LLC 28,679 $905,969
DELTA CAPITAL MANAGEMENT LLC 13,342 $421,473
SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,898 $281,087
Filter: New 19 Increased 59 Reduced 41 Sold out 17 Unchanged 37
Showing 100 of 156
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Saba Capital Management, L.P. $23,740,334 9.89% 689,725
LAZARD ASSET MANAGEMENT LLC $23,097,403 9.62% 671,046
MORGAN STANLEY $18,702,345 7.79% 543,357
Allspring Global Investments Holdings, LLC $15,338,033 6.39% 445,614
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $14,797,226 6.17% 429,902
RAYMOND JAMES FINANCIAL INC $8,582,178 3.58% 249,337
UBS Group AG $7,790,450 3.25% 226,335
Focus Partners Wealth $6,451,409 2.69% 187,432
UMB Bank, n.a. $5,638,271 2.35% 163,808
Uncommon Cents Investing LLC $5,473,674 2.28% 159,026
Hennion & Walsh Asset Management, Inc. $5,388,451 2.25% 156,550
Cornerstone Advisory, LLC $5,342,362 2.23% 155,211
WELLS FARGO & COMPANY/MN $5,075,951 2.11% 147,471
OSAIC HOLDINGS, INC. $4,402,455 1.83% 127,904
Mariner, LLC $3,843,990 1.60% 111,679
STIFEL FINANCIAL CORP $3,563,984 1.48% 103,544
LPL Financial LLC $3,158,344 1.32% 91,759
1620 INVESTMENT ADVISORS, INC. $3,110,191 1.30% 90,360
Altium Capital Management LLC $2,975,884 1.24% 86,458
FIRST TRUST ADVISORS LP $2,880,747 1.20% 83,694
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,777,074 1.16% 80,682
Capstone Financial Advisors, Inc. $2,599,157 1.08% 75,513
EP Wealth Advisors, LLC $2,583,737 1.08% 75,065
Platform Technology Partners $2,341,730 0.98% 68,034
D.A. DAVIDSON & CO. $2,294,746 0.96% 66,669
Stolper Co $2,248,452 0.94% 65,324
RB Capital Management, LLC $2,102,235 0.88% 61,076
EVOLVE PRIVATE WEALTH, LLC $1,976,499 0.82% 57,423
Pathstone Holdings, LLC $1,925,282 0.80% 55,935
Concurrent Investment Advisors, LLC $1,787,086 0.74% 51,920
ROYAL BANK OF CANADA $1,754,317 0.73% 50,968
BANK OF AMERICA CORP /DE/ $1,636,773 0.68% 47,553
Cambridge Investment Research Advisors, Inc. $1,514,101 0.63% 43,989
Allworth Financial LP $1,417,622 0.59% 41,186
Beckerman Institutional, LLC $1,378,039 0.57% 40,036
Steward Partners Investment Advisory, LLC $1,341,003 0.56% 38,960
COMMONWEALTH EQUITY SERVICES, LLC $1,124,742 0.47% 32,677
Whitener Capital Management, Inc. $1,080,306 0.45% 31,386
ALBION FINANCIAL GROUP /UT $1,030,741 0.43% 29,946
Thrivent Financial for Lutherans $1,028,778 0.43% 29,889
HighTower Advisors, LLC $1,021,000 0.43% 29,663
MGO ONE SEVEN LLC $1,012,842 0.42% 29,426
Altus Wealth Group LLC $1,008,987 0.42% 29,314
Creative Planning $908,102 0.38% 26,383
&PARTNERS $881,083 0.37% 25,598
Advisors Asset Management, Inc. $847,041 0.35% 24,609
Baltimore-Washington Financial Advisors, Inc. $840,398 0.35% 24,416
Atlas Wealth LLC $784,156 0.33% 22,782
WESTBOURNE INVESTMENTS, INC. $704,405 0.29% 20,465
KIRR MARBACH & CO LLC /IN/ $684,338 0.29% 19,882
Cetera Investment Advisers $649,057 0.27% 18,857
Foundations Investment Advisors, LLC $623,862 0.26% 18,125
PNC FINANCIAL SERVICES GROUP, INC. $623,174 0.26% 18,105
Heritage Wealth Advisors $614,259 0.26% 17,846
Cerity Partners LLC $613,019 0.26% 17,810
GUGGENHEIM CAPITAL LLC $609,095 0.25% 17,696
JOHNSON INVESTMENT COUNSEL INC $571,096 0.24% 16,592
First PREMIER Bank $570,477 0.24% 16,574
Tower Wealth Partners, Inc. $549,790 0.23% 15,973
JPMORGAN CHASE & CO $547,621 0.23% 15,910
Rockefeller Capital Management L.P. $535,265 0.22% 15,551
Successful Portfolios LLC $529,689 0.22% 15,389
GatePass Capital, LLC $507,901 0.21% 14,756
Waverly Advisors, LLC $487,146 0.20% 14,153
XTX Topco Ltd $471,140 0.20% 13,688
Financial Plan, Inc. $450,592 0.19% 13,091
CITADEL ADVISORS LLC $438,786 0.18% 12,748
MSH Capital Advisors LLC $437,787 0.18% 12,719
Savvy Advisors, Inc. $435,894 0.18% 12,664
TWIN FOCUS CAPITAL PARTNERS, LLC $434,070 0.18% 12,611
Joel Isaacson & Co., LLC $429,079 0.18% 12,466
CORA CAPITAL ADVISORS LLC $418,719 0.17% 12,165
Corient Private Wealth LLC $406,190 0.17% 11,801
LEVEL FOUR ADVISORY SERVICES, LLC $389,255 0.16% 11,309
First Financial Bankshares Inc $387,982 0.16% 11,272
MERCER GLOBAL ADVISORS INC /ADV $380,960 0.16% 11,068
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $378,826 0.16% 11,006
SEI INVESTMENTS CO $373,353 0.16% 10,847
NorthRock Partners, LLC $359,585 0.15% 10,447
UHLMANN PRICE SECURITIES, LLC $358,828 0.15% 10,425
American Institute for Advanced Investment Management, LLP $355,420 0.15% 10,326
NORTHERN TRUST CORP $353,768 0.15% 10,278
Koshinski Asset Management, Inc. $351,049 0.15% 10,199
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $349,156 0.15% 10,144
OPPENHEIMER & CO INC $345,955 0.14% 10,051
Engineers Gate Manager LP $339,931 0.14% 9,876
MERIDIAN INVESTMENT COUNSEL INC. $335,767 0.14% 9,755
Integrated Wealth Concepts LLC $332,084 0.14% 9,648
Savant Capital, LLC $320,759 0.13% 9,319
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC $318,935 0.13% 9,266
R2 Capital Strategies, LLC $312,086 0.13% 9,067
AQR CAPITAL MANAGEMENT LLC $298,524 0.12% 8,673
Quantinno Capital Management LP $296,562 0.12% 8,616
Private Advisor Group, LLC $288,852 0.12% 8,392
TANDEM CAPITAL MANAGEMENT CORP /ADV $285,686 0.12% 8,300
Unify Financial Advisors $276,874 0.12% 8,044
AMERIPRISE FINANCIAL INC $274,292 0.11% 7,969
Kestra Advisory Services, LLC $267,340 0.11% 7,767
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $256,084 0.11% 7,440
Independent Family Office, LLC $240,492 0.10% 6,987
Key facts CIK 99614 CUSIP 895436103 13F (30d) 129 filings 128 filers Visit website Investor relations

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