Inst. Holders
15 funds
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Feb 10, 2026 | Lake Street | MAINTAIN | Buy | 45% |
| Dec 4, 2025 | Lake Street | MAINTAIN | Buy | 45% |
| May 8, 2025 | Lake Street | MAINTAIN | Buy | 45% |
| Sep 30, 2024 | Lake Street | UPGRADE | Buy | 45% |
| May 16, 2024 | Lake Street | DOWNGRADE | Hold | 45% |
| May 16, 2024 | Craig-Hallum | MAINTAIN | Buy | 54% |
| May 14, 2024 | Jefferies | DOWNGRADE | Hold | 53% |
| Feb 9, 2024 | Jefferies | UPGRADE | Buy | 53% |
| Dec 12, 2023 | Craig-Hallum | MAINTAIN | Buy | 54% |
| Jul 20, 2023 | Wells Fargo | INITIATE | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Aug 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jul 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jun 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| May 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| CITIGROUP INC | 1 | $0.00 | 0.0% | — |
| ROYAL BANK OF CANADA | 83 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 331,810 | $90.4K | 27.9% | ADD +45.8% |
| RENAISSANCE TECHNOLOGIES LLC | 214,864 | $58.6K | 18.0% | TRIM -36.6% |
| VANGUARD FIDUCIARY TRUST CO | 144,720 | $39.5K | 12.2% | — |
| STATE STREET CORP | 124,129 | $33.8K | 10.4% | ADD +39.0% |
| JONES FINANCIAL COMPANIES LLLP | 95,000 | $25.6K | 7.9% | — |
| AMERIPRISE FINANCIAL INC | 89,360 | $24.4K | 7.5% | TRIM -63.0% |
| Invesco Ltd. | 87,147 | $23.7K | 7.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,432 | $7.2K | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 338,800 | 214,864 | -36.6% | $58.6K |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 21,888 | 945 | -95.7% | $531.00 |
| FMR LLC | TRIM | 74 | 35 | -52.7% | $20.00 |
| BlackRock, Inc. | ADD | 212,786 | 310,224 | +45.8% | $449.8K |
| CITADEL ADVISORS LLC | ADD | 130,863 | 255,858 | +95.5% | $371.0K |
| FMR LLC | NEAR_EXIT | 2,348 | 74 | -96.8% | $107.00 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 1,269,952 | 1,654,648 | +30.3% | $3.0M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 184,064 | 397,954 | +116.2% | $724.3K |
| UBS Group AG | DOUBLED | 134,903 | 278,213 | +106.2% | $506.3K |
| STATE STREET CORP | ADD | 89,329 | 124,129 | +39.0% | $225.9K |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 18, 2026 | Castetter Andrea | EVP, GC, Sec'y & CCO | TAX W/H | 5,800 | $0.0185 | $107.30 |
| Jun 18, 2026 | Beattie John Gregory | Chief Operating Officer | TAX W/H | 5,769 | $0.0185 | $106.73 |
| Jun 18, 2026 | Freeman Jeffrey Brennan | VP-Finance & Corp. Controller | TAX W/H | 5,855 | $0.0185 | $108.32 |
| Jun 18, 2026 | Hardy Adrian | Chief Commercial Officer | TAX W/H | 5,371 | $0.0185 | $99.36 |
| Jun 18, 2026 | Sagartz John E | Chief Strategy Officer | TAX W/H | 6,071 | $0.0185 | $112.31 |
| Jun 18, 2026 | Taylor Beth A. | Chief Financial Officer | TAX W/H | 5,864 | $0.0185 | $108.48 |
| Feb 2, 2026 | Leasure Robert Jr. | President and CEO | SELL | 113,297 | $0.5034 | $57.0K |