Valuation & Ratios 07–12

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

Institutional owners (13F) 51 filers · $722.7M 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 51
Value held $722.7M
New positions 16
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
16 (+5 vs prior Q) 3 (-1 vs prior Q) 18 (+4 vs prior Q) 7 (0 vs prior Q) +7.2M

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
LPL Financial LLC $297,719,972 6,511,810 41.19% Shares
Mason Investment Advisory Services, Inc. $258,158,776 5,646,517 35.72% Shares
MORGAN STANLEY $52,290,225 1,143,705 7.24% Shares
OneDigital Investment Advisors LLC $25,482,467 557,359 3.53% Shares
Private Advisor Group, LLC $16,892,693 369,482 2.34% Shares
AMERIPRISE FINANCIAL INC $14,716,206 321,872 2.04% Shares
Northwest Wealth Advisors, LLC $6,744,339 147,514 0.93% Shares
INDEPENDENT FINANCIAL GROUP, LLC $6,253,353 136,775 0.87% Shares
Cetera Investment Advisers $5,903,797 129,130 0.82% Shares
ENVESTNET ASSET MANAGEMENT INC $5,827,260 127,455 0.81% Shares
FLAGSHIP WEALTH ADVISORS, LLC $5,190,409 113,526 0.72% Shares
OSAIC HOLDINGS, INC. $4,634,910 101,323 0.64% Shares
JONES FINANCIAL COMPANIES LLLP $3,284,120 74,707 0.45% Shares
RAYMOND JAMES FINANCIAL INC $3,258,236 71,265 0.45% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,246,500 71,008 0.45% Shares
KWB Wealth $2,320,230 52,435 0.32% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,225,982 26,815 0.17% Shares
DHK Financial Advisors, Inc. $789,346 19,528 0.11% Shares
GOLDMAN SACHS GROUP INC $782,818 17,122 0.11% Shares
CITADEL ADVISORS LLC $751,317 16,433 0.10% Shares
Arkadios Wealth Advisors $616,214 13,478 0.09% Shares
PRICE T ROWE ASSOCIATES INC /MD/ $610,336 13,349,402 0.08% Shares
ROYAL BANK OF CANADA $599,000 13,094 0.08% Shares
Vertex Planning Partners, LLC $527,805 11,544 0.07% Shares
JACKSON THORNTON WEALTH MANAGEMENT, LLC $478,140 10,458 0.07% Shares
WELLS FARGO & COMPANY/MN $452,217 9,891 0.06% Shares
MONEY CONCEPTS CAPITAL CORP $437,312 9,565 0.06% Shares
GeoWealth Management, LLC $424,007 9,274 0.06% Shares
WIN ADVISORS, INC $418,521 9,154 0.06% Shares
RFG Advisory, LLC $393,192 8,600 0.05% Shares
Integrated Wealth Concepts LLC $392,415 8,583 0.05% Shares
Keystone Financial Group $346,101 7,570 0.05% Shares
TRUIST FINANCIAL CORP $319,537 6,989 0.04% Shares
JANE STREET GROUP, LLC $278,983 6,102 0.04% Shares
Stratos Wealth Partners, LTD. $221,763 4,850 0.03% Shares
PRIVATE TRUST CO NA $182,103 3,983 0.03% Shares
CWM, LLC $136,248 3,466 0.02% Shares
Geneos Wealth Management Inc. $131,948 2,886 0.02% Shares
Capital Investment Advisory Services, LLC $58,522 1,280 0.01% Shares
Global Retirement Partners, LLC $51,572 1,128 0.01% Shares
Strategic Wealth Partners, Ltd. $37,046 810 0.01% Shares
Comprehensive Financial Planning, Inc./PA $33,429 731 0.00% Shares
ASSETMARK, INC $33,330 729 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $16,966 371 0.00% Shares
JPMORGAN CHASE & CO $16,391 364 0.00% Shares
BANK OF MONTREAL /CAN/ $11,270 261 0.00% Shares
Tradewinds Capital Management, LLC $5,990 131 0.00% Shares
NewEdge Advisors, LLC $4,663 102 0.00% Shares
Signature Equity Partners, LLC $3,612 79 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,355 51,507 0.00% Shares

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