Valuation & Ratios 07–12

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

Institutional owners (13F) 56 filers · $77.1M 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 56
Value held $77.1M
New positions 11
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
11 (+6 vs prior Q) 2 (-3 vs prior Q) 31 (+7 vs prior Q) 6 (-4 vs prior Q) +604K

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
RAYMOND JAMES FINANCIAL INC $6,912,647 280,417 8.96% Shares
LPL Financial LLC $6,881,257 279,144 8.92% Shares
BCS Wealth Management $5,792,635 234,983 7.51% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $5,637,956 248,144 7.31% Shares
Atlantic Union Bankshares Corp $4,750,872 192,723 6.16% Shares
Lido Advisors, LLC $3,456,823 140,228 4.48% Shares
Hills Bank & Trust Co $3,304,778 134,061 4.29% Shares
NESTEGG ADVISORS, INC. $3,057,855 124,044 3.97% Shares
BANK OF AMERICA CORP /DE/ $3,022,287 122,603 3.92% Shares
Envision Financial Planning, LLC $3,020,327 122,522 3.92% Shares
HighTower Advisors, LLC $2,991,418 121,349 3.88% Shares
D.A. DAVIDSON & CO. $2,522,444 102,325 3.27% Shares
Invesco Ltd. $2,371,898 96,218 3.08% Shares
Kestra Advisory Services, LLC $2,014,505 81,720 2.61% Shares
MORGAN STANLEY $1,376,036 55,820 1.78% Shares
MONECO ADVISORS, LLC $1,270,109 51,523 1.65% Shares
STIFEL FINANCIAL CORP $1,254,404 50,886 1.63% Shares
OSAIC HOLDINGS, INC. $1,206,220 48,934 1.56% Shares
Clark Asset Management, LLC $1,146,747 46,519 1.49% Shares
Elequin Capital, LP $1,036,415 42,043 1.34% Shares
ENVESTNET ASSET MANAGEMENT INC $970,815 39,382 1.26% Shares
Key Financial Inc $878,079 35,620 1.14% Shares
Jacobi Capital Management LLC $861,563 34,950 1.12% Shares
PRECEDENT WEALTH PARTNERS, LLC $842,434 34,174 1.09% Shares
Sterling Financial Group, Inc. $755,738 31,062 0.98% Shares
UBS Group AG $731,099 29,658 0.95% Shares
Equitable Holdings, Inc. $664,130 26,941 0.86% Shares
Wedmont Private Capital $598,540 24,360 0.78% Shares
Sequoia Financial Advisors, LLC $596,858 24,212 0.77% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $555,813 22,547 0.72% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $430,281 17,512 0.56% Shares
DWM Financial Group, Inc. $425,107 17,294 0.55% Shares
Tassel Capital Management, Inc. $411,601 16,697 0.53% Shares
SAX WEALTH ADVISORS, LLC $403,480 16,633 0.52% Shares
YARGER WEALTH STRATEGIES, LLC $393,334 16,008 0.51% Shares
MML INVESTORS SERVICES, LLC $374,263 15,182 0.49% Shares
ROYAL BANK OF CANADA $364,000 14,783 0.47% Shares
J.W. COLE ADVISORS, INC. $351,605 14,263 0.46% Shares
COMMONWEALTH EQUITY SERVICES, LLC $346,620 14,061 0.45% Shares
Addison Advisors LLC $344,009 13,955 0.45% Shares
NewEdge Advisors, LLC $322,932 13,100 0.42% Shares
JANE STREET GROUP, LLC $317,459 12,878 0.41% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $317,016 12,860 0.41% Shares
IFG Advisory, LLC $311,805 12,649 0.40% Shares
Bill Few Associates, Inc. $232,215 9,420 0.30% Shares
COOKSON PEIRCE & CO INC $226,028 9,169 0.29% Shares
CAPTRUST FINANCIAL ADVISORS $218,480 8,863 0.28% Shares
Asset Dedication, LLC $214,171 8,688 0.28% Shares
JONES FINANCIAL COMPANIES LLLP $157,574 6,400 0.20% Shares
ORG Partners LLC $142,570 5,800 0.18% Shares

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