Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · industry median · verdict relative to median

Institutional owners (13F) 520 filers · $5.6B 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 520
Value held $5.6B
New positions 54
Exited positions 29
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
54 (-16 vs prior Q) 29 (-5 vs prior Q) 94 (-220 vs prior Q) 310 (+248 vs prior Q) -46.3M

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
ENVESTNET ASSET MANAGEMENT INC $1,602,302,252 37,167,783 28.64% Shares
LPL Financial LLC $733,215,690 17,008,019 13.11% Shares
JPMORGAN CHASE & CO $321,005,251 7,531,798 5.74% Shares
MML INVESTORS SERVICES, LLC $159,734,524 3,705,278 2.86% Shares
Cetera Investment Advisers $133,133,543 3,088,229 2.38% Shares
Envestnet Portfolio Solutions, Inc. $131,095,081 3,040,944 2.34% Shares
AMERIPRISE FINANCIAL INC $121,762,680 2,824,145 2.18% Shares
CWM, LLC $118,295,074 3,266,015 2.11% Shares
NewEdge Advisors, LLC $113,404,576 2,630,587 2.03% Shares
SOFI WEALTH, LLC $103,982,622 2,412,030 1.86% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $102,079,238 2,367,879 1.82% Shares
Arax Advisory Partners $66,468,132 1,541,826 1.19% Shares
Sanctuary Advisors, LLC $61,342,114 1,422,921 1.10% Shares
COMMONWEALTH EQUITY SERVICES, LLC $60,809,033 1,410,555 1.09% Shares
JB Capital LLC $51,009,136 1,183,232 0.91% Shares
Vestmark Advisory Solutions, Inc. $48,549,288 1,126,172 0.87% Shares
OSAIC HOLDINGS, INC. $38,746,818 898,327 0.69% Shares
Stratos Wealth Partners, LTD. $36,720,003 851,774 0.66% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $35,532,944 823,625 0.64% Shares
Advocacy Wealth Management, LLC $32,233,476 747,703 0.58% Shares
STIFEL FINANCIAL CORP $30,942,927 717,766 0.55% Shares
Goldstein Advisors, LLC $28,690,787 665,525 0.51% Shares
Vise Technologies, Inc. $28,561,694 662,531 0.51% Shares
Austin Private Wealth, LLC $28,475,663 738,477 0.51% Shares
IHT Wealth Management, LLC $27,670,467 641,857 0.49% Shares
Integrated Wealth Concepts LLC $23,381,209 542,350 0.42% Shares
Kestra Advisory Services, LLC $21,787,976 505,404 0.39% Shares
Atria Investments, Inc $21,712,054 503,643 0.39% Shares
Cerity Partners LLC $21,552,198 499,935 0.39% Shares
MA Private Wealth $21,250,676 492,941 0.38% Shares
Icon Wealth Advisors, LLC $20,273,889 470,283 0.36% Shares
Private Advisor Group, LLC $20,256,945 469,890 0.36% Shares
EQ LLC $19,653,746 455,898 0.35% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $19,200,497 445,384 0.34% Shares
Triad Wealth Partners, LLC $18,963,674 438,771 0.34% Shares
MCMORGAN & CO LLC $18,376,777 426,276 0.33% Shares
TRUIST FINANCIAL CORP $17,566,305 407,476 0.31% Shares
WELLS FARGO & COMPANY/MN $17,412,517 403,909 0.31% Shares
West Wealth Group, LLC $16,122,650 373,988 0.29% Shares
Sharkey, Howes & Javer $16,073,422 372,847 0.29% Shares
&PARTNERS $15,631,451 360,825 0.28% Shares
MGO ONE SEVEN LLC $15,006,975 348,109 0.27% Shares
KWB Wealth $14,364,400 372,521 0.26% Shares
Scarborough Advisors, LLC $13,975,281 327,282 0.25% Shares
McKinley Carter Wealth Services, Inc. $13,563,978 314,636 0.24% Shares
High Falls Advisors, Inc $12,971,566 336,400 0.23% Shares
Frisch Financial Group, Inc. $12,416,657 288,023 0.22% Shares
Perigon Wealth Management, LLC $12,383,217 287,247 0.22% Shares
Orion Porfolio Solutions, LLC $12,215,138 283,349 0.22% Shares
Farther Finance Advisors, LLC $12,161,778 282,158 0.22% Shares
Stone House Investment Management, LLC $12,106,698 280,833 0.22% Shares
H D Vest Advisory Services $11,798,475 331,604 0.21% Shares
Security Financial Services, INC. $11,486,232 266,440 0.21% Shares
Equitable Holdings, Inc. $11,449,616 265,591 0.20% Shares
Kilter Group LLC $11,336,039 262,956 0.20% Shares
