IETC — Institutional owners (13F)

125 filers · $327.6M total · As of June 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
Gradient Investments LLC $92,106,293 858,000 28.12% Shares
Kozak & Associates, Inc. $49,182,059 464,639 15.01% Shares
LPL Financial LLC $35,685,640 332,423 10.89% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $13,079,214 121,823 3.99% Shares
RAYMOND JAMES FINANCIAL INC $9,745,551 90,783 2.97% Shares
Hoese & Co LLP $8,240,022 76,759 2.52% Shares
JPMORGAN CHASE & CO $7,810,400 74,165 2.38% Shares
Integrated Wealth Concepts LLC $7,034,968 65,533 2.15% Shares
Mattson Financial Services, LLC $6,184,905 60,068 1.89% Shares
Atria Wealth Solutions, Inc. $5,242,673 55,773 1.60% Shares
STIFEL FINANCIAL CORP $5,119,520 47,690 1.56% Shares
TWO SIGMA INVESTMENTS, LP $5,109,860 47,600 1.56% Shares
CITADEL ADVISORS LLC $4,152,942 38,686 1.27% Shares
MML INVESTORS SERVICES, LLC $4,028,801 37,530 1.23% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,988,555 37,155 1.22% Shares
ENVESTNET ASSET MANAGEMENT INC $3,904,180 36,369 1.19% Shares
Oakwell Private Wealth Management, LLC $3,796,207 35,363 1.16% Shares
PRINCIPAL SECURITIES, INC. $3,515,028 32,744 1.07% Shares
Brown Financial Advisors $3,245,405 30,232 0.99% Shares
SUTTON PLACE INVESTORS LLC $3,040,607 28,324 0.93% Shares
Paladin Wealth, LLC $2,857,335 26,617 0.87% Shares
GTS SECURITIES LLC $2,836,187 26,420 0.87% Shares
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $2,834,083 26,400 0.87% Shares
Advisors Capital Management, LLC $2,373,005 22,105 0.72% Shares
Artesa Financial Group, LLC $2,053,175 19,127 0.63% Shares
Shira Ridge Wealth Management $1,742,086 16,228 0.53% Shares
Sigma Planning Corp $1,683,256 15,680 0.51% Shares
JONES FINANCIAL COMPANIES LLLP $1,639,249 15,946 0.50% Shares
OSAIC HOLDINGS, INC. $1,620,234 15,090 0.49% Shares
Global Retirement Partners, LLC $1,403,889 13,078 0.43% Shares
&PARTNERS $1,358,155 12,652 0.41% Shares
TRUIST FINANCIAL CORP $1,322,131 12,316 0.40% Shares
Lansing Street Advisors $1,281,836 11,941 0.39% Shares
Steward Partners Investment Advisory, LLC $1,214,400 11,313 0.37% Shares
KM Capital Management Ltd. $1,185,788 11,046 0.36% Shares
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. $1,177,683 10,970 0.36% Shares
Financial Perspectives, Inc $1,119,994 10,433 0.34% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,114,120 10,378 0.34% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,113,005 10,368 0.34% Shares
Equitable Holdings, Inc. $1,081,908 10,078 0.33% Shares
Cetera Investment Advisers $1,079,379 10,054 0.33% Shares
Ironwood Financial, llc $1,076,144 10,213 0.33% Shares
KCM INVESTMENT ADVISORS LLC $1,034,425 9,636 0.32% Shares
IBEX WEALTH ADVISORS $792,246 7,380 0.24% Shares
Glen Eagle Advisors, LLC $737,013 6,866 0.22% Shares
WOLVERINE TRADING, LLC $661,180 6,500 0.20% Call option
Bay Harbor Wealth Management, LLC $628,570 5,855 0.19% Shares
HB Wealth Management, LLC $614,004 5,719 0.19% Shares
Creative Planning $551,019 5,133 0.17% Shares
Bawa N Mallick Trust $536,750 5,000 0.16% Shares
AMERIPRISE FINANCIAL INC $531,812 4,954 0.16% Shares
UBS Group AG $523,116 4,873 0.16% Shares
Stratos Wealth Partners, LTD. $522,603 4,868 0.16% Shares
Ameritas Advisory Services, LLC $519,050 4,835 0.16% Shares
Regal Investment Advisors LLC $510,282 4,753 0.16% Shares
Icon Wealth Advisors, LLC $508,217 4,734 0.16% Shares
ROYAL BANK OF CANADA $472,000 4,398 0.14% Shares
Safe Harbor Wealth Advisors, LLC $449,153 4,952 0.14% Shares
