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Institutional Ownership

Top 63 Institutional Holders

Holder	Shares	Date	Change	% Held
RFG Advisory, LLC	315.20K	Jun 30, 26	+10.78K	4.38%
Versant Capital Management, Inc	170.89K	Jun 30, 26	+129.74K	2.37%
LVZ, Inc.	110.34K	Jun 30, 26	+5.92K	1.53%
PARK AVENUE SECURITIES LLC	47.08K	Jun 30, 26	+47.08K	0.65%
Rockwood Wealth Management, LLC	29.19K	Jun 30, 26	+1.36K	0.41%
Applied Capital LLC	17.29K	Jun 30, 26	+1.95K	0.24%
Financial Symmetry Inc	11.61K	Jun 30, 26	--	0.16%
Live Oak Private Wealth LLC	11.55K	Jun 30, 26	+2.28K	0.16%
Apella Capital, LLC	9.81K	Jun 30, 26	+14	0.14%
BCO Wealth Management LLC	8.29K	Jun 30, 26	+30	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.40K	Jun 30, 26	+7.40K	0.10%
WINNOW WEALTH LLC	7.33K	Jun 30, 26	+2.49K	0.10%
NWAM LLC	7.07K	Jun 30, 26	-393	0.10%
Selective Wealth Management, Inc.	7.02K	Jun 30, 26	+7.02K	0.10%
Signature Resources Capital Management, LLC	4.66K	Jun 30, 26	--	0.06%
FIDUCIARY FINANCIAL GROUP, LLC	3.04K	Jun 30, 26	+3.04K	0.04%
Farther Finance Advisors, LLC	2.22K	Jun 30, 26	+115	0.03%
CoreCap Advisors, LLC	643	Jun 30, 26	+643	0.01%
AdvisorNet Financial, Inc	171	Jun 30, 26	+1	0.00%
Capital Investment Advisory Services, LLC	5	Jun 30, 26	--	0.00%
BCR Wealth Strategies, LLC	788.88K	Mar 31, 26	+45.76K	10.95%
Beacon Pointe Advisors, LLC	752.65K	Mar 31, 26	+68.34K	10.45%
FMB WEALTH MANAGEMENT	327.64K	Mar 31, 26	-1.21K	4.55%
American Trust	262.82K	Mar 31, 26	+11.04K	3.65%
Pure Financial Advisors, LLC	230.99K	Mar 31, 26	+31.40K	3.21%
Schubert & Co	111.97K	Mar 31, 26	+32.29K	1.55%
STAGE HARBOR FINANCIAL, LLC	76.04K	Mar 31, 26	+12.17K	1.06%
MML INVESTORS SERVICES, LLC	75.09K	Mar 31, 26	-14.78K	1.04%
Financial Harvest, LLC	74.01K	Mar 31, 26	+11.55K	1.03%
ASSETMARK, INC	63.78K	Mar 31, 26	+4.07K	0.89%
Private Advisor Group, LLC	55.88K	Mar 31, 26	+5.50K	0.78%
HARBOUR INVESTMENTS, INC.	51.12K	Mar 31, 26	+51.12K	0.71%
BIP Wealth, LLC	25.23K	Mar 31, 26	+2.92K	0.35%
VESTIA PERSONAL WEALTH ADVISORS	20.81K	Mar 31, 26	+11.89K	0.29%
CreativeOne Wealth, LLC	18.66K	Mar 31, 26	--	0.26%
VISTA CAPITAL PARTNERS, INC.	17.36K	Mar 31, 26	+4.72K	0.24%
SwitchPoint Financial Planning, LLC	15.80K	Mar 31, 26	+59	0.22%
Applied Capital LLC	15.34K	Mar 31, 26	+173	0.21%
Evanson Asset Management, LLC	15.15K	Mar 31, 26	+1.04K	0.21%
Archvest Wealth Advisors, Inc.	13.13K	Mar 31, 26	+542	0.18%
COMMONWEALTH EQUITY SERVICES, LLC	10.92K	Mar 31, 26	+5.14K	0.15%
NWAM LLC	7.46K	Mar 31, 26	+1.63K	0.10%
OPTIMA CAPITAL LLC	4.68K	Mar 31, 26	+4.68K	0.06%
Cloud Capital Management, LLC	4.56K	Mar 31, 26	+4.56K	0.06%
Monument Group Wealth Advisors, LLC	4.52K	Mar 31, 26	--	0.06%
MONOGRAPH WEALTH ADVISORS, LLC	4.29K	Mar 31, 26	+4.29K	0.06%
25 LLC	4.18K	Mar 31, 26	+441	0.06%
WorthPointe, LLC	4.18K	Mar 31, 26	+277	0.06%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	3.46K	Mar 31, 26	+3.46K	0.05%
ROYAL BANK OF CANADA	2.27K	Mar 31, 26	+2.27K	0.03%
UBS Group AG	245	Mar 31, 26	+245	0.00%
Glass Jacobson Investment Advisors llc	226	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	170	Mar 31, 26	+170	0.00%
MPWM ADVISORY SOLUTIONS, LLC	42	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	5	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	--	Mar 31, 26	-17	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-3.46K	--
CWM, LLC	--	Mar 31, 26	-10	--
DIMENSIONAL FUND ADVISORS LP	--	Mar 31, 26	-45.00K	--
VanderPol Investments L.L.C.	22.38K	Dec 31, 25	+5.60K	0.31%
Global Retirement Partners, LLC	164	Dec 31, 25	-1	0.00%
TRUST CO OF VERMONT	--	Dec 31, 25	-24	--
Hemington Wealth Management	674.84K	Sep 30, 25	+67.37K	9.37%

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Holder

Date

Change

% Held

RFG Advisory, LLC

315.20K

Jun 30, 26

+10.78K

4.38%

Versant Capital Management, Inc

170.89K

Jun 30, 26

+129.74K

2.37%

LVZ, Inc.

