Valuation & Ratios 07–12

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

Institutional owners (13F) 86 filers · $951.9M 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 86
Value held $951.9M
New positions 17
Exited positions 10
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (-4 vs prior Q) 10 (+4 vs prior Q) 39 (+1 vs prior Q) 24 (+11 vs prior Q) +3.4M

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 $451,646,819 8,881,070 47.45% Shares
AMERIPRISE FINANCIAL INC $85,625,253 1,684,715 9.00% Shares
LPL Financial LLC $74,165,085 1,458,364 7.79% Shares
RAYMOND JAMES FINANCIAL INC $29,254,529 575,254 3.07% Shares
Per Stirling Capital Management, LLC. $27,584,097 542,407 2.90% Shares
Rockefeller Capital Management L.P. $27,394,141 538,671 2.88% Shares
D.A. DAVIDSON & CO. $20,227,149 397,741 2.12% Shares
ENVESTNET ASSET MANAGEMENT INC $19,816,550 389,668 2.08% Shares
Blue Water Asset Management $17,715,784 348,359 1.86% Shares
Tilson Financial Group, Inc. $17,236,522 338,935 1.81% Shares
Prism Advisors, Inc. $15,865,795 311,981 1.67% Shares
Platform Technology Partners $14,746,341 289,968 1.55% Shares
HighTower Advisors, LLC $12,456,291 244,937 1.31% Shares
Nemes Rush Group LLC $11,510,395 226,338 1.21% Shares
IHT Wealth Management, LLC $7,984,332 157,002 0.84% Shares
Clear Trail Advisors, LLC $7,503,368 147,544 0.79% Shares
MGO ONE SEVEN LLC $7,089,860 139,413 0.74% Shares
Private Advisor Group, LLC $7,006,004 137,764 0.74% Shares
ROYAL BANK OF CANADA $6,927,000 136,217 0.73% Shares
WEALTHSPAN PARTNERS, LLC $6,649,431 130,753 0.70% Shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $6,174,154 121,407 0.65% Shares
COMMONWEALTH EQUITY SERVICES, LLC $5,839,220 114,821 0.61% Shares
Waverly Advisors, LLC $5,284,793 103,919 0.56% Shares
Merit Financial Group, LLC $4,359,748 85,729 0.46% Shares
OSAIC HOLDINGS, INC. $4,339,295 85,318 0.46% Shares
Gateway Wealth Partners, LLC $4,201,038 82,608 0.44% Shares
Systelligence, LLC $3,835,332 75,417 0.40% Shares
Dakota Wealth Management $3,775,437 74,239 0.40% Shares
BANK OF AMERICA CORP /DE/ $3,620,316 71,189 0.38% Shares
PCM Encore, LLC $3,521,195 69,240 0.37% Shares
Cetera Investment Advisers $3,479,722 68,425 0.37% Shares
ASSETMARK, INC $3,342,343 65,723 0.35% Shares
FWG Holdings, LLC $3,273,740 64,539 0.34% Shares
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $3,051,910 60,012 0.32% Shares
Dynamic Advisor Solutions LLC $2,696,228 53,018 0.28% Shares
SAM Advisors, LLC $2,355,541 46,319 0.25% Shares
Opal Wealth Advisors, LLC $1,974,293 38,822 0.21% Shares
Stratos Wealth Partners, LTD. $1,378,883 27,114 0.14% Shares
WNY Asset Management, LLC $1,274,274 25,057 0.13% Shares
FIFTH THIRD BANCORP $1,131,117 22,242 0.12% Shares
Sanctuary Advisors, LLC $1,033,170 20,316 0.11% Shares
COMERICA BANK $950,576 18,478 0.10% Shares
Savvy Advisors, Inc. $845,417 16,624 0.09% Shares
WBI INVESTMENTS, LLC $679,372 13,359 0.07% Shares
JANE STREET GROUP, LLC $628,568 12,360 0.07% Shares
FIRST AMERICAN BANK $562,456 11,060 0.06% Shares
STEPHENS INC /AR/ $539,622 10,611 0.06% Shares
OLD MISSION CAPITAL LLC $521,111 10,247 0.05% Shares
Center for Financial Planning, Inc. $498,888 9,810 0.05% Shares
Cherry Creek Investment Advisors, Inc. $455,257 8,952 0.05% Shares

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