Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WCG WEALTH ADVISORS LLC | 08/13/2025 | 41.53 K | $2.20 M | 16.02% | 3.60% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 08/05/2025 | 21.29 K | $1.13 M | 30.72% | 1.85% |
| NATURAL INVESTMENTS, LLC | 07/25/2025 | 19.14 K | $1.01 M | -39.22% | 1.66% |
| PHOENIX WEALTH ADVISORS | 08/08/2025 | 18.28 K | $967.32 K | -1.28% | 1.58% |
| LPL FINANCIAL LLC | 08/12/2025 | 17.70 K | $936.53 K | 6.97% | 1.53% |
| GTS SECURITIES LLC | 08/08/2025 | 16.20 K | $856.89 K | 100.00% | 1.40% |
| EQUITABLE HOLDINGS, INC. | 08/15/2025 | 14.98 K | $792.40 K | 2.65% | 1.30% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 14.07 K | $744.26 K | 1.64% | 1.22% |
| COLORADO CAPITAL MANAGEMENT, INC. | 07/11/2025 | 13.77 K | $729.00 K | -13.92% | 1.19% |
| MARINER, LLC | 08/14/2025 | 12.64 K | $668.53 K | -23.99% | 1.10% |
| ENVESTNET ASSET MANAGEMENT INC | 08/01/2025 | 12.41 K | $656.45 K | 0.03% | 1.08% |
| ARCHER INVESTMENT MANAGEMENT, LLC | 07/09/2025 | 12.09 K | $639.80 K | 6.97% | 1.05% |
| UBS GROUP AG | 08/14/2025 | 10.70 K | $566.31 K | -6.34% | 0.93% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 07/29/2025 | 8.75 K | $463.15 K | 0.76% | 0.76% |
| CITADEL ADVISORS LLC | 08/14/2025 | 8.56 K | $452.76 K | 100.00% | 0.74% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/12/2025 | 8.40 K | $444.46 K | 0.00% | 0.73% |
| ADVISOR GROUP HOLDINGS, INC. | 09/04/2025 | 7.62 K | $402.86 K | 284.26% | 0.66% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/27/2025 | 7.49 K | $396.14 K | -42.56% | 0.65% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 08/06/2025 | 6.85 K | $362.39 K | -12.73% | 0.59% |
| CWM, LLC | 07/25/2025 | 4.42 K | $234.00 K | -74.68% | 0.38% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/31/2025 | 4.00 K | $211.00 K | 100.00% | 0.35% |
| OCTAVIA WEALTH ADVISORS, LLC | 07/16/2025 | 3.95 K | $208.84 K | 100.00% | 0.34% |
| MORGAN STANLEY | 08/15/2025 | 2.30 K | $121.69 K | 0.00% | 0.20% |
| KEY FINANCIAL INC | 08/05/2025 | 1.57 K | $83.18 K | 0.00% | 0.14% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/15/2025 | 1.33 K | $70.11 K | 0.00% | 0.11% |
| HAZLETT, BURT & WATSON, INC. | 07/25/2025 | 996 | $52.00 K | 0.50% | 0.09% |
| NBC SECURITIES, INC. | 07/08/2025 | 730 | $38.00 K | 0.00% | 0.06% |
| GPS WEALTH STRATEGIES GROUP, LLC | 08/05/2025 | 474 | $25.08 K | 0.00% | 0.04% |
| PARALLEL ADVISORS, LLC | 07/08/2025 | 320 | $16.93 K | 0.00% | 0.03% |
| FMR LLC | 08/14/2025 | 211 | $11.18 K | 97.20% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/12/2025 | 103 | $5.44 K | 100.00% | 0.01% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/14/2025 | 68 | $3.59 K | 100.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/12/2025 | 24 | $1.28 K | 100.00% | 0.00% |
| WOLFF WIESE MAGANA LLC | 07/17/2025 | 12 | $635 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2025 | 1 | $73 | 100.00% | 0.00% |
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institutional Ownership - FAQ's
During the previous two years, 23 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:
CITADEL ADVISORS LLC: 0
WELLS FARGO & COMPANY/MN: 0
Parallel Advisors, LLC: 0
Steward Partners Investment Advisory, LLC: 0
Equitable Holdings, Inc.: 0
LPL Financial LLC: 0
25.39% of stock is owned by institutional investors.
Institutional investors have bought a total of 41.77 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.