Valuation & Ratios 07–12

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

Institutional owners (13F) 57 filers · $708.2M 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 57
Value held $708.2M
New positions 15
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (-4 vs prior Q) 3 (+1 vs prior Q) 21 (+7 vs prior Q) 10 (+7 vs prior Q) +5.1M

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
Orgel Wealth Management, LLC $625,941,662 8,199,393 88.39% Shares
Beaird Harris Wealth Management, LLC $15,572,779 203,992 2.20% Shares
CGN Advisors LLC $7,226,421 94,661 1.02% Shares
Werba Rubin Papier Wealth Management $7,094,509 92,933 1.00% Shares
TD Capital Management LLC $6,239,035 81,727 0.88% Shares
Keystone Financial Group, Inc. $4,604,354 60,314 0.65% Shares
Entruity Wealth, LLC $4,600,825 60,268 0.65% Shares
Bell Bank $4,236,412 55,494 0.60% Shares
Integrated Wealth Concepts LLC $3,425,065 44,866 0.48% Shares
Pinnacle Financial Group, LLC / IL $3,106,809 40,697 0.44% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,027,730 26,562 0.29% Shares
TD Waterhouse Canada Inc. $1,670,396 21,881 0.24% Shares
Robertson Stephens Wealth Management, LLC $1,620,493 21,227 0.23% Shares
Sanctuary Advisors, LLC $1,615,049 21,156 0.23% Shares
Eldridge Investment Advisors, Inc. $1,255,061 16,440 0.18% Shares
North Star Investment Management Corp. $1,240,439 16,249 0.18% Shares
Mills Wealth Advisors LLC $1,107,613 14,509 0.16% Shares
Balboa Wealth Partners $1,094,487 14,337 0.15% Shares
BARNES PETTEY FINANCIAL ADVISORS, LLC $992,267 12,998 0.14% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $942,076 12,399 0.13% Shares
American Investment Services, Inc. $909,425 11,913 0.13% Shares
Englebert Financial Advisers, LLC $908,599 11,902 0.13% Shares
CITADEL ADVISORS LLC $907,606 11,889 0.13% Shares
STEEL GROVE CAPITAL ADVISORS, LLC $877,910 11,500 0.12% Shares
LPL Financial LLC $843,732 11,052 0.12% Shares
Prospera Financial Services Inc $806,148 10,560 0.11% Shares
AQR CAPITAL MANAGEMENT LLC $766,759 10,044 0.11% Shares
Worth Asset Management, LLC $728,360 9,541 0.10% Shares
Kestra Advisory Services, LLC $522,783 6,848 0.07% Shares
Essex Financial Services, Inc. $434,375 5,690 0.06% Shares
Crusonia Wealth Advisors LLC $423,305 5,545 0.06% Shares
Mariner, LLC $413,607 5,418 0.06% Shares
Focus Partners Advisor Solutions, LLC $389,334 5,100 0.05% Shares
FLAGSHIP HARBOR ADVISORS, LLC $350,020 4,585 0.05% Shares
Concurrent Investment Advisors, LLC $343,759 4,503 0.05% Shares
Farther Finance Advisors, LLC $331,657 4,344 0.05% Shares
ENVESTNET ASSET MANAGEMENT INC $306,333 4,013 0.04% Shares
Gutierrez Wealth Advisory, LLC $291,557 3,819 0.04% Shares
Burton Enright Welch $274,519 3,596 0.04% Shares
MML INVESTORS SERVICES, LLC $260,758 3,416 0.04% Shares
Aegis Wealth Management LLC $250,014 3,275 0.04% Shares
HBK Sorce Advisory LLC $247,814 3,265 0.03% Shares
Concord Wealth Partners $233,622 3,060 0.03% Shares
CRA Financial Services, LLC $203,936 2,671 0.03% Shares
Aptus Capital Advisors, LLC $186,728 2,446 0.03% Shares
Cornerstone National Bank & Trust Co $163,422 2,151 0.02% Shares
OSAIC HOLDINGS, INC. $62,598 820 0.01% Shares
Westfuller Advisors, LLC $56,100 732 0.01% Shares
MORGAN STANLEY $27,412 359 0.00% Shares
Blue Trust, Inc. $24,734 324 0.00% Shares

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