Valuation & Ratios 07–12

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

Institutional owners (13F) 430 filers · $6.3B 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 430
Value held $6.3B
New positions 137
Exited positions 12
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
137 12 246 34 ·

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
ENVESTNET ASSET MANAGEMENT INC $2,055,555,477 40,809,147 32.50% Shares
LPL Financial LLC $751,670,297 14,922,976 11.89% Shares
BlackRock, Inc. $426,281,713 8,463,008 6.74% Shares
JPMORGAN CHASE & CO $291,392,496 5,837,189 4.61% Shares
MORGAN STANLEY $231,149,378 4,589,028 3.66% Shares
MML INVESTORS SERVICES, LLC $173,780,756 3,450,085 2.75% Shares
Envestnet Portfolio Solutions, Inc. $172,582,360 3,426,293 2.73% Shares
CWM, LLC $138,875,836 3,382,266 2.20% Shares
Cetera Investment Advisers $133,204,698 2,644,524 2.11% Shares
BANK OF AMERICA CORP /DE/ $124,517,612 2,472,059 1.97% Shares
Bank of New York Mellon Corp $101,515,722 2,015,401 1.61% Shares
OneDigital Investment Advisors LLC $74,753,363 1,484,085 1.18% Shares
JB Capital LLC $69,478,216 1,379,357 1.10% Shares
Sanctuary Advisors, LLC $59,284,681 1,176,984 0.94% Shares
NewEdge Advisors, LLC $55,825,961 1,108,317 0.88% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $47,226,032 936,830 0.75% Shares
STIFEL FINANCIAL CORP $43,734,625 868,266 0.69% Shares
OSAIC HOLDINGS, INC. $41,780,305 829,373 0.66% Shares
COMMONWEALTH EQUITY SERVICES, LLC $40,087,752 795,866 0.63% Shares
RAYMOND JAMES FINANCIAL INC $29,312,780 581,949 0.46% Shares
Atria Investments, Inc $28,765,397 571,082 0.45% Shares
Cerity Partners LLC $26,431,830 524,753 0.42% Shares
AE Wealth Management LLC $24,899,297 494,328 0.39% Shares
Icon Wealth Advisors, LLC $24,132,756 479,110 0.38% Shares
Ascent Group, LLC $23,821,679 472,934 0.38% Shares
Goldstein Advisors, LLC $23,811,914 472,740 0.38% Shares
TRUIST FINANCIAL CORP $22,664,109 449,953 0.36% Shares
ROYAL BANK OF CANADA $20,590,000 408,780 0.33% Shares
CreativeOne Wealth, LLC $20,507,084 407,129 0.32% Shares
Sharkey, Howes & Javer $20,166,838 400,374 0.32% Shares
MGO ONE SEVEN LLC $15,510,346 307,928 0.25% Shares
Stone House Investment Management, LLC $15,247,452 302,709 0.24% Shares
Ameritas Advisory Services, LLC $14,949,991 296,803 0.24% Shares
BEACON FINANCIAL GROUP $14,938,290 296,571 0.24% Shares
Arax Advisory Partners $14,681,353 291,470 0.23% Shares
Orion Porfolio Solutions, LLC $14,505,354 287,976 0.23% Shares
Horst & Graben Wealth Management LLC $13,812,398 275,429 0.22% Shares
&PARTNERS $13,561,164 266,318 0.21% Shares
SteelPeak Wealth, LLC $13,243,963 262,934 0.21% Shares
Marks Group Wealth Management, Inc $13,204,672 262,154 0.21% Shares
Vestmark Advisory Solutions, Inc. $12,910,708 256,317 0.20% Shares
Shepherd Financial Partners LLC $12,532,564 248,810 0.20% Shares
INTEGRITY ALLIANCE, LLC. $11,494,233 228,196 0.18% Shares
Vise Technologies, Inc. $11,491,443 228,141 0.18% Shares
One Wealth Advisors, LLC $11,369,825 225,726 0.18% Shares
PAX Financial Group, LLC $10,556,192 209,573 0.17% Shares
Equitable Holdings, Inc. $10,525,012 208,954 0.17% Shares
Farther Finance Advisors, LLC $10,280,551 204,125 0.16% Shares
Keystone Financial Services $10,178,337 202,072 0.16% Shares
WEALTH ALLIANCE, LLC $9,923,678 197,016 0.16% Shares

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