ZSEP — Institutional owners (13F)

106 filers · $102.0M 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
ENVESTNET ASSET MANAGEMENT INC $13,492,654 489,588 13.23% Shares
Soltis Investment Advisors LLC $11,391,897 413,361 11.17% Shares
Kestra Advisory Services, LLC $4,609,249 167,249 4.52% Shares
KFG WEALTH MANAGEMENT, LLC $4,178,561 150,092 4.10% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,984,590 144,583 3.91% Shares
TRUIST FINANCIAL CORP $3,566,849 129,425 3.50% Shares
SIGNATUREFD, LLC $3,501,576 125,775 3.43% Shares
HighTower Advisors, LLC $3,161,150 114,704 3.10% Shares
Signal Advisors Wealth, LLC $2,674,505 96,067 2.62% Shares
Triad Wealth Partners, LLC $2,241,816 80,525 2.20% Shares
Lord & Richards Wealth Management, LLC $2,222,216 79,821 2.18% Shares
Cetera Investment Advisers $2,133,247 77,406 2.09% Shares
Madrona Financial Services, LLC $1,673,602 60,115 1.64% Shares
Vantage Financial Partners, LLC $1,478,996 55,228 1.45% Shares
DAVENPORT & Co LLC $1,348,514 48,438 1.32% Shares
Chicago Partners Investment Group LLC $1,263,358 45,265 1.24% Shares
OSAIC HOLDINGS, INC. $1,237,302 44,896 1.21% Shares
LPL Financial LLC $1,182,813 42,919 1.16% Shares
MONEY CONCEPTS CAPITAL CORP $1,158,120 42,023 1.14% Shares
Independent Wealth Network Inc. $1,059,368 38,052 1.04% Shares
Brookstone Capital Management $1,020,642 36,661 1.00% Shares
Encompass More Asset Management $1,002,546 36,011 0.98% Shares
Concurrent Investment Advisors, LLC $991,052 35,598 0.97% Shares
BROWN WEALTH MANAGEMENT, LLC $979,940 35,199 0.96% Shares
Integrity Advisory Solutions, LLC $921,965 33,454 0.90% Shares
Three Seasons Wealth, LLC $910,997 33,056 0.89% Shares
CRA Financial Services, LLC $904,382 32,485 0.89% Shares
Noble Wealth Management PBC $897,951 32,254 0.88% Shares
TopTier Wealth Management, LLC $849,120 30,500 0.83% Shares
Lineweaver Wealth Advisors, LLC $840,350 30,185 0.82% Shares
Atria Wealth Solutions, Inc. $838,156 32,380 0.82% Shares
RAYMOND JAMES FINANCIAL INC $829,090 30,084 0.81% Shares
MML INVESTORS SERVICES, LLC $804,122 29,178 0.79% Shares
OLD MISSION CAPITAL LLC $795,303 28,858 0.78% Shares
Advisory Services Network, LLC $767,717 27,857 0.75% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $760,255 27,308 0.75% Shares
CENTRAL VALLEY ADVISORS, LLC $725,872 26,073 0.71% Shares
Cypress Wealth Services, LLC $715,640 25,513 0.70% Shares
Heck Capital Advisors, LLC $711,869 25,570 0.70% Shares
Chris Bulman Inc $668,328 24,006 0.66% Shares
Strategic Blueprint, LLC $615,904 22,123 0.60% Shares
FC Advisory LLC $591,480 21,246 0.58% Shares
Beacon Pointe Advisors, LLC $591,228 21,453 0.58% Shares
GOLDMAN SACHS GROUP INC $550,109 19,961 0.54% Shares
Farther Finance Advisors, LLC $517,973 18,605 0.51% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $515,216 18,394 0.51% Shares
Diversify Advisory Services, LLC $515,216 18,394 0.51% Shares
Insight Wealth Partners, LLC $489,733 17,591 0.48% Shares
Comprehensive Financial Consultants Institutional, Inc. $483,748 17,376 0.47% Shares
ATX Financial Planning, LLC $438,949 15,767 0.43% Shares
