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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. PNC FINANCIAL SERVICES GROUP, INC. is the top corporate investor, holding 1.5K shares valued at $32.88K. A 0.31% stake in ProShares Global Listed Private Equity ETF is owned by the company. LPL FINANCIAL LLC owns 11.99K shares valued at $262.71K, which translates its holding of 2.51% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0.31% | 1.5K | 32.88K | 1.5K | +100.00% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 2.51% | 11.99K | 262.71K | -346 | -2.81% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 2.72% | 13.02K | 285.4K | 13.02K | +100.00% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 2.88% | 13.75K | 301.47K | 13.75K | +100.00% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 6.6% | 31.58K | 692K | 6.61K | +26.48% |
| Jun 30, 2026 | BETA WEALTH GROUP, INC. | 8.96% | 42.84K | 938.91K | 4.89K | +12.88% |
| Jun 30, 2026 | BLACKROCK, INC. | 0% | 0 | - | -1 | -100.00% |
| Jun 30, 2026 | UBS GROUP AG | 0% | 0 | - | -150 | -100.00% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 0 | - | -14.87K | -100.00% |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 0% | 0 | - | -9 | -100.00% |
| Jun 30, 2026 | INTEGRATED WEALTH CONCEPTS LLC | 0% | 1 | 14 | 1 | +100.00% |
| Jun 30, 2026 | ALLWORTH FINANCIAL LP | 0.19% | 900 | 19.73K | 0 | 0 |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 0% | 1 | 21 | -581 | -99.83% |
| Jun 30, 2026 | MORGAN STANLEY | 0% | 2 | 47 | 0 | 0 |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 3.43% | 16.38K | 358.97K | 2.26K | +16.00% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 300 | 6.58K | 0 | 0 |
| Jun 30, 2026 | ROSSBY FINANCIAL, LCC | 2.16% | 10.31K | 225.89K | 10.31K | +100.00% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 1.99% | 9.54K | 208.99K | 9.54K | +100.00% |
| Jun 30, 2026 | GLOBAL RETIREMENT PARTNERS, LLC | 0.06% | 305 | 6.69K | 305 | +100.00% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.12% | 582 | 12.36K | 581 | +58,100.00% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 5.22% | 24.97K | 530K | 9.2K | +58.33% |
| Mar 31, 2026 | FLOW TRADERS U.S. LLC | 0% | 0 | - | -12.7K | -100.00% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 300 | 6.37K | 0 | 0 |
| Mar 31, 2026 | LPL FINANCIAL LLC | 2.58% | 12.33K | 261.98K | 12.33K | +100.00% |
| Mar 31, 2026 | UBS GROUP AG | 0.03% | 150 | 3.19K | -66 | -30.56% |
| Mar 31, 2026 | ROOT FINANCIAL PARTNERS, LLC | 0% | 0 | - | -381 | -100.00% |
| Mar 31, 2026 | RONALD BLUE TRUST, INC. | 0% | 0 | - | -35 | -100.00% |
| Mar 31, 2026 | BETTERMENT LLC | 0% | 0 | - | -8.15K | -100.00% |
| Mar 31, 2026 | MORGAN STANLEY | 0% | 2 | 43 | -100 | -98.04% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 2.95% | 14.12K | 299.95K | -253 | -1.76% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 3.11% | 14.87K | 316K | 4.59K | +44.64% |
| Mar 31, 2026 | BETA WEALTH GROUP, INC. | 7.94% | 37.95K | 806.22K | 7.03K | +22.75% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0% | 0 | - | -13.7K | -100.00% |
| Mar 31, 2026 | JPMORGAN CHASE & CO | 0% | 9 | 186 | 0 | 0 |
| Mar 31, 2026 | BLACKROCK, INC. | 0% | 1 | 14 | 1 | +100.00% |
| Mar 31, 2026 | ALLWORTH FINANCIAL LP | 0.19% | 900 | 19.12K | 0 | 0 |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0.17% | 900 | 22.24K | 0 | 0 |
| Dec 31, 2025 | BETA WEALTH GROUP, INC. | 5.88% | 30.92K | 763.9K | -1.83K | -5.58% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 2.73% | 14.37K | 355.1K | 3.65K | +34.09% |
| Dec 31, 2025 | FLOW TRADERS U.S. LLC | 2.41% | 12.7K | 314K | 12.7K | +100.00% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 300 | 7.41K | 0 | 0 |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -14.22K | -100.00% |
| Dec 31, 2025 | BROOKWOOD INVESTMENT GROUP LLC | 0% | 0 | - | -10.31K | -100.00% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 2.61% | 13.7K | 338.52K | 4.65K | +51.41% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.94% | 10.28K | 254K | 222 | +2.21% |
| Dec 31, 2025 | BETTERMENT LLC | 1.55% | 8.15K | 201K | 0 | 0 |
| Dec 31, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.1% | 520 | 12.86K | 60 | +13.04% |
| Dec 31, 2025 | ROOT FINANCIAL PARTNERS, LLC | 0.07% | 381 | 9.42K | 381 | +100.00% |
