Valuation & Ratios 07–12

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

Institutional owners (13F) 126 filers · $342.3M total · As of Sept. 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 126
Value held $342.3M
New positions 17
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (0 vs prior Q) 4 (-2 vs prior Q) 63 (+2 vs prior Q) 24 (+3 vs prior Q) +1.1M

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
LPL Financial LLC $67,406,132 3,190,068 19.69% Shares
Legacy Financial Group LLC $19,373,499 916,872 5.66% Shares
WELLS FARGO & COMPANY/MN $18,051,084 854,287 5.27% Shares
Cetera Investment Advisers $15,493,287 733,237 4.53% Shares
RAYMOND JAMES FINANCIAL INC $11,218,966 530,950 3.28% Shares
UBS Group AG $10,423,683 493,312 3.04% Shares
Equitable Holdings, Inc. $10,082,614 477,171 2.95% Shares
MORGAN STANLEY $10,071,755 476,655 2.94% Shares
OSAIC HOLDINGS, INC. $9,068,225 429,143 2.65% Shares
MERCER GLOBAL ADVISORS INC /ADV $8,981,563 425,062 2.62% Shares
Leo Wealth, LLC $8,806,113 418,693 2.57% Shares
Modern Wealth Management, LLC $8,742,289 413,738 2.55% Shares
Avior Wealth Management, LLC $8,443,720 399,608 2.47% Shares
SFE Investment Counsel $7,990,394 378,154 2.33% Shares
Kaye Capital Management $7,651,649 355,560 2.24% Shares
Stablepoint Partners, LLC $7,199,462 340,722 2.10% Shares
BANTA ASSET MANAGEMENT LP $6,822,243 322,870 1.99% Shares
IHT Wealth Management, LLC $5,783,721 273,721 1.69% Shares
CAPTRUST FINANCIAL ADVISORS $5,522,875 261,376 1.61% Shares
Advisory Alpha, LLC $4,851,531 229,603 1.42% Shares
JONES FINANCIAL COMPANIES LLLP $4,670,892 221,527 1.36% Shares
HOWARD WEALTH MANAGEMENT, LLC $4,393,878 207,945 1.28% Shares
ROYAL BANK OF CANADA $3,735,000 176,754 1.09% Shares
Oder Investment Management, LLC $3,639,304 172,234 1.06% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,392,730 160,565 0.99% Shares
Pacific Wealth Strategies Group, Inc. $3,301,541 156,249 0.96% Shares
F/m Investments LLC $3,095,017 146,475 0.90% Shares
Prospera Financial Services Inc $2,960,875 140,130 0.86% Shares
AMERIPRISE FINANCIAL INC $2,706,539 128,185 0.79% Shares
BANK OF AMERICA CORP /DE/ $2,538,413 120,133 0.74% Shares
LBMC INVESTMENT ADVISORS, LLC $2,442,264 115,583 0.71% Shares
Turning Point Benefit Group, Inc. $2,369,249 112,136 0.69% Shares
Tower Research Capital LLC (TRC) $2,096,455 99,217 0.61% Shares
S.E.E.D. Planning Group LLC $1,979,902 93,701 0.58% Shares
MONECO ADVISORS, LLC $1,969,591 93,213 0.58% Shares
INSIGNEO ADVISORY SERVICES, LLC $1,937,727 91,705 0.57% Shares
SUMMIT INVESTMENT ADVISORS, INC. $1,866,555 87,324 0.55% Shares
PRIVATE CLIENT SERVICES, LLC $1,621,811 78,519 0.47% Shares
NewEdge Advisors, LLC $1,588,485 75,177 0.46% Shares
HARBOUR INVESTMENTS, INC. $1,519,151 71,895 0.44% Shares
ASHTON THOMAS SECURITIES, LLC $1,472,856 69,705 0.43% Shares
ENVESTNET ASSET MANAGEMENT INC $1,440,322 68,165 0.42% Shares
SEAVIEW INVESTMENT MANAGERS LLC $1,429,001 67,629 0.42% Shares
HUB Investment Partners, LLC $1,316,646 62,312 0.38% Shares
Sound Stewardship, LLC $1,291,355 61,115 0.38% Shares
OLD MISSION CAPITAL LLC $1,143,957 54,139 0.33% Shares
Compound Planning, Inc. $1,111,935 52,624 0.32% Shares
Altrius Capital Management Inc $1,065,670 50,434 0.31% Shares
Astoria Portfolio Advisors LLC. $943,753 44,664 0.28% Shares
Verity Asset Management, Inc. $927,958 43,917 0.27% Shares

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