Valuation & Ratios 07–12

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

Institutional owners (13F) 71 filers · $1.8B 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 71
Value held $1.8B
New positions 27
Exited positions 10
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
27 10 10 13 ·

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 $1,705,840,037 67,665,214 97.33% Shares
SageView Advisory Group, LLC $6,216,257 246,579 0.35% Shares
GOLDMAN SACHS GROUP INC $5,068,697 201,059 0.29% Shares
Fulton Bank, N.A. $3,184,678 126,326 0.18% Shares
Trivium Point Advisory, LLC $2,044,178 81,086 0.12% Shares
Johnson Financial Group, LLC $1,978,708 78,489 0.11% Shares
MML INVESTORS SERVICES, LLC $1,914,335 75,936 0.11% Shares
JANE STREET GROUP, LLC $1,766,011 70,052 0.10% Shares
Financial Partners Group, Inc $1,579,353 62,648 0.09% Shares
ENVESTNET ASSET MANAGEMENT INC $1,575,548 62,497 0.09% Shares
M&T Bank Corp $1,419,701 56,315 0.08% Shares
First Financial Bankshares Inc $1,337,441 53,052 0.08% Shares
Belpointe Asset Management LLC $1,316,214 52,210 0.08% Shares
BROWN ADVISORY INC $1,307,788 51,876 0.07% Shares
STIFEL FINANCIAL CORP $1,115,593 44,252 0.06% Shares
ROYAL BANK OF CANADA $885,000 35,096 0.05% Shares
Focus Partners Wealth $846,199 33,566 0.05% Shares
BANK OF AMERICA CORP /DE/ $820,006 32,527 0.05% Shares
Global Retirement Partners, LLC $679,892 26,969 0.04% Shares
HUB Investment Partners, LLC $679,892 26,969 0.04% Shares
Fiduciary Trust Co $641,796 25,458 0.04% Shares
POSTROCK PARTNERS LLC $638,872 25,342 0.04% Shares
COLLECTIVE FAMILY OFFICE LLC $560,242 22,223 0.03% Shares
Equitable Holdings, Inc. $500,419 19,850 0.03% Shares
Sigma Planning Corp $498,309 19,766 0.03% Shares
LPL Financial LLC $498,276 19,765 0.03% Shares
PNC Financial Services Group, Inc. $476,948 18,919 0.03% Shares
Clearstead Advisors, LLC $424,562 16,841 0.02% Shares
Fortis Capital Advisors, LLC $415,410 16,478 0.02% Shares
TOWER BRIDGE ADVISORS $394,486 15,648 0.02% Shares
Bienville Capital Management, LLC $389,671 15,457 0.02% Shares
Patriot Financial Group Insurance Agency, LLC $372,024 14,757 0.02% Shares
FIRST MANHATTAN CO. LLC. $360,453 14,298 0.02% Shares
INTEGRITY ALLIANCE, LLC. $351,745 13,952 0.02% Shares
WHITTIER TRUST CO OF NEVADA INC $346,355 13,810 0.02% Shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $311,193 12,344 0.02% Shares
Bison Wealth, LLC $307,038 12,218 0.02% Shares
Essex Financial Services, Inc. $287,218 11,393 0.02% Shares
Integrated Wealth Concepts LLC $250,739 9,946 0.01% Shares
NewEdge Advisors, LLC $242,663 9,626 0.01% Shares
MORGAN STANLEY $239,445 9,498 0.01% Shares
Parkside Financial Bank & Trust $226,588 8,988 0.01% Shares
US BANCORP \DE\ $206,848 8,205 0.01% Shares
Corient Private Wealth LP $204,328 8,105 0.01% Shares
Lido Advisors, LLC $204,226 8,101 0.01% Shares
WELLS FARGO & COMPANY/MN $203,344 8,066 0.01% Shares
UBS Group AG $174,705 6,930 0.01% Shares
WOLFF WIESE MAGANA LLC $172,245 6,832 0.01% Shares
Arlington Trust Co LLC $163,487 6,485 0.01% Shares
SouthState Bank Corp $162,089 6,430 0.01% Shares

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