110.34K

Jun 30, 26

+5.92K

1.53%

PARK AVENUE SECURITIES LLC

47.08K

Jun 30, 26

+47.08K

0.65%

Rockwood Wealth Management, LLC

29.19K

Jun 30, 26

+1.36K

0.41%

Applied Capital LLC

17.29K

Jun 30, 26

+1.95K

0.24%

Financial Symmetry Inc

11.61K

Jun 30, 26

0.16%

Live Oak Private Wealth LLC

11.55K

Jun 30, 26

+2.28K

0.16%

Apella Capital, LLC

9.81K

Jun 30, 26

+14

0.14%

BCO Wealth Management LLC

8.29K

Jun 30, 26

+30

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

7.40K

Jun 30, 26

+7.40K

0.10%

WINNOW WEALTH LLC

7.33K

Jun 30, 26

+2.49K

0.10%

NWAM LLC

7.07K

Jun 30, 26

-393

0.10%

Selective Wealth Management, Inc.

7.02K

Jun 30, 26

+7.02K

0.10%

Signature Resources Capital Management, LLC

4.66K

Jun 30, 26

0.06%

FIDUCIARY FINANCIAL GROUP, LLC

3.04K

Jun 30, 26

+3.04K

0.04%

Farther Finance Advisors, LLC

2.22K

Jun 30, 26

+115

0.03%

CoreCap Advisors, LLC

643

Jun 30, 26

+643

0.01%

AdvisorNet Financial, Inc

171

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

BCR Wealth Strategies, LLC

788.88K

Mar 31, 26

+45.76K

10.95%

Beacon Pointe Advisors, LLC

752.65K

Mar 31, 26

+68.34K

10.45%

FMB WEALTH MANAGEMENT

327.64K

Mar 31, 26

-1.21K

4.55%

American Trust

262.82K

Mar 31, 26

+11.04K

3.65%

Pure Financial Advisors, LLC

230.99K

Mar 31, 26

+31.40K

3.21%

Schubert & Co

111.97K

Mar 31, 26

+32.29K

1.55%

STAGE HARBOR FINANCIAL, LLC

76.04K

Mar 31, 26

+12.17K

1.06%

MML INVESTORS SERVICES, LLC

75.09K

Mar 31, 26

-14.78K

1.04%

Financial Harvest, LLC

74.01K

Mar 31, 26

+11.55K

1.03%

ASSETMARK, INC

63.78K

Mar 31, 26

+4.07K

0.89%

Private Advisor Group, LLC

55.88K

Mar 31, 26

+5.50K

0.78%

HARBOUR INVESTMENTS, INC.

51.12K

Mar 31, 26

+51.12K

0.71%

BIP Wealth, LLC

25.23K

Mar 31, 26

+2.92K

0.35%

VESTIA PERSONAL WEALTH ADVISORS

20.81K

Mar 31, 26

+11.89K

0.29%

CreativeOne Wealth, LLC

18.66K

Mar 31, 26

0.26%

VISTA CAPITAL PARTNERS, INC.

17.36K

Mar 31, 26

+4.72K

0.24%

SwitchPoint Financial Planning, LLC

15.80K

Mar 31, 26

+59

0.22%

Applied Capital LLC

15.34K

Mar 31, 26

+173

0.21%

Evanson Asset Management, LLC

15.15K

Mar 31, 26

+1.04K

0.21%

Archvest Wealth Advisors, Inc.

13.13K

Mar 31, 26

+542

0.18%

COMMONWEALTH EQUITY SERVICES, LLC

10.92K

Mar 31, 26

+5.14K

0.15%

NWAM LLC

7.46K

Mar 31, 26

+1.63K

0.10%

OPTIMA CAPITAL LLC

4.68K

Mar 31, 26

+4.68K

0.06%

Cloud Capital Management, LLC

4.56K

Mar 31, 26

+4.56K

0.06%

Monument Group Wealth Advisors, LLC

4.52K

Mar 31, 26

0.06%

MONOGRAPH WEALTH ADVISORS, LLC

4.29K

Mar 31, 26

+4.29K

0.06%

25 LLC

4.18K

Mar 31, 26

+441

0.06%

WorthPointe, LLC

4.18K

Mar 31, 26

+277

0.06%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

3.46K

Mar 31, 26

+3.46K

0.05%

ROYAL BANK OF CANADA

2.27K

Mar 31, 26

+2.27K

0.03%

UBS Group AG

245

Mar 31, 26

+245

0.00%

Glass Jacobson Investment Advisors llc

226

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

170

Mar 31, 26

+170

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

Mar 31, 26

-17

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-3.46K

CWM, LLC

Mar 31, 26

-10

DIMENSIONAL FUND ADVISORS LP

Mar 31, 26

-45.00K

VanderPol Investments L.L.C.

22.38K

Dec 31, 25

+5.60K

0.31%

Global Retirement Partners, LLC

164

Dec 31, 25

-1

0.00%

TRUST CO OF VERMONT

Dec 31, 25

-24

Hemington Wealth Management

674.84K

Sep 30, 25

+67.37K

9.37%