Sanctuary Advisors, LLC $429,322 3,999 0.13% Shares
Cornerstone Wealth Management, LLC $421,604 3,927 0.13% Shares
TFB Advisors LLC $415,122 3,867 0.13% Shares
MMBG INVESTMENT ADVISORS CO. $405,139 3,774 0.12% Shares
Comprehensive Financial Planning, Inc./PA $382,630 3,564 0.12% Shares
Haverford Trust Co $334,395 3,115 0.10% Shares
MORGAN STANLEY $330,423 3,078 0.10% Shares
Nova Wealth Management, Inc. $327,525 3,051 0.10% Shares
Hilltop Holdings Inc. $326,129 3,038 0.10% Shares
PARSONS CAPITAL MANAGEMENT INC/RI $318,079 2,963 0.10% Shares
Advisory Services Network, LLC $317,319 2,956 0.10% Shares
Mariner, LLC $294,783 2,746 0.09% Shares
Kestra Advisory Services, LLC $276,362 2,574 0.08% Shares
Focus Partners Wealth $258,091 2,404 0.08% Shares
Vise Technologies, Inc. $243,443 2,268 0.07% Shares
Cerity Partners LLC $242,498 2,259 0.07% Shares
Soundwatch Capital LLC $235,991 2,198 0.07% Shares
Archer Investment Management, LLC $233,594 2,176 0.07% Shares
Root Financial Partners, LLC $227,341 2,118 0.07% Shares
Saxony Capital Management, LLC $225,650 2,102 0.07% Shares
J.W. COLE ADVISORS, INC. $218,991 2,040 0.07% Shares
OPPENHEIMER & CO INC $215,774 2,010 0.07% Shares
MONEY CONCEPTS CAPITAL CORP $210,621 1,962 0.06% Shares
CAPTRUST FINANCIAL ADVISORS $205,897 1,918 0.06% Shares
Guardian Asset Advisors, LLC $203,950 1,899 0.06% Shares
ASSETMARK, INC $203,750 1,898 0.06% Shares
AE Wealth Management LLC $172,726 1,609 0.05% Shares
Allworth Financial LP $150,720 1,404 0.05% Shares
Manchester Capital Management LLC $101,446 945 0.03% Shares
NewEdge Advisors, LLC $75,145 700 0.02% Shares
CIBC Private Wealth Group LLC $63,503 623 0.02% Shares
Richardson Capital Management LLC $61,686 575 0.02% Shares
IFP Advisors, Inc $59,901 558 0.02% Shares
Federation des caisses Desjardins du Quebec $53,997 503 0.02% Shares
BLAIR WILLIAM & CO/IL $51,421 479 0.02% Shares
MONTAG A & ASSOCIATES INC $49,274 459 0.02% Shares
HARBOUR INVESTMENTS, INC. $37,299 347 0.01% Shares
Parkside Financial Bank & Trust $31,669 295 0.01% Shares
Private Wealth Asset Management, LLC $28,662 267 0.01% Shares
Kingdom Financial Group LLC. $23,861 222 0.01% Shares
Arax Advisory Partners $18,682 174 0.01% Shares
TD Waterhouse Canada Inc. $17,415 162 0.01% Shares
CWM, LLC $16,533 187 0.01% Shares
WELLS FARGO & COMPANY/MN $14,176 132 0.00% Shares
McIlrath & Eck, LLC $12,903 146 0.00% Shares
MCGUIRE CAPITAL ADVISORS INC $11,057 103 0.00% Shares
Concord Wealth Partners $10,769 100 0.00% Shares
Central Pacific Bank - Trust Division $10,628 99 0.00% Shares
PNC Financial Services Group, Inc. $8,803 82 0.00% Shares
BankPlus Trust Department $7,622 71 0.00% Shares
CBIZ Investment Advisory Services, LLC $6,383 72 0.00% Shares
US BANCORP \DE\ $4,509 42 0.00% Shares
Farther Finance Advisors, LLC $3,857 36 0.00% Shares
NATIONAL BANK OF CANADA /FI/ $3,757 35 0.00% Shares
Continuum Advisory, LLC $3,567 33 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,360 21,982 0.00% Shares
Spire Wealth Management $2,160 20 0.00% Shares
CoreCap Advisors, LLC $2,040 19 0.00% Shares
Signature Equity Partners, LLC $1,396 13 0.00% Shares
Luminist Capital LLC $1,074 0 0.00% Shares
Institute for Wealth Management, LLC. $1,074 10 0.00% Shares
Rossby Financial, LCC $859 8 0.00% Shares
Janney Montgomery Scott LLC $402 3,744 0.00% Shares
HRT FINANCIAL LP $265 2,469 0.00% Shares
ELEVATION WEALTH PARTNERS, LLC $108 1 0.00% Shares
Lloyd Advisory Services, LLC. $44 0 0.00% Shares
TSFG, LLC $11 101 0.00% Shares