WEALTH ALLIANCE, LLC $11,280,736 261,673 0.20% Shares
Horst & Graben Wealth Management LLC $11,186,035 261,595 0.20% Shares
Embree Financial Group $10,604,003 245,975 0.19% Shares
Shepherd Financial Partners LLC $10,560,250 244,960 0.19% Shares
CFS Investment Advisory Services, LLC $10,245,241 240,273 0.18% Shares
One Wealth Advisors, LLC $10,130,969 235,003 0.18% Shares
MENORA MIVTACHIM HOLDINGS LTD. $10,068,858 233,562 0.18% Shares
Kelly Financial Services LLC $9,815,139 227,677 0.18% Shares
SteelPeak Wealth, LLC $9,659,175 224,059 0.17% Shares
Strategic Blueprint, LLC $9,411,341 218,310 0.17% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $9,285,386 215,388 0.17% Shares
PAX Financial Group, LLC $9,039,563 209,686 0.16% Shares
Physician Wealth Advisors, Inc. $8,681,317 201,376 0.16% Shares
INTEGRITY ALLIANCE, LLC. $8,558,211 198,520 0.15% Shares
Trek Financial, LLC $8,387,395 194,558 0.15% Shares
LIBERTY WEALTH MANAGEMENT LLC $8,290,544 228,895 0.15% Shares
Landing Point Financial Group, LLC $8,201,237 190,240 0.15% Shares
Global Retirement Partners, LLC $7,542,066 174,949 0.13% Shares
Cypress Wealth Services, LLC $7,508,668 174,175 0.13% Shares
BEACON FINANCIAL GROUP $7,320,935 169,820 0.13% Shares
Stonebrook Private Inc. $7,278,692 168,840 0.13% Shares
UBS Group AG $7,110,175 164,931 0.13% Shares
Golden State Wealth Management, LLC $6,981,929 161,956 0.12% Shares
Keystone Financial Group $6,909,001 160,264 0.12% Shares
SWMG, LLC $6,826,475 158,534 0.12% Shares
Sovran Advisors, LLC $6,811,418 162,061 0.12% Shares
ShoreHaven Wealth Partners, LLC $6,809,204 157,950 0.12% Shares
Claro Advisors Inc. $6,766,671 156,963 0.12% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $6,694,515 158,939 0.12% Shares
Diversify Advisory Services, LLC $6,694,515 158,939 0.12% Shares
Tidemark, LLC $6,591,604 152,902 0.12% Shares
Snowden Capital Advisors LLC $6,489,439 150,532 0.12% Shares
Brookstone Capital Management $6,458,540 149,815 0.12% Shares
Midwest Capital Advisors, LLC $6,442,633 149,446 0.12% Shares
ONE Advisory Partners, LLC $6,418,720 148,892 0.11% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $6,400,618 148,060 0.11% Shares
Apollon Wealth Management, LLC $6,334,994 146,950 0.11% Shares
ASSETMARK, INC $6,304,509 146,242 0.11% Shares
Ashton Thomas Private Wealth, LLC $6,144,136 142,522 0.11% Shares
Rothschild Wealth LLC $6,106,907 141,659 0.11% Shares
Plancorp, LLC $5,975,746 139,457 0.11% Shares
Legacy Financial Group LLC $5,928,360 137,517 0.11% Shares
Van Hulzen Asset Management, LLC $5,918,046 137,278 0.11% Shares
Regal Investment Advisors LLC $5,900,092 136,861 0.11% Shares
Able Wealth Management LLC $5,879,623 136,387 0.11% Shares
TSA Wealth Managment LLC $5,831,145 135,262 0.10% Shares
Archer Investment Management, LLC $5,656,347 131,207 0.10% Shares
Vertex Planning Partners, LLC $5,509,284 127,796 0.10% Shares
Strategies Wealth Advisors, LLC $5,389,985 125,029 0.10% Shares
Quadrant Private Wealth Management, LLC $5,338,105 123,825 0.10% Shares
Steward Partners Investment Advisory, LLC $5,179,063 120,136 0.09% Shares
Stokes Family Office, LLC $5,177,211 120,093 0.09% Shares
Keystone Financial Services $5,130,895 119,019 0.09% Shares
BCGM Wealth Management, LLC $5,026,411 116,595 0.09% Shares
LiftPoint Family Wealth Advisors LLC $4,880,662 113,214 0.09% Shares
Gen-Wealth Partners Inc $4,669,686 108,320 0.08% Shares
Buttonwood Financial Group, LLC $4,649,625 107,855 0.08% Shares
Invst, LLC $4,629,646 107,391 0.08% Shares
KM Capital Management Ltd. $4,626,738 107,324 0.08% Shares
EHRLICH FINANCIAL GROUP $4,600,112 106,706 0.08% Shares
Bay Harbor Wealth Management, LLC $4,586,516 106,391 0.08% Shares
Perennial Investment Advisors, LLC $4,509,106 104,574 0.08% Shares
