09290C590
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 16,910,908 | 434,272 | 0.09% | 0.03% | 1 | +11,361,421 | 204.73% | Q3 2026 | Nov 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,267,110 | 416,732 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,625,611 | 92,881 | 0.19% | 0.19% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,323,309 | 85,343 | 0.52% | 0.19% | 4 | +2,158,992 | 185.43% | Q3 2026 | Oct 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,787,620 | 71,413 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,306,721 | 33,144 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,146,568 | 29,372 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | Added to | 618,982 | 15,895 | 1.07% | 0.29% | 8 | +449,036 | 264.22% | Q3 2026 | Nov 04, 2026 |
| BlackRock, Inc. | History | No change | 411,623 | 10,544 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthRock Partners, LLC | History | No change | 336,225 | 8,613 | 0.12% | 0.12% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 325,806 | 8,346 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Advisory Solutions Group, LLC | History | Added to | 251,719 | 6,464 | 1.37% | 0.83% | 12 | +156,430 | 164.16% | Q3 2026 | Oct 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 156,014 | 3,996 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 154,060 | 3,946 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 140,557 | 3,600 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 127,317 | 3,269 | 0.61% | 0.25% | 16 | +76,386 | 149.98% | Q3 2026 | Oct 21, 2026 |
| World Investment Advisors | History | No change | 126,437 | 3,239 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 118,752 | 3,049 | 0.12% | 0.04% | 18 | +91,242 | 331.67% | Q3 2026 | Oct 13, 2026 |
| RDA Financial Network | History | Added to | 104,963 | 2,695 | 0.59% | 0.2% | 19 | +69,347 | 194.71% | Q3 2026 | Oct 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 100,050 | 2,563 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 95,295 | 2,447 | 0.02% | 0.0% | 21 | +84,315 | 767.9% | Q3 2026 | Oct 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 94,152 | 2,411 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Waverly Advisors, LLC | History | No change | 91,803 | 2,351 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 90,105 | 2,308 | 0.12% | 0.12% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 85,093 | 2,185 | 0.0% | — | 25 | +85,093 | New | