Valuation & Ratios 07–12

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

Institutional owners (13F) 113 filers · $1.3B 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 113
Value held $1.3B
New positions 20
Exited positions 10
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
20 (-20 vs prior Q) 10 (+3 vs prior Q) 56 (+14 vs prior Q) 19 (+10 vs prior Q) +2.9M

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
Allianz Asset Management GmbH $481,229,827 9,745,440 38.17% Shares
Orgel Wealth Management, LLC $240,490,353 4,870,198 19.08% Shares
CWM, LLC $62,785,084 1,265,828 4.98% Shares
Advocacy Wealth Management, LLC $53,811,439 1,089,742 4.27% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $49,376,347 1,007,989 3.92% Shares
LPL Financial LLC $40,179,244 813,674 3.19% Shares
Avidian Wealth Enterprises, LLC $36,323,204 735,585 2.88% Shares
OneDigital Investment Advisors LLC $35,008,402 708,959 2.78% Shares
McNamara Financial Services, Inc. $22,800,721 461,740 1.81% Shares
Focus Partners Wealth $20,465,030 414,439 1.62% Shares
NewEdge Advisors, LLC $19,148,543 387,779 1.52% Shares
ENVESTNET ASSET MANAGEMENT INC $15,285,554 309,549 1.21% Shares
Horizon Investments, LLC $14,820,854 302,343 1.18% Shares
Alliance Private Wealth, LLC $13,340,739 270,165 1.06% Shares
Integrated Wealth Concepts LLC $12,660,184 256,383 1.00% Shares
Spectrum Investment Advisors, Inc. $12,387,269 250,856 0.98% Shares
Cresta Advisors, Ltd. $8,483,252 171,795 0.67% Shares
RAYMOND JAMES FINANCIAL INC $7,626,353 154,442 0.60% Shares
RFG Advisory, LLC $7,257,083 146,964 0.58% Shares
Cetera Investment Advisers $7,023,977 142,244 0.56% Shares
Econ Financial Services Corp $6,046,976 122,458 0.48% Shares
Essex Financial Services, Inc. $5,795,599 117,367 0.46% Shares
CreativeOne Wealth, LLC $5,730,767 116,054 0.45% Shares
COMMONWEALTH EQUITY SERVICES, LLC $5,117,750 103,640 0.41% Shares
True Wealth Design, LLC $4,862,400 98,469 0.39% Shares
PAX Financial Group, LLC $3,996,521 80,934 0.32% Shares
Krilogy Financial LLC $3,687,740 74,681 0.29% Shares
HOLLENCREST CAPITAL MANAGEMENT $3,605,382 73,013 0.29% Shares
BNP PARIBAS FINANCIAL MARKETS $3,482,475 70,524 0.28% Shares
&PARTNERS $3,405,456 69,139 0.27% Shares
AVITY INVESTMENT MANAGEMENT INC. $3,322,286 67,280 0.26% Shares
GeoWealth Management, LLC $3,292,873 66,684 0.26% Shares
Trek Financial, LLC $3,172,221 64,241 0.25% Shares
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC $3,098,002 62,738 0.25% Shares
OSAIC HOLDINGS, INC. $2,619,994 53,058 0.21% Shares
BANK OF MONTREAL /CAN/ $2,609,366 52,843 0.21% Shares
Smith Partners Wealth Management, LLC $2,095,097 42,428 0.17% Shares
GOLDMAN SACHS GROUP INC $1,940,041 39,288 0.15% Shares
JANE STREET GROUP, LLC $1,866,910 37,807 0.15% Shares
TBH Global Asset Management, LLC $1,797,475 36,401 0.14% Shares
Financial Synergies Wealth Advisors, Inc. $1,702,228 34,472 0.14% Shares
BAM Wealth Management, LLC $1,567,321 31,740 0.12% Shares
Security Financial Services, INC. $1,345,951 27,257 0.11% Shares
DAVENPORT & Co LLC $1,213,267 24,570 0.10% Shares
Mariner, LLC $1,081,422 21,900 0.09% Shares
Wealthspire Advisors, LLC $1,080,507 21,881 0.09% Shares
Barnes Wealth Management Group, Inc $1,045,868 21,180 0.08% Shares
Kestra Advisory Services, LLC $959,924 19,440 0.08% Shares
Envestnet Portfolio Solutions, Inc. $930,171 18,837 0.07% Shares
Wealth Advisors of Iowa, LLC $814,770 16,500 0.06% Shares

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