02072Q176

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Cresset Asset Management, LLC History No change 293,486 15,010 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 279,893 14,315 0.16% 0.16% 2 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 203,684 10,417 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 180,115 9,212 0.23% 0.23% 4 0 0.0% Q2 2026 Jul 29, 2026
Stokes Family Office, LLC History No change 173,163 8,856 1.03% 1.03% 5 0 0.0% Q2 2026 Aug 11, 2026
Berger Financial Group, Inc History No change 161,649 8,267 0.42% 0.42% 6 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIENT ADVISORS LLC History No change 77,334 3,955 0.57% 0.57% 7 0 0.0% Q2 2026 Aug 07, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 62,800 3,211 0.68% 0.68% 8 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 45,287 2,316 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
Forthright Family Wealth Advisory LLC History No change 39,973 2,044 1.16% 1.16% 10 0 0.0% Q2 2026 Jul 16, 2026
Cherry Tree Wealth Management, LLC History No change 39,579 2,024 0.38% 0.38% 11 0 0.0% Q2 2026 Sep 15, 2026
Well Done, LLC History No change 39,079 1,998 0.27% 0.27% 12 0 0.0% Q2 2026 Jul 24, 2026
HighTower Advisors, LLC History No change 38,886 1,988 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 05, 2026
Walkner Condon Financial Advisors LLC History No change 34,171 1,747 0.2% 0.2% 14 0 0.0% Q2 2026 Jul 27, 2026
Wealthcare Advisory Partners LLC History No change 26,964 1,379 0.03% 0.03% 15 0 0.0% Q2 2026 Jul 09, 2026
CITADEL ADVISORS LLC History No change 26,698 1,365 0.0% 0.0% 16 0 0.0% Q2 2026 Sep 02, 2026
Goepper Burkhardt LLC History No change 23,027 1,177 0.35% 0.35% 17 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 22,772 1,164 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 19,531 998 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Pacific Sage Partners, LLC History No change 19,443 994 0.14% 0.14% 20 0 0.0% Q2 2026 Aug 06, 2026
BAKER BOYER NATIONAL BANK History No change 18,780 960 0.26% 0.26% 21 0 0.0% Q2 2026 Jul 27, 2026
A4 Wealth Advisors LLC History No change 16,846 861 0.57% 0.57% 22 0 0.0% Q2 2026 Jul 28, 2026
Sherman Wealth Management LLC History No change 15,273 781 0.59% 0.59% 23 0 0.0% Q3 2026 Oct 13, 2026
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV History No change 11,066 560 0.32% 0.32% 24 0 0.0% Q3 2026 Oct 13, 2026
Savant Capital, LLC History No change 10,500 550 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 10, 2026
WESCAP Management Group, Inc. History No change 10,664 545 0.1% 0.1% 26 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 9,451 483 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 9,370 479 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 8,490 434 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
J. M. Brown & Associates Inc. History No change 6,581 336 0.19% 0.19% 30 0 0.0% Q2 2026 Jul 23, 2026
Mariner, LLC History No change 5,321 272 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 5,041 257 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 11, 2026