Valuation & Ratios 07–12

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

Institutional owners (13F) 75 filers · $39.5M 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 75
Value held $39.5M
New positions 12
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
12 (-2 vs prior Q) 9 (+4 vs prior Q) 14 (-1 vs prior Q) 24 (+7 vs prior Q) +118K

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
GTS SECURITIES LLC $7,850,139 112,225 19.89% Shares
MML INVESTORS SERVICES, LLC $4,583,231 65,522 11.61% Shares
Global Wealth Strategies & Associates $4,100,920 62,116 10.39% Shares
Financial Engines Advisors L.L.C. $3,750,579 53,618 9.50% Shares
JANE STREET GROUP, LLC $3,606,272 51,555 9.14% Shares
Quattro Advisors LLC $2,353,885 33,651 5.96% Shares
Oasis Advisors, LLC $2,169,080 31,009 5.49% Shares
D. E. Shaw & Co., Inc. $1,741,265 24,893 4.41% Shares
Quadrature Capital Ltd $1,020,361 14,587 2.58% Shares
KINGSWOOD WEALTH ADVISORS, LLC $1,000,005 14,296 2.53% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $897,808 12,835 2.27% Shares
Orion Porfolio Solutions, LLC $791,065 11,309 2.00% Shares
Advyzon Investment Management, LLC $747,766 10,690 1.89% Shares
CITADEL ADVISORS LLC $573,590 8,200 1.45% Call option
OneAscent Financial Services LLC $469,360 6,710 1.19% Shares
Wealth Management Nebraska $468,063 6,691 1.19% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $302,496 4,324 0.77% Shares
BREAKTHRU ADVISORY SERVICES, LLC $291,342 4,165 0.74% Shares
ENVESTNET ASSET MANAGEMENT INC $282,394 4,037 0.72% Shares
MCF Advisors LLC $265,461 3,795 0.67% Shares
Creative Planning $253,056 3,618 0.64% Shares
HighTower Advisors, LLC $245,777 3,514 0.62% Shares
AdvisorNet Financial, Inc $223,243 3,191 0.57% Shares
Belvedere Trading LLC $195,860 2,800 0.50% Put option
OSAIC HOLDINGS, INC. $177,952 2,544 0.45% Shares
Farther Finance Advisors, LLC $118,926 1,700 0.30% Shares
MORGAN STANLEY $99,495 1,422 0.25% Shares
CWM, LLC $86,889 1,672 0.22% Shares
Triumph Capital Management $68,201 975 0.17% Shares
Strategic Investment Solutions, Inc. /IL $66,437 950 0.17% Shares
PNC Financial Services Group, Inc. $64,844 927 0.16% Shares
Lodestone Wealth Management LLC $59,771 854 0.15% Shares
Bogart Wealth, LLC $51,693 739 0.13% Shares
Spire Wealth Management $51,413 735 0.13% Shares
4Thought Financial Group Inc. $47,806 683 0.12% Shares
Belvedere Trading LLC $43,159 617 0.11% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $28,540 408 0.07% Shares
SJS Investment Consulting Inc. $25,406 363 0.06% Shares
IMA Advisory Services, Inc. $24,343 348 0.06% Shares
CoreCap Advisors, LLC $24,273 347 0.06% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $24,108 350 0.06% Shares
UBS Group AG $23,853 341 0.06% Shares
Belvedere Trading LLC $20,985 300 0.05% Call option
FINANCIAL CONSULATE, INC $19,936 285 0.05% Shares
CIBC Private Wealth Group LLC $17,449 222 0.04% Shares
Allworth Financial LP $13,990 200 0.04% Shares
Bernard Wealth Management Corp. $12,591 180 0.03% Shares
HUNTINGTON NATIONAL BANK $12,032 172 0.03% Shares
Crews Bank & Trust $10,912 156 0.03% Shares
Semmax Financial Advisors Inc. $9,987 187 0.03% Shares

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