Valuation & Ratios 07–12

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

Institutional owners (13F) 64 filers · $200.4M total · As of Sept. 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 64
Value held $200.4M
New positions 24
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
24 (-3 vs prior Q) 9 (+3 vs prior Q) 22 (+10 vs prior Q) 11 (+4 vs prior Q) +2.4M

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.

Institution Value Shares % of tracked 13F Type
Proficio Capital Partners LLC $30,841,933 865,860 15.39% Shares
Briaud Financial Planning Inc $22,149,684 621,833 11.05% Shares
3EDGE Asset Management, LP $17,358,623 487,328 8.66% Shares
Trek Financial, LLC $15,919,112 446,915 7.94% Shares
EASTERN BANK $11,239,250 315,532 5.61% Shares
Clark Capital Management Group, Inc. $11,237,148 315,473 5.61% Shares
OSAIC HOLDINGS, INC. $10,802,120 303,262 5.39% Shares
FLAGSHIP HARBOR ADVISORS, LLC $7,275,124 204,242 3.63% Shares
Private Wealth Advisors, LLC $6,918,330 194,226 3.45% Shares
LPL Financial LLC $5,802,674 162,905 2.89% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5,583,862 156,762 2.79% Shares
Perissos Private Wealth Management, LLC $5,096,830 143,089 2.54% Shares
ENVESTNET ASSET MANAGEMENT INC $5,024,878 141,069 2.51% Shares
Farther Finance Advisors, LLC $4,878,052 136,947 2.43% Shares
Guild Investment Management, Inc. $4,809,056 135,010 2.40% Shares
IronBridge Private Wealth, LLC $4,313,619 121,101 2.15% Shares
Sanctuary Advisors, LLC $3,294,992 92,504 1.64% Shares
Plan Group Financial, LLC $3,134,631 88,002 1.56% Shares
Sowell Financial Services LLC $2,992,614 84,015 1.49% Shares
Capital Wealth Alliance, LLC $2,909,513 81,682 1.45% Shares
D.A. DAVIDSON & CO. $2,239,287 62,866 1.12% Shares
Columbus Macro, LLC $1,604,674 45,050 0.80% Shares
Miller Global Investments, LLC $1,506,006 40,096 0.75% Shares
JANE STREET GROUP, LLC $1,491,872 41,883 0.74% Shares
WT Wealth Management $1,290,662 36,234 0.64% Shares
LEAVELL INVESTMENT MANAGEMENT, INC. $1,289,048 36,154 0.64% Shares
Fiduciary Alliance LLC $1,263,441 35,470 0.63% Shares
Hegarty Advisors, LLC $926,798 26,019 0.46% Shares
PRINCIPAL SECURITIES, INC. $899,726 25,259 0.45% Shares
Compound Planning, Inc. $842,527 23,653 0.42% Shares
VestGen Advisors, LLC $698,152 19,600 0.35% Shares
VestGen Investment Management $698,152 19,600 0.35% Shares
BANK OF AMERICA CORP /DE/ $531,023 14,908 0.26% Shares
Orion Porfolio Solutions, LLC $516,739 14,507 0.26% Shares
Resurgent Financial Advisors LLC $429,577 12,060 0.21% Shares
Sharp Wealth Advisory, LLC $393,601 11,050 0.20% Shares
Castleview Partners, LLC $310,962 8,730 0.16% Shares
Orion Portfolio Solutions, LLC $301,145 8,565 0.15% Shares
ASSETMARK, INC $292,618 8,215 0.15% Shares
JT Stratford LLC $246,847 6,930 0.12% Shares
MML INVESTORS SERVICES, LLC $246,704 6,926 0.12% Shares
Rockefeller Capital Management L.P. $167,414 4,700 0.08% Shares
Optiver Holding B.V. $125,382 3,520 0.06% Shares
NewEdge Advisors, LLC $106,860 3,000 0.05% Shares
HOLLENCREST CAPITAL MANAGEMENT $101,517 2,850 0.05% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $78,577 2,190 0.04% Shares
CWM, LLC $63,312 1,736 0.03% Shares
IFP Advisors, Inc $61,836 1,736 0.03% Shares
Global Retirement Partners, LLC $53,822 1,511 0.03% Shares
Financial Network Wealth Advisors LLC $24,079 676 0.01% Shares

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