TAXF — Institutional owners (13F)
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $124,349,373 | 2,446,137 | 24.29% | Shares |
| CWM, LLC | $77,723,291 | 1,552,913 | 15.18% | Shares |
| LPL Financial LLC | $35,078,911 | 690,054 | 6.85% | Shares |
| MORGAN STANLEY | $23,233,834 | 457,043 | 4.54% | Shares |
| Goldstein Advisors, LLC | $22,187,902 | 436,469 | 4.33% | Shares |
| AMERIPRISE FINANCIAL INC | $17,976,320 | 353,825 | 3.51% | Shares |
| Prime Capital Investment Advisors, LLC | $17,843,335 | 351,005 | 3.48% | Shares |
| RAYMOND JAMES FINANCIAL INC | $14,033,884 | 276,068 | 2.74% | Shares |
| Private Advisor Group, LLC | $12,177,394 | 239,548 | 2.38% | Shares |
| CONDOR CAPITAL MANAGEMENT | $9,042,584 | 177,881 | 1.77% | Shares |
| IFP Advisors, Inc | $7,532,781 | 148,181 | 1.47% | Shares |
| Dynamic Advisor Solutions LLC | $6,268,812 | 123,317 | 1.22% | Shares |
| Arax Advisory Partners | $5,980,026 | 117,636 | 1.17% | Shares |
| NewEdge Advisors, LLC | $5,935,000 | 116,750 | 1.16% | Shares |
| First Affirmative Financial Network | $5,901,780 | 117,918 | 1.15% | Shares |
| U.S. Capital Wealth Advisors, LLC | $5,712,257 | 114,131 | 1.12% | Shares |
| FAS Wealth Partners, Inc. | $5,340,352 | 105,053 | 1.04% | Shares |
| Henderson Brothers Financial Partners, LLC | $4,912,457 | 96,635 | 0.96% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $4,810,431 | 94,628 | 0.94% | Shares |
| Kestra Advisory Services, LLC | $4,539,442 | 89,298 | 0.89% | Shares |
| GEM Asset Management, LLC | $4,433,327 | 87,210 | 0.87% | Shares |
| Elequin Capital, LP | $4,244,773 | 83,501 | 0.83% | Shares |
| JANE STREET GROUP, LLC | $4,226,778 | 83,147 | 0.83% | Shares |
| Pursuit Wealth Management LLC | $4,108,276 | 81,546 | 0.80% | Shares |
| Visionary Wealth Advisors | $3,790,832 | 74,571 | 0.74% | Shares |
| GOLDMAN SACHS GROUP INC | $3,333,403 | 65,573 | 0.65% | Shares |
| ARQ WEALTH ADVISORS, LLC | $3,283,450 | 65,474 | 0.64% | Shares |
| JPMORGAN CHASE & CO | $3,259,026 | 64,028 | 0.64% | Shares |
| IHT Wealth Management, LLC | $3,173,333 | 62,424 | 0.62% | Shares |
| HighTower Advisors, LLC | $3,140,869 | 61,786 | 0.61% | Shares |
| OneDigital Investment Advisors LLC | $3,091,533 | 60,815 | 0.60% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $2,972,857 | 58,481 | 0.58% | Shares |
| Landmark Wealth Management, LLC | $2,899,255 | 57,033 | 0.57% | Shares |
| OSAIC HOLDINGS, INC. | $2,685,667 | 52,823 | 0.52% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $2,464,339 | 48,477 | 0.48% | Shares |
| ROYAL BANK OF CANADA | $2,416,000 | 47,529 | 0.47% | Shares |
| GWN SECURITIES INC. | $2,244,416 | 44,151 | 0.44% | Shares |
| OneAscent Financial Services LLC | $2,020,081 | 39,738 | 0.39% | Shares |
| Mutual Advisors, LLC | $1,935,468 | 38,074 | 0.38% | Shares |
| Orion Portfolio Solutions, LLC | $1,898,774 | 38,375 | 0.37% | Shares |
| Cooper Capital Advisors LLC | $1,748,724 | 34,400 | 0.34% | Shares |
| PNC Financial Services Group, Inc. | $1,720,559 | 33,846 | 0.34% | Shares |
| Pine Valley Investments Ltd Liability Co | $1,718,039 | 33,796 | 0.34% | Shares |
| MATHER GROUP, LLC. | $1,465,719 | 28,833 | 0.29% | Shares |
| Melone Private Wealth, LLC | $1,405,387 | 27,646 | 0.27% | Shares |
| First Heartland Consultants, Inc. | $1,398,979 | 27,520 | 0.27% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $1,299,458 | 25,595 | 0.25% | Shares |
| Foundations Investment Advisors, LLC | $1,268,731 | 24,958 | 0.25% | Shares |
| Midwestern Financial, LLC /IA | $1,177,359 | 23,160 | 0.23% | Shares |
| CNB Bank | $1,039,627 | 20,451 | 0.20% | Shares |
| Concurrent Investment Advisors, LLC | $957,172 | 18,829 | 0.19% | Shares |
| Equitable Holdings, Inc. | $887,178 | 17,452 | 0.17% | Shares |
| STIFEL FINANCIAL CORP | $876,151 | 17,235 | 0.17% | Shares |
| Aprio Wealth Management, LLC | $876,090 | 17,234 | 0.17% | Shares |
| COMERICA BANK | $872,973 | 17,328 | 0.17% | Shares |
| Equity Wealth Partners, LLC | $846,375 | 16,649 | 0.17% | Shares |