Advyzon Investment Management, LLC $4,442,699 103,055 0.08% Shares
IFG Advisory, LLC $4,297,255 99,681 0.08% Shares
World Investment Advisors $4,293,892 103,450 0.08% Shares
Founders Financial Alliance, LLC $4,289,073 99,491 0.08% Shares
U.S. Capital Wealth Advisors, LLC $4,284,836 118,300 0.08% Shares
Skyline Advisors, Inc. $4,261,931 98,862 0.08% Shares
Beacon Capital Management, LLC $4,260,907 98,838 0.08% Shares
Mayflower Financial Advisors, LLC $4,233,402 98,200 0.08% Shares
True Vision MN LLC $4,227,236 116,710 0.08% Shares
WealthShield Partners, LLC $4,176,928 96,890 0.07% Shares
Schwallier Wealth Management LLC $4,122,730 95,633 0.07% Shares
RESOLUTE WEALTH ADVISOR, INC. $4,105,139 113,339 0.07% Shares
INDEPENDENT FINANCIAL GROUP, LLC $4,026,230 93,394 0.07% Shares
Tyche Wealth Partners LLC $3,958,731 91,829 0.07% Shares
Apeiron RIA LLC $3,957,274 91,795 0.07% Shares
Focus Financial Network, Inc. $3,945,694 91,526 0.07% Shares
PRINCIPAL SECURITIES, INC. $3,919,024 90,908 0.07% Shares
TWIN PEAKS WEALTH ADVISORS, LLC $3,874,725 89,880 0.07% Shares
Mutual Advisors, LLC $3,757,542 87,162 0.07% Shares
Maia Wealth LLC $3,725,938 86,429 0.07% Shares
ONE WEALTH CAPITAL MANAGEMENT, LLC $3,709,271 86,042 0.07% Shares
Atria Wealth Solutions, Inc. $3,676,491 103,330 0.07% Shares
Polaris Investment Advisors, LLC $3,593,665 83,360 0.06% Shares
Mariner, LLC $3,544,952 82,230 0.06% Shares
Foundations Investment Advisors, LLC $3,504,471 81,291 0.06% Shares
Forthright Family Wealth Advisory LLC $3,502,968 81,257 0.06% Shares
Qube Research & Technologies Ltd $3,477,856 80,674 0.06% Shares
Hobbs Wealth Management, LLC $3,455,913 80,165 0.06% Shares
Gateway Wealth Partners, LLC $3,454,962 80,142 0.06% Shares
A4 Wealth Advisors LLC $3,430,297 79,571 0.06% Shares
Patriot Financial Group Insurance Agency, LLC $3,421,261 79,361 0.06% Shares
WETZEL INVESTMENT ADVISORS, INC. $3,396,723 78,792 0.06% Shares
VestGen Advisors, LLC $3,367,141 78,106 0.06% Shares
Krasney Financial LLC $3,330,989 91,965 0.06% Shares
CreativeOne Wealth, LLC $3,304,312 76,648 0.06% Shares
Summit Financial, LLC $3,300,590 76,562 0.06% Shares
Cobblestone Asset Management LLC $3,277,136 76,018 0.06% Shares
Daviman Financial, LLC $3,254,843 75,501 0.06% Shares
WCG Wealth Advisors LLC $3,207,168 74,395 0.06% Shares
Certus Wealth Management, LLC $3,207,045 84,708 0.06% Shares
SigFig Wealth Management, LLC $3,190,870 74,868 0.06% Shares
ENDEAVOR PRIVATE WEALTH, INC. $3,179,249 73,747 0.06% Shares
M1 Capital Management LLC $3,156,177 73,212 0.06% Shares
FIRETHORN WEALTH PARTNERS, LLC $3,140,002 72,837 0.06% Shares
FFG RETIREMENT ADVISORS LLC $3,138,709 72,807 0.06% Shares
Synergy Investment Management, LLC $3,134,250 72,703 0.06% Shares
Lifelong Wealth Advisors, Inc. $3,090,127 71,680 0.06% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $3,055,970 70,888 0.05% Shares
MERCER GLOBAL ADVISORS INC /ADV $3,055,607 70,879 0.05% Shares
Intentional Wealth Strategies, LLC $3,053,136 70,822 0.05% Shares
Keebeck Wealth Management $3,020,761 70,071 0.05% Shares
CITIGROUP INC $3,001,203 69,617 0.05% Shares
IFP Advisors, Inc $2,978,125 69,082 0.05% Shares
CoreCap Advisors, LLC $2,936,093 68,107 0.05% Shares
D. E. Shaw & Co., Inc. $2,909,063 67,480 0.05% Shares
Siligmueller & Norvid Wealth Advisors LLC $2,895,154 76,413 0.05% Shares
CORE WEALTH ADVISORS, LLC $2,866,082 66,483 0.05% Shares
Concurrent Investment Advisors, LLC $2,848,123 66,066 0.05% Shares
Centurion Wealth Management LLC $2,812,218 65,234 0.05% Shares
Sheridan Capital Management, LLC $2,786,329 64,633 0.05% Shares
Lantz Financial LLC $2,782,967 64,555 0.05% Shares
Cornerstone Planning Group LLC $2,776,667 64,951 0.05% Shares
J.W. COLE ADVISORS, INC. $2,768,261 64,214 0.05% Shares
