© 2026 Stocks Telegraph All rights reserved.
Most stock quote data provided by Financial Modeling Prep
Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
About N/A of shares are held by financial institutions. SUMMIT FINANCIAL, LLC is the top corporate investor, holding 154.19K shares valued at $7.80M. A 3.5% stake in Goldman Sachs Corporate Bond ETF is owned by the company. PORTFOLIO RESOURCES ADVISOR GROUP, INC. owns 15.94K shares valued at $806.56K, which translates its holding of 0.36% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | SUMMIT FINANCIAL, LLC | 3.5% | 154.19K | 7.8M | 154.19K | +100.00% |
| Jun 30, 2026 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | 0.36% | 15.94K | 806.56K | 15.94K | +100.00% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.27% | 12.08K | 610.95K | 12.08K | +100.00% |
| Jun 30, 2026 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 112 | 5.67K | 112 | +100.00% |
| Jun 30, 2026 | MOUNT YALE INVESTMENT ADVISORS, LLC | 11.67% | 513.44K | 25.98M | 513.44K | +100.00% |
| Jun 30, 2026 | VESTMARK ADVISORY SOLUTIONS, INC. | 11.66% | 513.09K | 25.96M | 513.09K | +100.00% |
| Jun 30, 2026 | ONE CAPITAL MANAGEMENT, LLC | 8.12% | 357.05K | 17.94M | 0 | 0 |
| Jun 30, 2026 | ATRIA INVESTMENTS, INC | 0.31% | 13.83K | 699.75K | 13.83K | +100.00% |
| Jun 30, 2026 | HRT FINANCIAL LP | 0.22% | 9.57K | 484K | 9.57K | +100.00% |
| Jun 30, 2026 | MORGAN STANLEY | 0% | 0 | - | -530 | -100.00% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -43.81K | -100.00% |
| Jun 30, 2026 | GOLDMAN SACHS GROUP INC | 5.38% | 236.5K | 11.97M | 3.69K | +1.59% |
| Jun 30, 2026 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 4.8% | 211.2K | 10.69M | 211.2K | +100.00% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 0.15% | 6.38K | 322.89K | 6.38K | +100.00% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 0.14% | 6.07K | 307.17K | -1.72K | -22.06% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 0.01% | 390 | 19.73K | 390 | +100.00% |
| Jun 30, 2026 | SPECTRUM WEALTH ADVISORY GROUP, LLC | 0% | 195 | 9.87K | 195 | +100.00% |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 0% | 0 | - | -26.46K | -100.00% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 60.74% | 2.67M | 135.23M | 2M | +294.81% |
| Jun 30, 2026 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 17.86% | 785.64K | 39.71M | 104.54K | +15.35% |
| Jun 30, 2026 | PRINCIPAL SECURITIES, INC. | 7.03% | 309.19K | 15.64M | 309.19K | +100.00% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 3.47% | 152.78K | 7.73M | 152.78K | +100.00% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.86% | 37.91K | 1.92M | 25.07K | +195.21% |
| Jun 30, 2026 | B. RILEY WEALTH ADVISORS, INC. | 0.38% | 16.79K | 853.13K | 16.79K | +100.00% |
| Jun 30, 2026 | 0.36% | 15.94K | 806.56K | 15.94K | +100.00% | |
| Jun 30, 2026 | UBS GROUP AG | 0% | 0 | - | -191 | -100.00% |