ZFEB — Institutional owners (13F)

109 filers · $89.8M total · As of Sept. 30, 2026

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.

Institution Value Shares % of tracked 13F Type
Trek Financial, LLC $8,446,347 325,047 9.40% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,864,940 187,221 5.41% Shares
RAYMOND JAMES FINANCIAL INC $4,099,160 157,751 4.56% Shares
HARBOUR INVESTMENTS, INC. $3,232,378 124,394 3.60% Shares
TRUIST FINANCIAL CORP $3,171,521 122,052 3.53% Shares
Alpine Bank Wealth Management $3,033,114 115,000 3.38% Shares
MML INVESTORS SERVICES, LLC $2,891,694 111,283 3.22% Shares
Cetera Investment Advisers $2,609,284 100,415 2.90% Shares
Ameritas Advisory Services, LLC $2,592,549 99,771 2.89% Shares
NovaPoint Capital, LLC $2,218,156 84,101 2.47% Shares
Blossom Wealth Management $2,203,190 84,787 2.45% Shares
Kestra Advisory Services, LLC $2,061,988 79,353 2.30% Shares
LPL Financial LLC $1,933,206 74,397 2.15% Shares
ENVESTNET ASSET MANAGEMENT INC $1,796,686 69,143 2.00% Shares
Integrity Advisory Solutions, LLC $1,753,780 67,492 1.95% Shares
Lineweaver Wealth Advisors, LLC $1,607,049 60,931 1.79% Shares
Peak Wealth Management LLC $1,596,633 60,330 1.78% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $1,551,794 58,836 1.73% Shares
OSAIC HOLDINGS, INC. $1,548,757 59,599 1.72% Shares
Ashton Thomas Private Wealth, LLC $1,507,156 58,001 1.68% Shares
CANANDAIGUA NATIONAL CORP $1,443,218 56,842 1.61% Shares
HighTower Advisors, LLC $1,219,736 46,940 1.36% Shares
NewEdge Advisors, LLC $1,137,805 43,787 1.27% Shares
Cerity Partners LLC $1,062,501 40,889 1.18% Shares
Kingsview Wealth Management, LLC $1,022,926 39,366 1.14% Shares
Summit Wealth Partners, LLC $990,340 38,112 1.10% Shares
OPTIMA CAPITAL LLC $977,894 37,633 1.09% Shares
AssuredPartners Investment Advisors, LLC $914,854 35,207 1.02% Shares
Heck Capital Advisors, LLC $907,033 34,390 1.01% Shares
Brookstone Capital Management $837,429 31,751 0.93% Shares
Archer Investment Corp $785,474 30,228 0.87% Shares
INDEPENDENT FINANCIAL GROUP, LLC $691,471 26,217 0.77% Shares
WPWealth LLP $686,186 26,407 0.76% Shares
Atlantic Private Wealth, LLC $675,610 26,000 0.75% Shares
IFP Advisors, Inc $675,303 25,604 0.75% Shares
CreativeOne Wealth, LLC $668,516 25,727 0.74% Shares
AXXCESS WEALTH MANAGEMENT, LLC $654,757 24,825 0.73% Shares
CENTRAL VALLEY ADVISORS, LLC $645,919 24,490 0.72% Shares
Truvestments Capital LLC $613,220 23,599 0.68% Shares
Chris Bulman Inc $601,031 22,788 0.67% Shares
Clear Creek Financial Management, LLC $559,405 21,528 0.62% Shares
COLTON GROOME FINANCIAL ADVISORS, LLC $553,952 21,003 0.62% Shares
GWN SECURITIES INC. $542,799 20,889 0.60% Shares
IMG Wealth Management, Inc. $532,720 20,198 0.59% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $520,453 19,692 0.58% Shares
Steward Partners Investment Advisory, LLC $508,500 19,569 0.57% Shares
KFG WEALTH MANAGEMENT, LLC $507,717 19,250 0.57% Shares
DAVENPORT & Co LLC $494,345 18,743 0.55% Shares
Vantage Financial Partners, LLC $491,915 19,382 0.55% Shares
AE Wealth Management LLC $466,795 17,964 0.52% Shares
OLD MISSION CAPITAL LLC $466,196 17,941 0.52% Shares
