Valuation & Ratios 07–12

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value · industry median · verdict relative to median

Institutional owners (13F) 121 filers · $380.9M 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 121
Value held $380.9M
New positions 17
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (+1 vs prior Q) 7 (0 vs prior Q) 58 (+15 vs prior Q) 26 (-2 vs prior Q) +2K

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
Inspire Advisors, LLC $125,109,368 3,282,710 32.84% Shares
OneAscent Financial Services LLC $21,019,642 551,263 5.52% Shares
Bare Financial Services, Inc $20,336,252 533,340 5.34% Shares
PAX Financial Group, LLC $17,271,990 452,976 4.53% Shares
Faithward Advisors, LLC $16,820,633 441,139 4.42% Shares
Inspire Investing, LLC $13,891,377 371,527 3.65% Shares
LPL Financial LLC $13,772,695 361,204 3.62% Shares
Fiduciary Alliance LLC $13,614,612 357,061 3.57% Shares
Legacy Wealth Asset Management, LLC $11,151,500 292,460 2.93% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $10,390,268 272,496 2.73% Shares
Turning Point Benefit Group, Inc. $8,845,934 232,672 2.32% Shares
SILVER OAK SECURITIES, INCORPORATED $6,712,711 176,048 1.76% Shares
Sound Financial Strategies Group, LLC $6,517,485 170,928 1.71% Shares
EverSource Wealth Advisors, LLC $5,800,836 152,133 1.52% Shares
Focus Partners Wealth $5,029,035 131,891 1.32% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $4,796,119 126,413 1.26% Shares
Simplicity Wealth,LLC $3,966,822 104,034 1.04% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,423,026 89,773 0.90% Shares
World Investment Advisors $3,415,988 91,361 0.90% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,395,030 89,038 0.89% Shares
Frontier Asset Management, LLC $3,326,624 87,244 0.87% Shares
Kestra Advisory Services, LLC $3,188,230 83,615 0.84% Shares
Plan A Wealth LLC $3,118,538 81,787 0.82% Shares
Belpointe Asset Management LLC $2,877,563 75,467 0.76% Shares
Range Financial Group LLC $2,670,206 70,029 0.70% Shares
AE Wealth Management LLC $2,629,597 68,964 0.69% Shares
Security Financial Services, INC. $2,553,052 66,957 0.67% Shares
ENVESTNET ASSET MANAGEMENT INC $2,244,464 58,863 0.59% Shares
SageOak Financial, LLC $2,234,837 58,611 0.59% Shares
WorthPointe, LLC $2,208,498 57,920 0.58% Shares
OSAIC HOLDINGS, INC. $2,166,267 56,782 0.57% Shares
Strategic Equity Management $2,115,812 55,489 0.56% Shares
Tulsa Wealth Advisors, INC $1,991,171 52,221 0.52% Shares
LifeGuide Financial Advisors, LLC $1,986,184 52,090 0.52% Shares
TRUST POINT INC. $1,839,048 48,231 0.48% Shares
MONEYWISE, INC. $1,775,536 46,565 0.47% Shares
Farther Finance Advisors, LLC $1,451,919 38,078 0.38% Shares
Cetera Investment Advisers $1,391,871 36,504 0.37% Shares
GTS SECURITIES LLC $1,382,289 36,252 0.36% Shares
MOSAIC FAMILY WEALTH PARTNERS, LLC $1,255,387 32,924 0.33% Shares
Whitaker-Myers Wealth Managers, LTD. $994,299 26,077 0.26% Shares
Advisory Services Network, LLC $950,695 24,933 0.25% Shares
JANE STREET GROUP, LLC $838,707 21,996 0.22% Shares
IFP Advisors, Inc $803,933 21,084 0.21% Shares
Envestnet Portfolio Solutions, Inc. $795,049 20,851 0.21% Shares
Schwallier Wealth Management LLC $793,204 20,803 0.21% Shares
Optivise Advisory Services LLC $755,737 19,820 0.20% Shares
Keel Point, LLC $643,634 16,880 0.17% Shares
Sanctuary Advisors, LLC $614,249 16,109 0.16% Shares
BENJAMIN EDWARDS INC $597,557 15,672 0.16% Shares
Koss-Olinger Consulting, LLC $550,826 14,446 0.14% Shares
OneAscent Wealth Management LLC $541,217 14,194 0.14% Shares
Harvest Investment Services, LLC $533,096 13,981 0.14% Shares
Sterling Investment Advisors, Ltd. $499,503 13,100 0.13% Shares
