© 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. ENVESTNET ASSET MANAGEMENT INC is the top corporate investor, holding 285.85K shares valued at $10.94M. A 32.45% stake in First Trust Horizon Managed Volatility Small/Mid ETF is owned by the company. UBS GROUP AG owns 278 shares valued at $10.64K, which translates its holding of 0.03% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 32.45% | 285.85K | 10.94M | 64.23K | +28.98% |
| Jun 30, 2026 | UBS GROUP AG | 0.03% | 278 | 10.64K | 275 | +9,166.67% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 17.23% | 151.75K | 5.81M | -1.27K | -0.83% |
| Jun 30, 2026 | TOWER RESEARCH CAPITAL LLC (TRC) | 4.85% | 42.69K | 1.63M | 29.53K | +224.47% |
| Jun 30, 2026 | BRINKER CAPITAL INVESTMENTS, LLC | 3.12% | 27.48K | 1.05M | -878 | -3.10% |
| Jun 30, 2026 | PRINCIPAL SECURITIES, INC. | 1.87% | 16.51K | 631.86K | -41 | -0.25% |
| Jun 30, 2026 | CERTIOR FINANCIAL GROUP, LLC | 0.86% | 7.54K | 288.72K | -286 | -3.65% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.48% | 4.19K | 160.28K | 460 | +12.34% |
| Jun 30, 2026 | SILVER GROVE FINANCIAL GROUP, INC. | 0.05% | 417 | 15.96K | 417 | +100.00% |
| Jun 30, 2026 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.03% | 286 | 10.94K | 0 | 0 |
| Jun 30, 2026 | LPL FINANCIAL LLC | 20.26% | 178.43K | 6.83M | 6.61K | +3.84% |
| Jun 30, 2026 | TRUVESTMENTS CAPITAL LLC | 0.03% | 227 | 8.69K | 0 | 0 |
| Jun 30, 2026 | US BANCORP \DE\ | 0.01% | 123 | 4.71K | 123 | +100.00% |
| Jun 30, 2026 | BANK OF NEW YORK MELLON CORP | 17.41% | 153.39K | 5.87M | 9.98K | +6.96% |
| Jun 30, 2026 | HORIZON INVESTMENTS, LLC | 0.01% | 64 | 2.45K | -64 | -50.00% |
| Jun 30, 2026 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 1 | 36 | 0 | 0 |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0% | 0 | - | -339 | -100.00% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 21.42% | 188.64K | 7.22M | 4.03K | +2.18% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.42% | 3.73K | 134.81K | 225 | +6.42% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.04% | 339 | 12K | 339 | +100.00% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 17.37% | 153.02K | 5.54M | 2.34K | +1.55% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 19.51% | 171.83K | 6.21M | 8.76K | +5.37% |
| Mar 31, 2026 | UBS GROUP AG | 0% | 3 | 109 | -887 | -99.66% |
| Mar 31, 2026 | TRUVESTMENTS CAPITAL LLC | 0.03% | 227 | 8.21K | 0 | 0 |
| Mar 31, 2026 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0% | 0 | - | -6.33K | -100.00% |
| Mar 31, 2026 | MORGAN STANLEY | 0% | 0 | - | -1 | -100.00% |
| Mar 31, 2026 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 1 | 34 | 0 | 0 |
| Mar 31, 2026 | HORIZON INVESTMENTS, LLC | 0.01% | 128 | 4.63K | 64 | +100.00% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 20.96% | 184.61K | 6.68M | 9.13K | +5.20% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 25.16% | 221.62K | 8.02M | 10.38K | +4.92% |
| Mar 31, 2026 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.49% | 13.16K | 475.89K | -24.71K | -65.25% |
| Mar 31, 2026 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.03% | 286 | 10.4K | 0 | 0 |
| Mar 31, 2026 | CERTIOR FINANCIAL GROUP, LLC | 0.89% | 7.83K | 283.23K | -416 | -5.04% |
| Mar 31, 2026 | PRINCIPAL SECURITIES, INC. | 1.88% | 16.55K | 598.61K | 1.06K | +6.86% |
| Mar 31, 2026 | BRINKER CAPITAL INVESTMENTS, LLC | 3.22% | 28.35K | 1.03M | -712 | -2.45% |
