IYRI — Institutional owners (13F)
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 | $8,188,906 | 166,746 | 16.21% | Shares |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6,919,845 | 140,905 | 13.70% | Shares |
| Cascade Wealth Advisors, Inc | $5,301,186 | 106,514 | 10.49% | Shares |
| MADDEN SECURITIES Corp | $4,920,822 | 100,200 | 9.74% | Shares |
| New England Private Wealth Advisors LLC | $3,281,479 | 65,420 | 6.50% | Shares |
| RFG Advisory, LLC | $3,211,763 | 65,399 | 6.36% | Shares |
| Moran Wealth Management, LLC | $2,363,959 | 48,136 | 4.68% | Shares |
| Cherry Creek Investment Advisors, Inc. | $2,132,934 | 43,432 | 4.22% | Shares |
| Summit Financial, LLC | $1,274,123 | 25,944 | 2.52% | Shares |
| CITADEL ADVISORS LLC | $933,090 | 19,000 | 1.85% | Call option |
| CAP Partners, LLC | $913,918 | 18,610 | 1.81% | Shares |
| STIFEL FINANCIAL CORP | $899,783 | 18,322 | 1.78% | Shares |
| LPL Financial LLC | $819,430 | 16,686 | 1.62% | Shares |
| High Net Worth Advisory Group LLC | $791,506 | 16,117 | 1.57% | Shares |
| World Investment Advisors | $745,390 | 15,762 | 1.48% | Shares |
| Core Wealth Advisors, Inc. | $701,438 | 14,283 | 1.39% | Shares |
| Prosperity Wealth Management, Inc. | $641,323 | 13,196 | 1.27% | Shares |
| PVG ASSET MANAGEMENT CORP | $615,447 | 12,532 | 1.22% | Shares |
| ROYAL BANK OF CANADA | $580,000 | 11,817 | 1.15% | Shares |
| Steward Partners Investment Advisory, LLC | $507,355 | 10,331 | 1.00% | Shares |
| D.A. DAVIDSON & CO. | $501,806 | 10,218 | 0.99% | Shares |
| ENTREWEALTH, LLC | $495,000 | 10,000 | 0.98% | Shares |
| Parallel Advisors, LLC | $464,110 | 9,450 | 0.92% | Shares |
| Foundations Investment Advisors, LLC | $371,314 | 7,561 | 0.74% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $333,645 | 6,794 | 0.66% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $294,660 | 6,000 | 0.58% | Shares |
| Mariner, LLC | $273,401 | 5,567 | 0.54% | Shares |
| Apollon Wealth Management, LLC | $270,105 | 5,500 | 0.53% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $257,975 | 5,253 | 0.51% | Shares |
| HighTower Advisors, LLC | $247,739 | 5,045 | 0.49% | Shares |
| Compound Planning, Inc. | $246,355 | 5,016 | 0.49% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $233,670 | 4,758 | 0.46% | Shares |
| WORLD EQUITY GROUP, INC. | $215,730 | 4,393 | 0.43% | Shares |
| CWM, LLC | $133,048 | 2,813 | 0.26% | Shares |
| Strategic Wealth Partners, Ltd. | $112,433 | 2,289 | 0.22% | Shares |
| US BANCORP \DE\ | $99,595 | 2,028 | 0.20% | Shares |
| OSAIC HOLDINGS, INC. | $44,001 | 896 | 0.09% | Shares |
| CoreCap Advisors, LLC | $39,288 | 800 | 0.08% | Shares |
| IFP Advisors, Inc | $37,422 | 762 | 0.07% | Shares |
| Founders Financial Alliance, LLC | $24,225 | 493 | 0.05% | Shares |
| Farther Finance Advisors, LLC | $21,952 | 447 | 0.04% | Shares |
| SBI Securities Co., Ltd. | $17,581 | 358 | 0.03% | Shares |
| SALEM INVESTMENT COUNSELORS INC | $15,961 | 325 | 0.03% | Shares |
| Financial Management Professionals, Inc. | $10,117 | 206 | 0.02% | Shares |
| NFSG Corp | $7,612 | 155 | 0.02% | Shares |
| Global Retirement Partners, LLC | $3,929 | 80 | 0.01% | Shares |
| HARBOUR INVESTMENTS, INC. | $1,031 | 21 | 0.00% | Shares |
| DHJJ Financial Advisors, Ltd. | $50 | 1 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $34 | 1 | 0.00% | Shares |
| TSFG, LLC | $15 | 306 | 0.00% | Shares |
| Roble, Belko & Company, Inc | $11 | 215 | 0.00% | Shares |