Valuation & Ratios 07–12

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

Institutional owners (13F) 97 filers · $337.4M 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 97
Value held $337.4M
New positions 11
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
11 (+4 vs prior Q) 5 (-9 vs prior Q) 22 (-3 vs prior Q) 29 (+3 vs prior Q) -403K

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
Financial Engines Advisors L.L.C. $256,123,648 3,569,668 75.91% Shares
BANK OF AMERICA CORP /DE/ $20,219,940 281,811 5.99% Shares
NorthRock Partners, LLC $6,794,554 94,698 2.01% Shares
LPL Financial LLC $3,426,879 47,761 1.02% Shares
Advisory Services Network, LLC $3,026,889 42,187 0.90% Shares
SHEETS SMITH WEALTH MANAGEMENT $2,729,729 38,045 0.81% Shares
GTS SECURITIES LLC $2,715,738 37,850 0.80% Shares
OSAIC HOLDINGS, INC. $2,705,635 37,687 0.80% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,619,339 36,506 0.78% Shares
Stonebridge Financial Planning Group, LLC $2,523,473 35,170 0.75% Shares
Sigma Planning Corp $2,193,650 30,574 0.65% Shares
VALLEY NATIONAL ADVISERS INC $2,079,434 28,982 0.62% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,980,587 27,604 0.59% Shares
RAYMOND JAMES FINANCIAL INC $1,616,938 22,535 0.48% Shares
GOLDMAN SACHS GROUP INC $1,522,607 21,221 0.45% Shares
ROYAL BANK OF CANADA $1,245,000 17,345 0.37% Shares
Austin Wealth Management, LLC $1,218,896 17,383 0.36% Shares
AMERIPRISE FINANCIAL INC $1,179,656 16,441 0.35% Shares
Kestra Advisory Services, LLC $1,168,194 16,281 0.35% Shares
Mariner, LLC $1,122,099 15,639 0.33% Shares
Banque Transatlantique SA $1,100,102 15,332 0.33% Shares
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC $1,044,426 14,556 0.31% Shares
Dynamic Advisor Solutions LLC $934,185 13,020 0.28% Shares
PFG Investments, LLC $933,594 13,012 0.28% Shares
CITADEL ADVISORS LLC $892,498 12,439 0.26% Shares
Stratos Wealth Advisors, LLC $846,930 11,803 0.25% Shares
Cetera Investment Advisers $818,690 11,411 0.24% Shares
CWM, LLC $810,312 14,605 0.24% Shares
TRANSATLANTIQUE PRIVATE WEALTH LLC $807,349 13,261 0.24% Shares
FMR LLC $721,038 10,049 0.21% Shares
BRASADA CAPITAL MANAGEMENT, LP $651,275 9,077 0.19% Shares
CERTUITY, LLC $613,606 8,552 0.18% Shares
Private Advisor Group, LLC $591,030 8,237 0.18% Shares
HighTower Advisors, LLC $555,673 7,745 0.16% Shares
Prime Capital Investment Advisors, LLC $524,047 7,304 0.16% Shares
NewEdge Advisors, LLC $512,616 7,144 0.15% Shares
Fiduciary Alliance LLC $466,877 6,507 0.14% Shares
ENVESTNET ASSET MANAGEMENT INC $431,442 6,013 0.13% Shares
Rehmann Capital Advisory Group $382,981 5,337 0.11% Shares
Farther Finance Advisors, LLC $348,131 4,852 0.10% Shares
AE Wealth Management LLC $325,747 4,540 0.10% Shares
J.W. COLE ADVISORS, INC. $320,597 4,468 0.10% Shares
Summit Financial, LLC $299,915 4,180 0.09% Shares
Creative Planning $298,318 4,158 0.09% Shares
United Advisor Group, LLC $295,036 4,112 0.09% Shares
RFG Advisory, LLC $289,940 4,041 0.09% Shares
Focus Partners Wealth $289,727 4,038 0.09% Shares
StoneX Group Inc. $288,343 4,025 0.09% Shares
JPMORGAN CHASE & CO $278,238 3,928 0.08% Shares
Baird Financial Group, Inc. $263,036 3,666 0.08% Shares

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