Pinion Investment Advisors, LLC $2,760,635 64,037 0.05% Shares
RAYMOND JAMES FINANCIAL INC $2,750,246 63,796 0.05% Shares
Braun-Bostich & Associates Inc. $2,741,925 63,603 0.05% Shares
HighTower Advisors, LLC $2,725,317 63,218 0.05% Shares
CURTIS WEALTH MANAGEMENT LLC $2,708,906 62,837 0.05% Shares
Simplicity Wealth,LLC $2,694,878 62,512 0.05% Shares
Redhawk Wealth Advisors, Inc. $2,645,781 61,373 0.05% Shares
Spectrum Planning & Advisory Services Inc. $2,643,305 61,315 0.05% Shares
Parallel Advisors, LLC $2,635,130 61,125 0.05% Shares
PFG Advisors $2,600,586 60,324 0.05% Shares
Bedminster, LLC $2,594,982 71,645 0.05% Shares
GW HENSSLER & ASSOCIATES LTD $2,591,814 71,558 0.05% Shares
SWP FINANCIAL LLC $2,581,292 59,877 0.05% Shares
May Hill Capital, LLC $2,510,591 58,237 0.04% Shares
Integrated Advisors Network LLC $2,492,635 57,820 0.04% Shares
MILESTONE ASSET MANAGEMENT, LLC $2,414,273 56,002 0.04% Shares
Scissortail Wealth Management, LLC $2,407,176 55,838 0.04% Shares
Blue Trust, Inc. $2,369,097 54,955 0.04% Shares
Csenge Advisory Group $2,369,004 54,953 0.04% Shares
Commonwealth Retirement Investments LLC $2,365,058 54,861 0.04% Shares
Tradition Wealth Management, LLC $2,311,366 53,616 0.04% Shares
Shared Vision Wealth Group LLC $2,259,652 52,416 0.04% Shares
FORTE ASSET MANAGEMENT LLC $2,253,450 52,272 0.04% Shares
ASHTON THOMAS SECURITIES, LLC $2,206,425 51,181 0.04% Shares
My Legacy Advisors, LLC $2,202,106 61,477 0.04% Shares
BETO FINANCIAL GROUP, LLC $2,187,080 51,802 0.04% Shares
JONES FINANCIAL COMPANIES LLLP $2,184,067 52,076 0.04% Shares
B.O.S.S. Retirement Advisors, LLC $2,147,144 49,806 0.04% Shares
ABSOLUTE CAPITAL MANAGEMENT, LLC $1,992,302 46,214 0.04% Shares
Retirement Wealth Solutions LLC $1,944,790 45,112 0.03% Shares
Copperleaf Capital, LLC $1,912,125 50,505 0.03% Shares
VERUS CAPITAL PARTNERS, LLC $1,876,715 43,533 0.03% Shares
THEORY FINANCIAL LLC $1,869,372 43,363 0.03% Shares
BUSH INVESTMENT GROUP, LLC $1,838,563 50,761 0.03% Shares
Hoxton Planning & Management, LLC $1,832,540 42,508 0.03% Shares
FLAGSHIP HARBOR ADVISORS, LLC $1,822,344 42,272 0.03% Shares
Balefire, LLC $1,815,807 42,120 0.03% Shares
Chatterton & Associates Inc. $1,779,823 41,372 0.03% Shares
Portfolio Resources Advisor Group, Inc. $1,761,044 40,850 0.03% Shares
FULLCIRCLE WEALTH LLC $1,756,814 45,810 0.03% Shares
United Advisor Group, LLC $1,725,839 40,033 0.03% Shares
Spire Wealth Management $1,673,404 38,817 0.03% Shares
TWO SIGMA INVESTMENTS, LP $1,664,046 38,600 0.03% Shares
SMART Wealth LLC $1,662,961 38,575 0.03% Shares
Baird Financial Group, Inc. $1,633,438 37,890 0.03% Shares
Barnes Wealth Management Group, Inc $1,622,617 37,639 0.03% Shares
WEALTHGARDEN F.S. LLC $1,581,512 36,685 0.03% Shares
Tower Research Capital LLC (TRC) $1,579,119 36,630 0.03% Shares
BENJAMIN EDWARDS INC $1,569,515 36,409 0.03% Shares
RFG Advisory, LLC $1,565,923 36,324 0.03% Shares
Smartleaf Asset Management LLC $1,514,331 35,531 0.03% Shares
WealthPoint Financial, LLC $1,497,340 34,733 0.03% Shares
Heck Capital Advisors, LLC $1,497,201 41,336 0.03% Shares
Avidian Wealth Enterprises, LLC $1,480,643 34,346 0.03% Shares
MATHER GROUP, LLC. $1,469,700 34,092 0.03% Shares
BLALOCK WILLIAMS, LLC $1,467,508 34,041 0.03% Shares
Kingsview Wealth Management, LLC $1,425,389 33,064 0.03% Shares
Nuveen, LLC $1,368,700 31,749 0.02% Shares
RENAISSANCE TECHNOLOGIES LLC $1,366,932 31,708 0.02% Shares
LifePlan Investment Advisors, Inc. $1,360,083 31,549 0.02% Shares
Orion Portfolio Solutions, LLC $1,340,306 42,294 0.02% Shares
Caliber Wealth Management, LLC / KS $1,329,540 30,841 0.02% Shares
XY Planning Network, Inc. $1,321,069 30,644 0.02% Shares
Davis Wealth Advisors, LLC $1,317,356 30,558 0.02% Shares
GRIES FINANCIAL LLC $1,286,407 33,978 0.02% Shares
