How many institutions own SBR stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SBR shares is 138, representing 14.4% of the company's common stock.

Who are the major shareholders selling Sabine Royalty Trust stock?

MOORS & CABOT, INC., in the last quarter, reduced its stake in SBR by -1.59% restricting it's holding to 18.54 thousand shares of worth nearly $1.24M. RONALD BLUE TRUST, INC. also lessened -41.03% of the SBR shares from its portfolio, reducing its holding to 17.01 thousand shares of worth $1.13M. RAYMOND JAMES FINANCIAL INC also shunned SBR shares holding by -1.2% last quarter which brought its holding to 16.03 thousand shares worth $1.07M.

Investors who are buying SBR stock?

As per its latest 13F filing, PFG ADVISORS increased its stake in SBR by 0.34% in the last quarter. The institutional holder raised its holding to 14.85 thousand shares having worth more than $986.52K. CRESSET ASSET MANAGEMENT, LLC also added 100% more shares of SBR to its portfolio, raising its holding to 13.01 thousand shares of worth $867.17K. UNIPLAN INVESTMENT COUNSEL, INC. also increased its SBR shares holding by 100% which brought its holding to 12.86 thousand shares worth $857.46K.

SBR's major insiders: who are they?

The insider with the most stakes in SBR is N/A , N/A at the company. Additionally, SBR stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell SBR stock?

Company executives, directors, and other insiders own 3.7% percent of Sabine Royalty Trust's stock. Within the last six months, there have been 0 transaction(s) in which SBR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SBR stock?

There have been 0 transaction(s) during the past 6-months in which Sabine Royalty Trust insiders have bought stock, totalling 0 shares

How much of SBR does insiders own?

Around 0 Sabine Royalty Trust shares are held by insiders, which represents about 3.7% of SBR stock.

Who is the insider with the largest stake?

SBR N/A, N/A holds the largest portfolio of the company's shares. SBR shares owned by N/A total nearly -.

Which institution holds the most shares in SBR?

MOORS & CABOT, INC. is the largest institutional owner in SBR which holds 18.54 thousand shares worth $1.24M or 0.13% of the total SBR shares outstanding followed by RONALD BLUE TRUST, INC. with ownership of 17.01 thousand shares representing 0.12% of the SBR ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 16.03 thousand shares or 0.11% of the ownership worth more than $1.07M.

Is Sabine Royalty Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SBR is concerned, it is a stock which is not optionable.

Is there a short position on SBR's shares?

Number of SBR shares short is 105.64K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SBR shares are there?

As of today, 14.58M shares of SBR are outstanding.

Is there many float in SBR stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SBR has 14.02M shares in float.

SBR short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SBR is 3.61.

Sabine Royalty Trust (SBR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.72

Short Percent Of Float0.72

Shares Outstanding14.58M

Shares Float14.02M

Shares Short105.64K

Short Ratio3.61

0.72%

Short % of Float

0.72%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.7% Percentage of Shares held by All Insiders

