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$9.83 -0.04 (-0.41%) At close · Sep 4
Rebalance outlook locked
Market Cap
$65.76M
Shares
6.51M

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: 24
Total Value: $7,911,133
Total Shares: 760,687

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 24 13F filers · Δ vs Mar 31, 2026
Top Holder
17.5%
Sep 2023 → Jun 2026 · range 15.9% – 33.3%
+1.3 pts
Top 5
60.5%
Sep 2023 → Jun 2026 · range 56.9% – 69.1%
+3.6 pts
Top 10
83.7%
Sep 2023 → Jun 2026 · range 81.9% – 91.0%
+1.8 pts
HHI
939
Sep 2023 → Jun 2026 · range 855 – 1,533
Broadly held+83

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
10
Decreased
8
Sold Out
1
Unchanged
4
Holder count: +1
Institutional value: +19.0%
Shares held: +15.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
AMERIPRISE FINANCIAL INC +93,068 133,189
WOLVERINE ASSET MANAGEMENT LLC +7,780 21,841
LPL Financial LLC +5,296 23,170
Mallini Complete Financial Planning LLC +5,077 24,894
Cetera Investment Advisers +3,092 31,283

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Shaker Financial Services, LLC −4,969 47,881
NewEdge Advisors, LLC −2,100 42,688
MELFA WEALTH MANAGEMENT, INC. −1,329 73,089
CoreCap Advisors, LLC −650 8,819
INTEGRATED CAPITAL MANAGEMENT, INC. −553 10,299

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
FIRST HORIZON CORP 100 $1,040
VALLEY NATIONAL ADVISERS INC 46 $478

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,138 $112,493
Filter: New 2 Increased 10 Reduced 8 Sold out 1 Unchanged 4
Showing 24 of 24
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
AMERIPRISE FINANCIAL INC $1,385,165 17.51% 133,189
Fiera Capital Corp $1,140,994 14.42% 109,711
ENVESTNET ASSET MANAGEMENT INC $827,933 10.47% 79,609
MELFA WEALTH MANAGEMENT, INC. $760,125 9.61% 73,089
PARK AVENUE SECURITIES LLC $673,452 8.51% 64,755
Shaker Financial Services, LLC $497,962 6.29% 47,881
NewEdge Advisors, LLC $443,955 5.61% 42,688
Cetera Investment Advisers $325,343 4.11% 31,283
UBS Group AG $310,294 3.92% 29,836
Mallini Complete Financial Planning LLC $258,897 3.27% 24,894
LPL Financial LLC $240,968 3.05% 23,170
WOLVERINE ASSET MANAGEMENT LLC $227,146 2.87% 21,841
Uncommon Cents Investing LLC $224,276 2.83% 21,565
WELLS FARGO & COMPANY/MN $144,903 1.83% 13,933
INTEGRATED CAPITAL MANAGEMENT, INC. $107,109 1.35% 10,299
MORGAN STANLEY $106,776 1.35% 10,267
OSAIC HOLDINGS, INC. $97,645 1.23% 9,389
CoreCap Advisors, LLC $91,717 1.16% 8,819
Atlantic Union Bankshares Corp $26,249 0.33% 2,524
Axiom Investment Management LLC $12,227 0.15% 1,176
ROTHSCHILD INVESTMENT LLC $3,879 0.05% 373
HIGHLINE WEALTH PARTNERS LLC $2,600 0.03% 250
FIRST HORIZON CORP $1,040 0.01% 100
VALLEY NATIONAL ADVISERS INC $478 0.01% 46
Key facts CIK 846671 CUSIP 46131F101 13F (30d) 11 filings 11 filers Visit website Investor relations