Tempus Wealth Planning, LLC $1,279,807 29,687 0.02% Shares
JFS WEALTH ADVISORS, LLC $1,270,969 35,090 0.02% Shares
HighPoint Advisor Group LLC $1,253,325 29,073 0.02% Shares
Magnolia Private Wealth, LLC $1,252,607 29,056 0.02% Shares
Financial Advocates Investment Management $1,252,337 33,078 0.02% Shares
Vantage Point Financial LLC $1,210,812 28,087 0.02% Shares
Alta Wealth Advisors LLC $1,201,971 27,881 0.02% Shares
Advisory Services Network, LLC $1,200,010 27,836 0.02% Shares
WealthTrak Capital Management LLC $1,183,499 27,453 0.02% Shares
ARWA LLC $1,183,139 27,754 0.02% Shares
BCU Wealth Advisors, LLC $1,164,720 27,017 0.02% Shares
Savvy Advisors, Inc. $1,155,079 26,794 0.02% Shares
EFG International AG $1,152,460 26,733 0.02% Shares
Integrity Advisory Solutions, LLC $1,149,068 26,654 0.02% Shares
Focus Partners Advisor Solutions, LLC $1,136,195 26,355 0.02% Shares
GOLDMAN SACHS GROUP INC $1,123,145 26,053 0.02% Shares
Western Wealth Management, LLC $1,121,888 26,024 0.02% Shares
QRG CAPITAL MANAGEMENT, INC. $1,118,489 25,945 0.02% Shares
JANE STREET GROUP, LLC $1,098,012 25,470 0.02% Shares
WealthPLAN Partners, LLC $1,090,313 25,291 0.02% Shares
EP Wealth Advisors, LLC $1,089,635 25,276 0.02% Shares
B. Riley Wealth Advisors, Inc. $1,083,842 25,430 0.02% Shares
Clearview Wealth Advisors LLC $1,062,253 27,548 0.02% Shares
Asempa Wealth Advisors $1,058,636 24,557 0.02% Shares
5T Wealth, LLC $1,050,194 24,360 0.02% Shares
FIFTH THIRD BANCORP $1,025,987 23,799 0.02% Shares
HARBOUR INVESTMENTS, INC. $1,020,535 23,673 0.02% Shares
MKT Advisors LLC $995,847 23,333 0.02% Shares
REGIMEN WEALTH, LLC $994,959 22,996 0.02% Shares
OMNI 360 Wealth, Inc. $991,401 22,997 0.02% Shares
J.M. Arbour, LLC $990,754 22,982 0.02% Shares
Etesian Wealth Advisors, Inc. $980,106 22,735 0.02% Shares
Interchange Capital Partners, LLC $979,980 22,732 0.02% Shares
Compound Planning, Inc. $966,409 22,417 0.02% Shares
First Heartland Consultants, Inc. $952,903 22,104 0.02% Shares
Brookwood Investment Group LLC $942,083 21,853 0.02% Shares
Clear Creek Financial Management, LLC $936,349 21,720 0.02% Shares
BANK OF AMERICA CORP /DE/ $918,415 21,304 0.02% Shares
Cassilly Financial Group LLC $890,222 20,650 0.02% Shares
Merkkuri Wealth Advisors LLC $882,545 20,472 0.02% Shares
Avior Wealth Management, LLC $868,413 20,144 0.02% Shares
OneDigital Investment Advisors LLC $866,890 20,109 0.02% Shares
Two West Capital Advisors LLC $865,091 20,490 0.02% Shares
Lantern Wealth Advisors, LLC $863,414 20,028 0.02% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $863,220 20,024 0.02% Shares
SUTTON PLACE INVESTORS LLC $852,716 19,780 0.02% Shares
FTB Advisors, Inc. $839,901 23,606 0.02% Shares
GatePass Capital, LLC $838,533 19,451 0.01% Shares
Capital Investment Management, Inc. $837,582 19,429 0.01% Shares
Ameritas Advisory Services, LLC $832,477 19,311 0.01% Shares
Elios Financial Group Inc. $827,840 23,267 0.01% Shares
KICKSTAND VENTURES, LLC. $813,744 18,876 0.01% Shares
Vantus Wealth LLC $809,908 18,787 0.01% Shares
Sanchez Gaunt Capital Management, LLC $809,652 18,781 0.01% Shares
PRIVATE CLIENT SERVICES, LLC $806,631 18,711 0.01% Shares
NORTHLAND SECURITIES, INC. $803,354 18,635 0.01% Shares
Arcadia Wealth Management, LLC $795,802 18,460 0.01% Shares
Sigma Planning Corp $784,539 18,199 0.01% Shares
PRIVATE TRUST CO NA $780,248 18,099 0.01% Shares
Beacon Financial Advisory LLC $777,963 18,046 0.01% Shares
Gladstone Institutional Advisory LLC $773,824 17,950 0.01% Shares
Vision Retirement, LLC $770,552 17,874 0.01% Shares
EWG Elevate Inc. $756,594 19,984 0.01% Shares
Kovack Advisors, Inc. $744,445 17,322 0.01% Shares
EWA, LLC $735,866 17,069 0.01% Shares
Raleigh Capital Management Inc. $723,469 16,782 0.01% Shares