14.4% Percentage of Shares held by All Institutions

14.95% Percentage of Float held by Institutions

138

Number of Institutions Holding Shares

Institutional Ownership

About 14.4% of SBR shares are held by financial institutions. MOORS & CABOT, INC. is the top corporate investor, holding 18.54K shares valued at $1.24M. A 0.13% stake in Sabine Royalty Trust is owned by the company. RONALD BLUE TRUST, INC. owns 17.01K shares valued at $1.13M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2025	MOORS & CABOT, INC.	0.13%	18.54K	1.24M	-299	-1.59%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.12%	17.01K	1.13M	-11.83K	-41.03%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	16.03K	1.07M	-194	-1.20%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	14.88K	990.11K	0	0
Jun 30, 2025	PFG ADVISORS	0.1%	14.85K	986.52K	50	+0.34%
Jun 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.1%	14.48K	965.53K	0	0
Jun 30, 2025	MCDANIEL TERRY & CO	0.1%	14K	933.52K	0	0
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.09%	13.01K	867.17K	13.01K	+100.00%
Jun 30, 2025	SENDERO WEALTH MANAGEMENT, LLC	0.09%	12.93K	861.97K	0	0
Jun 30, 2025	UNIPLAN INVESTMENT COUNSEL, INC.	0.09%	12.86K	857.46K	12.86K	+100.00%
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.09%	12.68K	844.04K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	12.65K	841.04K	193	+1.55%
Jun 30, 2025	FIELDER CAPITAL GROUP LLC	0.08%	11.38K	758.64K	0	0
Jun 30, 2025	MOTCO	0.08%	11.6K	768.96K	0	0
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	1.34%	195.89K	13.02M	2.44K	+1.26%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.98%	143.56K	9.57M	0	0
Jun 30, 2025	FAYEZ SAROFIM & CO	0.92%	134.04K	8.94M	-91.6K	-40.60%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.75%	109.52K	7.3M	-8.76K	-7.41%
Jun 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.47%	67.81K	4.51M	-9.62K	-12.42%
Jun 30, 2025	AMERICANA PARTNERS, LLC	0.25%	37.16K	2.47M	37.16K	+100.00%
Jun 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.24%	35.52K	2.36M	-5.5K	-13.42%
Jun 30, 2025	MOODY NATIONAL BANK TRUST DIVISION	0.24%	35.19K	2.35M	35.19K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	31.59K	2.11M	1.87K	+6.30%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.21%	31.12K	2.07M	0	0
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.21%	31.06K	2.07M	1.46K	+4.94%
Jun 30, 2025		0.08%	11.99K	798.15K	175	+1.48%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.19%	27.43K	1.83M	3.83K	+16.23%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	25.36K	1.69M	-3.07K	-10.80%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.17%	24.53K	1.63M	-250	-1.01%
Jun 30, 2025	VERABANK, N.A.	0.16%	24.02K	1.6M	0	0
Jun 30, 2025	BOKF, NA	0.04%	6.5K	433.42K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.05%	6.8K	453.42K	0	0
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.05%	6.88K	458.96K	0	0
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.05%	7.03K	467.28K	0	0
Jun 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.05%	7.51K	500.56K	207	+2.84%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.06%	8.5K	566.78K	8.5K	+100.00%
Jun 30, 2025	CHILTON INVESTMENT CO INC.	0.06%	9.07K	604.59K	0	0
Jun 30, 2025	BROWN ADVISORY INC	0.06%	9.1K	606.79K	-300	-3.19%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.06%	9.19K	612.54K	-229	-2.43%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.06%	9.2K	613.26K	-165	-1.76%
Jun 30, 2025	FRANKLIN STREET ADVISORS INC /NC	0.07%	10.08K	672K	0	0
Jun 30, 2025	BURFORD BROTHERS, INC.	0.07%	10.14K	673.92K	142	+1.42%
Jun 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.07%	10.36K	688.22K	0	0
Jun 30, 2025	VERDENCE CAPITAL ADVISORS LLC	0.07%	10.5K	700.14K	0	0
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.07%	10.6K	704.39K	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.16%	23.17K	1.55M	23.17K	+100.00%
