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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. LPL FINANCIAL LLC is the top corporate investor, holding 204.33K shares valued at $5.46M. A 13.65% stake in Invesco BulletShares 2031 High Yield Corporate Bond ETF is owned by the company. LEO WEALTH, LLC owns 274.54K shares valued at $7.34M, which translates its holding of 18.34% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | LPL FINANCIAL LLC | 13.65% | 204.33K | 5.46M | -28.41K | -12.21% |
| Dec 31, 2025 | LEO WEALTH, LLC | 18.34% | 274.54K | 7.34M | 274.54K | +100.00% |
| Dec 31, 2025 | GLASS JACOBSON INVESTMENT ADVISORS LLC | 0% | 4 | 109 | 4 | +100.00% |
| Dec 31, 2025 | 0% | 37 | 988 | 37 | +100.00% | |
| Dec 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0% | 53 | 1.42K | 0 | 0 |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 1 | 40 | 1 | +100.00% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0% | 68 | 1.82K | 0 | 0 |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 157 | 4.19K | 0 | 0 |
| Dec 31, 2025 | CAPITAL ANALYSTS, LLC | 0.02% | 370 | 10K | 0 | 0 |
| Dec 31, 2025 | CWM, LLC | 0.03% | 509 | 14K | 509 | +100.00% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.07% | 1.09K | 29.02K | 1.09K | +100.00% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.08% | 1.2K | 32.04K | 1.2K | +100.00% |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0.09% | 1.39K | 37.19K | 1.39K | +100.00% |
| Dec 31, 2025 | HOWARD WEALTH MANAGEMENT, LLC | 0.54% | 8.05K | 214.94K | 8.05K | +100.00% |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.54% | 8.12K | 216.75K | 7K | +622.89% |
| Dec 31, 2025 | ALASKA WEALTH ADVISORS | 0.62% | 9.29K | 248.02K | 9.29K | +100.00% |
| Dec 31, 2025 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 1.87% | 27.99K | 747.2K | 27.99K | +100.00% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.96% | 29.3K | 782.31K | 4.63K | +18.76% |
| Dec 31, 2025 | JESSUP WEALTH MANAGEMENT, INC | 2.02% | 30.2K | 806.29K | 30.2K | +100.00% |
| Dec 31, 2025 | MONECO ADVISORS, LLC | 2.42% | 36.29K | 968.92K | 18.56K | +104.68% |
| Dec 31, 2025 | ROVIN CAPITAL /UT/ /ADV | 1% | 14.99K | 400K | 10 | +0.07% |
| Dec 31, 2025 | ORG PARTNERS LLC | 1.03% | 15.41K | 411.35K | 1.5K | +10.75% |
| Dec 31, 2025 | 4THOUGHT FINANCIAL GROUP INC. | 1.1% | 16.4K | 437.97K | 2.73K | +19.96% |
| Dec 31, 2025 | TCG ADVISORY SERVICES, LLC | 0.52% | 7.86K | 209.81K | -44 | -0.56% |
| Dec 31, 2025 | VESTGEN ADVISORS, LLC | 0.68% | 10.17K | 271.61K | -4.18K | -29.12% |
| Dec 31, 2025 | EQUITABLE HOLDINGS, INC. | 16.13% | 241.46K | 6.45M | 120.41K | +99.47% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 2.63% | 39.34K | 1.05M | 13.22K | +50.64% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 3.06% | 45.87K | 1.23M | 322 | +0.71% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 4.96% | 74.29K | 1.98M | -158 | -0.21% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -15.47K | -100.00% |
| Dec 31, 2025 | MODERN WEALTH MANAGEMENT, LLC | 1.13% | 16.87K | 450.36K | 3.77K | +28.77% |
| Dec 31, 2025 | LARSON FINANCIAL GROUP LLC | 0.11% | 1.58K | 42.24K | 0 | 0 |
| Dec 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.25% | 3.81K | 101.59K | 0 | 0 |
| Dec 31, 2025 | KEY FINANCIAL INC | 0.43% | 6.4K | 170.88K | 0 | 0 |
| Dec 31, 2025 | ALASKA PERMANENT CAPITAL MANAGEMENT | 0.5% | 7.5K | 199.61K | 0 | 0 |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.51% | 7.57K | 202.06K | 7.57K | +100.00% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.61% | 24.12K | 644K | 13.92K | +136.45% |
| Dec 31, 2025 | OLD MISSION CAPITAL LLC | 0% | 0 | - | -85.63K | -100.00% |
| Dec 31, 2025 | UBS GROUP AG | 0% | 0 | - | -205 | -100.00% |
| Dec 31, 2025 | IMA WEALTH, INC. | 0.52% | 7.74K | 206.55K | 1.51K | +24.17% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.08% | 16.09K | 430.91K | 1.46K | +9.99% |
| Dec 31, 2025 | SFE INVESTMENT COUNSEL | 4.57% | 68.35K | 1.82M | 44.02K | +180.98% |
