SOR — Institutional owners (13F)

58 filers · $73.7M 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
DKM Wealth Management, Inc. $14,393,004 313,096 19.53% Shares
D.A. DAVIDSON & CO. $7,673,337 166,920 10.41% Shares
Shaker Financial Services, LLC $7,077,818 153,966 9.61% Shares
DIVERSIFIED MANAGEMENT INC $5,464,324 117,969 7.42% Shares
Hara Capital LLC $4,577,003 99,565 6.21% Shares
MORGAN STANLEY $4,177,616 90,877 5.67% Shares
FIRST TRUST ADVISORS LP $3,473,217 75,554 4.71% Shares
Mesirow Financial Investment Management, Inc. $3,466,524 75,409 4.70% Shares
WELLS FARGO & COMPANY/MN $3,103,138 67,504 4.21% Shares
RAYMOND JAMES FINANCIAL INC $2,667,036 58,017 3.62% Shares
Invesco Ltd. $1,560,773 33,952 2.12% Shares
Anchor Investment Management, LLC $1,321,954 28,757 1.79% Shares
Smith Asset Management Co., LLC $1,290,010 28,062 1.75% Shares
US BANCORP \DE\ $1,140,056 24,800 1.55% Shares
Keating Financial Advisory Services, Inc. $1,047,476 22,786 1.42% Shares
LPL Financial LLC $966,499 21,025 1.31% Shares
&PARTNERS $726,272 15,799 0.99% Shares
OSAIC HOLDINGS, INC. $694,963 15,115 0.94% Shares
Chemistry Wealth Management LLC $652,360 14,191 0.89% Shares
Baltimore-Washington Financial Advisors, Inc. $646,660 14,067 0.88% Shares
BANK OF AMERICA CORP /DE/ $645,337 14,038 0.88% Shares
PECAUT & CO. $625,241 13,601 0.85% Shares
READYSTATE ASSET MANAGEMENT LP $564,512 12,280 0.77% Shares
AE Wealth Management LLC $540,607 11,760 0.73% Shares
NWF Advisory Services Inc. $540,194 11,751 0.73% Shares
EVOLVE PRIVATE WEALTH, LLC $490,316 10,666 0.67% Shares
Pinnacle Financial Partners, Inc. $475,062 10,334 0.64% Shares
CARY STREET PARTNERS FINANCIAL LLC $451,058 9,812 0.61% Shares
Capital Investment Counsel, Inc $413,730 9,000 0.56% Shares
Private Advisor Group, LLC $366,706 7,977 0.50% Shares
Waypoint Wealth Partners Inc. $310,219 7,154 0.42% Shares
Cetera Investment Advisers $289,808 6,304 0.39% Shares
UBS Group AG $255,593 5,560 0.35% Shares
NewEdge Advisors, LLC $235,345 5,120 0.32% Shares
Beacon Pointe Advisors, LLC $214,864 4,674 0.29% Shares
ASSETMARK, INC $164,848 3,586 0.22% Shares
Align Financial, LLC $153,796 3,346 0.21% Shares
JONES FINANCIAL COMPANIES LLLP $124,216 2,766 0.17% Shares
ROYAL BANK OF CANADA $83,000 1,815 0.11% Shares
AlphaCentric Advisors LLC $78,149 1,700 0.11% Shares
Crossingbridge Advisors, LLC $78,149 1,700 0.11% Shares
Manchester Capital Management LLC $69,889 1,520 0.09% Shares
Key Capital Management, INC $60,129 1,308 0.08% Shares
LANARK FINANCIAL, INC. $51,102 1,111 0.07% Shares
PNC Financial Services Group, Inc. $45,971 1,000 0.06% Shares
WOLVERINE ASSET MANAGEMENT LLC $44,361 965 0.06% Shares
Rockefeller Capital Management L.P. $41,971 913 0.06% Shares
WHI TRUST Co LLC $41,925 912 0.06% Shares
JPMORGAN CHASE & CO $32,659 717 0.04% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $32,179 700 0.04% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $22,904 495 0.03% Shares
MATHER GROUP, LLC. $10,749 234 0.01% Shares
CWM, LLC $3,103 67 0.00% Shares
Cassaday & Co Wealth Management LLC $920 20 0.00% Shares
Janney Montgomery Scott LLC $340 7,388 0.00% Shares
Russell Investments Group, Ltd. $138 3 0.00% Shares
Motiv8 Investments LLC $5 109 0.00% Shares
Colonial Trust Co / SC $4 0 0.00% Shares