Valuation & Ratios 07–12

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

Institutional owners (13F) 59 filers · $123.8M 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 59
Value held $123.8M
New positions 24
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
24 (0 vs prior Q) 5 (+3 vs prior Q) 28 (+15 vs prior Q) 4 (+2 vs prior Q) +1.2M

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
Calamos Wealth Management LLC $33,723,763 1,256,006 27.24% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $14,663,790 549,000 11.85% Shares
COMMONWEALTH EQUITY SERVICES, LLC $12,677,590 472,164 10.24% Shares
Strategic Blueprint, LLC $10,487,788 390,607 8.47% Shares
Cornerstone Wealth, LLC/TN $7,344,549 280,638 5.93% Shares
Intrepid Financial Planning Group LLC $4,697,810 174,965 3.80% Shares
Redhawk Wealth Advisors, Inc. $3,963,351 147,611 3.20% Shares
Anfield Capital Management, LLC $3,469,867 145,564 2.80% Shares
Brookwood Investment Group LLC $3,284,131 122,314 2.65% Shares
PFG Investments, LLC $3,210,236 119,562 2.59% Shares
Millington Financial Advisors, LLC $2,778,280 107,920 2.24% Shares
Onyx Bridge Wealth Group LLC $2,481,522 92,422 2.00% Shares
Chicago Partners Investment Group LLC $2,276,373 89,101 1.84% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,583,210 58,965 1.28% Shares
INSIGNEO ADVISORY SERVICES, LLC $1,205,975 44,915 0.97% Shares
Welch Financial Planning, LLC $1,203,900 44,838 0.97% Shares
LexAurum Advisors, LLC $1,118,517 41,658 0.90% Shares
Waverly Advisors, LLC $1,009,560 37,600 0.82% Shares
Steward Partners Investment Advisory, LLC $998,793 37,199 0.81% Shares
Snowden Capital Advisors LLC $997,612 38,252 0.81% Shares
WINNACLE WEALTH LLC $742,741 27,663 0.60% Shares
Beacon Financial Advisory LLC $720,160 26,822 0.58% Shares
Brookstone Capital Management $652,288 24,294 0.53% Shares
Haven Private, LLC $638,923 23,796 0.52% Shares
Claro Advisors Inc. $631,398 23,516 0.51% Shares
KINGSWOOD WEALTH ADVISORS, LLC $543,014 20,224 0.44% Shares
Garden State Investment Advisory Services LLC $473,903 17,650 0.38% Shares
Grantvest Financial Group LLC $466,358 17,369 0.38% Shares
Family Office Research LLC $455,851 16,978 0.37% Shares
Secure Asset Management, LLC $430,221 16,023 0.35% Shares
ROYAL BANK OF CANADA $403,000 15,000 0.33% Shares
Estate Planners Group, LLC $380,085 14,156 0.31% Shares
CAPTRUST FINANCIAL ADVISORS $318,038 11,845 0.26% Shares
SILVER OAK SECURITIES, INCORPORATED $310,708 11,572 0.25% Shares
RPS ADVISORY SOLUTIONS LLC $309,231 11,517 0.25% Shares
Innovative Asset Advisors Group, LLC $293,600 10,935 0.24% Shares
WealthTrust Asset Management, LLC $277,817 10,347 0.22% Shares
CHANNEL WEALTH LLC $274,031 10,206 0.22% Shares
ENVESTNET ASSET MANAGEMENT INC $266,728 9,934 0.22% Shares
OSAIC HOLDINGS, INC. $239,303 8,913 0.19% Shares
Palacios Wealth Management, LLC $239,180 8,908 0.19% Shares
Wealthcare Advisory Partners LLC $231,330 8,616 0.19% Shares
Able Wealth Management LLC $213,296 7,944 0.17% Shares
Summit Financial, LLC $209,555 7,805 0.17% Shares
MRA Advisory Group $201,429 7,502 0.16% Shares
IFP Advisors, Inc $199,979 7,448 0.16% Shares
Institute for Wealth Management, LLC. $183,605 6,838 0.15% Shares
Allworth Financial LP $149,636 5,573 0.12% Shares
TUCKER ASSET MANAGEMENT LLC $69,139 2,575 0.06% Shares
WOLFF WIESE MAGANA LLC $44,840 1,670 0.04% Shares

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