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.15%	22.28K	1.49M	1.81K	+8.82%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	21.41K	1.43M	-1.39K	-6.08%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.21%	31.12K	2.11M	31.12K	+100.00%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.06%	9.36K	633.71K	-911	-8.87%
Mar 31, 2025	CITADEL ADVISORS LLC	0.08%	11.44K	774.31K	11.44K	+100.00%
Mar 31, 2025	MOTCO	0.08%	11.6K	785.2K	0	0
Mar 31, 2025		0.08%	11.81K	798.45K	-75	-0.63%
Mar 31, 2025	SENDERO WEALTH MANAGEMENT, LLC	0.09%	12.93K	875.03K	0	0
Mar 31, 2025	MCDANIEL TERRY & CO	0.1%	14K	948K	0	0
Mar 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.1%	14.48K	980.15K	0	0
Mar 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.98%	143.56K	9.72M	0	0
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.81%	118.28K	8.01M	8.36K	+7.61%
Mar 31, 2025	UBS GROUP AG	0.12%	18.04K	1.22M	-205	-1.12%
Mar 31, 2025	PFG ADVISORS	0.1%	14.8K	998.14K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.14%	20.81K	1.41M	-93	-0.44%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	25.47K	1.72M	2.31K	+9.96%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	16.32K	1.1M	16.32K	+100.00%
Mar 31, 2025	FAYEZ SAROFIM & CO	1.55%	225.64K	15.27M	-30K	-11.74%
Mar 31, 2025	AMG NATIONAL TRUST BANK	0.09%	12.68K	856.84K	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	12.46K	840.81K	-800	-6.03%
Mar 31, 2025	BURFORD BROTHERS, INC.	0.07%	10K	674.6K	0	0
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.07%	10.6K	715.1K	100	+0.95%
Mar 31, 2025	VERDENCE CAPITAL ADVISORS LLC	0.07%	10.5K	710.75K	0	0
Mar 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.07%	10.36K	698.68K	0	0
Mar 31, 2025	FRANKLIN STREET ADVISORS INC /NC	0.07%	10.08K	682K	0	0
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.06%	9.42K	637.3K	-422	-4.29%
Mar 31, 2025	BROWN ADVISORY INC	0.06%	9.4K	636.29K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.15%	22.04K	1.49M	3.06K	+16.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	16.44K	1.11M	761	+4.85%
Mar 31, 2025	CREATIVE PLANNING	0.12%	17.17K	1.16M	31	+0.18%
Mar 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.14%	20.48K	1.39M	-544	-2.59%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	29.72K	2.01M	5.68K	+23.62%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	28.42K	1.92M	213	+0.76%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.2%	28.84K	1.95M	0	0
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.2%	29.6K	2M	114	+0.39%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	42.63K	2.89M	28.81K	+208.52%
Mar 31, 2025	MORGAN STANLEY	0.49%	71.13K	4.82M	30.31K	+74.25%
Mar 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.53%	77.43K	5.22M	97	+0.13%
Mar 31, 2025	FIELDER CAPITAL GROUP LLC	0.08%	11.38K	770.13K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.08%	11.4K	771.94K	11.4K	+100.00%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	14.88K	1.01M	-1.56K	-9.49%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.11%	15.65K	1.06M	261	+1.70%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	16.23K	1.1M	-13.39K	-45.22%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	22.79K	1.54M	1.66K	+7.87%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.16%	23.6K	1.6M	-650	-2.68%
Mar 31, 2025	VERABANK, N.A.	0.16%	24.02K	1.63M	0	0
Mar 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.17%	24.78K	1.65M	67	+0.27%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	1.33%	193.45K	13.05M	5.34K	+2.84%
Mar 31, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.28%	41.03K	2.77M	-5.07K	-10.99%
Mar 31, 2025	MOORS & CABOT, INC.	0.13%	18.84K	1.28M	-9.32K	-33.09%
Mar 31, 2024	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.05%	7.3K	464.21K	0	0
