Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 60 filers · $193.9M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 60
Value held $193.9M
New positions 17
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (+10 vs prior Q) 5 (-1 vs prior Q) 12 (+1 vs prior Q) 18 (+1 vs prior Q) +1.2M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Bank of New York Mellon Corp $53,743,065 1,088,357 27.72% Shares
WADDELL & ASSOCIATES, LLC $46,599,583 943,693 24.03% Shares
Sterling Capital Management LLC $27,206,997 550,972 14.03% Shares
AE Wealth Management LLC $21,442,378 434,232 11.06% Shares
Simplicity Wealth,LLC $8,397,855 170,066 4.33% Shares
ENVESTNET ASSET MANAGEMENT INC $4,133,354 83,705 2.13% Shares
GTS SECURITIES LLC $3,638,664 73,687 1.88% Shares
OLD MISSION CAPITAL LLC $3,420,552 69,270 1.76% Shares
LPL Financial LLC $2,539,218 51,422 1.31% Shares
TRUIST FINANCIAL CORP $2,423,605 49,081 1.25% Shares
FWG Investments, LLC. $2,182,050 44,189 1.13% Shares
HUNTINGTON NATIONAL BANK $2,162,696 43,797 1.12% Shares
Cetera Investment Advisers $1,681,055 34,044 0.87% Shares
LifePlan Investment Advisors, Inc. $1,562,334 31,639 0.81% Shares
OSAIC HOLDINGS, INC. $1,532,697 31,035 0.79% Shares
Kingdom Financial Group LLC. $1,403,550 28,423 0.72% Shares
Lloyd Advisory Services, LLC. $1,122,505 22,732 0.58% Shares
Sanctuary Advisors, LLC $1,057,818 21,422 0.55% Shares
Quest 10 Wealth Builders, Inc. $703,091 14,238 0.36% Shares
Networth Advisors, LLC $586,414 11,876 0.30% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $565,191 11,446 0.29% Shares
CITADEL ADVISORS LLC $545,995 11,057 0.28% Shares
MORGAN STANLEY $505,503 10,237 0.26% Shares
IFG Advisory, LLC $472,222 9,563 0.24% Shares
Arcadia Wealth Management, LLC $461,116 9,338 0.24% Shares
FMR LLC $449,748 9,108 0.23% Shares
Corient Private Wealth LP $421,224 8,530 0.22% Shares
Cerity Partners LLC $401,706 8,135 0.21% Shares
First Heartland Consultants, Inc. $355,734 7,204 0.18% Shares
FIFTH THIRD BANCORP $259,689 5,259 0.13% Shares
Parallel Advisors, LLC $258,406 5,233 0.13% Shares
Slagle Financial, LLC $249,589 5,054 0.13% Shares
COMMONWEALTH EQUITY SERVICES, LLC $234,100 4,741 0.12% Shares
B.O.S.S. Retirement Advisors, LLC $227,622 4,610 0.12% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $210,267 4,338 0.11% Shares
SMART Wealth LLC $205,931 4,170 0.11% Shares
MML INVESTORS SERVICES, LLC $202,612 4,103 0.10% Shares
Beacon Financial Strategies CORP $55,244 1,119 0.03% Shares
GILL CAPITAL PARTNERS, LLC $45,199 915 0.02% Shares
Institute for Wealth Management, LLC. $37,464 759 0.02% Shares
Steward Partners Investment Advisory, LLC $25,480 516 0.01% Shares
NATIONAL BANK OF CANADA /FI/ $24,638 504 0.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $21,184 429 0.01% Shares
CoreCap Advisors, LLC $19,703 399 0.01% Shares
SOA Wealth Advisors, LLC. $17,976 364 0.01% Shares
IFP Advisors, Inc $9,629 195 0.00% Shares
OPTIMUM INVESTMENT ADVISORS $9,122 246 0.00% Shares
Strategic Wealth Partners, Ltd. $8,665 175 0.00% Shares
ORG Partners LLC $8,443 219 0.00% Shares
COMERICA BANK $8,406 219 0.00% Shares

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