Valuation & Ratios 07–12

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value · industry median · verdict relative to median

Institutional owners (13F) 83 filers · $502.7M 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 83
Value held $502.7M
New positions 24
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
24 (-6 vs prior Q) 5 (+1 vs prior Q) 40 (+16 vs prior Q) 11 (+5 vs prior Q) +704K

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
LPL Financial LLC $84,506,480 1,690,468 16.81% Shares
AMERIPRISE FINANCIAL INC $61,503,751 1,230,739 12.23% Shares
UBS Group AG $56,970,004 1,139,628 11.33% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $41,034,284 821,261 8.16% Shares
BENJAMIN EDWARDS INC $35,786,983 715,900 7.12% Shares
Horizon Wealth Management, LLC $27,616,442 552,439 5.49% Shares
WESBANCO BANK INC $21,322,984 426,545 4.24% Shares
ENVESTNET ASSET MANAGEMENT INC $15,365,027 307,362 3.06% Shares
RAYMOND JAMES FINANCIAL INC $14,576,447 291,587 2.90% Shares
Cetera Investment Advisers $14,044,091 280,938 2.79% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $13,823,788 276,531 2.75% Shares
CONSOLIDATED CAPITAL MANAGEMENT, LLC $12,290,992 245,869 2.44% Shares
MML INVESTORS SERVICES, LLC $10,804,358 216,130 2.15% Shares
GREAT VALLEY ADVISOR GROUP, INC. $8,316,011 166,359 1.65% Shares
WELLS FARGO & COMPANY/MN $6,583,133 131,689 1.31% Shares
D.A. DAVIDSON & CO. $6,442,911 128,884 1.28% Shares
Farther Finance Advisors, LLC $6,172,575 123,469 1.23% Shares
FWG Holdings, LLC $6,033,906 121,823 1.20% Shares
Fulton Bank, N.A. $3,987,102 79,758 0.79% Shares
ROYAL BANK OF CANADA $3,657,000 73,155 0.73% Shares
BTG Pactual Asset Management US LLC $3,367,841 65,791 0.67% Shares
INDEPENDENT FINANCIAL GROUP, LLC $3,297,379 65,961 0.66% Shares
Private Advisor Group, LLC $3,175,828 63,529 0.63% Shares
QTR Family Wealth, LLC $2,905,847 58,129 0.58% Shares
Kingsview Wealth Management, LLC $2,445,659 48,923 0.49% Shares
Beverly Hills Private Wealth, LLC $2,332,094 46,651 0.46% Shares
Stonebridge Financial Group, LLC / MO $2,309,792 46,205 0.46% Shares
OLD MISSION CAPITAL LLC $2,126,074 42,530 0.42% Shares
Spectrum Wealth Advisory Group, LLC $2,047,040 40,949 0.41% Shares
Dynamic Advisor Solutions LLC $1,870,934 37,426 0.37% Shares
Global Retirement Partners, LLC $1,852,429 37,056 0.37% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,801,881 36,045 0.36% Shares
Next Level Private LLC $1,413,141 28,268 0.28% Shares
Kovack Advisors, Inc. $1,403,645 28,079 0.28% Shares
Mutual Advisors, LLC $1,309,738 26,200 0.26% Shares
Comprehensive Wealth Management, LLC $1,287,692 25,759 0.26% Shares
STIFEL FINANCIAL CORP $1,220,405 24,413 0.24% Shares
Miller Financial Services LLC $1,168,516 23,375 0.23% Shares
Madison Wealth Partners, Inc $1,094,396 21,892 0.22% Shares
Wealthspire Retirement, LLC $1,018,130 20,367 0.20% Shares
FIFTH THIRD BANCORP $945,511 18,914 0.19% Shares
PlanVest Financial, Inc $908,466 18,173 0.18% Shares
Bleakley Financial Group, LLC $833,862 16,681 0.17% Shares
HENGEHOLD CAPITAL MANAGEMENT LLC $800,624 16,016 0.16% Shares
Wealth Management Partners, LLC $713,907 14,281 0.14% Shares
NewEdge Advisors, LLC $694,215 13,887 0.14% Shares
BROWN ADVISORY INC $641,872 12,840 0.13% Shares
Embree Financial Group $582,084 11,644 0.12% Shares
Brookstone Capital Management $524,344 10,489 0.10% Shares
&PARTNERS $503,149 10,065 0.10% Shares
Equitable Holdings, Inc. $465,807 9,318 0.09% Shares
OSAIC HOLDINGS, INC. $434,300 8,686 0.09% Shares
Brick & Kyle, Associates $418,882 8,435 0.08% Shares
PFG Investments, LLC $336,503 6,731 0.07% Shares
Urban Wealth Management, LLC $333,583 6,673 0.07% Shares
TRUIST FINANCIAL CORP $305,989 6,121 0.06% Shares
COMERICA BANK $290,362 5,760 0.06% Shares
Belpointe Asset Management LLC $268,046 5,362 0.05% Shares
Runnymede Capital Advisors, Inc. $257,249 5,146 0.05% Shares
Wall Capital Group, Inc. $250,516 5,011 0.05% Shares
Advisory Services Network, LLC $237,453 4,750 0.05% Shares
PRINCIPAL SECURITIES, INC. $233,603 4,673 0.05% Shares
Cornerstone Wealth Management, LLC $228,254 4,566 0.05% Shares
PRIVATE TRUST CO NA $220,106 4,403 0.04% Shares
HighTower Advisors, LLC $214,007 4,281 0.04% Shares
Jefferies Financial Group Inc. $201,260 4,026 0.04% Shares
HARBOUR INVESTMENTS, INC. $182,214 3,645 0.04% Shares
US BANCORP \DE\ $106,979 2,140 0.02% Shares
Integrated Wealth Concepts LLC $99,181 1,984 0.02% Shares
Rockefeller Capital Management L.P. $48,990 980 0.01% Shares
Janney Montgomery Scott LLC $42,158 843,332 0.01% Shares
CITIGROUP INC $24,995 500 0.00% Shares
IFP Advisors, Inc $20,446 409 0.00% Shares
FMR LLC $20,027 401 0.00% Shares
Game Plan Financial Advisors, LLC $14,997 300 0.00% Shares
Ameritas Advisory Services, LLC $12,390 248 0.00% Shares
BNP PARIBAS FINANCIAL MARKETS $10,548 211 0.00% Shares
GGM Financial LLC $6,999 140 0.00% Shares
Sunbelt Securities, Inc. $3,526 71 0.00% Shares
CWM, LLC $1,589 32 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,330 26,597 0.00% Shares
KERR FINANCIAL PLANNING Corp $1,262 20 0.00% Shares
MORGAN STANLEY $50 1 0.00% Shares

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