| Westside Investment Management, Inc. | $823,527 | 16,200 | 0.16% | Shares |
| ERn Financial, LLC | $822,002 | 16,170 | 0.16% | Shares |
| REGIMEN WEALTH, LLC | $791,841 | 15,577 | 0.15% | Shares |
| Altus Wealth Group LLC | $774,586 | 15,237 | 0.15% | Shares |
| Prosperity Consulting Group, LLC | $737,972 | 14,517 | 0.14% | Shares |
| PFG Advisors | $723,473 | 14,232 | 0.14% | Shares |
| Gerber Kawasaki Wealth & Investment Management | $718,817 | 14,140 | 0.14% | Shares |
| SageView Advisory Group, LLC | $680,378 | 13,384 | 0.13% | Shares |
| marrick wealth, LLC | $674,377 | 13,266 | 0.13% | Shares |
| Core Wealth Advisors, Inc. | $668,989 | 13,160 | 0.13% | Shares |
| Clearview Wealth Management LLC | $660,893 | 13,001 | 0.13% | Shares |
| Portfolio Resources Advisor Group, Inc. | $648,047 | 12,948 | 0.13% | Shares |
| FIFTH THIRD BANCORP | $560,243 | 11,021 | 0.11% | Shares |
| CITADEL ADVISORS LLC | $556,389 | 10,945 | 0.11% | Shares |
| Cetera Investment Advisers | $543,666 | 10,695 | 0.11% | Shares |
| Orion Porfolio Solutions, LLC | $511,301 | 10,058 | 0.10% | Shares |
| MML INVESTORS SERVICES, LLC | $506,347 | 9,961 | 0.10% | Shares |
| SYNOVUS FINANCIAL CORP | $485,764 | 9,670 | 0.09% | Shares |
| Palatine Hill Wealth Management, LLC | $483,238 | 9,506 | 0.09% | Shares |
| Merit Financial Group, LLC | $456,625 | 8,982 | 0.09% | Shares |
| Trilogy Capital Inc. | $438,452 | 8,625 | 0.09% | Shares |
| Pinnacle Financial Partners, Inc. | $423,329 | 8,327 | 0.08% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $407,897 | 8,024 | 0.08% | Shares |
| Stewardship Advisors, LLC | $402,867 | 7,925 | 0.08% | Shares |
| Lifeworks Advisors, LLC | $378,162 | 7,439 | 0.07% | Shares |
| UNIQUE WEALTH, LLC | $371,604 | 7,310 | 0.07% | Shares |
| Arrowroot Family Office, LLC | $361,971 | 7,121 | 0.07% | Shares |
| Savvy Advisors, Inc. | $338,478 | 6,658 | 0.07% | Shares |
| UBS Group AG | $331,647 | 6,524 | 0.06% | Shares |
| CASTLE WEALTH MANAGEMENT LLC | $321,887 | 6,332 | 0.06% | Shares |
| C M BIDWELL & ASSOCIATES LTD | $314,160 | 6,180 | 0.06% | Shares |
| Creative Planning | $310,959 | 6,117 | 0.06% | Shares |
| PRIVATE TRUST CO NA | $279,515 | 5,498 | 0.05% | Shares |
| Inspire Advisors, LLC | $273,442 | 5,379 | 0.05% | Shares |
| Bill Few Associates, Inc. | $256,208 | 5,040 | 0.05% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $236,479 | 4,678 | 0.05% | Shares |
| Barnes Wealth Management Group, Inc | $232,502 | 4,573 | 0.05% | Shares |
| Investment Advisory Group, LLC | $228,758 | 4,500 | 0.04% | Shares |
| Fortis Group Advisors, LLC | $214,320 | 4,216 | 0.04% | Shares |
| Pure Financial Advisors, LLC | $208,424 | 4,100 | 0.04% | Shares |
| Frederick Financial Consultants, LLC | $206,290 | 4,058 | 0.04% | Shares |
| PFG Investments, LLC | $203,375 | 4,001 | 0.04% | Shares |
| Avidian Wealth Enterprises, LLC | $202,685 | 3,987 | 0.04% | Shares |
| Lodestone Wealth Management LLC | $173,583 | 3,415 | 0.03% | Shares |
| HARBOUR INVESTMENTS, INC. | $45,701 | 899 | 0.01% | Shares |
| ASSETMARK, INC | $45,091 | 887 | 0.01% | Shares |
| Geneos Wealth Management Inc. | $40,164 | 790 | 0.01% | Shares |
| Caldwell Trust Co | $39,143 | 770 | 0.01% | Shares |
| Steward Partners Investment Advisory, LLC | $38,126 | 750 | 0.01% | Shares |
| Farther Finance Advisors, LLC | $23,435 | 461 | 0.00% | Shares |
| IFG Advisory, LLC | $21,566 | 424 | 0.00% | Shares |
| Global Retirement Partners, LLC | $21,503 | 423 | 0.00% | Shares |
| CX Institutional | $16,978 | 358,295 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $3,606 | 70,928 | 0.00% | Shares |
| Financial Management Professionals, Inc. | $3,289 | 65 | 0.00% | Shares |
| SIGNATUREFD, LLC | $603 | 12 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $312 | 6,140 | 0.00% | Shares |
| Capital Analysts, LLC | $74 | 1,446 | 0.00% | Shares |
| BESSEMER GROUP INC | $70 | 1,386 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $44 | 1 | 0.00% | Shares |
| BlackRock, Inc. | $35 | 1 | 0.00% | Shares |
| Larson Financial Group LLC | $35 | 1 | 0.00% | Shares |