Valuation & Ratios 07–12

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

Institutional owners (13F) 97 filers · $160.0M total · As of Sept. 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 $160.0M
New positions 10
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (-7 vs prior Q) 11 (+1 vs prior Q) 39 (-1 vs prior Q) 24 (+2 vs prior Q) +23K

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
WESTWOOD HOLDINGS GROUP INC $36,297,380 858,500 22.68% Shares
LPL Financial LLC $26,105,491 617,443 16.31% Shares
Christian Investment Advisors, Inc. $17,415,625 411,912 10.88% Shares
BENJAMIN EDWARDS INC $5,859,827 138,597 3.66% Shares
Coppell Advisory Solutions LLC $5,014,261 1,941 3.13% Shares
CWM, LLC $4,404,667 106,496 2.75% Shares
Turning Point Benefit Group, Inc. $4,192,086 99,122 2.62% Shares
AMERIPRISE FINANCIAL INC $4,082,664 96,563 2.55% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $3,259,841 77,101 2.04% Shares
OneAscent Financial Services LLC $3,223,737 76,247 2.01% Shares
RAYMOND JAMES FINANCIAL INC $3,211,689 75,962 2.01% Shares
Cetera Investment Advisers $2,725,969 64,474 1.70% Shares
J.W. COLE ADVISORS, INC. $2,328,370 55,070 1.45% Shares
ENVESTNET ASSET MANAGEMENT INC $2,293,616 54,248 1.43% Shares
Focus Partners Advisor Solutions, LLC $2,057,482 48,663 1.29% Shares
First Heartland Consultants, Inc. $1,978,190 46,788 1.24% Shares
Inspire Advisors, LLC $1,750,245 41,397 1.09% Shares
FAMILY WEALTH PARTNERS, LLC $1,728,637 41,795 1.08% Shares
Frontier Asset Management, LLC $1,709,631 40,436 1.07% Shares
Bare Financial Services, Inc $1,671,534 39,535 1.04% Shares
Geneos Wealth Management Inc. $1,576,790 37,294 0.99% Shares
Sound Financial Strategies Group, LLC $1,509,269 35,697 0.94% Shares
WorthPointe, LLC $1,501,300 35,509 0.94% Shares
EverSource Wealth Advisors, LLC $1,481,618 35,043 0.93% Shares
JONES FINANCIAL COMPANIES LLLP $1,255,593 29,492 0.78% Shares
Farther Finance Advisors, LLC $1,163,163 27,511 0.73% Shares
Foundations Investment Advisors, LLC $1,088,145 25,737 0.68% Shares
IFP Advisors, Inc $1,018,652 24,093 0.64% Shares
RFG Advisory, LLC $833,170 19,706 0.52% Shares
UBS Group AG $822,557 19,455 0.51% Shares
Allen Capital Group, LLC $784,886 18,564 0.49% Shares
O'Connor Financial Group LLC $753,091 17,812 0.47% Shares
Kestra Advisory Services, LLC $748,872 17,712 0.47% Shares
OSAIC HOLDINGS, INC. $673,946 15,940 0.42% Shares
COMMONWEALTH EQUITY SERVICES, LLC $656,799 15,535 0.41% Shares
WIN ADVISORS, INC $618,264 14,623 0.39% Shares
SUMMIT WEALTH GROUP LLC / CO $609,213 14,409 0.38% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $596,408 14,106 0.37% Shares
Merit Financial Group, LLC $586,660 13,876 0.37% Shares
PNC Financial Services Group, Inc. $524,460 12,404 0.33% Shares
Sigma Planning Corp $505,353 11,953 0.32% Shares
Atria Investments, Inc $481,485 11,388 0.30% Shares
Atria Wealth Solutions, Inc. $433,733 11,254 0.27% Shares
LaSalle St. Investment Advisors, LLC $393,647 9,310 0.25% Shares
LifeWealth Investments, LLC $382,211 9,040 0.24% Shares
Envestnet Portfolio Solutions, Inc. $371,979 8,798 0.23% Shares
GOLDMAN SACHS GROUP INC $369,231 8,733 0.23% Shares
Orion Portfolio Solutions, LLC $354,537 9,424 0.22% Shares
GTS SECURITIES LLC $341,030 8,066 0.21% Shares
Strategic Blueprint, LLC $309,073 7,310 0.19% Shares

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