Valuation & Ratios 07–12

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

Institutional owners (13F) 58 filers · $98.0M 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 58
Value held $98.0M
New positions 7
Exited positions 8
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-5 vs prior Q) 8 (+5 vs prior Q) 22 (-9 vs prior Q) 20 (+6 vs prior Q) -1.4M

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
CENTRAL VALLEY ADVISORS, LLC $13,170,528 428,086 13.44% Shares
Prasad Wealth Partners, LLC $11,992,026 389,781 12.24% Shares
Mutual Advisors, LLC $8,264,082 268,610 8.44% Shares
Sovran Advisors, LLC $6,048,570 202,497 6.17% Shares
SMART Wealth LLC $5,520,792 179,444 5.64% Shares
CreativeOne Wealth, LLC $5,311,398 172,638 5.42% Shares
OSAIC HOLDINGS, INC. $4,307,638 140,000 4.40% Shares
RAYMOND JAMES FINANCIAL INC $4,303,408 139,875 4.39% Shares
Farther Finance Advisors, LLC $3,177,092 103,266 3.24% Shares
CARY STREET PARTNERS FINANCIAL LLC $3,089,563 100,421 3.15% Shares
Beacon Pointe Advisors, LLC $3,069,227 99,760 3.13% Shares
Kestra Advisory Services, LLC $2,703,079 87,859 2.76% Shares
Cetera Investment Advisers $2,068,682 67,239 2.11% Shares
Kingsview Wealth Management, LLC $1,985,121 64,523 2.03% Shares
PlanVest Financial, Inc $1,900,484 61,772 1.94% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,853,420 60,242 1.89% Shares
Summit Financial, LLC $1,639,623 53,293 1.67% Shares
HOLLENCREST CAPITAL MANAGEMENT $1,416,287 46,034 1.45% Shares
Brookstone Capital Management $1,332,849 43,322 1.36% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,318,204 42,846 1.35% Shares
CRUX WEALTH ADVISORS $1,279,008 41,572 1.31% Shares
ARQ WEALTH ADVISORS, LLC $906,155 29,793 0.92% Shares
RED CRANE WEALTH MANAGEMENT, LLC $884,095 28,736 0.90% Shares
HighTower Advisors, LLC $823,824 26,777 0.84% Shares
MML INVESTORS SERVICES, LLC $737,217 23,962 0.75% Shares
Sugar Maple Asset Management, LLC $736,633 23,943 0.75% Shares
Triumph Capital Management $709,374 23,057 0.72% Shares
AE Wealth Management LLC $665,563 21,633 0.68% Shares
ENVESTNET ASSET MANAGEMENT INC $631,874 20,538 0.64% Shares
LPL Financial LLC $626,736 20,371 0.64% Shares
Bright Futures Wealth Management, LLC. $565,450 18,379 0.58% Shares
Valmark Advisers, Inc. $505,949 16,445 0.52% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $497,857 16,182 0.51% Shares
Keating Financial Advisory Services, Inc. $427,341 13,890 0.44% Shares
Stratos Wealth Advisors, LLC $375,316 12,199 0.38% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $339,104 11,022 0.35% Shares
Pitti Group Wealth Management, LLC $325,628 10,584 0.33% Shares
CALTON & ASSOCIATES, INC. $303,754 9,873 0.31% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $291,211 9,720 0.30% Shares
Diversify Advisory Services, LLC $291,211 9,720 0.30% Shares
Visionary Wealth Advisors $287,141 9,333 0.29% Shares
HARBOUR INVESTMENTS, INC. $276,741 8,995 0.28% Shares
TrustBank $266,342 8,657 0.27% Shares
YARGER WEALTH STRATEGIES, LLC $202,120 6,573 0.21% Shares
First Heartland Consultants, Inc. $200,657 6,522 0.20% Shares
WealthShield Partners, LLC $123,064 4,000 0.13% Shares
Clearstead Advisors, LLC $59,379 1,930 0.06% Shares
FIDUCIARY FINANCIAL ADVISORS $37,504 1,219 0.04% Shares
Bullseye Investment Management, LLC $30,151 980 0.03% Shares
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $21,536 700 0.02% Shares

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