02072Q176
Detailed investor-level table based on 13F positions.
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 | New | 293,486 | 15,010 | 0.05% | — | 1 | +293,486 | New | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 279,893 | 14,315 | 0.16% | — | 2 | +279,893 | New | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | New | 203,684 | 10,417 | 0.0% | — | 3 | +203,684 | New | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 180,115 | 9,212 | 0.23% | — | 4 | +180,115 | New | Q2 2026 | Jul 29, 2026 |
| Stokes Family Office, LLC | History | New | 173,163 | 8,856 | 1.03% | — | 5 | +173,163 | New | Q2 2026 | Aug 11, 2026 |
| Berger Financial Group, Inc | History | New | 161,649 | 8,267 | 0.42% | — | 6 | +161,649 | New | Q2 2026 | Aug 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 77,334 | 3,955 | 0.57% | — | 7 | +77,334 | New | Q2 2026 | Aug 07, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | New | 62,800 | 3,211 | 0.68% | — | 8 | +62,800 | New | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | New | 45,287 | 2,316 | 0.01% | — | 9 | +45,287 | New | Q2 2026 | Aug 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 39,973 | 2,044 | 1.16% | — | 10 | +39,973 | New | Q2 2026 | Jul 16, 2026 |
| Well Done, LLC | History | New | 39,079 | 1,998 | 0.27% | — | 11 | +39,079 | New | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | New | 38,886 | 1,988 | 0.0% | — | 12 | +38,886 | New | Q2 2026 | Aug 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 34,171 | 1,747 | 0.2% | — | 13 | +34,171 | New | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 26,964 | 1,379 | 0.03% | — | 14 | +26,964 | New | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 26,698 | 1,365 | 0.0% | — | 15 | +26,698 | New | Q2 2026 | Aug 14, 2026 |
| Goepper Burkhardt LLC | History | New | 23,027 | 1,177 | 0.35% | — | 16 | +23,027 | New | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | New | 22,772 | 1,164 | 0.0% | — | 17 | +22,772 | New | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 19,531 | 998 | 0.0% | — | 18 | +19,531 | New | Q2 2026 | Aug 13, 2026 |
| Pacific Sage Partners, LLC | History | New | 19,443 | 994 | 0.14% | — | 19 | +19,443 | New | Q2 2026 | Aug 06, 2026 |
| BAKER BOYER NATIONAL BANK | History | New | 18,780 | 960 | 0.26% | — | 20 | +18,780 | New | Q2 2026 | Jul 27, 2026 |
| A4 Wealth Advisors LLC | History | New | 16,846 | 861 | 0.57% | — | 21 | +16,846 | New | Q2 2026 | Jul 28, 2026 |
| Sherman Wealth Management LLC | History | New | 15,273 | 781 | 0.59% | — | 22 | +15,273 | New | Q2 2026 | Jul 09, 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | History | New | 11,066 | 566 | 0.32% | — | 23 | +11,066 | New | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | New | 10,500 | 550 | 0.0% | — | 24 | +10,500 | New | Q2 2026 | Aug 10, 2026 |
| WESCAP Management Group, Inc. | History | New | 10,664 | 545 | 0.1% | — | 25 | +10,664 | New | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,451 | 483 | 0.0% | — | 26 | +9,451 | New | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | New | 9,370 | 479 | 0.02% | — | 27 | +9,370 | New | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | New | 8,490 | 434 | 0.01% | — | 28 | +8,490 | New | Q2 2026 | Aug 14, 2026 |
| J. M. Brown & Associates Inc. | History | New | 6,581 | 336 | 0.19% | — | 29 | +6,581 | New | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | New | 5,321 | 272 | 0.0% | — | 30 | +5,321 | New | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 5,041 | 257 | 0.02% | — | 31 | +5,041 | New | Q2 2026 | Aug 11, 2026 |