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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. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 2.61K shares valued at $100.12K. A 2.27% stake in Xtrackers S&P MidCap 400 Scored & Screened ETF is owned by the company. JPMORGAN CHASE & CO owns 20 shares valued at $762.00, which translates its holding of 0.02% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 2.27% | 2.61K | 100.12K | -212 | -7.52% |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 0.02% | 20 | 762 | 0 | 0 |
| Jun 30, 2026 | UBS GROUP AG | 0.13% | 152 | 5.84K | 58 | +61.70% |
| Jun 30, 2026 | CLEARSTEAD ADVISORS, LLC | 0.74% | 850 | 32.65K | 0 | 0 |
| Jun 30, 2026 | CAPTRUST FINANCIAL ADVISORS | 16.28% | 18.67K | 716.95K | -7 | -0.04% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 4.46% | 5.12K | 196K | -13.17K | -72.02% |
| Mar 31, 2026 | CAPTRUST FINANCIAL ADVISORS | 16.28% | 18.68K | 626.98K | 104 | +0.56% |
| Mar 31, 2026 | CLEARSTEAD ADVISORS, LLC | 0.74% | 850 | 28.54K | -167 | -16.42% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 2.46% | 2.82K | 94.64K | 5 | +0.18% |
| Mar 31, 2026 | UBS GROUP AG | 0.08% | 94 | 3.16K | 92 | +4,600.00% |
| Mar 31, 2026 | JPMORGAN CHASE & CO | 0.02% | 20 | 655 | 20 | +100.00% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 15.95% | 18.29K | 614K | 3.64K | +24.88% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 2.01% | 2.81K | 92.97K | -160 | -5.38% |
| Dec 31, 2025 | CLEARSTEAD ADVISORS, LLC | 0.73% | 1.02K | 33.6K | 0 | 0 |
| Dec 31, 2025 | UBS GROUP AG | 0% | 2 | 66 | 2 | +100.00% |
| Dec 31, 2025 | BLUE EDGE CAPITAL, LLC | 0% | 0 | - | -14.18K | -100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 10.48% | 14.64K | 484K | -1.62K | -9.98% |
| Dec 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 13.29% | 18.57K | 613.58K | 18.57K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0% | 0 | - | -268 | -100.00% |
| Sep 30, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0% | 0 | - | -8.38K | -100.00% |
| Sep 30, 2025 | FMR LLC | 0% | 0 | - | -1 | -100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -324 | -100.00% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 2.12% | 2.97K | 95.71K | -1.49K | -33.38% |
| Sep 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 0 | - | -1 | -100.00% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 11.58% | 16.27K | 523K | 3.49K | +27.32% |
| Sep 30, 2025 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 13.34% | 18.74K | 603.07K | 55 | +0.29% |
| Sep 30, 2025 | BLUE EDGE CAPITAL, LLC | 10.09% | 14.18K | 456.17K | -18 | -0.13% |
| Sep 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0.72% | 1.02K | 32.73K | 0 | 0 |
| Jun 30, 2025 | UBS GROUP AG | 0.15% | 268 | 8.2K | 258 | +2,580.00% |
| Jun 30, 2025 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 10.55% | 18.69K | 571.52K | -1.25K | -6.27% |
| Jun 30, 2025 | FMR LLC | 0% | 1 | 31 | 1 | +100.00% |
| Jun 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 1 | 26 | -41.1K | -100.00% |
| Jun 30, 2025 | BLUE EDGE CAPITAL, LLC | 8.01% | 14.19K | 434.13K | -390 | -2.67% |
| Jun 30, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 4.73% | 8.38K | 256.18K | 0 | 0 |
| Jun 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0.57% | 1.02K | 31.11K | -1.03K | -50.37% |
| Jun 30, 2025 | MORGAN STANLEY | 0% | 1 | 51K | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 7.21% | 12.78K | 391K | -20.46K | -61.56% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 2.52% | 4.46K | 136.53K | 4.36K | +4,319.80% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.18% | 324 | 9.91K | -1.78K | -84.57% |
| Mar 31, 2025 | CLEARSTEAD ADVISORS, LLC | 0.92% | 2.05K | 58.92K | 0 | 0 |
| Mar 31, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 18.5% | 41.1K | 1.18M | 540 | +1.33% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -8.81K | -100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0% | 10 | 288 | 10 | +100.00% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.95% | 2.1K | 60.39K | 2.1K | +100.00% |
| Mar 31, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 3.77% | 8.38K | 240.86K | 0 | 0 |
| Mar 31, 2025 | BLUE EDGE CAPITAL, LLC | 6.57% | 14.58K | 419.37K | -239 | -1.61% |
| Mar 31, 2025 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 8.97% | 19.94K | 573.24K | -866 | -4.16% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0% | 0 | - | -12.92K | -100.00% |
| Mar 31, 2025 | FMR LLC | 0% | 0 | - | -1 | -100.00% |
| Mar 31, 2025 | MORGAN STANLEY | 0% | 1 | 30 | 1 | +100.00% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 14.96% | 33.24K | 956K | -5.22K | -13.58% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 101 | 2.9K | -4.38K | -97.75% |