MSD — 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 |
|---|---|---|---|---|
| Pathstone Holdings, LLC | $7,628,566 | 1,045,009 | 15.62% | Shares |
| OSAIC HOLDINGS, INC. | $3,783,829 | 518,310 | 7.75% | Shares |
| Shaker Financial Services, LLC | $3,189,152 | 428,074 | 6.53% | Shares |
| ROYAL BANK OF CANADA | $2,854,000 | 391,027 | 5.85% | Shares |
| LPL Financial LLC | $2,502,575 | 342,818 | 5.13% | Shares |
| Rareview Capital LLC | $2,417,596 | 312,755 | 4.95% | Shares |
| Everstar Asset Management, LLC | $2,168,122 | 297,003 | 4.44% | Shares |
| MORGAN STANLEY | $2,101,773 | 287,914 | 4.30% | Shares |
| WELLS FARGO & COMPANY/MN | $2,094,876 | 286,970 | 4.29% | Shares |
| AMERIPRISE FINANCIAL INC | $2,000,483 | 274,039 | 4.10% | Shares |
| Invesco Ltd. | $1,811,612 | 248,166 | 3.71% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,611,100 | 220,699 | 3.30% | Shares |
| HOURGLASS CAPITAL, LLC | $1,397,950 | 191,500 | 2.86% | Shares |
| Fiera Capital Corp | $1,202,478 | 164,723 | 2.46% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $937,538 | 128,430 | 1.92% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $787,890 | 107,930 | 1.61% | Shares |
| Calamos Advisors LLC | $694,026 | 95,072 | 1.42% | Shares |
| Comprehensive Money Management Services LLC | $693,865 | 95,050 | 1.42% | Shares |
| Kovack Advisors, Inc. | $676,938 | 92,986 | 1.39% | Shares |
| Wealthstar Advisors, LLC | $642,352 | 87,993 | 1.32% | Shares |
| Bramshill Investments, LLC | $620,850 | 85,048 | 1.27% | Shares |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $603,725 | 82,702 | 1.24% | Shares |
| STIFEL FINANCIAL CORP | $575,586 | 78,847 | 1.18% | Shares |
| Smith Asset Management Co., LLC | $518,315 | 71,002 | 1.06% | Shares |
| Whipplewood Advisors, LLC | $506,496 | 69,383 | 1.04% | Shares |
| RAYMOND JAMES FINANCIAL INC | $444,870 | 60,941 | 0.91% | Shares |
| Valeo Financial Advisors, LLC | $423,802 | 58,055 | 0.87% | Shares |
| Dynamic Advisor Solutions LLC | $364,259 | 49,899 | 0.75% | Shares |
| IHT Wealth Management, LLC | $296,015 | 40,550 | 0.61% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $287,919 | 39,441 | 0.59% | Shares |
| &PARTNERS | $272,855 | 37,377 | 0.56% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $257,346 | 35,253 | 0.53% | Shares |
| Quad-Cities Investment Group, LLC | $177,078 | 24,257 | 0.36% | Shares |
| Logan Stone Capital, LLC | $176,828 | 24,223 | 0.36% | Shares |
| Marex Group Ltd | $173,382 | 23,751 | 0.36% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $170,017 | 23,290 | 0.35% | Shares |
| UHLMANN PRICE SECURITIES, LLC | $160,294 | 21,958 | 0.33% | Shares |
| Cetera Investment Advisers | $157,799 | 21,616 | 0.32% | Shares |
| XTX Topco Ltd | $148,789 | 20,382 | 0.30% | Shares |
| Cullen/Frost Bankers, Inc. | $146,000 | 20,000 | 0.30% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $131,357 | 17,799 | 0.27% | Shares |
| Harbour Capital Advisors, LLC | $120,289 | 16,478 | 0.25% | Shares |
| Rockefeller Capital Management L.P. | $107,859 | 14,775 | 0.22% | Shares |
| MONECO ADVISORS, LLC | $106,171 | 14,544 | 0.22% | Shares |
| Csenge Advisory Group | $103,894 | 14,232 | 0.21% | Shares |
| EVOLVE PRIVATE WEALTH, LLC | $95,718 | 12,848 | 0.20% | Shares |
| SMITH, MOORE & CO. | $94,900 | 13,000 | 0.19% | Shares |
| 49 WEALTH MANAGEMENT, LLC | $81,417 | 11,153 | 0.17% | Shares |
| Rathbones Group PLC | $73,000 | 10,000 | 0.15% | Shares |
| UBS Group AG | $64,860 | 8,885 | 0.13% | Shares |
| FIFTH THIRD BANCORP | $33,974 | 4,654 | 0.07% | Shares |
| Noble Wealth Management PBC | $31,004 | 4,600 | 0.06% | Shares |
| COMERICA BANK | $29,560 | 4,000 | 0.06% | Shares |
| IFG Advisory, LLC | $26,682 | 3,655 | 0.05% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21,900 | 3,000 | 0.04% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $10,308 | 1,412 | 0.02% | Shares |
| Osbon Capital Management LLC | $7,475 | 1,024 | 0.02% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $3,650 | 500 | 0.01% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2,462 | 338 | 0.01% | Shares |
| Capital Analysts, LLC | $483 | 66,245 | 0.00% | Shares |
| Institute for Wealth Management, LLC. | $417 | 57 | 0.00% | Shares |
| Virtu Financial LLC | $122 | 16,759 | 0.00% | Shares |
| JTC Employer Solutions Trustee Ltd | $15 | 2,100 | 0.00% | Shares |