Valuation & Ratios 07–12

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value · industry median · verdict relative to median

Institutional owners (13F) 79 filers · $92.6M 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 79
Value held $92.6M
New positions 3
Exited positions 12
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-7 vs prior Q) 12 (-2 vs prior Q) 12 (+3 vs prior Q) 29 (-7 vs prior Q) -353K

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
COMMONWEALTH EQUITY SERVICES, LLC $17,441,440 576,958 18.84% Shares
Legacy CG, LLC $17,064,442 564,487 18.43% Shares
Vishria Bird Financial Group, LLC $11,171,408 381,472 12.07% Shares
Bullseye Investment Management, LLC $5,524,446 196,880 5.97% Shares
Brookstone Capital Management $3,819,258 126,340 4.13% Shares
KFG WEALTH MANAGEMENT, LLC $2,112,200 69,871 2.28% Shares
Cetera Investment Advisers $2,023,354 66,932 2.19% Shares
LPL Financial LLC $1,910,143 63,187 2.06% Shares
MERCER GLOBAL ADVISORS INC /ADV $1,630,425 53,934 1.76% Shares
Syntegra Private Wealth Group, LLC $1,627,886 53,850 1.76% Shares
Kestra Advisory Services, LLC $1,624,137 53,726 1.75% Shares
HighTower Advisors, LLC $1,355,044 44,824 1.46% Shares
Diligent Investors, LLC $1,289,763 42,665 1.39% Shares
Waverly Advisors, LLC $1,102,760 36,479 1.19% Shares
BRASS TAX WEALTH MANAGEMENT, INC $1,068,288 36,479 1.15% Shares
Cypress Wealth Services, LLC $1,054,029 34,867 1.14% Shares
ENVESTNET ASSET MANAGEMENT INC $1,037,554 34,322 1.12% Shares
MGO ONE SEVEN LLC $1,027,760 33,998 1.11% Shares
KINGSWOOD WEALTH ADVISORS, LLC $945,746 31,285 1.02% Shares
OSAIC HOLDINGS, INC. $912,507 30,186 0.99% Shares
Vantage Financial Partners, LLC $759,339 25,662 0.82% Shares
MML INVESTORS SERVICES, LLC $746,368 24,690 0.81% Shares
Trek Financial, LLC $723,374 23,929 0.78% Shares
Farther Finance Advisors, LLC $720,048 23,819 0.78% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $671,229 22,160 0.73% Shares
Atlantic Private Wealth, LLC $657,503 21,750 0.71% Shares
Spire Wealth Management $655,628 21,688 0.71% Shares
CENTRAL VALLEY ADVISORS, LLC $654,721 21,658 0.71% Shares
AXXCESS WEALTH MANAGEMENT, LLC $652,001 21,568 0.70% Shares
Tempo Wealth, LLC $645,894 21,366 0.70% Shares
Main Street Financial Solutions, LLC $562,822 18,618 0.61% Shares
Focus Partners Wealth $486,491 16,093 0.53% Shares
RAYMOND JAMES FINANCIAL INC $479,992 15,878 0.52% Shares
INTEGRITY ALLIANCE, LLC. $466,963 15,447 0.50% Shares
GWN SECURITIES INC. $456,416 15,098 0.49% Shares
Sound Income Strategies, LLC $431,926 14,288 0.47% Shares
Three Seasons Wealth, LLC $410,614 13,583 0.44% Shares
NewEdge Advisors, LLC $385,342 12,747 0.42% Shares
Beacon Financial Advisory LLC $360,644 11,930 0.39% Shares
Sunbelt Securities, Inc. $349,843 11,915 0.38% Shares
Maia Wealth LLC $320,075 10,588 0.35% Shares
AE Wealth Management LLC $312,578 10,340 0.34% Shares
Castle Rock Wealth Management, LLC $311,488 10,298 0.34% Shares
CWM, LLC $298,108 10,153 0.32% Shares
Pine Harbor Wealth Management, LLC $276,410 9,414 0.30% Shares
Tradition Wealth Management, LLC $274,851 9,092 0.30% Shares
CITADEL ADVISORS LLC $273,128 9,035 0.30% Shares
Mutual Advisors, LLC $260,855 8,629 0.28% Shares
Sigma Planning Corp $252,028 8,337 0.27% Shares
Prostatis Group LLC $251,114 8,307 0.27% Shares
BIP Wealth, LLC $247,886 8,200 0.27% Shares
Patriot Financial Group Insurance Agency, LLC $244,863 8,100 0.26% Shares
CAPTRUST FINANCIAL ADVISORS $234,494 7,757 0.25% Shares
Selby Wealth Management, LLC $232,166 7,680 0.25% Shares
Intentional Wealth Strategies, LLC $214,814 7,106 0.23% Shares
HARBOUR INVESTMENTS, INC. $205,111 6,785 0.22% Shares
BARCLAYS PLC $189,603 6,272 0.20% Shares
IFP Advisors, Inc $160,642 5,314 0.17% Shares
IFG Advisory, LLC $145,920 4,827 0.16% Shares
Financial Network Wealth Advisors LLC $139,391 4,611 0.15% Shares
AdvisorNet Financial, Inc $121,525 4,020 0.13% Shares
Capital Investment Advisory Services, LLC $120,920 4,000 0.13% Shares
RED REEF ADVISORS LLC $93,773 3,102 0.10% Shares
Keating Financial Advisory Services, Inc. $81,440 2,694 0.09% Shares
PROEQUITIES, INC. $65,640 2,345 0.07% Shares
Parallel Advisors, LLC $54,414 1,800 0.06% Shares
CoreCap Advisors, LLC $52,600 1,740 0.06% Shares
MORGAN STANLEY $49,638 1,642 0.05% Shares
JPMORGAN CHASE & CO $26,077 863 0.03% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $17,967 594 0.02% Shares
Noble Wealth Management PBC $12,878 426 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $4,716 156 0.01% Shares
Global Retirement Partners, LLC $3,023 100 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,199 72,746 0.00% Shares
Triumph Capital Management $1,209 40 0.00% Shares
HRT FINANCIAL LP $354 11,717 0.00% Shares
Janney Montgomery Scott LLC $296 9,794 0.00% Shares
WEDBUSH SECURITIES INC $202 6,670 0.00% Shares
Capital Analysts, LLC $16 523 0.00% Shares

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