Valuation & Ratios 07–12

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

Institutional owners (13F) 65 filers · $1.7B 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 65
Value held $1.7B
New positions 16
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
16 6 14 10 ·

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. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
Bank of New York Mellon Corp $1,601,352,423 60,561,171 96.18% Shares
SECURITY NATIONAL BANK OF SO DAK $12,460,640 471,246 0.75% Shares
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ $11,885,554 449,497 0.71% Shares
SageView Advisory Group, LLC $6,902,870 261,058 0.41% Shares
BROWN ADVISORY INC $2,430,883 91,933 0.15% Shares
M&T Bank Corp $2,297,651 86,894 0.14% Shares
JANE STREET GROUP, LLC $2,216,439 83,823 0.13% Shares
MORGAN STANLEY $1,514,433 57,274 0.09% Shares
RAYMOND JAMES FINANCIAL INC $1,500,657 56,753 0.09% Shares
Fiduciary Trust Co $1,384,497 52,360 0.08% Shares
FIFTH THIRD BANCORP $1,328,970 50,260 0.08% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $1,308,980 49,504 0.08% Shares
Parkside Financial Bank & Trust $1,233,952 46,667 0.07% Shares
COLLECTIVE FAMILY OFFICE LLC $1,023,011 38,689 0.06% Shares
GOLDMAN SACHS GROUP INC $1,000,006 37,819 0.06% Shares
Clearstead Advisors, LLC $952,041 36,005 0.06% Shares
FRANKLIN RESOURCES INC $917,745 34,708 0.06% Shares
LPL Financial LLC $835,749 31,607 0.05% Shares
CAPTRUST FINANCIAL ADVISORS $765,591 28,954 0.05% Shares
INTEGRITY ALLIANCE, LLC. $754,811 28,546 0.05% Shares
Trivium Point Advisory, LLC $667,423 25,241 0.04% Shares
FLPUTNAM INVESTMENT MANAGEMENT CO $645,791 24,423 0.04% Shares
PNC Financial Services Group, Inc. $515,645 19,501 0.03% Shares
ROYAL BANK OF CANADA $468,000 17,721 0.03% Shares
CITADEL ADVISORS LLC $466,276 17,634 0.03% Shares
ZWJ INVESTMENT COUNSEL INC $421,219 15,930 0.03% Shares
Corient Private Wealth LP $379,679 14,359 0.02% Shares
Essex Financial Services, Inc. $374,517 14,164 0.02% Shares
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $368,071 13,920 0.02% Shares
CERTUITY, LLC $348,108 13,165 0.02% Shares
KEYBANK NATIONAL ASSOCIATION/OH $348,056 13,163 0.02% Shares
NTV Asset Management LLC $338,853 12,815 0.02% Shares
Creative Planning $333,723 12,621 0.02% Shares
Pathstone Holdings, LLC $316,324 11,963 0.02% Shares
Newman Dignan & Sheerar, Inc. $313,545 11,858 0.02% Shares
Washington Trust Advisors, Inc. $307,440 11,627 0.02% Shares
Clean Yield Group $278,408 10,529 0.02% Shares
Bison Wealth, LLC $278,361 10,572 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $277,719 10,503 0.02% Shares
MONECO ADVISORS, LLC $276,741 10,466 0.02% Shares
Belpointe Asset Management LLC $272,616 10,310 0.02% Shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $270,290 10,222 0.02% Shares
HighTower Advisors, LLC $247,100 9,345 0.01% Shares
Radnor Capital Management, LLC $246,179 9,310 0.01% Shares
Waldron Private Wealth LLC $231,869 8,769 0.01% Shares
PRINCIPAL SECURITIES, INC. $229,674 8,686 0.01% Shares
Signature Resources Capital Management, LLC $221,001 8,358 0.01% Shares
Cetera Investment Advisers $217,273 8,217 0.01% Shares
ROTHSCHILD INVESTMENT LLC $205,295 7,764 0.01% Shares
Balentine LLC $171,946 6,503 0.01% Shares

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