05686D309
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| New World Advisors LLC | History | New | 384,300 | 10,081 | 1.71% | — | 1 | +384,300 | New | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | New | 47,056 | 1,234 | 0.0% | — | 2 | +47,056 | New | Q2 2026 | Aug 05, 2026 |
| Portside Wealth Group, LLC | History | New | 46,540 | 1,220 | 0.14% | — | 3 | +46,540 | New | Q2 2026 | Jul 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 44,618 | 1,165 | 0.02% | — | 4 | +44,618 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 44,618 | 1,165 | 0.02% | — | 5 | +44,618 | New | Q2 2026 | Jul 29, 2026 |
| NORDEN GROUP LLC | History | New | 13,387 | 351 | 0.03% | — | 6 | +13,387 | New | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,483 | 91 | 0.0% | — | 7 | +3,483 | New | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | New | 756 | 19 | 0.0% | — | 8 | +756 | New | Q2 2026 | Aug 10, 2026 |