Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 509.67 K | $18.23 M | 55.07% | 98.54% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 373.06 K | $13.34 M | 2.82% | 72.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 97.03 K | $3.47 M | 6.95% | 18.76% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 51.98 K | $1.86 M | 21.59% | 10.05% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 21.15 K | $756.66 K | 182.76% | 4.09% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 02/03/2026 | 18.31 K | $655.08 K | 0.03% | 3.54% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 15.50 K | $554.45 K | 27.05% | 3.00% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 15.05 K | $538.39 K | 39.50% | 2.91% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 13.98 K | $499.95 K | 43.09% | 2.70% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 10.31 K | $368.69 K | 100.00% | 1.99% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 8.58 K | $307.05 K | 10.69% | 1.66% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 8.43 K | $301.37 K | 2.03% | 1.63% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 6.39 K | $228.58 K | 5.29% | 1.24% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 6.17 K | $220.61 K | 2.49% | 1.19% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 4.67 K | $167.19 K | -0.21% | 0.90% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 2.72 K | $97.23 K | 0.26% | 0.53% |
| MPWM ADVISORY SOLUTIONS, LLC | 02/17/2026 | 1.64 K | $58.52 K | 0.00% | 0.32% |
| NBC SECURITIES, INC. | 01/29/2026 | 1.38 K | $49.18 K | 0.00% | 0.27% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 1.30 K | $46.50 K | 0.00% | 0.25% |
| CWM, LLC | 01/26/2026 | 1.21 K | $43.00 K | 48.65% | 0.23% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 873 | $31.23 K | 0.00% | 0.17% |
| PINNACLE BANCORP, INC. | 01/22/2026 | 873 | $31.23 K | 0.00% | 0.17% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 835 | $29.87 K | 0.00% | 0.16% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 380 | $13.59 K | 100.00% | 0.07% |
| ROYAL BANK OF CANADA | 02/17/2026 | 314 | $11.00 K | -74.74% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 265 | $9.48 K | 0.00% | 0.05% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 53 | $1.90 K | 1.92% | 0.01% |
| MORGAN STANLEY | 02/13/2026 | 3 | $113 | 50.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $30 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
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institutional Ownership - FAQ's
During the previous two years, 27 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:
LPL Financial LLC: 509,668
NewEdge Advisors, LLC: 373,057
ADVISOR GROUP HOLDINGS, INC.: 51,978
Equitable Holdings, Inc.: 21,153
FSB PREMIER WEALTH MANAGEMENT, INC.: 18,313
TWO SIGMA INVESTMENTS, LP: 15,500
226.62% of stock is owned by institutional investors.
Institutional investors have bought a total of 1.06 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.