Valuation & Ratios 07–12

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

Institutional owners (13F) 105 filers · $158.2M 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 105
Value held $158.2M
New positions 23
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
23 (0 vs prior Q) 11 (+3 vs prior Q) 47 (+9 vs prior Q) 17 (+2 vs prior Q) +960K

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
LPL Financial LLC $17,456,704 345,438 11.04% Shares
CITIZENS FINANCIAL GROUP INC/RI $14,472,306 286,382 9.15% Shares
Global Retirement Partners, LLC $13,957,960 276,204 8.83% Shares
Elmwood Wealth Management, Inc. $11,603,323 229,610 7.34% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7,545,223 149,618 4.77% Shares
FIRST AMERICAN TRUST, FSB $5,247,812 103,845 3.32% Shares
DeLarme Wealth Management, Inc. $4,871,776 96,404 3.08% Shares
NDWM LLC $4,486,114 88,772 2.84% Shares
SWEENEY & MICHEL, LLC $4,246,067 84,322 2.68% Shares
Composition Wealth, LLC $3,356,484 66,419 2.12% Shares
Elequin Capital, LP $3,276,740 64,841 2.07% Shares
Integrated Wealth Concepts LLC $2,949,180 58,359 1.86% Shares
BAILARD, INC. $2,919,155 57,765 1.85% Shares
HUB Investment Partners, LLC $2,472,273 48,922 1.56% Shares
Precision Wealth Strategies, LLC $2,463,966 48,758 1.56% Shares
FINANCIAL MANAGEMENT NETWORK INC $2,168,777 43,010 1.37% Shares
Pasadena Private Wealth, LLC $2,156,379 42,671 1.36% Shares
Atlas Private Wealth Advisors $1,672,127 33,089 1.06% Shares
HighTower Advisors, LLC $1,623,554 32,127 1.03% Shares
TriaGen Wealth Management LLC $1,567,608 31,020 0.99% Shares
Valmark Advisers, Inc. $1,540,155 30,477 0.97% Shares
M. Kulyk & Associates, LLC $1,523,024 30,138 0.96% Shares
WRAPMANAGER INC $1,492,854 29,541 0.94% Shares
Stratos Wealth Partners, LTD. $1,447,525 28,644 0.92% Shares
McIlrath & Eck, LLC $1,389,700 27,557 0.88% Shares
OSAIC HOLDINGS, INC. $1,388,642 27,478 0.88% Shares
CARY STREET PARTNERS FINANCIAL LLC $1,325,988 26,239 0.84% Shares
Cerity Partners LLC $1,323,620 26,194 0.84% Shares
KANAWHA CAPITAL MANAGEMENT LLC $1,313,910 26,000 0.83% Shares
FLC Capital Advisors $1,212,385 23,991 0.77% Shares
MEMBERS WEALTH LLC $1,203,221 23,810 0.76% Shares
Kera Capital Partners, Inc. $1,191,565 23,579 0.75% Shares
Perigon Wealth Management, LLC $1,164,832 23,050 0.74% Shares
Private Advisor Group, LLC $1,103,723 21,841 0.70% Shares
KWB Wealth $1,076,785 21,339 0.68% Shares
Perennial Investment Advisors, LLC $1,057,646 20,929 0.67% Shares
AXXCESS WEALTH MANAGEMENT, LLC $1,046,093 20,700 0.66% Shares
Shared Vision Wealth Group LLC $1,045,418 20,687 0.66% Shares
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $859,095 17,000 0.54% Shares
Mutual Advisors, LLC $848,344 16,787 0.54% Shares
Diversified Portfolios, Inc. $796,987 15,771 0.50% Shares
Beacon Pointe Advisors, LLC $787,336 15,580 0.50% Shares
Tortuga Wealth Management, Inc $765,535 15,149 0.48% Shares
Cetera Investment Advisers $720,730 14,262 0.46% Shares
Meridian Wealth Management, LLC $707,490 14,000 0.45% Shares
Mariner, LLC $675,148 13,360 0.43% Shares
UBS Group AG $656,753 12,996 0.42% Shares
Ariadne Wealth Management, LP $653,267 12,927 0.41% Shares
Savvy Advisors, Inc. $600,559 11,884 0.38% Shares
Sound Portfolio Advisors, LLC $581,961 11,516 0.37% Shares

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