Steward Partners Investment Advisory, LLC $429,207 15,574 0.42% Shares
Glen Eagle Advisors, LLC $427,443 15,510 0.42% Shares
Main Street Financial Solutions, LLC $425,735 15,448 0.42% Shares
Commonwealth Financial Services, LLC $418,797 15,043 0.41% Shares
Souders Financial Advisors $402,364 14,600 0.39% Shares
Ballast Rock Private Wealth LLC $399,718 14,358 0.39% Shares
Sowell Financial Services LLC $397,501 14,278 0.39% Shares
Wheelhouse Advisory Group LLC $384,443 13,809 0.38% Shares
FSA Advisors, Inc. $379,325 13,764 0.37% Shares
BRASS TAX WEALTH MANAGEMENT, INC $376,961 14,230 0.37% Shares
Rossmore Private Capital $372,778 13,390 0.37% Shares
Waverly Advisors, LLC $367,364 13,330 0.36% Shares
JPMORGAN CHASE & CO $361,782 13,139 0.35% Shares
AdvisorNet Financial, Inc $357,408 12,792 0.35% Shares
Mutual Advisors, LLC $341,844 12,404 0.34% Shares
Trek Financial, LLC $337,077 12,231 0.33% Shares
Jessup Wealth Management, Inc $326,563 11,730 0.32% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $297,689 10,641 0.29% Shares
IMG Wealth Management, Inc. $276,390 9,928 0.27% Shares
DHJJ Financial Advisors, Ltd. $271,440 9,750 0.27% Shares
CreativeOne Wealth, LLC $269,198 9,768 0.26% Shares
WPWealth LLP $265,808 9,645 0.26% Shares
Weaver Consulting Group $251,952 9,050 0.25% Shares
Archer Investment Corp $250,513 9,090 0.25% Shares
Straight Path Wealth Management $250,170 8,986 0.25% Shares
Sound View Wealth Advisors Group, LLC $244,726 8,880 0.24% Shares
McAdam, LLC $243,923 8,762 0.24% Shares
Bluesphere Advisors LLC $234,631 8,428 0.23% Shares
CITADEL ADVISORS LLC $234,584 8,512 0.23% Shares
Clearstead Advisors, LLC $234,116 8,495 0.23% Shares
Marshall Financial Group, LLC $223,744 8,119 0.22% Shares
Atria Investments, Inc $217,180 7,801 0.21% Shares
Sigma Planning Corp $207,883 7,467 0.20% Shares
HARBOUR INVESTMENTS, INC. $159,513 5,788 0.16% Shares
Alpine Bank Wealth Management $158,688 5,700 0.16% Shares
Ashton Thomas Private Wealth, LLC $156,950 5,695 0.15% Shares
Physician Wealth Advisors, Inc. $153,120 5,500 0.15% Shares
Continuum Advisory, LLC $146,339 5,310 0.14% Shares
Allworth Financial LP $131,127 4,758 0.13% Shares
Triumph Capital Management $127,897 4,594 0.13% Shares
HARBOR INVESTMENT ADVISORY, LLC $111,304 3,998 0.11% Shares
Grove Bank & Trust $99,946 3,590 0.10% Shares
IFP Advisors, Inc $97,356 3,497 0.10% Shares
CoreCap Advisors, LLC $73,189 2,628 0.07% Shares
Cape Investment Advisory, Inc. $72,857 2,617 0.07% Shares
AE Wealth Management LLC $71,681 2,601 0.07% Shares
EVOLUTION WEALTH MANAGEMENT INC. $65,866 2,390 0.06% Shares
Financial Network Wealth Advisors LLC $39,795 1,444 0.04% Shares
IFS Advisors, LLC $26,531 953 0.03% Shares
SHP Wealth Management $17,969 652 0.02% Shares
BARCLAYS PLC $9,535 346 0.01% Shares
Key Capital Management, INC $4,823 175 0.00% Shares
CENTAURUS FINANCIAL, INC. $1,543 55,973 0.00% Shares
Cambridge Investment Research Advisors, Inc. $706 25,615 0.00% Shares
HRT FINANCIAL LP $438 15,910 0.00% Shares
Capital Analysts, LLC $27 996 0.00% Shares