Mar 31, 2024	MRAZ, AMERINE & ASSOCIATES, INC.	0.18%	26.55K	1.68M	-1.76K	-6.23%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.18%	25.84K	1.64M	2	+0.01%
Mar 31, 2024	HOWARD FINANCIAL SERVICES, LTD.	0.18%	25.75K	1.63M	182	+0.71%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.18%	25.56K	1.63M	-557	-2.13%
Mar 31, 2024	MORGAN STANLEY	0.27%	38.77K	2.47M	-1.31K	-3.27%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.25%	35.78K	2.27M	7.1K	+24.77%
Mar 31, 2024	EDGE CAPITAL GROUP, LLC	0.21%	31.12K	1.98M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.19%	27.76K	1.77M	3.71K	+15.42%
Mar 31, 2024	LPL FINANCIAL LLC	0.18%	26.64K	1.69M	6.18K	+30.18%
Mar 31, 2024	FAYEZ SAROFIM & CO	1.7%	248.2K	15.78M	0	0
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	1.37%	199.65K	12.62M	1.16K	+0.59%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.21%	175.71K	12.44M	175.71K	+100.00%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	1.03%	150.11K	9.55M	0	0
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.59%	85.89K	5.46M	51.23K	+147.78%
Mar 31, 2024	CHILTON CAPITAL MANAGEMENT LLC	0.33%	47.86K	3.03M	-1.91K	-3.84%
Mar 31, 2024	AMERICAN NATIONAL BANK	0.25%	36.19K	2.3M	200	+0.56%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0.25%	35.93K	2.27M	-3.16K	-8.07%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	21.92K	1.39M	21.92K	+100.00%
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.15%	21.69K	1.38M	-794	-3.53%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	19.76K	1.26M	924	+4.91%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.12%	17.34K	1.1M	-588	-3.28%
Mar 31, 2024	BRAMSHILL INVESTMENTS, LLC	0.11%	16.03K	1.02M	-1.45K	-8.29%
Mar 31, 2024	CREATIVE PLANNING	0.11%	15.57K	984.21K	-109	-0.70%
Mar 31, 2024	MANHATTAN WEST ASSET MANAGEMENT, LLC	0.1%	15.26K	964.71K	0	0
Mar 31, 2024	UBS GROUP AG	0.1%	15.22K	968.09K	-7	-0.05%
Mar 31, 2024	PFG ADVISORS	0.1%	14.8K	935.26K	0	0
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.1%	14.49K	921.55K	12	+0.08%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.1%	14.33K	911.3K	2.44K	+20.53%
Mar 31, 2024	MCDANIEL TERRY & CO	0.1%	14K	890K	0	0
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	13.8K	872.73K	-270	-1.92%
Mar 31, 2024	AMG NATIONAL TRUST BANK	0.09%	12.68K	803.9K	0	0
Mar 31, 2024	EXENCIAL WEALTH ADVISORS, LLC	0.08%	12.01K	758.96K	0	0
Mar 31, 2024	ESSEX FINANCIAL SERVICES, INC.	0.08%	11.96K	760.36K	-779	-6.12%
Mar 31, 2024	FIELDER CAPITAL GROUP LLC	0.08%	11.73K	746.12K	0	0
Mar 31, 2024	MOTCO	0.08%	11.6K	737.64K	0	0
Mar 31, 2024	VERDENCE CAPITAL ADVISORS LLC	0.08%	11.6K	737.64K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.07%	10.43K	660.04K	1.1K	+11.80%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.07%	10.22K	649.54K	6	+0.06%
Mar 31, 2024	HILLTOP HOLDINGS INC.	0.07%	10.1K	642.26K	0	0
Mar 31, 2024	FRANKLIN STREET ADVISORS INC /NC	0.07%	10.08K	641K	0	0
Mar 31, 2024	BOKF, NA	0.07%	10K	646K	0	0
Mar 31, 2024	BURFORD BROTHERS, INC.	0.07%	10K	632.1K	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.07%	9.56K	606K	-458	-4.57%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.06%	9.22K	586.04K	9.22K	+100.00%
Mar 31, 2024	GREYLIN INVESTMENT MANAGEMENT, INC	0.06%	9.1K	575.21K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.31%	44.82K	2.85M	-89	-0.20%
Mar 31, 2024	BROWN ADVISORY INC	0.06%	9K	572.31K	0	0
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	0.06%	8.5K	540.52K	0	0
Mar 31, 2024	INVESCO LTD.	0.06%	8.19K	520.68K	3.48K	+73.99%
Mar 31, 2024	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.05%	7.03K	444.49K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.05%	6.88K	437.69K	-11.01K	-61.53%
Mar 31, 2024	PRIVATE TRUST CO NA	0.05%	6.8K	432.41K	0	0
Mar 31, 2024	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.04%	6.12K	384.64K	6.12K	+100.00%
