Valuation & Ratios 07–12

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

Institutional owners (13F) 74 filers · $215.3M 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 $215.3M
New positions 4
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-4 vs prior Q) 6 (0 vs prior Q) 19 (-4 vs prior Q) 40 (+4 vs prior Q) -1.7M

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
HighTower Advisors, LLC $74,116,928 1,366,387 34.42% Shares
Bluespring Wealth Management, LLC $32,268,835 594,894 14.99% Shares
Team Financial Group, LLC $15,502,553 285,798 7.20% Shares
LPL Financial LLC $10,768,778 198,528 5.00% Shares
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $10,437,187 192,415 4.85% Shares
WELLS FARGO & COMPANY/MN $7,543,832 139,075 3.50% Shares
Cetera Investment Advisers $5,446,475 100,409 2.53% Shares
Defined Financial Planning LLC $5,281,948 105,302 2.45% Shares
GREAT VALLEY ADVISOR GROUP, INC. $5,023,547 92,605 2.33% Shares
EVOLVE PRIVATE WEALTH, LLC $4,483,150 82,649 2.08% Shares
NewEdge Advisors, LLC $3,258,703 60,076 1.51% Shares
MORGAN STANLEY $2,585,711 47,669 1.20% Shares
RAYMOND JAMES FINANCIAL INC $2,300,120 42,404 1.07% Shares
Allworth Financial LP $2,018,639 37,215 0.94% Shares
Private Advisor Group, LLC $1,884,170 34,736 0.88% Shares
Stratos Wealth Partners, LTD. $1,751,558 32,290 0.81% Shares
GOLDMAN SACHS GROUP INC $1,675,295 30,885 0.78% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,545,887 28,500 0.72% Shares
H D Vest Advisory Services $1,531,043 29,870 0.71% Shares
Integrated Wealth Concepts LLC $1,430,768 26,377 0.66% Shares
TWO SIGMA INVESTMENTS, LP $1,405,111 25,904 0.65% Shares
Archer Investment Management, LLC $1,321,131 24,356 0.61% Shares
WCG Wealth Advisors LLC $1,199,255 22,109 0.56% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,181,087 21,774 0.55% Shares
Merit Financial Group, LLC $1,160,985 21,404 0.54% Shares
JPMORGAN CHASE & CO $1,108,633 20,630 0.51% Shares
IHT Wealth Management, LLC $950,854 17,530 0.44% Shares
WealthPoint Financial, LLC $907,160 16,724 0.42% Shares
ENVESTNET ASSET MANAGEMENT INC $900,099 16,594 0.42% Shares
Summit Financial, LLC $843,066 15,542 0.39% Shares
AXXCESS WEALTH MANAGEMENT, LLC $828,399 15,272 0.38% Shares
OSAIC HOLDINGS, INC. $828,312 15,272 0.38% Shares
CWM, LLC $773,194 15,658 0.36% Shares
Kestra Advisory Services, LLC $771,498 14,223 0.36% Shares
Modern Wealth Management, LLC $769,756 14,191 0.36% Shares
United Advisor Group, LLC $751,986 13,863 0.35% Shares
Beacon Financial Advisory LLC $748,428 13,798 0.35% Shares
Keating Financial Advisory Services, Inc. $593,463 10,941 0.28% Shares
COLUMBIA ADVISORY PARTNERS LLC $589,487 10,868 0.27% Shares
Quantinno Capital Management LP $483,359 8,911 0.22% Shares
TopTier Wealth Management, LLC $481,237 8,872 0.22% Shares
CITADEL ADVISORS LLC $458,950 8,461 0.21% Shares
&PARTNERS $429,537 7,919 0.20% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $428,915 8,686 0.20% Shares
JANE STREET GROUP, LLC $406,172 7,488 0.19% Shares
COMMONWEALTH EQUITY SERVICES, LLC $390,850 7,205 0.18% Shares
WORLD EQUITY GROUP, INC. $334,676 6,170 0.16% Shares
Financial Enhancement Group LLC $314,981 5,807 0.15% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $275,759 5,084 0.13% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $274,460 5,120 0.13% Shares

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