Valuation & Ratios 07–12

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value · industry median · verdict relative to median

Institutional owners (13F) 74 filers · $95.0M 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 74
Value held $95.0M
New positions 7
Exited positions 12
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-10 vs prior Q) 12 (+6 vs prior Q) 15 (-4 vs prior Q) 17 (+2 vs prior Q) +80K

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
MATAURO, LLC $33,773,551 364,568 35.55% Shares
WELLS FARGO & COMPANY/MN $8,268,027 89,249 8.70% Shares
Axiom Financial Strategies, LLC $7,710,427 83,230 8.12% Shares
LPL Financial LLC $6,306,839 68,079 6.64% Shares
OSAIC HOLDINGS, INC. $4,878,535 52,662 5.13% Shares
Cetera Investment Advisers $3,210,717 34,658 3.38% Shares
Pekin Hardy Strauss, Inc. $2,413,920 26,057 2.54% Shares
Winter & Associates, Inc. $1,887,729 20,377 1.99% Shares
Focus Partners Advisor Solutions, LLC $1,887,725 20,377 1.99% Shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1,845,667 19,923 1.94% Shares
MML INVESTORS SERVICES, LLC $1,701,612 18,368 1.79% Shares
Federation des caisses Desjardins du Quebec $1,509,975 16,317 1.59% Shares
ARKANSAS FINANCIAL GROUP, INC. $1,478,071 15,955 1.56% Shares
AMERIPRISE FINANCIAL INC $1,290,481 13,928 1.36% Shares
MISSION WEALTH MANAGEMENT, LP $1,209,323 13,054 1.27% Shares
CAZ INVESTMENTS LP $1,156,147 12,480 1.22% Shares
Belvedere Trading LLC $1,056,096 11,400 1.11% Call option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $852,288 9,200 0.90% Call option
Cerity Partners LLC $830,779 8,968 0.87% Shares
DV Trading LLC $787,440 8,500 0.83% Shares
Kestra Advisory Services, LLC $769,306 8,304 0.81% Shares
Asset Dedication, LLC $767,893 8,289 0.81% Shares
Merit Financial Group, LLC $763,168 8,238 0.80% Shares
UBS Group AG $693,966 7,491 0.73% Shares
Creative Planning $670,621 7,239 0.71% Shares
ENVESTNET ASSET MANAGEMENT INC $497,106 5,366 0.52% Shares
Rossby Financial, LCC $479,412 5,175 0.50% Shares
Navis Wealth Advisors, LLC $401,502 4,334 0.42% Shares
CITADEL ADVISORS LLC $380,380 4,106 0.40% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $360,648 3,893 0.38% Shares
ROBERTS GLORE & CO INC /IL/ $360,648 3,893 0.38% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $352,032 3,800 0.37% Put option
HighPoint Advisor Group LLC $346,012 3,735 0.36% Shares
CAPTRUST FINANCIAL ADVISORS $329,706 3,559 0.35% Shares
Burford Brothers, Inc. $324,333 3,501 0.34% Shares
First Business Financial Services, Inc. $322,109 3,477 0.34% Shares
CITADEL ADVISORS LLC $296,448 3,200 0.31% Put option
Atria Wealth Solutions, Inc. $295,420 4,031 0.31% Shares
Sanctuary Advisors, LLC $287,462 3,103 0.30% Shares
STIFEL FINANCIAL CORP $274,493 2,963 0.29% Shares
COMMONWEALTH EQUITY SERVICES, LLC $266,150 2,873 0.28% Shares
PFG Investments, LLC $226,968 2,450 0.24% Shares
Fort Sheridan Advisors LLC $220,483 2,380 0.23% Shares
CITADEL ADVISORS LLC $203,808 2,200 0.21% Call option
HARBOUR INVESTMENTS, INC. $177,128 1,912 0.19% Shares
TD Waterhouse Canada Inc. $130,746 1,415 0.14% Shares
Grove Bank & Trust $92,640 1,000 0.10% Shares
Farther Finance Advisors, LLC $86,526 934 0.09% Shares
Archer Investment Corp $76,799 829 0.08% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $68,090 735 0.07% Shares
Global Retirement Partners, LLC $58,826 635 0.06% Shares
FIFTH THIRD BANCORP $55,584 600 0.06% Shares
COMERICA BANK $46,566 600 0.05% Shares
ROTHSCHILD INVESTMENT LLC $46,320 500 0.05% Shares
Belvedere Trading LLC $37,056 400 0.04% Put option
CWM, LLC $28,595 300 0.03% Shares
Glen Eagle Advisors, LLC $22,697 245 0.02% Shares
TRUST CO OF VERMONT $21,400 231 0.02% Shares
JONES FINANCIAL COMPANIES LLLP $19,700 215 0.02% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $17,933 194 0.02% Shares
Integrated Wealth Concepts LLC $14,452 156 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $11,209 121 0.01% Shares
HUNTINGTON NATIONAL BANK $9,264 100 0.01% Shares
Glass Jacobson Investment Advisors llc $9,264 100 0.01% Shares
ROYAL BANK OF CANADA $9,000 100 0.01% Shares
N.E.W. Advisory Services LLC $7,041 76 0.01% Shares
FLOW TRADERS U.S. LLC $4,306 46,477 0.00% Shares
ASSETMARK, INC $4,261 46 0.00% Shares
FMR LLC $3,520 38 0.00% Shares
NorthAvenue LLC $3,243 35 0.00% Shares
TOTH FINANCIAL ADVISORY CORP $2,316 25 0.00% Shares
HRT FINANCIAL LP $516 5,573 0.00% Shares
Cambridge Investment Research Advisors, Inc. $297 3,205 0.00% Shares
MORGAN STANLEY $100 1 0.00% Shares

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