Mar 31, 2024	HOLDERNESS INVESTMENTS CO	0.04%	6K	379.26K	0	0
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.17%	24.99K	1.59M	1.33K	+5.61%
Mar 31, 2024	VERABANK, N.A.	0.16%	24.02K	1.53M	0	0
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.16%	23.82K	1.51M	-9.27K	-28.02%
Mar 31, 2024	MOORS & CABOT, INC.	0.16%	23.8K	1.51M	12.23K	+105.73%
Dec 31, 2023	AMERICAN NATIONAL BANK	0.25%	35.99K	2.44M	0	0
Dec 31, 2023	MORGAN STANLEY	0.27%	40.08K	2.72M	-19.87K	-33.14%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.31%	44.91K	3.05M	162	+0.36%
Dec 31, 2023	CHILTON CAPITAL MANAGEMENT LLC	0.34%	49.77K	3.37M	-187	-0.37%
Dec 31, 2023	KING LUTHER CAPITAL MANAGEMENT CORP	1.03%	150.11K	10.19M	-400	-0.27%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	1.36%	198.49K	13.44M	5.32K	+2.75%
Dec 31, 2023	FAYEZ SAROFIM & CO	1.7%	248.2K	15.5M	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.06%	9.33K	631.75K	-345	-3.57%
Dec 31, 2023		0.07%	10K	677.1K	10K	+100.00%
Dec 31, 2023	BOKF, NA	0.07%	10K	678.6K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.07%	10.02K	678K	69	+0.69%
Dec 31, 2023	FRANKLIN STREET ADVISORS INC /NC	0.07%	10.08K	684K	0	0
Dec 31, 2023	HILLTOP HOLDINGS INC.	0.07%	10.1K	685.39K	0	0
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.07%	10.21K	692.78K	0	0
Dec 31, 2023	MOORS & CABOT, INC.	0.08%	11.57K	784.94K	600	+5.47%
Dec 31, 2023	VERDENCE CAPITAL ADVISORS LLC	0.08%	11.6K	787.18K	0	0
Dec 31, 2023	MOTCO	0.08%	11.6K	787.18K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.08%	11.89K	806.84K	-270	-2.22%
Dec 31, 2023	EXENCIAL WEALTH ADVISORS, LLC	0.08%	12.01K	812.99K	0	0
Dec 31, 2023	AMG NATIONAL TRUST BANK	0.09%	12.68K	859.51K	0	0
Dec 31, 2023	ESSEX FINANCIAL SERVICES, INC.	0.09%	12.74K	864.27K	1.42K	+12.57%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.09%	13.02K	881.83K	0	0
Dec 31, 2023	MCDANIEL TERRY & CO	0.1%	14K	950K	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.1%	14.07K	952.85K	0	0
Dec 31, 2023	TRANSCEND CAPITAL ADVISORS, LLC	0.1%	14.48K	982.61K	0	0
Dec 31, 2023	PFG ADVISORS	0.1%	14.8K	1M	0	0
Dec 31, 2023	UBS GROUP AG	0.1%	15.23K	1.03M	1.4K	+10.12%
Dec 31, 2023	MANHATTAN WEST ASSET MANAGEMENT, LLC	0.1%	15.26K	1.03M	0	0
Dec 31, 2023	CREATIVE PLANNING	0.11%	15.68K	1.06M	-129	-0.82%
Dec 31, 2023	BRAMSHILL INVESTMENTS, LLC	0.12%	17.48K	1.19M	-2.12K	-10.80%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.12%	17.89K	1.21M	33	+0.18%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.12%	17.93K	1.21M	-238	-1.31%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	18.83K	1.28M	-3.82K	-16.87%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.13%	19.67K	1.33M	60	+0.31%
Dec 31, 2023	LPL FINANCIAL LLC	0.14%	20.47K	1.39M	-944	-4.41%
Dec 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0.15%	22.48K	1.53M	-697	-3.01%
Dec 31, 2023	RONALD BLUE TRUST, INC.	0.16%	23.67K	1.56M	0	0
Dec 31, 2023	VERABANK, N.A.	0.16%	24.02K	1.63M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.17%	24.05K	1.63M	-100	-0.41%
Dec 31, 2023	HOWARD FINANCIAL SERVICES, LTD.	0.18%	25.56K	1.73M	105	+0.41%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.18%	25.84K	1.75M	-641	-2.42%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.18%	26.12K	1.77M	-62	-0.24%
Dec 31, 2023	MRAZ, AMERINE & ASSOCIATES, INC.	0.19%	28.31K	1.92M	-450	-1.56%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.2%	28.67K	1.95M	4.86K	+20.42%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.2%	29.63K	2.01M	17.33K	+140.91%
Dec 31, 2023	EDGE CAPITAL GROUP, LLC	0.21%	31.12K	2.11M	0	0
Dec 31, 2023	KOSHINSKI ASSET MANAGEMENT, INC.	0.23%	33.09K	2.24M	9.31K	+39.13%
Dec 31, 2023	HORIZON KINETICS ASSET MANAGEMENT LLC	0.24%	34.66K	2.35M	-3.88K	-10.07%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.72

