Valuation & Ratios 07–12

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

Institutional owners (13F) 90 filers · $123.0M 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 90
Value held $123.0M
New positions 18
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
18 (+7 vs prior Q) 7 (0 vs prior Q) 39 (-3 vs prior Q) 16 (+3 vs prior Q) +415K

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
Hills Bank & Trust Co $7,561,378 360,323 6.15% Shares
HighTower Advisors, LLC $7,025,092 334,767 5.71% Shares
LPL Financial LLC $6,053,289 288,458 4.92% Shares
MORGAN STANLEY $5,811,355 276,929 4.72% Shares
BANK OF AMERICA CORP /DE/ $5,290,759 252,121 4.30% Shares
Atlantic Union Bankshares Corp $5,039,296 240,138 4.10% Shares
PRECEDENT WEALTH PARTNERS, LLC $4,533,390 216,030 3.69% Shares
Invesco Ltd. $4,299,113 204,866 3.49% Shares
RAYMOND JAMES FINANCIAL INC $4,176,650 199,030 3.40% Shares
Lido Advisors, LLC $4,106,765 195,700 3.34% Shares
UBS Group AG $4,047,838 192,892 3.29% Shares
CENTRAL VALLEY ADVISORS, LLC $3,803,851 181,265 3.09% Shares
Avior Wealth Management, LLC $3,205,103 152,733 2.61% Shares
ENVESTNET ASSET MANAGEMENT INC $3,099,144 147,684 2.52% Shares
MONECO ADVISORS, LLC $2,924,513 139,362 2.38% Shares
Legacy Private Trust Co. $2,552,594 121,639 2.07% Shares
Envision Financial Planning, LLC $2,472,056 117,801 2.01% Shares
CARY STREET PARTNERS FINANCIAL LLC $2,303,209 109,755 1.87% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,274,426 108,383 1.85% Shares
Clark Asset Management, LLC $2,231,473 106,337 1.81% Shares
Parkway Wealth Management Group, LLC $2,208,047 105,220 1.79% Shares
Kestra Advisory Services, LLC $2,017,678 96,149 1.64% Shares
WELLS FARGO & COMPANY/MN $1,991,938 94,922 1.62% Shares
OSAIC HOLDINGS, INC. $1,971,047 93,904 1.60% Shares
STIFEL FINANCIAL CORP $1,526,831 72,758 1.24% Shares
Key Financial Inc $1,509,745 71,944 1.23% Shares
Coastline Complete Wealth LLC $1,499,660 71,823 1.22% Shares
JANE STREET GROUP, LLC $1,377,644 65,649 1.12% Shares
HUNTINGTON NATIONAL BANK $1,309,569 62,405 1.06% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,269,048 60,488 1.03% Shares
MML INVESTORS SERVICES, LLC $1,203,118 57,332 0.98% Shares
Farmers National Bank $1,197,824 57,080 0.97% Shares
Integrated Wealth Concepts LLC $1,143,633 54,498 0.93% Shares
VestGen Advisors, LLC $1,061,804 50,598 0.86% Shares
Jacobi Capital Management LLC $982,725 46,830 0.80% Shares
Equitable Holdings, Inc. $978,247 46,617 0.80% Shares
Elequin Capital, LP $948,333 45,191 0.77% Shares
COMMONWEALTH EQUITY SERVICES, LLC $912,840 43,500 0.74% Shares
MISSION WEALTH MANAGEMENT, LP $768,388 36,616 0.62% Shares
Sterling Financial Group, Inc. $762,033 36,270 0.62% Shares
Marietta Wealth Management, LLC $713,742 34,012 0.58% Shares
Wedmont Private Capital $706,975 33,770 0.57% Shares
IFG Advisory, LLC $692,596 33,004 0.56% Shares
SAX WEALTH ADVISORS, LLC $667,501 31,968 0.54% Shares
CAPTRUST FINANCIAL ADVISORS $662,262 31,559 0.54% Shares
JONES FINANCIAL COMPANIES LLLP $636,298 30,336 0.52% Shares
Garrett Wealth Advisory Group, LLC $614,483 29,282 0.50% Shares
Sequoia Financial Advisors, LLC $608,041 28,975 0.49% Shares
Asset Dedication, LLC $605,805 28,868 0.49% Shares
BENJAMIN EDWARDS INC $582,936 27,781 0.47% Shares

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