Valuation & Ratios 07–12

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value · industry median · verdict relative to median

Institutional owners (13F) 108 filers · $476.0M 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 108
Value held $476.0M
New positions 10
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (-13 vs prior Q) 11 (+2 vs prior Q) 39 (-8 vs prior Q) 41 (+18 vs prior Q) -5.3M

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
Wealthquest Corp $132,142,112 3,901,450 27.76% Shares
OSAIC HOLDINGS, INC. $42,103,633 1,243,114 8.85% Shares
CAPTRUST FINANCIAL ADVISORS $26,679,128 787,692 5.60% Shares
Grant Street Asset Management, Inc. $26,241,189 774,762 5.51% Shares
NewEdge Advisors, LLC $21,567,739 636,780 4.53% Shares
Brookstone Capital Management $15,925,877 470,206 3.35% Shares
CRA Financial Services, LLC $14,097,145 416,213 2.96% Shares
COMMONWEALTH EQUITY SERVICES, LLC $12,908,930 381,132 2.71% Shares
Pitti Group Wealth Management, LLC $12,827,822 378,737 2.69% Shares
D.B. Root & Company, LLC $11,623,947 343,193 2.44% Shares
MML INVESTORS SERVICES, LLC $9,172,433 270,813 1.93% Shares
Cetera Investment Advisers $8,488,499 250,620 1.78% Shares
ENVESTNET ASSET MANAGEMENT INC $8,359,539 246,813 1.76% Shares
Sigma Planning Corp $7,972,343 235,381 1.67% Shares
Foundations Investment Advisors, LLC $7,506,032 221,613 1.58% Shares
TRUIST FINANCIAL CORP $6,234,065 184,059 1.31% Shares
Sovran Advisors, LLC $6,210,106 183,027 1.30% Shares
Gallagher Fiduciary Advisors, LLC $6,107,656 180,326 1.28% Shares
AXXCESS WEALTH MANAGEMENT, LLC $5,953,533 175,776 1.25% Shares
RAYMOND JAMES FINANCIAL INC $5,481,453 161,838 1.15% Shares
Atria Investments, Inc $5,370,620 158,566 1.13% Shares
Beacon Pointe Advisors, LLC $5,361,147 158,286 1.13% Shares
Pallas Capital Advisors LLC $5,256,038 155,183 1.10% Shares
Triumph Capital Management $4,712,977 139,149 0.99% Shares
Comprehensive Financial Consultants Institutional, Inc. $4,618,750 136,367 0.97% Shares
SAGESPRING WEALTH PARTNERS, LLC $3,689,665 108,936 0.78% Shares
Macco Financial Group, Inc. $3,492,945 103,128 0.73% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $3,183,204 93,983 0.67% Shares
Gladstone Institutional Advisory LLC $3,050,468 90,064 0.64% Shares
KFG WEALTH MANAGEMENT, LLC $2,684,231 79,251 0.56% Shares
CreativeOne Wealth, LLC $2,319,824 68,492 0.49% Shares
Belpointe Asset Management LLC $2,068,001 61,057 0.43% Shares
Advisory Services Network, LLC $1,981,171 58,493 0.42% Shares
Ausdal Financial Partners, Inc. $1,932,284 57,050 0.41% Shares
Mutual Advisors, LLC $1,567,876 46,291 0.33% Shares
Insight Wealth Partners, LLC $1,533,769 45,284 0.32% Shares
Schulz Wealth, LTD. $1,488,078 43,935 0.31% Shares
Sugar Maple Asset Management, LLC $1,474,869 43,545 0.31% Shares
HOLLENCREST CAPITAL MANAGEMENT $1,399,136 41,309 0.29% Shares
Claro Advisors Inc. $1,292,141 38,150 0.27% Shares
SMART Wealth LLC $1,259,456 37,185 0.26% Shares
SECURED RETIREMENT ADVISORS, LLC $1,253,901 37,021 0.26% Shares
LPL Financial LLC $1,239,507 36,596 0.26% Shares
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $1,166,110 34,429 0.24% Shares
PlanVest Financial, Inc $1,073,882 31,706 0.23% Shares
Kingsview Wealth Management, LLC $1,006,718 29,723 0.21% Shares
INDEPENDENT FINANCIAL GROUP, LLC $998,077 29,468 0.21% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $894,812 26,419 0.19% Shares
Ameritas Advisory Services, LLC $882,246 26,048 0.19% Shares