| Mar 31, 2026 | BANK OF NEW YORK MELLON CORP | 16.28% | 143.41K | 5.19M | 6.29K | +4.59% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 20.94% | 163.07K | 5.81M | 11.4K | +7.52% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 27.41% | 211.24K | 7.53M | 6.89K | +3.37% |
| Dec 31, 2025 | HORIZON INVESTMENTS, LLC | 0.01% | 64 | 2.28K | 0 | 0 |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.45% | 3.5K | 124.86K | -411 | -10.50% |
| Dec 31, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.82% | 6.33K | 225.55K | 84 | +1.35% |
| Dec 31, 2025 | CERTIOR FINANCIAL GROUP, LLC | 1.07% | 8.25K | 293.97K | 222 | +2.77% |
| Dec 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 4.9% | 37.86K | 1.35M | 32.42K | +595.37% |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0% | 0 | - | -7.24K | -100.00% |
| Dec 31, 2025 | PRINCIPAL SECURITIES, INC. | 1.99% | 15.49K | 552.15K | 1.42K | +10.09% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 22.77% | 175.48K | 6.26M | 4.41K | +2.58% |
| Dec 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 3.77% | 29.07K | 1.04M | -809 | -2.71% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 17.61% | 137.12K | 4.89M | 7.83K | +6.06% |
| Dec 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 1 | 33 | 0 | 0 |
| Dec 31, 2025 | ROSSBY FINANCIAL, LCC | 0% | 0 | - | -244 | -100.00% |
| Dec 31, 2025 | TRUVESTMENTS CAPITAL LLC | 0.03% | 227 | 8.09K | 0 | 0 |
| Dec 31, 2025 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.04% | 286 | 10.2K | 286 | +100.00% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 19.49% | 150.69K | 5.37M | 7.74K | +5.42% |
| Dec 31, 2025 | MORGAN STANLEY | 0% | 1 | 70 | 1 | +100.00% |
| Dec 31, 2025 | UBS GROUP AG | 0.12% | 890 | 31.73K | -788 | -46.96% |
| Sep 30, 2025 | TRUVESTMENTS CAPITAL LLC | 0.03% | 227 | 8.26K | 0 | 0 |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.51% | 3.91K | 142.95K | -1.31K | -25.10% |
| Sep 30, 2025 | UBS GROUP AG | 0.22% | 1.68K | 61.03K | -1.26K | -42.81% |
| Sep 30, 2025 | HORIZON INVESTMENTS, LLC | 0.01% | 64 | 2.33K | 29 | +82.86% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 26.75% | 204.35K | 7.43M | 14.9K | +7.87% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 16.92% | 129.29K | 4.7M | 120.19K | +1,321.39% |
| Sep 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 3.91% | 29.87K | 1.09M | -1.18K | -3.81% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.95% | 7.24K | 263.23K | 7.24K | +100.00% |
| Sep 30, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.82% | 6.24K | 227.09K | -1.75K | -21.93% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 22.39% | 171.07K | 6.22M | 15.66K | +10.08% |
| Sep 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 1 | 34 | 0 | 0 |
| Sep 30, 2025 | LPL FINANCIAL LLC | 19.85% | 151.67K | 5.52M | 8.25K | +5.75% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 18.71% | 142.95K | 5.2M | 5.99K | +4.37% |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 1.84% | 14.07K | 511.73K | 690 | +5.16% |
| Sep 30, 2025 | CERTIOR FINANCIAL GROUP, LLC | 1.05% | 8.02K | 291.87K | 314 | +4.07% |
| Sep 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.71% | 5.45K | 198.05K | -4.75K | -46.58% |
| Sep 30, 2025 | ROSSBY FINANCIAL, LCC | 0.03% | 244 | 8.86K | 0 | 0 |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.72% | 5.22K | 187.28K | 3.62K | +226.30% |