| Dec 31, 2025 | UBS GROUP AG | 0.04% | 216 | 5.34K | -956 | -81.57% |
| Dec 31, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -1.8K | -100.00% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0% | 0 | - | -10K | -100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 3% | 15.77K | 390K | 10K | +173.29% |
| Dec 31, 2025 | MORGAN STANLEY | 0.02% | 102 | 2.53K | 1 | +0.99% |
| Dec 31, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 35 | 865 | -10 | -22.22% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0% | 9 | 222 | 0 | 0 |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 1 | 15 | 1 | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.22% | 1.17K | 30.87K | -2.21K | -65.39% |
| Sep 30, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 45 | 1.19K | 45 | +100.00% |
| Sep 30, 2025 | MORGAN STANLEY | 0.02% | 101 | 2.67K | -272 | -72.92% |
| Sep 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.09% | 460 | 12.12K | -129 | -21.90% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 300 | 8.43K | 0 | 0 |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0% | 9 | 237 | 0 | 0 |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 2% | 10.72K | 282.33K | 10.72K | +100.00% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 2.65% | 14.22K | 374.58K | 14.22K | +100.00% |
| Sep 30, 2025 | BROOKWOOD INVESTMENT GROUP LLC | 1.92% | 10.31K | 271.43K | 2.74K | +36.24% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.87% | 10.06K | 265K | 1.71K | +20.52% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.86% | 10K | 263.46K | 1.86K | +22.89% |
| Sep 30, 2025 | BETTERMENT LLC | 1.52% | 8.15K | 215K | 0 | 0 |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 1.69% | 9.05K | 238.35K | -2.01K | -18.16% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 0 | - | -3.06K | -100.00% |
| Sep 30, 2025 | BETA WEALTH GROUP, INC. | 6.1% | 32.75K | 862.48K | 32.75K | +100.00% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 1.08% | 5.77K | 152K | 323 | +5.93% |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.33% | 1.8K | 47.33K | 150 | +9.11% |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0.17% | 900 | 23.71K | 0 | 0 |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.6% | 3.06K | 85.08K | 3.06K | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0.67% | 3.39K | 94.29K | 3.39K | +100.00% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.6% | 8.14K | 226.68K | 131 | +1.64% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.64% | 8.34K | 232K | 8.34K | +100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 2.18% | 11.06K | 307.92K | -3.44K | -23.74% |
| Jun 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.12% | 589 | 16.39K | 589 | +100.00% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0.18% | 900 | 25.06K | 900 | +100.00% |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.32% | 1.65K | 45.87K | 218 | +15.26% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 300 | 8.35K | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 0.07% | 373 | 10.41M | 183 | +96.32% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 1.07% | 5.45K | 152K | -9.12K | -62.59% |
| Jun 30, 2025 | 1.49% | 7.56K | 210.64K | 7.56K | +100.00% | |
| Jun 30, 2025 | BROOKWOOD INVESTMENT GROUP LLC | 1.49% | 7.56K | 210.64K | 7.56K | +100.00% |
| Jun 30, 2025 | BETTERMENT LLC | 1.6% | 8.15K | 227K | 0 | 0 |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 9 | 251 | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0% | 0 | - | -1.7K | -100.00% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 3.06% | 14.56K | 394K | 5.84K | +66.94% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 3.04% | 14.5K | 392.12K | 14.5K | +100.00% |
| Mar 31, 2025 | BETTERMENT LLC | 1.71% | 8.15K | 220K | 0 | 0 |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 300 | 8.11K | -2.29K | -88.40% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0% | 9 | 243 | 0 | 0 |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -1 | -100.00% |
| Mar 31, 2025 | PRINCIPAL SECURITIES, INC. | 0.3% | 1.43K | 39.7K | 244 | +20.59% |
| Mar 31, 2025 | MORGAN STANLEY | 0.04% | 190 | 5.14K | 90 | +90.00% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.68% | 8.01K | 216.6K | 356 | +4.65% |