Valuation & Ratios 07–12

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

Institutional owners (13F) 71 filers · $169.4M 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 $169.4M
New positions 15
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (-4 vs prior Q) 6 (+3 vs prior Q) 42 (+7 vs prior Q) 5 (-1 vs prior Q) +2.0M

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
RAYMOND JAMES FINANCIAL INC $42,762,977 2,089,056 25.24% Shares
Invesco Ltd. $19,271,259 941,439 11.37% Shares
COOKSON PEIRCE & CO INC $11,108,844 542,689 6.56% Shares
LPL Financial LLC $10,365,660 506,383 6.12% Shares
Carolina Wealth Advisors, LLC $5,994,578 292,847 3.54% Shares
GILL CAPITAL PARTNERS, LLC $5,011,819 244,837 2.96% Shares
JONES FINANCIAL COMPANIES LLLP $4,546,140 221,385 2.68% Shares
Clark Asset Management, LLC $4,338,366 211,938 2.56% Shares
STEPHENS INC /AR/ $3,885,928 189,835 2.29% Shares
OSAIC HOLDINGS, INC. $3,635,423 177,600 2.15% Shares
Carroll Advisory Group, LLC $3,290,674 160,756 1.94% Shares
Equitable Holdings, Inc. $3,287,688 160,610 1.94% Shares
MORGAN STANLEY $3,178,459 155,274 1.88% Shares
ENVESTNET ASSET MANAGEMENT INC $2,979,723 145,565 1.76% Shares
Savvy Advisors, Inc. $2,802,786 136,922 1.65% Shares
BCS Wealth Management $2,761,851 134,922 1.63% Shares
ROYAL BANK OF CANADA $2,733,000 133,501 1.61% Shares
CITADEL ADVISORS LLC $2,721,609 132,956 1.61% Shares
LeClair Wealth Partners LLC $2,458,070 120,082 1.45% Shares
Cetera Investment Advisers $2,339,587 114,293 1.38% Shares
Infinity Wealth Counsel, LLC $1,916,197 93,610 1.13% Shares
Ellevest, Inc. $1,909,994 93,307 1.13% Shares
BANK OF AMERICA CORP /DE/ $1,776,182 86,770 1.05% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,596,373 77,986 0.94% Shares
Golden Reserve Retirement LLC $1,450,576 70,864 0.86% Shares
BUTENSKY & COHEN FINANCIAL SECURITY, INC $1,400,131 68,233 0.83% Shares
MML INVESTORS SERVICES, LLC $1,344,097 65,662 0.79% Shares
JANE STREET GROUP, LLC $1,194,895 58,373 0.71% Shares
NOVARE CAPITAL MANAGEMENT LLC $1,142,656 55,821 0.67% Shares
Atria Investments, Inc $1,085,215 53,015 0.64% Shares
Lido Advisors, LLC $995,272 48,621 0.59% Shares
HighTower Advisors, LLC $994,002 48,559 0.59% Shares
HUB Investment Partners, LLC $930,767 45,470 0.55% Shares
Farther Finance Advisors, LLC $866,700 42,340 0.51% Shares
River Wealth Advisors LLC $859,945 42,010 0.51% Shares
CFG Wealth Management Services, Inc. $768,269 37,440 0.45% Shares
Asset Dedication, LLC $751,670 36,721 0.44% Shares
J.W. COLE ADVISORS, INC. $685,559 33,491 0.40% Shares
Opulen Financial Group LLC $651,147 31,810 0.38% Shares
Concurrent Investment Advisors, LLC $649,704 31,739 0.38% Shares
DAVIS R M INC $619,443 30,261 0.37% Shares
Independence Bank of Kentucky $594,101 29,023 0.35% Shares
NorthAvenue LLC $591,369 28,890 0.35% Shares
Rockefeller Capital Management L.P. $511,750 25,000 0.30% Shares
Hobbs Group Advisors, LLC $403,685 19,721 0.24% Shares
COMMONWEALTH EQUITY SERVICES, LLC $374,250 18,283 0.22% Shares
STIFEL FINANCIAL CORP $370,165 18,084 0.22% Shares
Addison Advisors LLC $333,989 16,316 0.20% Shares
YANKCOM Partnership $329,077 16,076 0.19% Shares
Redmond Asset Management, LLC $309,179 15,104 0.18% Shares

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