| Jun 30, 2025 | ROSSBY FINANCIAL, LCC | 0.03% | 244 | 8.75K | 0 | 0 |
| Jun 30, 2025 | CERTIOR FINANCIAL GROUP, LLC | 1.07% | 7.71K | 276.37K | -131 | -1.67% |
| Jun 30, 2025 | CWM, LLC | 0% | 0 | - | -176 | -100.00% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 1.26% | 9.1K | 326.06K | -235 | -2.52% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 19.82% | 143.42K | 5.14M | 10.56K | +7.95% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 26.18% | 189.45K | 6.79M | 5.57K | +3.03% |
| Jun 30, 2025 | HORIZON INVESTMENTS, LLC | 0% | 35 | 1.26K | 0 | 0 |
| Jun 30, 2025 | 0.03% | 244 | 8.75K | 0 | 0 | |
| Jun 30, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 1.1% | 8K | 286.66K | -9.42K | -54.08% |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 1.37% | 9.92K | 355.51K | 218 | +2.25% |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 1.85% | 13.38K | 479.59K | 1.25K | +10.32% |
| Jun 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 4.29% | 31.06K | 1.11M | -2.01K | -6.07% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 21.47% | 155.41K | 5.57M | 8.19K | +5.56% |
| Jun 30, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0% | 0 | - | -9.17K | -100.00% |
| Jun 30, 2025 | TRUVESTMENTS CAPITAL LLC | 0.03% | 227 | 8.14K | 0 | 0 |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.41% | 10.19K | 365.39K | -16.31K | -61.54% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 18.92% | 136.96K | 4.91M | -1.7K | -1.23% |
| Jun 30, 2025 | UBS GROUP AG | 0.41% | 2.93K | 105.18K | 2.93K | +100.00% |
| Jun 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 1 | 33 | 0 | 0 |
| Mar 31, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 1.53% | 9.17K | 330.07K | -607 | -6.21% |
| Mar 31, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 2.92% | 17.42K | 627.23K | -917 | -5.00% |
| Mar 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 4.44% | 26.5K | 954.38K | -8.47K | -24.21% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 24.65% | 147.22K | 5.3M | 468 | +0.32% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 30.79% | 183.88K | 6.62M | 3.06K | +1.69% |
| Mar 31, 2025 | ORION PORTFOLIO SOLUTIONS, LLC | 5.54% | 33.06K | 1.19M | -193 | -0.58% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 22.25% | 132.86K | 4.78M | 6.14K | +4.84% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 23.22% | 138.66K | 4.99M | 3.44K | +2.54% |
| Mar 31, 2025 | MORGAN STANLEY | 0% | 0 | - | -1 | -100.00% |
| Mar 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 1 | 33 | 1 | +100.00% |
| Mar 31, 2025 | HORIZON INVESTMENTS, LLC | 0.01% | 35 | 1.26K | 0 | 0 |
| Mar 31, 2025 | CWM, LLC | 0.03% | 176 | 6K | 176 | +100.00% |
| Mar 31, 2025 | TRUVESTMENTS CAPITAL LLC | 0.04% | 227 | 8.18K | 0 | 0 |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.27% | 1.6K | 57.65K | -6.43K | -80.07% |
| Mar 31, 2025 | 0.04% | 244 | 8.53K | 244 | +100.00% | |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 1.56% | 9.33K | 336.03K | 332 | +3.69% |
| Mar 31, 2025 | AVANTAX ADVISORY SERVICES, INC. | 1.62% | 9.7K | 349.35K | 100 | +1.04% |
| Mar 31, 2025 | PRINCIPAL SECURITIES, INC. | 2.03% | 12.13K | 434.22K | 0 | 0 |
| Mar 31, 2025 | COPPELL ADVISORY SOLUTIONS LLC | 0% | 0 | - | -65 | -100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0% | 0 | - | -295 | -100.00% |