Prostatis Group LLC $448,392 17,256 0.50% Shares
SIGNATUREFD, LLC $448,373 17,000 0.50% Shares
EVOLUTION WEALTH MANAGEMENT INC. $434,859 16,735 0.48% Shares
KELLY FINANCIAL GROUP LLC $426,878 16,185 0.48% Shares
Waverly Advisors, LLC $415,864 16,004 0.46% Shares
Tradition Wealth Management, LLC $408,042 15,703 0.45% Shares
Mutual Advisors, LLC $407,627 15,687 0.45% Shares
Continuum Advisory, LLC $375,275 14,442 0.42% Shares
SUMMIT WEALTH GROUP LLC / CO $362,049 13,933 0.40% Shares
Cypress Wealth Services, LLC $359,102 13,574 0.40% Shares
Advisory Services Network, LLC $357,127 13,744 0.40% Shares
Cornerstone Wealth Group, LLC $356,176 13,707 0.40% Shares
Stratos Wealth Advisors, LLC $336,402 12,946 0.37% Shares
Fortune Financial Group, Inc. $329,686 12,500 0.37% Shares
CITADEL ADVISORS LLC $316,965 12,198 0.35% Shares
BRASS TAX WEALTH MANAGEMENT, INC $306,010 12,260 0.34% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $301,998 11,622 0.34% Shares
Souders Financial Advisors $301,010 11,584 0.34% Shares
CROSSPOINT FINANCIAL, LLC $297,294 11,441 0.33% Shares
ADAMSBROWN WEALTH CONSULTANTS LLC $281,288 10,665 0.31% Shares
Insight Wealth Partners, LLC $276,594 10,487 0.31% Shares
SAGESPRING WEALTH PARTNERS, LLC $276,172 10,471 0.31% Shares
Ausdal Financial Partners, Inc. $273,570 10,528 0.30% Shares
Strategic Blueprint, LLC $271,027 10,276 0.30% Shares
NorthRock Partners, LLC $270,582 10,413 0.30% Shares
PTM WEALTH MANAGEMENT, LLC $264,551 10,000 0.29% Shares
CGN Advisors LLC $263,828 10,003 0.29% Shares
OPPENHEIMER & CO INC $263,749 10,000 0.29% Shares
Farther Finance Advisors, LLC $262,740 9,962 0.29% Shares
Foundations Investment Advisors, LLC $248,547 9,565 0.28% Shares
Apriem Advisors $246,858 9,500 0.27% Shares
Concurrent Investment Advisors, LLC $246,537 9,347 0.27% Shares
Five Pine Wealth Management $241,515 9,157 0.27% Shares
Main Street Financial Solutions, LLC $221,262 8,515 0.25% Shares
Sovran Advisors, LLC $204,193 7,837 0.23% Shares
Disciplined Investments, LLC $203,385 7,827 0.23% Shares
Glen Eagle Advisors, LLC $196,862 7,576 0.22% Shares
CoreCap Advisors, LLC $132,138 5,010 0.15% Shares
HARBOR INVESTMENT ADVISORY, LLC $110,511 4,190 0.12% Shares
Allworth Financial LP $81,282 3,128 0.09% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $76,422 2,941 0.09% Shares
UBS Group AG $67,171 2,585 0.07% Shares
PlanVest Financial, Inc $50,905 1,959 0.06% Shares
Triumph Capital Management $42,200 1,600 0.05% Shares
IFS Advisors, LLC $41,039 1,556 0.05% Shares
BARCLAYS PLC $36,639 1,410 0.04% Shares
EVERMAY WEALTH MANAGEMENT LLC $29,364 1,130 0.03% Shares
SHP Wealth Management $27,102 1,043 0.03% Shares
Aptus Capital Advisors, LLC $18,190 700 0.02% Shares
JPMORGAN CHASE & CO $16,309 628 0.02% Shares
CWM, LLC $14,904 587 0.02% Shares
Latitude Advisors, LLC $6,594 250 0.01% Shares
Sunbelt Securities, Inc. $5,332 210 0.01% Shares
Keating Financial Advisory Services, Inc. $4,391 169 0.00% Shares
Capital Investment Advisory Services, LLC $2,543 98 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,972 75,896 0.00% Shares
HRT FINANCIAL LP $255 9,846 0.00% Shares
Capital Analysts, LLC $15 567 0.00% Shares