| Dec 31, 2025 | MORGAN STANLEY | 5.15% | 77.18K | 2.06M | -16.75K | -17.83% |
| Dec 31, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 7.6% | 113.79K | 3.04M | 56 | +0.05% |
| Sep 30, 2025 | ORG PARTNERS LLC | 0.93% | 13.91K | 372.69K | 13.91K | +100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.74% | 26.11K | 699.57K | 14.78K | +130.46% |
| Sep 30, 2025 | KEY FINANCIAL INC | 0.43% | 6.4K | 171.7K | 0 | 0 |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.98% | 14.63K | 391.25K | 2.03K | +16.07% |
| Sep 30, 2025 | VESTGEN ADVISORS, LLC | 0.96% | 14.35K | 384.49K | 1.71K | +13.48% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 15.55% | 232.74K | 6.24M | 4.36K | +1.91% |
| Sep 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 7.6% | 113.73K | 3.05M | -5.22K | -4.38% |
| Sep 30, 2025 | MORGAN STANLEY | 6.27% | 93.92K | 2.52M | 40.02K | +74.24% |
| Sep 30, 2025 | OLD MISSION CAPITAL LLC | 5.72% | 85.63K | 2.29M | 85.63K | +100.00% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 4.97% | 74.45K | 1.99M | 296 | +0.40% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.65% | 24.67K | 657.6K | 3.67K | +17.49% |
| Sep 30, 2025 | SFE INVESTMENT COUNSEL | 1.62% | 24.33K | 651.67K | 24.33K | +100.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -645 | -100.00% |
| Sep 30, 2025 | EQUITABLE HOLDINGS, INC. | 8.09% | 121.05K | 3.24M | 74.17K | +158.24% |
| Sep 30, 2025 | MODERN WEALTH MANAGEMENT, LLC | 0.87% | 13.1K | 350.92K | 13.1K | +100.00% |
| Sep 30, 2025 | ALASKA PERMANENT CAPITAL MANAGEMENT | 0.5% | 7.5K | 200.06K | 7.5K | +100.00% |
| Sep 30, 2025 | LARSON FINANCIAL GROUP LLC | 0.11% | 1.58K | 42.38K | 0 | 0 |
| Sep 30, 2025 | UBS GROUP AG | 0.01% | 205 | 5.49K | 205 | +100.00% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 157 | 4.21K | 0 | 0 |
| Sep 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0% | 53 | 1.42K | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 3.04% | 45.54K | 1.22M | 2.14K | +4.92% |
| Sep 30, 2025 | MONECO ADVISORS, LLC | 1.18% | 17.73K | 474.99K | -331 | -1.83% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 1.03% | 15.47K | 414.52K | 15.47K | +100.00% |
| Sep 30, 2025 | ROVIN CAPITAL /UT/ /ADV | 1% | 14.98K | 401K | 300 | +2.04% |
| Sep 30, 2025 | 4THOUGHT FINANCIAL GROUP INC. | 0.91% | 13.67K | 366.32K | -12 | -0.09% |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.08% | 1.12K | 30.09K | 1.12K | +100.00% |
| Sep 30, 2025 | CAPITAL ANALYSTS, LLC | 0.02% | 370 | 10K | 0 | 0 |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 68 | 1.82K | 0 | 0 |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.68% | 10.2K | 273K | 47 | +0.46% |
| Sep 30, 2025 | TCG ADVISORY SERVICES, LLC | 0.53% | 7.9K | 211.7K | -458 | -5.48% |
| Sep 30, 2025 | IMA WEALTH, INC. | 0.42% | 6.23K | 166.9K | -3.88K | -38.37% |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.25% | 3.81K | 101.94K | 0 | 0 |
| Jun 30, 2025 | 4THOUGHT FINANCIAL GROUP INC. | 0.92% | 13.69K | 365.14K | -463 | -3.27% |
| Jun 30, 2025 | 0.85% | 12.65K | 336.09K | 12.65K | +100.00% | |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.85% | 12.61K | 336.53K | 23 | +0.18% |
| Jun 30, 2025 | IMA WEALTH, INC. | 0.68% | 10.11K | 269.71K | 110 | +1.10% |
| Jun 30, 2025 | TCG ADVISORY SERVICES, LLC | 0.56% | 8.36K | 223.04K | -1.59K | -15.95% |
| Jun 30, 2025 | KEY FINANCIAL INC | 0.43% | 6.4K | 170.75K | 3.59K | +127.35% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.26% | 3.81K | 101.52K | 0 | 0 |
| Jun 30, 2025 | LARSON FINANCIAL GROUP LLC | 0.11% | 1.58K | 42.21K | 0 | 0 |
| Jun 30, 2025 | CAPITAL ANALYSTS, LLC | 0.02% | 370 | 10K | 0 | 0 |
| Jun 30, 2025 | VESTGEN ADVISORS, LLC | 0.85% | 12.65K | 336.09K | 12.65K | +100.00% |
| Jun 30, 2025 | FMR LLC | 0% | 0 | - | -1 | -100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -68.3K | -100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0% | 0 | - | -200 | -100.00% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 15.31% | 228.38K | 6.09M | 12.06K | +5.58% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.76% | 11.33K | 302.31K | 9.27K | +448.45% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 68 | 1.81K | 0 | 0 |
