13F reference period
Q3 2026
CUSIP: 025072505
13F reference period
Q3 2026
Institutions Reporting
70
Shares (Excl. Options)
Price
$47.38
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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Latest holder context comes from 70 institutions filings for Q3 2026.
Security key
025072505
13F reference period
Q3 2026
13F holders
70
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 025072505:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | 5.4% | +6% | $35,466,144 | +$10,485,800 | 749,021 | +42% | GREAT LAKES ADVISORS, LLC | 30 Jun 2026 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 5.2% | 716,107 | +3.8% | 0.01% | $33,932,704 |
| MORGAN STANLEY | 3.4% | 468,995 | +2.6% | 0% | $22,223,365 |
| Goldstein Advisors, LLC | 3.2% | 439,195 | +0.62% | 1.8% | $20,811,255 |
| CX Institutional | 2.6% | 358,295 | -16% | 0.46% | $16,978,000 |
| RAYMOND JAMES FINANCIAL INC | 2.5% | 349,883 | +27% | 0% | $16,579,191 |
| Prime Capital Investment Advisors, LLC | 2.5% | 340,957 | -2.9% | 0.16% | $16,156,272 |
| Private Advisor Group, LLC | 1.9% | 260,040 | +8.6% | 0.04% | $12,321,980 |
| CONDOR CAPITAL MANAGEMENT | 1.3% | 177,573 | -0.17% | 0.63% | $8,414,340 |
| IFP Advisors, Inc | 1.1% | 154,511 | +4.3% | 0.12% | $7,321,504 |
| First Affirmative Financial Network | 1% | 140,393 | +19% | 1.5% | $6,652,521 |
| ARQ WEALTH ADVISORS, LLC | 0.98% | 136,207 | +108% | 0.77% | $6,454,170 |
| McAdam, LLC | 0.9% | 125,031 | 0.22% | $5,924,595 | |
| Dynamic Advisor Solutions LLC | 0.9% | 124,440 | +0.91% | 0.17% | $5,896,588 |
| NewEdge Advisors, LLC | 0.86% | 119,028 | +2% | 0.02% | $5,640,162 |
| Arax Advisory Partners | 0.85% | 118,346 | +0.6% | 0.03% | $5,607,825 |
| Henderson Brothers Financial Partners, LLC | 0.81% | 112,178 | +16% | 1.9% | $5,315,577 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.63% | 87,057 | -8% | 0.01% | $4,125,203 |
| GEM Asset Management, LLC | 0.61% | 84,145 | -3.5% | 1.6% | $3,987,234 |
| Kestra Advisory Services, LLC | 0.57% | 79,594 | -11% | 0.01% | $3,771,580 |
| Visionary Wealth Advisors | 0.54% | 74,629 | +0.08% | 0.14% | $3,536,307 |
| CARY STREET PARTNERS FINANCIAL LLC | 0.47% | 65,751 | +12% | 0.06% | $3,115,616 |
| HighTower Advisors, LLC | 0.43% | 59,996 | -2.9% | 0% | $2,842,889 |
| OneDigital Investment Advisors LLC | 0.33% | 46,009 | -24% | 0.02% | $2,180,127 |
| MATHER GROUP, LLC. | 0.32% | 44,562 | +55% | 0.02% | $2,111,576 |
| Landmark Wealth Management, LLC | 0.32% | 43,853 | -23% | 0.5% | $2,077,997 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 5,280,392 | $250,256,545 | +$4,417,221 | $47.38 | 70 |
| 2026 Q2 | 8,722,576 | $443,330,787 | +$42,916,067 | $50.84 | 112 |
| 2026 Q1 | 9,712,106 | $486,090,190 | +$53,680,318 | $50.05 | 106 |
| 2025 Q4 | 8,521,286 | $429,322,355 | +$25,252,066 | $50.38 | 98 |
| 2025 Q3 | 7,938,024 | $398,704,325 | -$8,626,063 | $50.23 | 97 |
| 2025 Q2 | 8,061,980 | $394,481,047 | -$8,968,762 | $48.93 | 87 |
| 2025 Q1 | 8,194,208 | $405,438,616 | +$1,679,863 | $49.48 | 89 |
| 2024 Q4 | 8,260,151 | $414,159,226 | +$41,326,661 | $50.14 | 91 |
| 2024 Q3 | 7,333,969 | $377,099,998 | +$22,856,802 | $51.42 | 78 |
| 2024 Q2 | 6,894,215 | $347,176,116 | +$1,676,256 | $50.36 | 79 |
| 2024 Q1 | 6,776,480 | $342,555,256 | +$32,815,145 | $50.55 | 77 |
| 2023 Q4 | 6,126,836 | $312,243,105 | +$17,472,850 | $50.96 | 80 |
| 2023 Q3 | 5,793,697 | $277,803,057 | +$44,555,234 | $47.95 | 78 |
| 2023 Q2 | 4,856,843 | $242,839,844 | +$15,772,620 | $50.00 | 72 |
| 2023 Q1 | 4,559,295 | $229,502,313 | +$11,569,883 | $50.35 | 68 |
| 2022 Q4 | 4,285,413 | $209,705,154 | -$44,281,207 | $48.93 | 61 |
| 2022 Q3 | 4,870,219 | $232,161,706 | +$46,805,630 | $47.67 | 52 |
| 2022 Q2 | 3,893,994 | $194,077,377 | +$14,961,048 | $49.84 | 57 |
| 2022 Q1 | 3,556,212 | $183,589,759 | +$29,696,390 | $51.63 | 52 |
| 2021 Q4 | 2,958,384 | $163,440,543 | +$26,274,531 | $55.25 | 48 |
| 2021 Q3 | 2,405,372 | $132,569,431 | +$33,649,260 | $55.11 | 37 |
| 2021 Q2 | 1,784,707 | $99,124,769 | +$19,318,734 | $55.54 | 31 |
| 2021 Q1 | 1,437,141 | $78,480,000 | +$15,510,234 | $54.61 | 25 |
| 2020 Q4 | 1,116,325 | $60,999,000 | +$14,144,069 | $54.64 | 23 |
| 2020 Q3 | 872,798 | $46,759,000 | -$3,853,169 | $53.57 | 19 |