Intrinsic
Screener
Valuation
Movers
Economy
Bonds
Institutions
Business Summaries
Updates
Go
Sign In
Screener
Summaries
Updates
Institutions
Sign In
More
↑
Overview
Financials
Chart
Business Summary
Filings
Ownership
Valuation
Ownership — OZ
Institutional Holdings
Insider Transactions
US Institutional Ownership
32.5%
Institution
Shares
Value
Ownership %
Change
Filing Date
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
241.0K
$10.0M
6.19%
-5.6K
2026-06-30
Precision Wealth Strategies, LLC
235.0K
$10.0M
6.04%
-5.7K
2026-06-30
Belpointe Asset Management LLC
217.6K
$9.0M
5.59%
-8.9K
2026-06-30
OSAIC HOLDINGS, INC.
94.1K
$4.0M
2.42%
--
2026-06-30
United Asset Strategies, Inc.
88.7K
$4.0M
2.28%
-632
2026-06-30
Brookwood Investment Group LLC
36.0K
$1.0M
0.93%
-1.9K
2026-06-30
LPL Financial LLC
25.5K
$1.0M
0.66%
+9.1K
2026-06-30
Mason & Associates Inc
24.6K
$1.0M
0.63%
-700
2026-06-30
WEALTH ALLIANCE, LLC
23.0K
$1.0M
0.59%
--
2026-06-30
Lido Advisors, LLC
22.9K
$1.0M
0.59%
-40.9K
2026-06-30
SHEETS SMITH WEALTH MANAGEMENT
21.8K
--
0.56%
--
2026-06-30
Robertson Stephens Wealth Management, LLC
21.2K
--
0.54%
--
2026-06-30
Rockefeller Capital Management L.P.
18.4K
--
0.47%
--
2026-06-30
Navis Wealth Advisors, LLC
16.2K
--
0.42%
--
2026-06-30
Arax Advisory Partners
15.9K
--
0.41%
--
2026-06-30
Keystone Wealth Services, LLC
15.6K
--
0.40%
--
2026-06-30
B.O.S.S. Retirement Advisors, LLC
15.0K
--
0.38%
-137
2026-06-30
Cetera Investment Advisers
14.9K
--
0.38%
-3.5K
2026-06-30
Cambridge Investment Research Advisors, Inc.
13.1K
--
0.34%
--
2026-06-30
Mariner, LLC
12.0K
--
0.31%
-5.5K
2026-06-30
Hopwood Nicholas Hunter
7.7K
--
0.20%
--
2026-06-30
Mutual Advisors, LLC
7.5K
--
0.19%
--
2026-06-30
TOUNJIAN ADVISORY PARTNERS, LLC
6.3K
--
0.16%
--
2026-06-30
LANE BROTHERS & CO INC
6.2K
--
0.16%
--
2026-06-30
Walser Wealth Management Company, A Ltd Liability Co
6.1K
--
0.16%
--
2026-06-30
← Prev
Page 1 of 2
Next →