Short Percent Of Float0.72

Shares Outstanding14.58M

Shares Float14.02M

Shares Short105.64K

Short Ratio3.61

0.72%

Short % of Float

0.72%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.7% Percentage of Shares held by All Insiders

14.4% Percentage of Shares held by All Institutions

14.95% Percentage of Float held by Institutions

138

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2025	MOORS & CABOT, INC.	0.13%	18.54K	1.24M	-299	-1.59%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.12%	17.01K	1.13M	-11.83K	-41.03%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	16.03K	1.07M	-194	-1.20%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	14.88K	990.11K	0	0
Jun 30, 2025	PFG ADVISORS	0.1%	14.85K	986.52K	50	+0.34%
Jun 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.1%	14.48K	965.53K	0	0
Jun 30, 2025	MCDANIEL TERRY & CO	0.1%	14K	933.52K	0	0
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.09%	13.01K	867.17K	13.01K	+100.00%
Jun 30, 2025	SENDERO WEALTH MANAGEMENT, LLC	0.09%	12.93K	861.97K	0	0
Jun 30, 2025	UNIPLAN INVESTMENT COUNSEL, INC.	0.09%	12.86K	857.46K	12.86K	+100.00%
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.09%	12.68K	844.04K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	12.65K	841.04K	193	+1.55%
Jun 30, 2025	FIELDER CAPITAL GROUP LLC	0.08%	11.38K	758.64K	0	0
Jun 30, 2025	MOTCO	0.08%	11.6K	768.96K	0	0
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	1.34%	195.89K	13.02M	2.44K	+1.26%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.98%	143.56K	9.57M	0	0
Jun 30, 2025	FAYEZ SAROFIM & CO	0.92%	134.04K	8.94M	-91.6K	-40.60%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.75%	109.52K	7.3M	-8.76K	-7.41%
Jun 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.47%	67.81K	4.51M	-9.62K	-12.42%
Jun 30, 2025	AMERICANA PARTNERS, LLC	0.25%	37.16K	2.47M	37.16K	+100.00%
Jun 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.24%	35.52K	2.36M	-5.5K	-13.42%
Jun 30, 2025	MOODY NATIONAL BANK TRUST DIVISION	0.24%	35.19K	2.35M	35.19K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	31.59K	2.11M	1.87K	+6.30%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.21%	31.12K	2.07M	0	0
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.21%	31.06K	2.07M	1.46K	+4.94%
Jun 30, 2025		0.08%	11.99K	798.15K	175	+1.48%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.19%	27.43K	1.83M	3.83K	+16.23%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	25.36K	1.69M	-3.07K	-10.80%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.17%	24.53K	1.63M	-250	-1.01%
Jun 30, 2025	VERABANK, N.A.	0.16%	24.02K	1.6M	0	0
Jun 30, 2025	BOKF, NA	0.04%	6.5K	433.42K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.05%	6.8K	453.42K	0	0
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.05%	6.88K	458.96K	0	0
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.05%	7.03K	467.28K	0	0
Jun 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.05%	7.51K	500.56K	207	+2.84%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.06%	8.5K	566.78K	8.5K	+100.00%
Jun 30, 2025	CHILTON INVESTMENT CO INC.	0.06%	9.07K	604.59K	0	0
Jun 30, 2025	BROWN ADVISORY INC	0.06%	9.1K	606.79K	-300	-3.19%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.06%	9.19K	612.54K	-229	-2.43%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.06%	9.2K	613.26K	-165	-1.76%
Jun 30, 2025	FRANKLIN STREET ADVISORS INC /NC	0.07%	10.08K	672K	0	0
Jun 30, 2025	BURFORD BROTHERS, INC.	0.07%	10.14K	673.92K	142	+1.42%
Jun 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.07%	10.36K	688.22K	0	0
Jun 30, 2025	VERDENCE CAPITAL ADVISORS LLC	0.07%	10.5K	700.14K	0	0
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.07%	10.6K	704.39K	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.16%	23.17K	1.55M	23.17K	+100.00%
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.15%	22.28K	1.49M	1.81K	+8.82%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	21.41K	1.43M	-1.39K	-6.08%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.21%	31.12K	2.11M	31.12K	+100.00%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.06%	9.36K	633.71K	-911	-8.87%
Mar 31, 2025	CITADEL ADVISORS LLC	0.08%	11.44K	774.31K	11.44K	+100.00%
Mar 31, 2025	MOTCO	0.08%	11.6K	785.2K	0	0
Mar 31, 2025		0.08%	11.81K	798.45K	-75	-0.63%
Mar 31, 2025	SENDERO WEALTH MANAGEMENT, LLC	0.09%	12.93K	875.03K	0	0
Mar 31, 2025	MCDANIEL TERRY & CO	0.1%	14K	948K	0	0
Mar 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.1%	14.48K	980.15K	0	0
Mar 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.98%	143.56K	9.72M	0	0
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.81%	118.28K	8.01M	8.36K	+7.61%
Mar 31, 2025	UBS GROUP AG	0.12%	18.04K	1.22M	-205	-1.12%
Mar 31, 2025	PFG ADVISORS	0.1%	14.8K	998.14K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.14%	20.81K	1.41M	-93	-0.44%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	25.47K	1.72M	2.31K	+9.96%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	16.32K	1.1M	16.32K	+100.00%
Mar 31, 2025	FAYEZ SAROFIM & CO	1.55%	225.64K	15.27M	-30K	-11.74%