Optivise Advisory Services LLC $713,659 16,554 0.01% Shares
Sound Income Strategies, LLC $702,151 16,287 0.01% Shares
Catalina Capital Group, LLC $700,912 19,352 0.01% Shares
W ADVISORS, LLC $680,491 15,785 0.01% Shares
Transamerica Financial Advisors, LLC $679,862 15,770 0.01% Shares
FWG Investments, LLC. $677,164 15,708 0.01% Shares
Sovereign Financial Group, Inc. $676,655 15,696 0.01% Shares
BridgePort Financial Solutions, LLC $657,212 15,245 0.01% Shares
Skopos Labs, Inc. $655,365 18,094 0.01% Shares
Integrated Wealth Management $655,217 15,199 0.01% Shares
ALTERNA WEALTH MANAGEMENT, INC $648,258 15,037 0.01% Shares
TRANSCEND CAPITAL ADVISORS, LLC $634,148 14,710 0.01% Shares
Argent Trust Co $620,828 14,401 0.01% Shares
Accelerate Investment Advisors LLC $610,094 14,152 0.01% Shares
StoneX Group Inc. $607,905 14,089 0.01% Shares
Signal Advisors Wealth, LLC $604,291 14,017 0.01% Shares
Semmax Financial Advisors Inc. $599,134 16,419 0.01% Shares
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $596,556 13,838 0.01% Shares
Gilliland Jeter Wealth Management LLC $594,444 13,789 0.01% Shares
RDA Financial Network $576,553 13,374 0.01% Shares
AQR CAPITAL MANAGEMENT LLC $575,283 13,345 0.01% Shares
PFG Investments, LLC $547,629 12,703 0.01% Shares
Latitude Advisors, LLC $543,445 12,606 0.01% Shares
Avantra Family Wealth, Inc. $539,004 12,503 0.01% Shares
Yukon Wealth Management, Inc. $530,512 12,306 0.01% Shares
Lloyd Advisory Services, LLC. $523,170 12,136 0.01% Shares
COMERICA BANK $507,963 13,173 0.01% Shares
Aspire Private Capital, LLC $505,967 11,737 0.01% Shares
Inspire Advisors, LLC $505,903 11,735 0.01% Shares
NWAM LLC $505,370 11,723 0.01% Shares
Strategic Financial Concepts, LLC $505,120 11,717 0.01% Shares
MARIPAU WEALTH MANAGEMENT LLC $499,514 11,589 0.01% Shares
Cadia Private Client LLC $487,126 11,300 0.01% Shares
Sowell Financial Services LLC $484,465 11,238 0.01% Shares
Semus Wealth Partners LLC $481,323 11,165 0.01% Shares
DAVENPORT & Co LLC $471,895 10,946 0.01% Shares
FMR LLC $470,482 10,914 0.01% Shares
BlackRock, Inc. $468,994 10,879 0.01% Shares
MN Wealth Advisors, LLC $459,420 10,656 0.01% Shares
MSH Capital Advisors LLC $447,916 10,390 0.01% Shares
Resurgent Financial Advisors LLC $445,973 10,345 0.01% Shares
Legacy Wealth Partners, LLC $441,274 10,236 0.01% Shares
Key Capital Management, INC $438,264 10,166 0.01% Shares
GeoWealth Management, LLC $429,449 9,960 0.01% Shares
Arvest Bank Trust Division $426,745 9,899 0.01% Shares
Patton Albertson Miller Group, LLC $426,401 9,891 0.01% Shares
LexAurum Advisors, LLC $408,640 9,479 0.01% Shares
Cooper Financial Group $405,288 9,401 0.01% Shares
Arkadios Wealth Advisors $403,767 9,366 0.01% Shares
Lifeworks Advisors, LLC $402,346 9,333 0.01% Shares
FLP Wealth Management, LLC $390,896 9,067 0.01% Shares
WORLD EQUITY GROUP, INC. $386,271 8,960 0.01% Shares
RCS Financial Planning, LLC $386,136 8,957 0.01% Shares
Creative Planning $384,419 8,917 0.01% Shares
Elevated Capital Advisors, LLC $372,654 8,644 0.01% Shares
Imprint Wealth LLC $362,555 8,410 0.01% Shares
Kestra Investment Management, LLC $358,496 8,316 0.01% Shares
Gallagher Fiduciary Advisors, LLC $337,814 7,836 0.01% Shares
Focus Partners Wealth $334,793 7,766 0.01% Shares
Parkway Wealth Management Group, LLC $333,240 7,730 0.01% Shares
Hutchens & Kramer Investment Management Group, LLC $327,334 7,593 0.01% Shares
GWN SECURITIES INC. $314,460 7,294 0.01% Shares
Castleview Partners, LLC $308,496 7,156 0.01% Shares
Summit X, LLC $308,283 8,665 0.01% Shares
Oregon Pacific Wealth Management, LLC $297,933 6,911 0.01% Shares
Blue Capital, Inc. $297,243 6,895 0.01% Shares
KINGSWOOD WEALTH ADVISORS, LLC $291,380 6,759 0.01% Shares
JT Stratford LLC $284,569 6,601 0.01% Shares