Mission Financial Group, LLC $496,794 13,029 0.13% Shares
Discipline Wealth Solutions, LLC $488,636 12,815 0.13% Shares
Pinnacle Financial Partners, Inc. $460,649 12,081 0.12% Shares
Hilltop Holdings Inc. $451,993 11,854 0.12% Shares
AQR CAPITAL MANAGEMENT LLC $437,275 11,468 0.11% Shares
Gambit Capital Management, LLC $399,297 10,472 0.10% Shares
Bedel Financial Consulting, Inc. $362,883 9,517 0.10% Shares
MML INVESTORS SERVICES, LLC $360,097 9,444 0.09% Shares
Independent Advisor Alliance $354,647 9,301 0.09% Shares
HUB Investment Partners, LLC $343,170 9,000 0.09% Shares
LaSalle St. Investment Advisors, LLC $321,586 8,434 0.08% Shares
Cornerstone Wealth Management, LLC $319,211 8,372 0.08% Shares
Larry Mathis Financial Planning, LLC $312,208 8,188 0.08% Shares
Atria Wealth Solutions, Inc. $311,438 8,984 0.08% Shares
HFG Wealth Management, LLC $301,421 7,905 0.08% Shares
LITTLEJOHN FINANCIAL SERVICES, INC. $301,189 7,899 0.08% Shares
SAGESPRING WEALTH PARTNERS, LLC $295,035 7,738 0.08% Shares
Gateway Wealth Partners, LLC $274,488 7,199 0.07% Shares
Delta Investment Management, LLC $273,888 7,183 0.07% Shares
CWM, LLC $268,984 7,194 0.07% Shares
Strategic Blueprint, LLC $261,122 6,848 0.07% Shares
Van Diest Capital, LLC $259,542 6,807 0.07% Shares
GEM Asset Management, LLC $232,250 6,091 0.06% Shares
COURIER CAPITAL LLC $229,047 6,007 0.06% Shares
PRINCIPAL SECURITIES, INC. $228,589 5,995 0.06% Shares
Allen Capital Group, LLC $219,171 5,748 0.06% Shares
Clear Creek Financial Management, LLC $212,173 5,488 0.06% Shares
GWN SECURITIES INC. $209,715 5,500 0.06% Shares
Corient Private Wealth LP $205,182 5,381 0.05% Shares
Continuum Advisory, LLC $201,212 5,277 0.05% Shares
Ameritas Investment Partners, Inc. $191,519 5,023 0.05% Shares
RAYMOND JAMES FINANCIAL INC $187,371 4,914 0.05% Shares
Rossby Financial, LCC $173,415 4,548 0.05% Shares
Geneos Wealth Management Inc. $170,594 4,474 0.04% Shares
Cornerstone Financial Management LLC $136,184 3,572 0.04% Shares
Ameritas Advisory Services, LLC $104,238 2,734 0.03% Shares
Steward Partners Investment Advisory, LLC $99,824 2,618 0.03% Shares
AdvisorNet Financial, Inc $95,439 2,503 0.03% Shares
IFG Advisory, LLC $95,053 2,493 0.02% Shares
Westside Investment Management, Inc. $74,658 1,958 0.02% Shares
SHP Wealth Management $72,333 1,897 0.02% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $63,788 2,075 0.02% Shares
Arax Advisory Partners $62,419 1,637 0.02% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $53,954 1,415 0.01% Shares
MORGAN STANLEY $52,009 1,364 0.01% Shares
ASSETMARK, INC $51,971 1,363 0.01% Shares
PROEQUITIES, INC. $40,624 1,366 0.01% Shares
N.E.W. Advisory Services LLC $40,603 1,065 0.01% Shares
FMR LLC $36,555 959 0.01% Shares
PEOPLES FINANCIAL SERVICES CORP. $22,496 590 0.01% Shares
HARBOUR INVESTMENTS, INC. $22,230 583 0.01% Shares
NewEdge Advisors, LLC $15,252 400 0.00% Shares
Keating Financial Advisory Services, Inc. $13,803 362 0.00% Shares
Winch Advisory Services, LLC $11,391 299 0.00% Shares
IAG Wealth Partners, LLC $8,541 224 0.00% Shares
Smartleaf Asset Management LLC $8,487 223 0.00% Shares
Aptus Capital Advisors, LLC $5,872 154 0.00% Shares
Integrated Wealth Concepts LLC $4,995 131 0.00% Shares
Blue Trust, Inc. $3,584 94 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,046 53,663 0.00% Shares
Thrivent Financial for Lutherans $524 13,748 0.00% Shares
Allworth Financial LP $382 10 0.00% Shares
Betterment LLC $275 7,212 0.00% Shares
Janney Montgomery Scott LLC $205 5,386 0.00% Shares
Main Street Group, LTD $114 3 0.00% Shares
CX Institutional $17 446 0.00% Shares
FNY Investment Advisers, LLC $1 30 0.00% Shares

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