QDVO — Institutional owners (13F)

54 filers · $168.5M total · As of June 30, 2026

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
RAYMOND JAMES FINANCIAL INC $72,422,228 2,427,018 42.98% Shares
Merit Financial Group, LLC $20,583,745 689,804 12.22% Shares
CARY STREET PARTNERS FINANCIAL LLC $12,867,247 431,208 7.64% Shares
ROYAL BANK OF CANADA $11,751,000 393,794 6.97% Shares
LPL Financial LLC $11,128,334 372,933 6.60% Shares
Visionary Wealth Advisors $6,141,043 205,799 3.64% Shares
BANK OF MONTREAL /CAN/ $5,773,026 193,466 3.43% Shares
OSAIC HOLDINGS, INC. $5,717,295 191,596 3.39% Shares
SAGESPRING WEALTH PARTNERS, LLC $2,829,998 94,839 1.68% Shares
Cassady Wealth & Retirement Planning, LLC $1,710,188 57,312 1.01% Shares
Steward Partners Investment Advisory, LLC $1,288,764 43,189 0.76% Shares
JPMORGAN CHASE & CO $1,224,752 41,517 0.73% Shares
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $1,198,852 40,176 0.71% Shares
CAP Partners, LLC $1,120,588 37,553 0.67% Shares
Sigma Planning Corp $1,059,742 35,514 0.63% Shares
Stratos Wealth Partners, LTD. $983,361 32,954 0.58% Shares
STIFEL FINANCIAL CORP $960,547 32,189 0.57% Shares
Tactive Advisors, LLC $793,058 26,577 0.47% Shares
Souders Financial Advisors $754,809 25,295 0.45% Shares
UBS Group AG $713,683 23,917 0.42% Shares
GREAT VALLEY ADVISOR GROUP, INC. $707,657 23,715 0.42% Shares
Claris Financial LLC $673,152 25,259 0.40% Shares
JANE STREET GROUP, LLC $662,269 22,194 0.39% Shares
Private Advisor Group, LLC $612,795 20,536 0.36% Shares
NewEdge Advisors, LLC $377,995 12,667 0.22% Shares
Latitude Advisors, LLC $375,900 12,597 0.22% Shares
NWF Advisory Services Inc. $358,080 12,000 0.21% Shares
PFG Investments, LLC $358,025 11,998 0.21% Shares
Capital Wealth Planning, LLC $357,933 11,995 0.21% Shares
OLD MISSION CAPITAL LLC $353,842 11,858 0.21% Shares
Onyx Bridge Wealth Group LLC $303,562 10,173 0.18% Shares
HBK Sorce Advisory LLC $302,333 10,115 0.18% Shares
Keating Financial Advisory Services, Inc. $300,489 10,070 0.18% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $284,830 9,472 0.17% Shares
Hilltop Holdings Inc. $271,085 9,085 0.16% Shares
Traynor Capital Management, Inc. $231,881 7,771 0.14% Shares
CITADEL ADVISORS LLC $214,848 7,200 0.13% Put option
Avidian Wealth Enterprises, LLC $205,001 6,870 0.12% Shares
Clear Trail Advisors, LLC $201,402 6,749 0.12% Shares
Global Retirement Partners, LLC $112,541 3,771 0.07% Shares
MTM Investment Management, LLC $50,728 1,700 0.03% Shares
CWM, LLC $38,018 1,427 0.02% Shares
Institute for Wealth Management, LLC. $33,950 1,138 0.02% Shares
PURSUIT WEALTH STRATEGIES, LLC $30,109 1,009 0.02% Shares
JONES FINANCIAL COMPANIES LLLP $14,978 514 0.01% Shares
HARBOUR INVESTMENTS, INC. $12,682 425 0.01% Shares
IFP Advisors, Inc $10,205 342 0.01% Shares
SALEM INVESTMENT COUNSELORS INC $9,698 325 0.01% Shares
AE Wealth Management LLC $8,952 300 0.01% Shares
SIMPLEX TRADING, LLC $7,788 261 0.00% Shares
Janney Montgomery Scott LLC $1,449 48,574 0.00% Shares
WELLS FARGO & COMPANY/MN $119 4 0.00% Shares
MORGAN STANLEY $96 3 0.00% Shares
TSFG, LLC $29 981 0.00% Shares