SEEDS INVESTOR LLC $283,578 6,578 0.01% Shares
GLENMEDE TRUST CO NA $282,370 6,550 0.01% Shares
Atlatl Advisers LLC $281,163 6,522 0.01% Shares
Quantinno Capital Management LP $279,396 6,481 0.00% Shares
UPTICK PARTNERS, LLC $277,801 6,444 0.00% Shares
Main Street Financial Solutions, LLC $276,033 6,403 0.00% Shares
LOCKERMAN FINANCIAL GROUP, INC. $270,691 6,279 0.00% Shares
Beacon Pointe Advisors, LLC $268,020 6,217 0.00% Shares
NOVEM GROUP $262,216 6,082 0.00% Shares
PUREfi Wealth, LLC $260,988 6,054 0.00% Shares
Fulcrum Equity Management $255,499 5,927 0.00% Shares
TRB Wealth Management, LLC $253,616 5,883 0.00% Shares
Concorde Asset Management, LLC $249,835 5,795 0.00% Shares
Richmond Investment Services, LLC $248,045 5,754 0.00% Shares
Spectrum Wealth Counsel, LLC $245,566 7,749 0.00% Shares
SeaCrest Wealth Management, LLC $237,191 5,502 0.00% Shares
US BANCORP \DE\ $235,639 5,466 0.00% Shares
Bison Wealth, LLC $235,114 5,473 0.00% Shares
SAX WEALTH ADVISORS, LLC $228,002 6,295 0.00% Shares
Fiscal Wisdom Wealth Management, LLC $226,500 5,254 0.00% Shares
VestGen Investment Management $224,181 5,200 0.00% Shares
ENTREWEALTH, LLC $224,173 5,096 0.00% Shares
Quartz Partners, LLC $223,612 5,187 0.00% Shares
Independent Advisor Alliance $221,271 5,133 0.00% Shares
Moors & Cabot, Inc. $219,559 5,093 0.00% Shares
BEACON FINANCIAL PLANNING, INC $218,241 5,062 0.00% Shares
LongView Wealth Management $216,409 5,020 0.00% Shares
HERBST GROUP, LLC $215,550 5,000 0.00% Shares
ASL Financial, LLC $213,395 4,950 0.00% Shares
Madson Wealth Advisors Inc $213,024 4,941 0.00% Shares
STRATEGY ASSET MANAGERS LLC $212,963 4,940 0.00% Shares
Elevation Wealth Management LLC $211,546 4,907 0.00% Shares
PKS Advisory Services, LLC $211,424 4,901 0.00% Shares
Stirlingshire Investments, Inc. $211,366 4,903 0.00% Shares
Apollon Financial, LLC $211,239 4,900 0.00% Shares
Merit Financial Group, LLC $205,008 4,755 0.00% Shares
Cape Investment Advisory, Inc. $199,729 4,633 0.00% Shares
Continuum Advisory, LLC $189,210 4,389 0.00% Shares
ISLAY CAPITAL MANAGEMENT, LLC $185,244 4,297 0.00% Shares
Mosley Wealth Management $179,622 4,167 0.00% Shares
EverSource Wealth Advisors, LLC $178,993 4,152 0.00% Shares
PNC Financial Services Group, Inc. $177,656 4,121 0.00% Shares
Northwest Capital Management Inc $159,214 4,129 0.00% Shares
PARK AVENUE SECURITIES LLC $146,860 3,406,641 0.00% Shares
BANK OF MONTREAL /CAN/ $127,304 2,953 0.00% Shares
New Republic Capital, LLC $124,717 2,893 0.00% Shares
Kingdom Financial Group LLC. $114,302 2,651 0.00% Shares
REAP Financial Group, LLC $106,145 2,462 0.00% Shares
Wells Financial Advisors INC $101,222 2,348 0.00% Shares
BAM Wealth Management, LLC $100,662 2,335 0.00% Shares
Aptus Capital Advisors, LLC $99,024 2,297 0.00% Shares
IMA Advisory Services, Inc. $96,480 2,238 0.00% Shares
Russell Investments Group, Ltd. $93,872 2,178 0.00% Shares
Capital Advisor Network LLC $92,342 2,142 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $76,865 1,783 0.00% Shares
Janney Montgomery Scott LLC $73,775 1,711,316 0.00% Shares
Allworth Financial LP $65,355 1,516 0.00% Shares
LifeSteps Financial, Inc. $55,439 1,286 0.00% Shares
AE Wealth Management LLC $50,624 1,174 0.00% Shares
Quest 10 Wealth Builders, Inc. $47,809 1,109 0.00% Shares
LANARK FINANCIAL, INC. $41,514 963 0.00% Shares
Harborfront Financial Group LLC $39,694 921 0.00% Shares
Atlantic Union Bankshares Corp $38,584 895 0.00% Shares
AMERIFLEX GROUP, INC. $37,765 876 0.00% Shares
Clark Wealth Partners $37,291 865 0.00% Shares
MORGAN STANLEY $36,644 850 0.00% Shares
Ausdal Financial Partners, Inc. $36,514 847 0.00% Shares
Bank of New York Mellon Corp $35,911 833 0.00% Shares
Thrivent Financial for Lutherans $35,867 833,460 0.00% Shares
