Valuation & Ratios 07–12

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

Institutional owners (13F) 75 filers · $440.7M 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 75
Value held $440.7M
New positions 15
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (+2 vs prior Q) 3 (-2 vs prior Q) 33 (-5 vs prior Q) 16 (+10 vs prior Q) +3.3M

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
Invesco Ltd. $117,882,783 2,045,422 26.75% Shares
LPL Financial LLC $79,201,696 1,374,254 17.97% Shares
JONES FINANCIAL COMPANIES LLLP $55,154,702 988,967 12.51% Shares
MORGAN STANLEY $31,421,967 545,211 7.13% Shares
Cetera Investment Advisers $22,743,174 394,624 5.16% Shares
Perigon Wealth Management, LLC $16,983,145 294,680 3.85% Shares
COMMONWEALTH EQUITY SERVICES, LLC $15,024,410 260,693 3.41% Shares
UBS Group AG $13,608,765 236,128 3.09% Shares
WELLS FARGO & COMPANY/MN $12,107,844 210,087 2.75% Shares
SageGuard Financial Group, LLC $7,430,585 128,930 1.69% Shares
RAYMOND JAMES FINANCIAL INC $6,066,225 105,257 1.38% Shares
Brookstone Capital Management $4,738,110 82,212 1.08% Shares
Talon Private Wealth, LLC $4,263,744 73,982 0.97% Shares
OSAIC HOLDINGS, INC. $4,098,929 71,123 0.93% Shares
Prospera Financial Services Inc $3,809,670 66,090 0.86% Shares
Private Advisor Group, LLC $3,763,597 65,304 0.85% Shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $3,714,127 64,445 0.84% Shares
Triad Wealth Partners, LLC $3,469,763 62,790 0.79% Shares
Apollon Wealth Management, LLC $3,070,775 53,282 0.70% Shares
IFP Advisors, Inc $2,975,797 51,634 0.68% Shares
OLD MISSION CAPITAL LLC $2,357,342 40,903 0.53% Shares
Western Wealth Management, LLC $2,313,278 40,138 0.52% Shares
NAPLES GLOBAL ADVISORS, LLC $2,219,140 38,505 0.50% Shares
ENVESTNET ASSET MANAGEMENT INC $2,209,609 38,340 0.50% Shares
BANK OF AMERICA CORP /DE/ $1,715,589 29,768 0.39% Shares
Kingsview Wealth Management, LLC $1,419,777 24,635 0.32% Shares
Dynamic Advisor Solutions LLC $1,209,045 20,979 0.27% Shares
NewEdge Advisors, LLC $1,090,415 18,920 0.25% Shares
&PARTNERS $905,946 15,738 0.21% Shares
Elequin Capital, LP $898,375 15,588 0.20% Shares
ROYAL BANK OF CANADA $893,000 15,488 0.20% Shares
STIFEL FINANCIAL CORP $827,263 14,354 0.19% Shares
STEPHENS INC /AR/ $785,136 13,623 0.18% Shares
MML INVESTORS SERVICES, LLC $758,640 13,163 0.17% Shares
Guided Capital Wealth Management, LLC $749,453 13,004 0.17% Shares
IFG Advisory, LLC $749,422 13,003 0.17% Shares
H D Vest Advisory Services $646,239 12,873 0.15% Shares
Stillwater Wealth Management Group $640,178 12,835 0.15% Shares
Kestra Advisory Services, LLC $609,397 10,574 0.14% Shares
PRIVATE TRUST CO NA $490,914 8,518 0.11% Shares
Gladstone Institutional Advisory LLC $454,720 7,890 0.10% Shares
Stratos Wealth Partners, LTD. $442,271 7,673 0.10% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $430,400 7,468 0.10% Shares
Barnett & Company, Inc. $395,647 6,865 0.09% Shares
RETIREMENT FINANCIAL SOLUTIONS, LLC $391,206 6,788 0.09% Shares
JANE STREET GROUP, LLC $363,661 6,310 0.08% Shares
WINNACLE WEALTH LLC $362,143 6,284 0.08% Shares
Ausdal Financial Partners, Inc. $343,517 5,960 0.08% Shares
Sigma Planning Corp $297,859 5,168 0.07% Shares
FLAGSHIP HARBOR ADVISORS, LLC $256,341 4,448 0.06% Shares

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