Valuation & Ratios 07–12

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

Institutional owners (13F) 77 filers · $174.2M 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 77
Value held $174.2M
New positions 5
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (-9 vs prior Q) 6 (-2 vs prior Q) 44 (0 vs prior Q) 10 (0 vs prior Q) +990K

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 $26,782,576 1,037,638 15.38% Shares
Legacy Financial Group LLC $16,649,104 645,037 9.56% Shares
MERCER GLOBAL ADVISORS INC /ADV $10,199,630 395,164 5.86% Shares
Trinity Legacy Partners, LLC $10,012,888 387,313 5.75% Shares
Equitable Holdings, Inc. $9,756,240 377,986 5.60% Shares
SFE Investment Counsel $7,086,902 274,568 4.07% Shares
OSAIC HOLDINGS, INC. $6,592,758 255,425 3.78% Shares
GPM Growth Investors, Inc. $6,502,642 251,932 3.73% Shares
Steward Partners Investment Advisory, LLC $5,813,662 225,239 3.34% Shares
MORGAN STANLEY $5,744,258 222,549 3.30% Shares
Cetera Investment Advisers $5,607,992 217,271 3.22% Shares
AMERIPRISE FINANCIAL INC $4,267,057 165,411 2.45% Shares
HOWARD WEALTH MANAGEMENT, LLC $4,155,277 160,988 2.39% Shares
RAYMOND JAMES FINANCIAL INC $4,049,235 156,880 2.32% Shares
JONES FINANCIAL COMPANIES LLLP $3,979,901 154,350 2.28% Shares
RPg Family Wealth Advisory, LLC $3,854,311 149,328 2.21% Shares
Advisory Alpha, LLC $3,824,095 148,157 2.20% Shares
WELLS FARGO & COMPANY/MN $3,594,911 139,278 2.06% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,286,730 127,338 1.89% Shares
Turning Point Benefit Group, Inc. $2,422,567 93,853 1.39% Shares
LBMC INVESTMENT ADVISORS, LLC $2,352,060 91,126 1.35% Shares
Milestones Private Investment Advisors LLC $2,351,778 91,115 1.35% Shares
HARBOUR INVESTMENTS, INC. $2,027,142 78,538 1.16% Shares
BANK OF AMERICA CORP /DE/ $1,819,005 70,474 1.04% Shares
Prospera Financial Services Inc $1,754,708 67,984 1.01% Shares
NewEdge Advisors, LLC $1,552,692 60,156 0.89% Shares
Altrius Capital Management Inc $1,552,098 60,133 0.89% Shares
ROYAL BANK OF CANADA $798,000 30,907 0.46% Shares
Brookstone Capital Management $785,973 30,451 0.45% Shares
Tudor Financial Inc. $689,739 26,723 0.40% Shares
Private Advisory Group LLC $687,788 26,647 0.39% Shares
Axim Planning & Wealth $685,052 26,541 0.39% Shares
INDEPENDENT FINANCIAL GROUP, LLC $679,013 26,307 0.39% Shares
UBS Group AG $661,923 25,645 0.38% Shares
Keel Point, LLC $654,371 25,352 0.38% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $649,555 25,166 0.37% Shares
Ark Wealth Advisors LLC $606,483 23,497 0.35% Shares
MGO ONE SEVEN LLC $601,598 23,308 0.35% Shares
ENVESTNET ASSET MANAGEMENT INC $581,944 22,546 0.33% Shares
Leo Wealth, LLC $541,695 21,043 0.31% Shares
VestGen Advisors, LLC $511,211 19,806 0.29% Shares
HUB Investment Partners, LLC $504,729 19,555 0.29% Shares
Simplicity Wealth,LLC $464,626 18,001 0.27% Shares
Segment Wealth Management, LLC $457,631 17,730 0.26% Shares
4Thought Financial Group Inc. $439,084 17,011 0.25% Shares
ORG Partners LLC $411,191 15,752 0.24% Shares
Alaska Wealth Advisors, LLC $389,025 15,072 0.22% Shares
AlphaStar Capital Management, LLC $387,244 15,003 0.22% Shares
Topsail Wealth Management, LLC $381,023 14,762 0.22% Shares
CITADEL ADVISORS LLC $375,371 14,543 0.22% Shares

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