Mar 31, 2025	AMG NATIONAL TRUST BANK	0.09%	12.68K	856.84K	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	12.46K	840.81K	-800	-6.03%
Mar 31, 2025	BURFORD BROTHERS, INC.	0.07%	10K	674.6K	0	0
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.07%	10.6K	715.1K	100	+0.95%
Mar 31, 2025	VERDENCE CAPITAL ADVISORS LLC	0.07%	10.5K	710.75K	0	0
Mar 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.07%	10.36K	698.68K	0	0
Mar 31, 2025	FRANKLIN STREET ADVISORS INC /NC	0.07%	10.08K	682K	0	0
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.06%	9.42K	637.3K	-422	-4.29%
Mar 31, 2025	BROWN ADVISORY INC	0.06%	9.4K	636.29K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.15%	22.04K	1.49M	3.06K	+16.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	16.44K	1.11M	761	+4.85%
Mar 31, 2025	CREATIVE PLANNING	0.12%	17.17K	1.16M	31	+0.18%
Mar 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.14%	20.48K	1.39M	-544	-2.59%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	29.72K	2.01M	5.68K	+23.62%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	28.42K	1.92M	213	+0.76%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.2%	28.84K	1.95M	0	0
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.2%	29.6K	2M	114	+0.39%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	42.63K	2.89M	28.81K	+208.52%
Mar 31, 2025	MORGAN STANLEY	0.49%	71.13K	4.82M	30.31K	+74.25%
Mar 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.53%	77.43K	5.22M	97	+0.13%
Mar 31, 2025	FIELDER CAPITAL GROUP LLC	0.08%	11.38K	770.13K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.08%	11.4K	771.94K	11.4K	+100.00%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	14.88K	1.01M	-1.56K	-9.49%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.11%	15.65K	1.06M	261	+1.70%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	16.23K	1.1M	-13.39K	-45.22%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	22.79K	1.54M	1.66K	+7.87%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.16%	23.6K	1.6M	-650	-2.68%
Mar 31, 2025	VERABANK, N.A.	0.16%	24.02K	1.63M	0	0
Mar 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.17%	24.78K	1.65M	67	+0.27%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	1.33%	193.45K	13.05M	5.34K	+2.84%
Mar 31, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.28%	41.03K	2.77M	-5.07K	-10.99%
Mar 31, 2025	MOORS & CABOT, INC.	0.13%	18.84K	1.28M	-9.32K	-33.09%
Mar 31, 2024	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.05%	7.3K	464.21K	0	0
Mar 31, 2024	MRAZ, AMERINE & ASSOCIATES, INC.	0.18%	26.55K	1.68M	-1.76K	-6.23%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.18%	25.84K	1.64M	2	+0.01%
Mar 31, 2024	HOWARD FINANCIAL SERVICES, LTD.	0.18%	25.75K	1.63M	182	+0.71%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.18%	25.56K	1.63M	-557	-2.13%
Mar 31, 2024	MORGAN STANLEY	0.27%	38.77K	2.47M	-1.31K	-3.27%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.25%	35.78K	2.27M	7.1K	+24.77%
Mar 31, 2024	EDGE CAPITAL GROUP, LLC	0.21%	31.12K	1.98M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.19%	27.76K	1.77M	3.71K	+15.42%
Mar 31, 2024	LPL FINANCIAL LLC	0.18%	26.64K	1.69M	6.18K	+30.18%
Mar 31, 2024	FAYEZ SAROFIM & CO	1.7%	248.2K	15.78M	0	0
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	1.37%	199.65K	12.62M	1.16K	+0.59%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.21%	175.71K	12.44M	175.71K	+100.00%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	1.03%	150.11K	9.55M	0	0
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.59%	85.89K	5.46M	51.23K	+147.78%
Mar 31, 2024	CHILTON CAPITAL MANAGEMENT LLC	0.33%	47.86K	3.03M	-1.91K	-3.84%
Mar 31, 2024	AMERICAN NATIONAL BANK	0.25%	36.19K	2.3M	200	+0.56%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0.25%	35.93K	2.27M	-3.16K	-8.07%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	21.92K	1.39M	21.92K	+100.00%
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.15%	21.69K	1.38M	-794	-3.53%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	19.76K	1.26M	924	+4.91%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.12%	17.34K	1.1M	-588	-3.28%
Mar 31, 2024	BRAMSHILL INVESTMENTS, LLC	0.11%	16.03K	1.02M	-1.45K	-8.29%
Mar 31, 2024	CREATIVE PLANNING	0.11%	15.57K	984.21K	-109	-0.70%
Mar 31, 2024	MANHATTAN WEST ASSET MANAGEMENT, LLC	0.1%	15.26K	964.71K	0	0
Mar 31, 2024	UBS GROUP AG	0.1%	15.22K	968.09K	-7	-0.05%
Mar 31, 2024	PFG ADVISORS	0.1%	14.8K	935.26K	0	0
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.1%	14.49K	921.55K	12	+0.08%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.1%	14.33K	911.3K	2.44K	+20.53%
Mar 31, 2024	MCDANIEL TERRY & CO	0.1%	14K	890K	0	0
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.09%	13.8K	872.73K	-270	-1.92%
Mar 31, 2024	AMG NATIONAL TRUST BANK	0.09%	12.68K	803.9K	0	0
Mar 31, 2024	EXENCIAL WEALTH ADVISORS, LLC	0.08%	12.01K	758.96K	0	0
Mar 31, 2024	ESSEX FINANCIAL SERVICES, INC.	0.08%	11.96K	760.36K	-779	-6.12%
Mar 31, 2024	FIELDER CAPITAL GROUP LLC	0.08%	11.73K	746.12K	0	0
Mar 31, 2024	MOTCO	0.08%	11.6K	737.64K	0	0
