IBTO — Institutional owners (13F)

89 filers · $317.0M total · As of Sept. 30, 2026

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.

Institution Value Shares % of tracked 13F Type
GLOBALT Investments LLC / GA $57,086,555 2,365,635 18.01% Shares
Atlantic Union Bankshares Corp $43,762,318 1,813,486 13.81% Shares
Krilogy Financial LLC $29,114,980 1,206,508 9.19% Shares
MORGAN STANLEY $25,417,412 1,053,283 8.02% Shares
CHATHAM CAPITAL GROUP, INC. $16,921,540 701,220 5.34% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $16,226,045 705,787 5.12% Shares
ENVESTNET ASSET MANAGEMENT INC $15,806,771 655,024 4.99% Shares
Cetera Investment Advisers $9,997,877 414,307 3.15% Shares
AMERIPRISE FINANCIAL INC $8,612,103 357,210 2.72% Shares
Headland Capital, LLC $8,107,384 335,965 2.56% Shares
WELLS FARGO & COMPANY/MN $7,896,318 327,219 2.49% Shares
HighTower Advisors, LLC $7,686,139 318,509 2.42% Shares
Probity Advisors, Inc. $5,885,974 243,911 1.86% Shares
UBS Group AG $4,332,466 179,532 1.37% Shares
Accretive Wealth Partners, LLC $4,140,114 171,564 1.31% Shares
TRUIST FINANCIAL CORP $4,065,990 168,492 1.28% Shares
MERCER GLOBAL ADVISORS INC /ADV $3,775,288 156,446 1.19% Shares
BANK OF AMERICA CORP /DE/ $3,744,165 155,157 1.18% Shares
ROYAL BANK OF CANADA $3,239,000 134,229 1.02% Shares
STIFEL FINANCIAL CORP $3,008,484 124,670 0.95% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $2,762,334 114,527 0.87% Shares
FAGAN ASSOCIATES, INC. $2,355,896 97,627 0.74% Shares
SEI INVESTMENTS CO $2,354,641 97,575 0.74% Shares
RAYMOND JAMES FINANCIAL INC $2,193,345 90,891 0.69% Shares
Snowden Capital Advisors LLC $2,051,838 85,027 0.65% Shares
MCF Advisors LLC $2,008,030 77,997 0.63% Shares
Pinnacle Financial Partners, Inc. $1,683,841 69,777 0.53% Shares
SYNOVUS FINANCIAL CORP $1,603,933 65,061 0.51% Shares
Stockman Wealth Management, Inc. $1,388,798 57,551 0.44% Shares
L2 Asset Management, LLC $1,336,024 55,364 0.42% Shares
LPL Financial LLC $1,227,898 50,883 0.39% Shares
Lido Advisors, LLC $1,211,745 50,214 0.38% Shares
Exchange Capital Management, Inc. $1,204,692 49,151 0.38% Shares
JANE STREET GROUP, LLC $924,795 38,323 0.29% Shares
CWM, LLC $849,546 34,832 0.27% Shares
Mechanics Bank Trust Department $839,055 34,770 0.26% Shares
BENJAMIN EDWARDS INC $729,168 30,217 0.23% Shares
Reliant Wealth Planning $689,898 28,589 0.22% Shares
COMMONWEALTH EQUITY SERVICES, LLC $661,000 27,391 0.21% Shares
Greater Midwest Financial Group, LLC $575,690 23,856 0.18% Shares
Simplicity Wealth,LLC $506,216 20,977 0.16% Shares
PFG Advisors $504,948 20,925 0.16% Shares
Financial Engines Advisors L.L.C. $468,756 19,425 0.15% Shares
Kestra Advisory Services, LLC $459,890 19,058 0.15% Shares
Visionary Wealth Advisors $455,991 18,896 0.14% Shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $436,155 18,074 0.14% Shares
AQR CAPITAL MANAGEMENT LLC $430,170 17,826 0.14% Shares
JPL Wealth Management, LLC $412,027 17,074 0.13% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $406,907 16,862 0.13% Shares
Jacobi Capital Management LLC $397,073 16,454 0.13% Shares
JIM SAULNIER & ASSOCIATES, LLC $375,287 15,552 0.12% Shares
CAPTRUST FINANCIAL ADVISORS $367,259 15,219 0.12% Shares
LEAVELL INVESTMENT MANAGEMENT, INC. $344,479 14,275 0.11% Shares
Single Point Partners, LLC $331,037 13,718 0.10% Shares
Keeler Thomas Management LLC $311,186 12,895 0.10% Shares
Jaffetilchin Investment Partners, LLC $278,458 11,417 0.09% Shares
Integrated Wealth Concepts LLC $277,070 11,482 0.09% Shares
IFP Advisors, Inc $252,923 10,481 0.08% Shares
SIGNATUREFD, LLC $251,403 10,418 0.08% Shares
Vestmark Advisory Solutions, Inc. $230,511 9,552 0.07% Shares
Guidance Point Advisors, LLC $216,243 8,961 0.07% Shares
Private Advisor Group, LLC $215,254 8,920 0.07% Shares
JAMES INVESTMENT RESEARCH, INC. $205,720 8,525 0.06% Shares
COLDSTREAM CAPITAL MANAGEMENT INC $203,189 8,420 0.06% Shares
Physician Wealth Advisors, Inc. $182,835 7,577 0.06% Shares
Asset Dedication, LLC $123,482 5,117 0.04% Shares
OSAIC HOLDINGS, INC. $119,507 4,952 0.04% Shares
HARBOUR INVESTMENTS, INC. $109,630 4,543 0.03% Shares
FIFTH THIRD BANCORP $88,370 3,662 0.03% Shares
FIDUCIARY FINANCIAL ADVISORS $83,614 3,464 0.03% Shares
CNB Bank $81,444 3,375 0.03% Shares
Atlantic Private Wealth, LLC $72,593 3,008 0.02% Shares
COMERICA BANK $50,878 2,072 0.02% Shares
Spectrum Wealth Counsel, LLC $49,801 2,041 0.02% Shares
Cherry Tree Wealth Management, LLC $38,804 1,608 0.01% Shares
CENTRAL TRUST Co $34,436 1,427 0.01% Shares
Rockefeller Capital Management L.P. $33,401 1,384 0.01% Shares
Hyposwiss Advisors SA $27,027 1,120 0.01% Shares
Noble Wealth Management PBC $18,392 800 0.01% Shares
Federation des caisses Desjardins du Quebec $15,107 626 0.00% Shares
CoreCap Advisors, LLC $11,680 484 0.00% Shares
LOGAN CAPITAL MANAGEMENT INC $6,753 280 0.00% Shares
AE Wealth Management LLC $5,912 245 0.00% Shares
ASSETMARK, INC $5,164 214 0.00% Shares
THOROUGHBRED FINANCIAL SERVICES, LLC $2,350 97,386 0.00% Shares
BOSTON FAMILY OFFICE LLC $1,698 70,359 0.00% Shares
Janney Montgomery Scott LLC $1,654 68,546 0.00% Shares
Cambridge Investment Research Advisors, Inc. $385 15,942 0.00% Shares
First PREMIER Bank $5 195 0.00% Shares