Valuation & Ratios 07–12

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

Institutional owners (13F) 280 filers · $4.1B 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 280
Value held $4.1B
New positions 73
Exited positions 12
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
73 12 175 17 ·

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. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
ENVESTNET ASSET MANAGEMENT INC $1,651,874,774 51,978,476 40.50% Shares
LPL Financial LLC $529,796,590 16,670,755 12.99% Shares
MORGAN STANLEY $192,632,991 6,061,453 4.72% Shares
MML INVESTORS SERVICES, LLC $141,039,458 4,437,994 3.46% Shares
Envestnet Portfolio Solutions, Inc. $140,678,665 4,426,641 3.45% Shares
CWM, LLC $139,073,121 4,250,401 3.41% Shares
Cetera Investment Advisers $104,303,629 3,282,053 2.56% Shares
JPMORGAN CHASE & CO $84,854,423 2,711,003 2.08% Shares
Bank of New York Mellon Corp $78,733,313 2,477,448 1.93% Shares
Foundations Investment Advisors, LLC $67,119,756 2,112,012 1.65% Shares
JB Capital LLC $58,654,043 1,845,628 1.44% Shares
COMMONWEALTH EQUITY SERVICES, LLC $48,674,170 1,531,597 1.19% Shares
NewEdge Advisors, LLC $46,089,187 1,450,258 1.13% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $40,803,333 1,285,564 1.00% Shares
STIFEL FINANCIAL CORP $34,121,847 1,073,687 0.84% Shares
Wharton Business Group, LLC $27,517,000 865,845 0.67% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $24,689,755 776,896 0.61% Shares
Atria Investments, Inc $22,409,290 705,138 0.55% Shares
TRUIST FINANCIAL CORP $19,650,896 618,342 0.48% Shares
Icon Wealth Advisors, LLC $17,867,836 562,235 0.44% Shares
ASSETMARK, INC $17,211,287 541,576 0.42% Shares
JANE STREET GROUP, LLC $16,206,910 509,972 0.40% Shares
Sanctuary Advisors, LLC $15,470,981 486,815 0.38% Shares
BlackRock, Inc. $14,832,267 466,717 0.36% Shares
Sharkey, Howes & Javer $14,195,840 446,691 0.35% Shares
PRINCIPAL SECURITIES, INC. $13,247,278 416,843 0.32% Shares
ROYAL BANK OF CANADA $12,904,000 406,033 0.32% Shares
SteelPeak Wealth, LLC $11,984,680 377,114 0.29% Shares
Stratos Wealth Partners, LTD. $11,621,675 365,691 0.28% Shares
Prosperity Consulting Group, LLC $10,844,417 341,234 0.27% Shares
Orion Porfolio Solutions, LLC $10,221,184 321,623 0.25% Shares
INTEGRITY ALLIANCE, LLC. $9,987,373 314,266 0.24% Shares
&PARTNERS $9,705,272 303,824 0.24% Shares
Global Retirement Partners, LLC $9,120,192 286,979 0.22% Shares
PAX Financial Group, LLC $9,059,652 285,074 0.22% Shares
Keystone Financial Services $9,054,043 284,897 0.22% Shares
RAYMOND JAMES FINANCIAL INC $8,571,384 269,710 0.21% Shares
SWMG, LLC $8,467,641 268,814 0.21% Shares
Equitable Holdings, Inc. $7,907,609 248,823 0.19% Shares
Trek Financial, LLC $7,859,162 247,299 0.19% Shares
Legacy Financial Group LLC $7,434,326 233,931 0.18% Shares
Modern Wealth Management, LLC $7,257,003 228,351 0.18% Shares
Brookstone Capital Management $7,030,632 221,228 0.17% Shares
Regal Investment Advisors LLC $6,855,554 215,719 0.17% Shares
Steward Partners Investment Advisory, LLC $6,837,435 215,149 0.17% Shares
Integrated Wealth Concepts LLC $6,786,452 213,545 0.17% Shares
Rothschild Wealth LLC $6,749,680 212,388 0.17% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $6,337,415 198,230 0.16% Shares
OSAIC HOLDINGS, INC. $6,231,796 196,071 0.15% Shares
Sigma Planning Corp $6,050,872 190,399 0.15% Shares

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