Mar 31, 2024	VERDENCE CAPITAL ADVISORS LLC	0.08%	11.6K	737.64K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.07%	10.43K	660.04K	1.1K	+11.80%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.07%	10.22K	649.54K	6	+0.06%
Mar 31, 2024	HILLTOP HOLDINGS INC.	0.07%	10.1K	642.26K	0	0
Mar 31, 2024	FRANKLIN STREET ADVISORS INC /NC	0.07%	10.08K	641K	0	0
Mar 31, 2024	BOKF, NA	0.07%	10K	646K	0	0
Mar 31, 2024	BURFORD BROTHERS, INC.	0.07%	10K	632.1K	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.07%	9.56K	606K	-458	-4.57%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.06%	9.22K	586.04K	9.22K	+100.00%
Mar 31, 2024	GREYLIN INVESTMENT MANAGEMENT, INC	0.06%	9.1K	575.21K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.31%	44.82K	2.85M	-89	-0.20%
Mar 31, 2024	BROWN ADVISORY INC	0.06%	9K	572.31K	0	0
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	0.06%	8.5K	540.52K	0	0
Mar 31, 2024	INVESCO LTD.	0.06%	8.19K	520.68K	3.48K	+73.99%
Mar 31, 2024	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.05%	7.03K	444.49K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.05%	6.88K	437.69K	-11.01K	-61.53%
Mar 31, 2024	PRIVATE TRUST CO NA	0.05%	6.8K	432.41K	0	0
Mar 31, 2024	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.04%	6.12K	384.64K	6.12K	+100.00%
Mar 31, 2024	HOLDERNESS INVESTMENTS CO	0.04%	6K	379.26K	0	0
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.17%	24.99K	1.59M	1.33K	+5.61%
Mar 31, 2024	VERABANK, N.A.	0.16%	24.02K	1.53M	0	0
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.16%	23.82K	1.51M	-9.27K	-28.02%
Mar 31, 2024	MOORS & CABOT, INC.	0.16%	23.8K	1.51M	12.23K	+105.73%
Dec 31, 2023	AMERICAN NATIONAL BANK	0.25%	35.99K	2.44M	0	0
Dec 31, 2023	MORGAN STANLEY	0.27%	40.08K	2.72M	-19.87K	-33.14%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.31%	44.91K	3.05M	162	+0.36%
Dec 31, 2023	CHILTON CAPITAL MANAGEMENT LLC	0.34%	49.77K	3.37M	-187	-0.37%
Dec 31, 2023	KING LUTHER CAPITAL MANAGEMENT CORP	1.03%	150.11K	10.19M	-400	-0.27%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	1.36%	198.49K	13.44M	5.32K	+2.75%
Dec 31, 2023	FAYEZ SAROFIM & CO	1.7%	248.2K	15.5M	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.06%	9.33K	631.75K	-345	-3.57%
Dec 31, 2023		0.07%	10K	677.1K	10K	+100.00%
Dec 31, 2023	BOKF, NA	0.07%	10K	678.6K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.07%	10.02K	678K	69	+0.69%
Dec 31, 2023	FRANKLIN STREET ADVISORS INC /NC	0.07%	10.08K	684K	0	0
Dec 31, 2023	HILLTOP HOLDINGS INC.	0.07%	10.1K	685.39K	0	0
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.07%	10.21K	692.78K	0	0
Dec 31, 2023	MOORS & CABOT, INC.	0.08%	11.57K	784.94K	600	+5.47%
Dec 31, 2023	VERDENCE CAPITAL ADVISORS LLC	0.08%	11.6K	787.18K	0	0
Dec 31, 2023	MOTCO	0.08%	11.6K	787.18K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.08%	11.89K	806.84K	-270	-2.22%
Dec 31, 2023	EXENCIAL WEALTH ADVISORS, LLC	0.08%	12.01K	812.99K	0	0
Dec 31, 2023	AMG NATIONAL TRUST BANK	0.09%	12.68K	859.51K	0	0
Dec 31, 2023	ESSEX FINANCIAL SERVICES, INC.	0.09%	12.74K	864.27K	1.42K	+12.57%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.09%	13.02K	881.83K	0	0
Dec 31, 2023	MCDANIEL TERRY & CO	0.1%	14K	950K	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.1%	14.07K	952.85K	0	0
Dec 31, 2023	TRANSCEND CAPITAL ADVISORS, LLC	0.1%	14.48K	982.61K	0	0
Dec 31, 2023	PFG ADVISORS	0.1%	14.8K	1M	0	0
Dec 31, 2023	UBS GROUP AG	0.1%	15.23K	1.03M	1.4K	+10.12%
Dec 31, 2023	MANHATTAN WEST ASSET MANAGEMENT, LLC	0.1%	15.26K	1.03M	0	0
Dec 31, 2023	CREATIVE PLANNING	0.11%	15.68K	1.06M	-129	-0.82%
Dec 31, 2023	BRAMSHILL INVESTMENTS, LLC	0.12%	17.48K	1.19M	-2.12K	-10.80%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.12%	17.89K	1.21M	33	+0.18%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.12%	17.93K	1.21M	-238	-1.31%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	18.83K	1.28M	-3.82K	-16.87%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.13%	19.67K	1.33M	60	+0.31%
Dec 31, 2023	LPL FINANCIAL LLC	0.14%	20.47K	1.39M	-944	-4.41%
Dec 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0.15%	22.48K	1.53M	-697	-3.01%
Dec 31, 2023	RONALD BLUE TRUST, INC.	0.16%	23.67K	1.56M	0	0
Dec 31, 2023	VERABANK, N.A.	0.16%	24.02K	1.63M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.17%	24.05K	1.63M	-100	-0.41%
Dec 31, 2023	HOWARD FINANCIAL SERVICES, LTD.	0.18%	25.56K	1.73M	105	+0.41%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.18%	25.84K	1.75M	-641	-2.42%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.18%	26.12K	1.77M	-62	-0.24%
Dec 31, 2023	MRAZ, AMERINE & ASSOCIATES, INC.	0.19%	28.31K	1.92M	-450	-1.56%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.2%	28.67K	1.95M	4.86K	+20.42%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.2%	29.63K	2.01M	17.33K	+140.91%
Dec 31, 2023	EDGE CAPITAL GROUP, LLC	0.21%	31.12K	2.11M	0	0
Dec 31, 2023	KOSHINSKI ASSET MANAGEMENT, INC.	0.23%	33.09K	2.24M	9.31K	+39.13%
Dec 31, 2023	HORIZON KINETICS ASSET MANAGEMENT LLC	0.24%	34.66K	2.35M	-3.88K	-10.07%

SBR Stock Ownership Breakdown