Valuation & Ratios 07–12

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

Institutional owners (13F) 59 filers · $86.4M 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 59
Value held $86.4M
New positions 15
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (-1 vs prior Q) 11 (+4 vs prior Q) 17 (+2 vs prior Q) 12 (+2 vs prior Q) -1.7M

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
HighTower Advisors, LLC $15,195,632 1,429,504 17.59% Shares
Focus Partners Wealth $14,390,144 1,353,729 16.66% Shares
WELLS FARGO & COMPANY/MN $10,864,230 1,022,035 12.58% Shares
LPL Financial LLC $10,534,110 990,979 12.20% Shares
Professional Financial Management, Inc. $8,305,719 781,347 9.62% Shares
OSAIC HOLDINGS, INC. $3,069,594 288,781 3.55% Shares
MATHER GROUP, LLC. $2,614,534 245,958 3.03% Shares
CITADEL ADVISORS LLC $2,447,026 230,200 2.83% Put option
COMMONWEALTH EQUITY SERVICES, LLC $2,016,390 189,689 2.33% Shares
Soltis Investment Advisors LLC $1,706,865 160,571 1.98% Shares
Persium Advisors, LLC $1,540,287 144,900 1.78% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,251,162 117,701 1.45% Shares
Philip James Wealth Mangement, LLC $1,189,816 111,930 1.38% Shares
RAYMOND JAMES FINANCIAL INC $1,174,764 110,514 1.36% Shares
ORG Partners LLC $942,117 81,996 1.09% Shares
ENVESTNET ASSET MANAGEMENT INC $832,007 78,270 0.96% Shares
OLD MISSION CAPITAL LLC $777,882 73,178 0.90% Shares
Toroso Investments, LLC $670,396 58,346 0.78% Shares
ZEGA Investments, LLC $615,849 57,935 0.71% Shares
Arrowroot Family Office, LLC $518,361 48,764 0.60% Shares
CITIZENS FINANCIAL GROUP INC/RI $414,741 39,016 0.48% Shares
Farther Finance Advisors, LLC $404,765 38,078 0.47% Shares
Fermata Advisors, LLC $395,991 37,252 0.46% Shares
Mezzasalma Advisors, LLC $364,402 34,281 0.42% Shares
Dynamic Advisor Solutions LLC $344,497 32,408 0.40% Shares
Centric Wealth Management $338,004 30,882 0.39% Shares
JANE STREET GROUP, LLC $331,582 31,193 0.38% Shares
Southland Equity Partners LLC $323,779 30,459 0.37% Shares
Firestone Capital Management $314,148 29,553 0.36% Shares
Avestar Capital, LLC $270,789 25,474 0.31% Shares
Comprehensive Money Management Services LLC $268,259 25,236 0.31% Shares
NATIONAL BANK OF CANADA /FI/ $251,155 23,627 0.29% Shares
Gladstone Institutional Advisory LLC $215,768 20,298 0.25% Shares
Orcam Financial Group $196,655 18,500 0.23% Shares
Maridea Wealth Management LLC $190,172 17,890 0.22% Shares
Sierra Capital LLC $177,521 16,700 0.21% Shares
MML INVESTORS SERVICES, LLC $165,053 15,527 0.19% Shares
&PARTNERS $116,614 10,970 0.14% Shares
Resurgent Financial Advisors LLC $112,004 10,537 0.13% Shares
PRINCIPAL SECURITIES, INC. $111,615 10,500 0.13% Shares
Simplicity Wealth,LLC $110,552 10,400 0.13% Shares
BANK OF MONTREAL /CAN/ $106,300 10,000 0.12% Shares
Rockefeller Capital Management L.P. $64,141 6,033 0.07% Shares
AdvisorNet Financial, Inc $36,333 3,418 0.04% Shares
MORGAN STANLEY $27,167 2,555 0.03% Shares
LANARK FINANCIAL, INC. $21,260 2,000 0.02% Shares
Global Retirement Partners, LLC $18,167 1,709 0.02% Shares
AE Wealth Management LLC $8,913 838 0.01% Shares
ROYAL BANK OF CANADA $4,000 400 0.00% Shares
Triumph Capital Management $3,189 300 0.00% Shares

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