| Jun 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0% | 53 | 1.41K | 0 | 0 |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -20.8K | -100.00% |
| Jun 30, 2025 | OLD MISSION CAPITAL LLC | 0% | 0 | - | -20.13K | -100.00% |
| Jun 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 7.97% | 118.95K | 3.17M | -5.38K | -4.33% |
| Jun 30, 2025 | MONECO ADVISORS, LLC | 1.21% | 18.06K | 481.87K | -135 | -0.74% |
| Jun 30, 2025 | ROVIN CAPITAL /UT/ /ADV | 0.98% | 14.68K | 392K | 5 | +0.03% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.41% | 21K | 560.24K | 10.56K | +101.19% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 157 | 4.19K | 0 | 0 |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.04% | 645 | 17.21K | 0 | 0 |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.68% | 10.15K | 271K | -1.9K | -15.75% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 2.91% | 43.41K | 1.16M | 43.41K | +100.00% |
| Jun 30, 2025 | EQUITABLE HOLDINGS, INC. | 3.14% | 46.87K | 1.25M | 12.05K | +34.61% |
| Jun 30, 2025 | MORGAN STANLEY | 3.61% | 53.9K | 1.44M | 663 | +1.25% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 4.97% | 74.16K | 1.98M | 8.06K | +12.20% |
| Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.9% | 12.58K | 327.53K | 155 | +1.25% |
| Mar 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.27% | 3.81K | 99.04K | 0 | 0 |
| Mar 31, 2025 | MONECO ADVISORS, LLC | 1.3% | 18.2K | 473.64K | -5.2K | -22.23% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 1.49% | 20.8K | 541.35K | 20.8K | +100.00% |
| Mar 31, 2025 | EQUITABLE HOLDINGS, INC. | 2.5% | 34.82K | 906.42K | 34.82K | +100.00% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 157 | 4.09K | 0 | 0 |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 4.74% | 66.09K | 1.72M | 3.18K | +5.06% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 4.9% | 68.3K | 1.78M | 37.63K | +122.68% |
| Mar 31, 2025 | FLOW TRADERS U.S. LLC | 0% | 0 | - | -78.64K | -100.00% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.86% | 12.05K | 314K | 12.05K | +100.00% |
| Mar 31, 2025 | FMR LLC | 0% | 1 | 26 | 1 | +100.00% |
| Mar 31, 2025 | KEY FINANCIAL INC | 0.2% | 2.82K | 73.27K | 0 | 0 |
| Mar 31, 2025 | TCG ADVISORY SERVICES, LLC | 0.71% | 9.95K | 258.89K | 494 | +5.23% |
| Mar 31, 2025 | 4THOUGHT FINANCIAL GROUP INC. | 1.01% | 14.15K | 368.3K | 167 | +1.19% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0% | 0 | - | -35.43K | -100.00% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0% | 68 | 1.77K | 68 | +100.00% |
| Mar 31, 2025 | ROVIN CAPITAL /UT/ /ADV | 1.05% | 14.67K | 382K | 14.67K | +100.00% |
| Mar 31, 2025 | OLD MISSION CAPITAL LLC | 1.44% | 20.13K | 523.93K | 20.13K | +100.00% |
| Mar 31, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 8.91% | 124.32K | 3.24M | -2.26K | -1.78% |
| Mar 31, 2025 | MORGAN STANLEY | 3.82% | 53.24K | 1.39M | 7.77K | +17.09% |
| Mar 31, 2025 | IMA WEALTH, INC. | 0.72% | 10K | 260.27K | 10K | +100.00% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.75% | 10.44K | 271.69K | 10.29K | +6,858.00% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 15.5% | 216.32K | 5.63M | 27.35K | +14.48% |
| Mar 31, 2025 | ANCORA ADVISORS, LLC | 0% | 0 | - | -1.3K | -100.00% |
| Mar 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0% | 53 | 1.38K | 0 | 0 |
| Mar 31, 2025 | STRATEGIC FINANCIAL CONCEPTS, LLC | 0% | 0 | - | -116.27K | -100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0.01% | 200 | 5.21K | 59 | +41.84% |
| Mar 31, 2025 | CAPITAL ANALYSTS, LLC | 0.03% | 370 | 10K | 0 | 0 |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.05% | 645 | 16.79K | 645 | +100.00% |
| Mar 31, 2025 | LARSON FINANCIAL GROUP LLC | 0.11% | 1.58K | 41.18K | 1.58K | +100.00% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.15% | 2.07K | 53.78K | 145 | +7.55% |