Valuation & Ratios 07–12

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

Institutional owners (13F) 120 filers · $459.7M 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 120
Value held $459.7M
New positions 18
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
18 (+5 vs prior Q) 7 (-8 vs prior Q) 37 (-2 vs prior Q) 38 (+6 vs prior Q) -3.8M

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
CWM, LLC $159,970,526 3,949,890 34.80% Shares
LPL Financial LLC $55,976,621 1,384,703 12.18% Shares
MORGAN STANLEY $31,015,167 767,227 6.75% Shares
BIP Wealth, LLC $26,886,737 665,102 5.85% Shares
Avestar Capital, LLC $25,415,993 628,720 5.53% Shares
PTM WEALTH MANAGEMENT, LLC $20,796,004 515,263 4.52% Shares
AQR CAPITAL MANAGEMENT LLC $14,469,453 357,933 3.15% Shares
RAYMOND JAMES FINANCIAL INC $11,038,965 273,073 2.40% Shares
BANK OF AMERICA CORP /DE/ $11,013,984 272,455 2.40% Shares
Stablepoint Partners, LLC $8,927,440 220,840 1.94% Shares
ORBA Wealth Advisors, L.L.C. $6,388,629 158,037 1.39% Shares
Norris Financial Group, LLC $4,976,844 123,113 1.08% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,825,460 119,635 1.05% Shares
David Kennon Inc $4,289,387 106,107 0.93% Shares
Kraft, Davis & Associates, LLC $4,228,387 104,871 0.92% Shares
WT Wealth Management $3,206,975 79,331 0.70% Shares
UBS Group AG $2,989,954 73,963 0.65% Shares
VERUS CAPITAL PARTNERS, LLC $2,924,014 72,332 0.64% Shares
BridgePort Financial Solutions, LLC $2,782,416 68,829 0.61% Shares
ROYAL BANK OF CANADA $2,399,000 59,350 0.52% Shares
Focus Partners Wealth $2,287,890 56,596 0.50% Shares
Cannon Wealth Management Services, LLC $2,171,186 53,709 0.47% Shares
Elmwood Wealth Management, Inc. $2,015,147 49,849 0.44% Shares
OSAIC HOLDINGS, INC. $1,960,749 48,492 0.43% Shares
Barnes Wealth Management Group, Inc $1,927,747 47,687 0.42% Shares
Global View Capital Management LLC $1,856,761 45,931 0.40% Shares
MML INVESTORS SERVICES, LLC $1,686,532 41,720 0.37% Shares
CITADEL ADVISORS LLC $1,623,711 40,166 0.35% Shares
Equitable Holdings, Inc. $1,550,881 38,364 0.34% Shares
Congress Wealth Management LLC / DE / $1,429,753 35,163 0.31% Shares
Sanctuary Advisors, LLC $1,351,004 33,420 0.29% Shares
CGN Advisors LLC $1,316,332 32,562 0.29% Shares
Authentikos Wealth Advisory, LLC $1,237,086 30,602 0.27% Shares
Fiduciary Trust Co $1,165,857 28,840 0.25% Shares
ENVESTNET ASSET MANAGEMENT INC $1,143,847 28,296 0.25% Shares
Ameliora Wealth Management Ltd. $1,122,481 27,767 0.24% Shares
Stratos Wealth Partners, LTD. $1,078,140 26,670 0.23% Shares
Coppell Advisory Solutions LLC $1,003,886 49,579 0.22% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $998,498 24,700 0.22% Shares
Valmark Advisers, Inc. $954,839 23,620 0.21% Shares
GOLDMAN SACHS GROUP INC $895,575 22,154 0.19% Shares
Steward Partners Investment Advisory, LLC $876,616 21,685 0.19% Shares
Crews Bank & Trust $859,031 21,250 0.19% Shares
NAPLES GLOBAL ADVISORS, LLC $842,862 20,850 0.18% Shares
Wealthcare Advisory Partners LLC $817,822 20,231 0.18% Shares
Savant Capital, LLC $811,820 20,063 0.18% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $810,077 20,039 0.18% Shares
SALEM INVESTMENT COUNSELORS INC $743,659 18,396 0.16% Shares
KINGSWOOD WEALTH ADVISORS, LLC $708,383 17,523 0.15% Shares
Fifth Third Securities, Inc. $681,080 16,848 0.15% Shares

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