Valuation & Ratios 07–12

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

Institutional owners (13F) 53 filers · $53.0M 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 53
Value held $53.0M
New positions 5
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (-7 vs prior Q) 4 (+3 vs prior Q) 24 (+3 vs prior Q) 5 (+1 vs prior Q) +15K

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
Equitable Holdings, Inc. $8,067,836 307,346 15.23% Shares
LPL Financial LLC $7,572,204 288,465 14.30% Shares
Leo Wealth, LLC $7,342,723 282,511 13.86% Shares
MORGAN STANLEY $4,039,521 153,886 7.63% Shares
SFE Investment Counsel $3,014,078 114,822 5.69% Shares
Concurrent Investment Advisors, LLC $2,645,869 100,795 5.00% Shares
RAYMOND JAMES FINANCIAL INC $2,627,681 100,102 4.96% Shares
MERCER GLOBAL ADVISORS INC /ADV $1,684,186 64,159 3.18% Shares
ROYAL BANK OF CANADA $1,323,000 50,410 2.50% Shares
LBMC INVESTMENT ADVISORS, LLC $1,306,233 49,761 2.47% Shares
MONECO ADVISORS, LLC $1,292,078 49,222 2.44% Shares
Ark Wealth Advisors LLC $1,274,910 48,568 2.41% Shares
OSAIC HOLDINGS, INC. $1,272,353 48,469 2.40% Shares
BANK OF AMERICA CORP /DE/ $1,028,291 39,173 1.94% Shares
JONES FINANCIAL COMPANIES LLLP $897,585 34,335 1.69% Shares
Jessup Wealth Management, Inc $822,717 31,342 1.55% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $580,309 22,107 1.10% Shares
Cetera Investment Advisers $502,108 19,128 0.95% Shares
TRUIST FINANCIAL CORP $462,053 17,602 0.87% Shares
VestGen Advisors, LLC $460,064 17,526 0.87% Shares
Modern Wealth Management, LLC $442,768 16,867 0.84% Shares
4Thought Financial Group Inc. $436,952 16,646 0.82% Shares
ORG Partners LLC $411,354 15,407 0.78% Shares
HARBOUR INVESTMENTS, INC. $384,825 14,660 0.73% Shares
Farther Finance Advisors, LLC $311,063 11,850 0.59% Shares
COMMONWEALTH EQUITY SERVICES, LLC $277,010 10,553 0.52% Shares
UBS Group AG $262,920 10,016 0.50% Shares
Alaska Wealth Advisors, LLC $250,502 9,543 0.47% Shares
Wealth Quarterback LLC $248,547 9,468 0.47% Shares
IMA Advisory Services, Inc. $247,800 9,440 0.47% Shares
HUB Investment Partners, LLC $244,508 9,315 0.46% Shares
Tassel Capital Management, Inc. $222,981 8,495 0.42% Shares
HOWARD WEALTH MANAGEMENT, LLC $211,706 8,065 0.40% Shares
Legacy Financial Group LLC $210,600 8,023 0.40% Shares
Alaska Permanent Capital Management, LLC $196,230 7,504 0.37% Shares
Key Financial Inc $168,000 6,400 0.32% Shares
Geneos Wealth Management Inc. $80,588 3,070 0.15% Shares
Larson Financial Group LLC $57,356 2,185 0.11% Shares
Topsail Wealth Management, LLC $26,906 1,025 0.05% Shares
Asset Dedication, LLC $20,082 765 0.04% Shares
CWM, LLC $13,231 509 0.02% Shares
Keating Financial Advisory Services, Inc. $9,581 365 0.02% Shares
IFP Advisors, Inc $4,725 180 0.01% Shares
Steward Partners Investment Advisory, LLC $4,121 157 0.01% Shares
Community Financial Services Group, LLC $3,282 125 0.01% Shares
NewEdge Advisors, LLC $1,785 68 0.00% Shares
Aptus Capital Advisors, LLC $1,391 53 0.00% Shares
RHL GROUP, LLC $962 37 0.00% Shares
Cambridge Investment Research Advisors, Inc. $750 28,584 0.00% Shares
FINANCIAL ADVISORY CORP /UT/ /ADV $400 14,989 0.00% Shares

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