Advocate Investing Services LLC $35,307 819 0.00% Shares
Beaird Harris Wealth Management, LLC $33,813 784 0.00% Shares
Decker Retirement Planning Inc. $33,065 767 0.00% Shares
Silver Grove Financial Group, Inc. $30,522 708 0.00% Shares
Ascent Group, LLC $30,134 699 0.00% Shares
ROYAL BANK OF CANADA $28,000 652 0.00% Shares
Rossby Financial, LCC $27,854 646 0.00% Shares
CARY STREET PARTNERS FINANCIAL LLC $27,634 641 0.00% Shares
Sunbelt Securities, Inc. $24,273 670 0.00% Shares
Signature Equity Partners, LLC $21,692 503 0.00% Shares
TUCKER ASSET MANAGEMENT LLC $21,408 497 0.00% Shares
HARBOR INVESTMENT ADVISORY, LLC $20,995 487 0.00% Shares
HUNTINGTON NATIONAL BANK $20,951 486 0.00% Shares
Measured Wealth Private Client Group, LLC $20,434 474 0.00% Shares
Aegis Wealth Management, Inc. $19,658 456 0.00% Shares
Cambridge Investment Research Advisors, Inc. $18,462 428,248 0.00% Shares
CENTRAL TRUST Co $17,288 401 0.00% Shares
Cordant, Inc. $15,951 370 0.00% Shares
Modern Wealth Management, LLC $15,606 362 0.00% Shares
AdvisorNet Financial, Inc $14,097 327 0.00% Shares
Armor Investment Advisors, LLC $13,881 322 0.00% Shares
2UniFi Bank $13,727 379 0.00% Shares
Asset Dedication, LLC $13,044 303 0.00% Shares
NorthAvenue LLC $13,044 303 0.00% Shares
SHP Wealth Management $12,502 290 0.00% Shares
Nemes Rush Group LLC $11,467 266 0.00% Shares
TD Capital Management LLC $11,209 260 0.00% Shares
Fourth Dimension Wealth, LLC $8,588 199 0.00% Shares
Investors Research Corp $8,258 228 0.00% Shares
Capital Investment Advisory Services, LLC $7,286 169 0.00% Shares
TSFG, LLC $7,230 167,713 0.00% Shares
Cullen/Frost Bankers, Inc. $6,477 150 0.00% Shares
Signature Resources Capital Management, LLC $6,423 149 0.00% Shares
Clearstead Advisors, LLC $6,165 143 0.00% Shares
Larson Financial Group LLC $6,079 141 0.00% Shares
PITTENGER & ANDERSON INC $5,907 137 0.00% Shares
Keating Financial Advisory Services, Inc. $5,044 117 0.00% Shares
Networth Advisors, LLC $4,975 115 0.00% Shares
Cassaday & Co Wealth Management LLC $3,837 89 0.00% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $3,676 116 0.00% Shares
Rockefeller Capital Management L.P. $3,535 82 0.00% Shares
Crewe Advisors LLC $3,320 77 0.00% Shares
VANGUARD ADVISERS INC $3,187 88 0.00% Shares
Wealth Enhancement Trust Services, Inc. $2,888 67 0.00% Shares
Richard W. Paul & Associates, LLC $2,673 62 0.00% Shares
Capital Analysts, LLC $2,317 53,749 0.00% Shares
Founders Capital Management $2,285 53 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,209 61 0.00% Shares
FLOW TRADERS U.S. LLC $1,864 43,236 0.00% Shares
UMB Bank, n.a. $1,854 43 0.00% Shares
Redwood Investment Management, LLC $1,807 41,927 0.00% Shares
ORG Partners LLC $1,658 43 0.00% Shares
Archer Investment Corp $1,638 38 0.00% Shares
Register Financial Advisors LLC $1,595 37 0.00% Shares
Advisor OS, LLC $1,552 36 0.00% Shares
GILPIN WEALTH MANAGEMENT, LLC $1,423 33 0.00% Shares
CENTAURUS FINANCIAL, INC. $1,139 26,427 0.00% Shares
Bogart Wealth, LLC $948 22 0.00% Shares
Lowe fs, LLC $909 24 0.00% Shares
M Holdings Securities, Inc. $876 20,543 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $819 19 0.00% Shares
Pinnacle Wealth Planning Services, Inc. $776 18 0.00% Shares
Orion Capital Management LLC $776 18 0.00% Shares
Geneos Wealth Management Inc. $776 18 0.00% Shares
NBT BANK, N.A. $733 17 0.00% Shares
WEDBUSH SECURITIES INC $622 14,420 0.00% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $517 12 0.00% Shares
Venturi Wealth Management, LLC $302 7 0.00% Shares
Betterment LLC $261 6,056 0.00% Shares
Guerra Advisors Inc $114 3 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $4 89 0.00% Shares
CX Institutional $3 70 0.00% Shares

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