Addison Capital Co $861,661 25,440 0.18% Shares
Tanglewood Legacy Advisors, LLC $838,960 24,770 0.18% Shares
Summit Wealth Partners, LLC $836,487 24,697 0.18% Shares
Vantage Financial Partners, LLC $729,210 22,389 0.15% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $707,923 20,895 0.15% Shares
Diversify Advisory Services, LLC $707,923 20,895 0.15% Shares
NewEdge Wealth, LLC $689,293 20,351 0.14% Shares
OneDigital Investment Advisors LLC $671,608 19,829 0.14% Shares
Stratos Wealth Advisors, LLC $658,568 19,444 0.14% Shares
Ballast Rock Private Wealth LLC $648,420 19,144 0.14% Shares
Kestra Advisory Services, LLC $610,134 18,014 0.13% Shares
CRUX WEALTH ADVISORS $603,157 17,808 0.13% Shares
Stuart Chaussee & Associates, Inc. $575,338 18,047 0.12% Shares
N.E.W. Advisory Services LLC $574,097 16,950 0.12% Shares
October Effect Ltd $563,021 16,623 0.12% Shares
AE Wealth Management LLC $562,107 16,596 0.12% Shares
Keating Financial Advisory Services, Inc. $559,126 16,508 0.12% Shares
CoreCap Advisors, LLC $504,223 14,887 0.11% Shares
Trek Financial, LLC $471,064 13,908 0.10% Shares
Bullseye Investment Management, LLC $467,094 15,690 0.10% Shares
HARBOUR INVESTMENTS, INC. $423,036 12,490 0.09% Shares
GWN SECURITIES INC. $398,533 11,767 0.08% Shares
CENTRAL VALLEY ADVISORS, LLC $350,588 10,351 0.07% Shares
SILVER OAK SECURITIES, INCORPORATED $343,171 10,132 0.07% Shares
Share Andrew L. $336,329 9,930 0.07% Shares
Vantage Point Financial LLC $332,434 9,815 0.07% Shares
BFI Wealth Solutions, LLC $328,032 9,685 0.07% Shares
Range Financial Group LLC $320,444 9,461 0.07% Shares
IHT Wealth Management, LLC $289,284 8,541 0.06% Shares
INTEGRITY ALLIANCE, LLC. $281,460 8,310 0.06% Shares
Garden State Investment Advisory Services LLC $281,019 8,297 0.06% Shares
Virtue Capital Management, LLC $276,481 8,163 0.06% Shares
CALTON & ASSOCIATES, INC. $275,058 8,121 0.06% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $268,793 9,029 0.06% Shares
Vistica Wealth Advisors, LLC $267,573 7,900 0.06% Shares
DAYMARK WEALTH PARTNERS, LLC $254,130 7,503 0.05% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $253,178 7,475 0.05% Shares
RED CRANE WEALTH MANAGEMENT, LLC $241,798 7,139 0.05% Shares
BECK CAPITAL MANAGEMENT, LLC $218,462 6,450 0.05% Shares
Steward Partners Investment Advisory, LLC $214,804 6,342 0.05% Shares
CARY STREET PARTNERS FINANCIAL LLC $207,386 6,123 0.04% Shares
ATX Financial Planning, LLC $204,168 6,028 0.04% Shares
CASTLE WEALTH MANAGEMENT LLC $201,357 5,945 0.04% Shares
Capital Investment Advisory Services, LLC $200,612 5,923 0.04% Shares
IFP Advisors, Inc $193,465 5,712 0.04% Shares
WealthShield Partners, LLC $115,158 3,400 0.02% Shares
Keystone Financial Group, Inc. $67,774 2,001 0.01% Shares
Farther Finance Advisors, LLC $67,740 2,000 0.01% Shares
Caitlin John, LLC $32,210 951 0.01% Shares
FIDUCIARY FINANCIAL ADVISORS $21,270 628 0.00% Shares
CENTAURUS FINANCIAL, INC. $17,111 505,210 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $13,698 422 0.00% Shares
HUNTINGTON NATIONAL BANK $3,827 113 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1,456 43 0.00% Shares
WELLS FARGO & COMPANY/MN $1,253 37 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,188 35,090 0.00% Shares
Motiv8 Investments LLC $310 9,504 0.00% Shares
Capital Analysts, LLC $130 3,838 0.00% Shares
JPMORGAN CHASE & CO $14 0 0.00% Shares

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