TECB — Institutional owners (13F)

97 filers · $337.4M 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
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
Rockefeller Capital Management L.P. $246,174 3,431 0.07% Shares
Krasney Financial LLC $229,410 4,135 0.07% Shares
OpenArc Corporate Advisory, LLC $219,555 3,060 0.07% Shares
Carl P. Sherr & Co., LLC $211,177 2,943 0.06% Shares
MORGAN STANLEY $164,767 2,296 0.05% Shares
Clark Wealth Partners $130,196 1,815 0.04% Shares
BARTLETT & CO. WEALTH MANAGEMENT LLC $111,356 1,552 0.03% Shares
US BANCORP \DE\ $98,872 1,378 0.03% Shares
BlackRock, Inc. $77,777 1,084 0.02% Shares
Allworth Financial LP $75,051 1,046 0.02% Shares
CENTRAL TRUST Co $71,750 1,000 0.02% Shares
STEPH & CO $60,988 850 0.02% Shares
BANK OF MONTREAL /CAN/ $57,400 800 0.02% Shares
Comprehensive Financial Planning, Inc./PA $48,647 678 0.01% Shares
DAGCO, INC. $46,947 846 0.01% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $45,848 639 0.01% Shares
Capital Investment Advisory Services, LLC $35,875 500 0.01% Shares
Physician Wealth Advisors, Inc. $28,700 400 0.01% Shares
LANARK FINANCIAL, INC. $26,906 375 0.01% Shares
Pinnacle Bancorp, Inc. $26,691 372 0.01% Shares
Global Retirement Partners, LLC $25,830 360 0.01% Shares
TD Capital Management LLC $25,429 354 0.01% Shares
Steward Partners Investment Advisory, LLC $21,597 301 0.01% Shares
IFP Advisors, Inc $20,305 283 0.01% Shares
KERR FINANCIAL PLANNING Corp $16,357 228 0.00% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $15,929 222 0.00% Shares
WELLS FARGO & COMPANY/MN $15,785 220 0.00% Shares
Clearstead Advisors, LLC $14,350 200 0.00% Shares
UBS Group AG $14,135 197 0.00% Shares
Synergy Investment Management, LLC $10,763 150 0.00% Shares
2UniFi Bank $9,598 173 0.00% Shares
Sunbelt Securities, Inc. $8,710 157 0.00% Shares
CoreCap Advisors, LLC $5,668 79 0.00% Shares
REAP Financial Group, LLC $4,892 68 0.00% Shares
PFS Partners, LLC $4,710 66 0.00% Shares
Russell Investments Group, Ltd. $4,592 64 0.00% Shares
Abound Wealth Management $4,386 79 0.00% Shares
PNC Financial Services Group, Inc. $3,085 43 0.00% Shares
ASSETMARK, INC $2,296 32 0.00% Shares
Strive Financial Group ,LLC $1,650 23 0.00% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $1,579 22 0.00% Shares
Tower Research Capital LLC (TRC) $1,292 18 0.00% Shares
Cambridge Investment Research Advisors, Inc. $288 4,017 0.00% Shares
HRT FINANCIAL LP $256 3,577 0.00% Shares
HAZLETT, BURT & WATSON, INC. $35 500 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $3 36 0.00% Shares
Motiv8 Investments LLC $2 33 0.00% Shares