Valuation & Ratios 07–12

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

Institutional owners (13F) 75 filers · $1.1B 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 75
Value held $1.1B
New positions 12
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
12 (-5 vs prior Q) 3 (-1 vs prior Q) 39 (+9 vs prior Q) 16 (0 vs prior Q) +4.5M

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
Dynasty Wealth Management, LLC $244,481,866 4,858,060 22.85% Shares
JPMORGAN CHASE & CO $175,543,507 3,474,045 16.41% Shares
SAGESPRING WEALTH PARTNERS, LLC $118,938,467 2,363,407 11.12% Shares
OpenArc Corporate Advisory, LLC $87,344,229 1,735,603 8.16% Shares
NewEdge Advisors, LLC $85,146,788 1,691,938 7.96% Shares
BANK OF AMERICA CORP /DE/ $42,515,365 844,816 3.97% Shares
Weil Company, Inc. $32,914,039 654,030 3.08% Shares
Pinnacle Financial Partners, Inc. $29,954,699 595,225 2.80% Shares
Arkadios Wealth Advisors $20,876,151 414,827 1.95% Shares
CFS Investment Advisory Services, LLC $16,287,769 325,235 1.52% Shares
Redhawk Wealth Advisors, Inc. $13,751,422 273,252 1.29% Shares
OSAIC HOLDINGS, INC. $13,464,226 267,544 1.26% Shares
Centerline Wealth Advisors, LLC $13,463,621 267,533 1.26% Shares
SYNOVUS FINANCIAL CORP $12,776,186 250,567 1.19% Shares
WETZEL INVESTMENT ADVISORS, INC. $12,746,467 253,283 1.19% Shares
Forthright Family Wealth Advisory LLC $12,455,144 247,494 1.16% Shares
RFG - Bristol Wealth Advisors, LLC $11,697,152 232,432 1.09% Shares
RAYMOND JAMES FINANCIAL INC $11,227,206 223,094 1.05% Shares
UNIQUE WEALTH, LLC $9,775,721 194,252 0.91% Shares
WEALTH ALLIANCE, LLC $9,213,235 183,075 0.86% Shares
Storen Legacy Partners, LLC $8,837,717 175,613 0.83% Shares
May Hill Capital, LLC $7,691,971 152,846 0.72% Shares
MML INVESTORS SERVICES, LLC $6,164,790 122,500 0.58% Shares
SWP FINANCIAL LLC $5,846,389 116,173 0.55% Shares
BETO FINANCIAL GROUP, LLC $5,386,520 108,250 0.50% Shares
Spectrum Planning & Advisory Services Inc. $5,103,264 101,406 0.48% Shares
Cyndeo Wealth Partners, LLC $5,097,851 101,299 0.48% Shares
Daviman Financial, LLC $4,933,410 98,031 0.46% Shares
JPL Wealth Management, LLC $4,036,859 80,216 0.38% Shares
Integrated Wealth Concepts LLC $3,006,718 59,746 0.28% Shares
McKinley Carter Wealth Services, Inc. $2,604,065 51,745 0.24% Shares
PFG Advisors $2,526,579 50,205 0.24% Shares
JONES FINANCIAL COMPANIES LLLP $2,300,298 45,564 0.21% Shares
Arax Advisory Partners $2,231,964 44,351 0.21% Shares
ENVESTNET ASSET MANAGEMENT INC $2,213,925 43,993 0.21% Shares
Taylor & Morgan Wealth Management, LLC $2,198,322 43,800 0.21% Shares
U.S. Capital Wealth Advisors, LLC $2,182,713 43,489 0.20% Shares
Breakwater Capital Group $2,178,972 43,298 0.20% Shares
Ethos Financial Group, LLC $2,141,628 43,235 0.20% Shares
MBE Wealth Management, LLC $1,936,539 38,481 0.18% Shares
LPL Financial LLC $1,783,072 35,431 0.17% Shares
Krasney Financial LLC $1,565,859 31,199 0.15% Shares
Summit Financial, LLC $1,548,356 30,767 0.14% Shares
Fairvoy Private Wealth, LLC $1,466,189 29,134 0.14% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,000,713 19,885 0.09% Shares
CITADEL ADVISORS LLC $904,391 17,971 0.08% Shares
JT Stratford LLC $842,492 16,741 0.08% Shares
Keystone Financial Group, Inc. $793,525 15,768 0.07% Shares
JANE STREET GROUP, LLC $701,631 13,942 0.07% Shares
EQ LLC $687,859 13,668 0.06% Shares

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