Valuation & Ratios 07–12

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

Institutional owners (13F) 73 filers · $130.5M 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 73
Value held $130.5M
New positions 13
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 (+6 vs prior Q) 6 (-2 vs prior Q) 36 (+2 vs prior Q) 10 (-1 vs prior Q) +954K

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
MORGAN STANLEY $12,994,539 516,887 9.96% Shares
LPL Financial LLC $11,538,522 458,971 8.84% Shares
Stratos Wealth Advisors, LLC $7,078,143 281,549 5.42% Shares
Lido Advisors, LLC $7,022,322 279,328 5.38% Shares
Atlantic Union Bankshares Corp $6,891,301 274,117 5.28% Shares
WELLS FARGO & COMPANY/MN $5,870,049 233,494 4.50% Shares
BANK OF AMERICA CORP /DE/ $5,742,177 228,408 4.40% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $4,500,540 190,633 3.45% Shares
PRECEDENT WEALTH PARTNERS, LLC $4,353,268 173,161 3.34% Shares
Invesco Ltd. $4,345,880 172,867 3.33% Shares
RAYMOND JAMES FINANCIAL INC $3,956,275 157,369 3.03% Shares
UBS Group AG $3,855,219 153,350 2.95% Shares
Hills Bank & Trust Co $3,610,205 143,604 2.77% Shares
ENVESTNET ASSET MANAGEMENT INC $3,159,611 125,681 2.42% Shares
MONECO ADVISORS, LLC $3,020,656 120,153 2.31% Shares
Envision Financial Planning, LLC $3,018,120 120,053 2.31% Shares
Legacy Private Trust Co. $2,907,641 115,658 2.23% Shares
Kestra Advisory Services, LLC $2,743,423 109,126 2.10% Shares
AMERIPRISE FINANCIAL INC $2,709,098 107,760 2.08% Shares
HighTower Advisors, LLC $2,434,770 96,848 1.87% Shares
Clark Asset Management, LLC $2,231,917 88,780 1.71% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,017,667 80,257 1.55% Shares
OSAIC HOLDINGS, INC. $1,593,526 63,386 1.22% Shares
Key Financial Inc $1,374,781 54,685 1.05% Shares
JONES FINANCIAL COMPANIES LLLP $1,268,733 50,527 0.97% Shares
STIFEL FINANCIAL CORP $1,228,416 48,863 0.94% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,223,033 48,765 0.94% Shares
MML INVESTORS SERVICES, LLC $1,221,554 48,590 0.94% Shares
Equitable Holdings, Inc. $1,053,475 41,904 0.81% Shares
Jacobi Capital Management LLC $985,129 39,186 0.75% Shares
Sterling Financial Group, Inc. $845,728 33,863 0.65% Shares
Integrated Wealth Concepts LLC $757,904 30,147 0.58% Shares
VestGen Advisors, LLC $720,692 28,667 0.55% Shares
Marietta Wealth Management, LLC $719,004 28,600 0.55% Shares
Wedmont Private Capital $701,059 27,948 0.54% Shares
SAX WEALTH ADVISORS, LLC $644,658 25,938 0.49% Shares
Sequoia Financial Advisors, LLC $627,118 24,945 0.48% Shares
HUNTINGTON NATIONAL BANK $626,891 24,936 0.48% Shares
COMMONWEALTH EQUITY SERVICES, LLC $626,110 24,905 0.48% Shares
IFG Advisory, LLC $625,094 24,865 0.48% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $620,707 24,690 0.48% Shares
Asset Dedication, LLC $521,408 20,740 0.40% Shares
J.W. COLE ADVISORS, INC. $508,787 20,238 0.39% Shares
JANE STREET GROUP, LLC $485,202 19,300 0.37% Shares
CAPTRUST FINANCIAL ADVISORS $435,173 17,310 0.33% Shares
ROYAL BANK OF CANADA $425,000 16,894 0.33% Shares
Cetera Investment Advisers $413,296 16,440 0.32% Shares
Invariant Investment Management $410,518 16,316 0.31% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $320,044 12,730 0.25% Shares
Bill Few Associates, Inc. $305,627 12,157 0.23% Shares

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