Valuation & Ratios 07–12

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

Institutional owners (13F) 126 filers · $3.4B 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 126
Value held $3.4B
New positions 17
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (-4 vs prior Q) 9 (+1 vs prior Q) 50 (-6 vs prior Q) 43 (+15 vs prior Q) +8.7M

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
ENVESTNET ASSET MANAGEMENT INC $1,547,042,996 55,769,394 45.51% Shares
LPL Financial LLC $571,545,553 20,603,661 16.81% Shares
MML INVESTORS SERVICES, LLC $345,718,348 12,462,810 10.17% Shares
WELLS FARGO & COMPANY/MN $252,575,418 9,105,098 7.43% Shares
JPMORGAN CHASE & CO $152,193,022 5,532,279 4.48% Shares
Cetera Investment Advisers $116,864,456 4,212,850 3.44% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $87,143,518 3,141,439 2.56% Shares
Envestnet Portfolio Solutions, Inc. $32,001,752 1,153,632 0.94% Shares
WBH ADVISORY INC $29,472,200 1,062,444 0.87% Shares
NorthRock Partners, LLC $28,683,875 1,034,026 0.84% Shares
Sequoia Financial Advisors, LLC $25,789,352 929,681 0.76% Shares
Keystone Global Partners, LLC $19,052,064 686,808 0.56% Shares
Sanctuary Advisors, LLC $17,736,505 639,384 0.52% Shares
Waverly Advisors, LLC $13,127,915 473,249 0.39% Shares
World Investment Advisors $12,944,483 466,669 0.38% Shares
Invst, LLC $11,342,212 408,876 0.33% Shares
Integrated Wealth Concepts LLC $9,782,147 352,637 0.29% Shares
Regal Investment Advisors LLC $8,180,439 294,897 0.24% Shares
Beacon Bridge Wealth Partners, LLC $7,079,973 255,226 0.21% Shares
GeoWealth Management, LLC $6,434,449 231,957 0.19% Shares
Orion Porfolio Solutions, LLC $5,797,662 209,000 0.17% Shares
SILVERLAKE WEALTH MANAGEMENT LLC $5,122,950 184,677 0.15% Shares
OSAIC HOLDINGS, INC. $4,953,277 178,558 0.15% Shares
Payne Capital LLC $4,788,146 172,608 0.14% Shares
Legacy Wealth Managment, LLC/ID $4,490,884 161,892 0.13% Shares
Strategic Blueprint, LLC $3,307,898 119,247 0.10% Shares
RDA Financial Network $3,139,431 113,173 0.09% Shares
WEALTHGARDEN F.S. LLC $3,041,677 109,650 0.09% Shares
Transamerica Financial Advisors, LLC $2,969,511 107,047 0.09% Shares
B. Riley Wealth Advisors, Inc. $2,634,238 95,756 0.08% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,479,160 89,371 0.07% Shares
Advisory Services Network, LLC $2,166,550 78,102 0.06% Shares
GWN SECURITIES INC. $2,136,705 77,026 0.06% Shares
Stonebrook Private Inc. $2,064,217 74,413 0.06% Shares
Frisch Financial Group, Inc. $1,904,310 68,649 0.06% Shares
JANE STREET GROUP, LLC $1,902,881 68,597 0.06% Shares
Two West Capital Advisors LLC $1,851,401 67,781 0.05% Shares
Claro Advisors Inc. $1,657,337 59,745 0.05% Shares
LongView Wealth Management $1,607,522 57,950 0.05% Shares
Advyzon Investment Management, LLC $1,568,730 56,551 0.05% Shares
Vantus Wealth LLC $1,532,834 55,257 0.05% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $1,530,660 55,179 0.05% Shares
RESOLUTE WEALTH ADVISOR, INC. $1,407,142 57,883 0.04% Shares
OneAscent Family Office, LLC $1,379,262 49,721 0.04% Shares
Aptus Capital Advisors, LLC $1,306,166 47,086 0.04% Shares
CPWA, LLC $1,231,621 44,399 0.04% Shares
Vise Technologies, Inc. $1,142,058 41,170 0.03% Shares
MERCER GLOBAL ADVISORS INC /ADV $1,141,945 41,166 0.03% Shares
Milestone Asset Management Group, LLC $1,134,670 40,904 0.03% Shares
Freedom Investment Management, Inc. $1,108,815 39,972 0.03% Shares

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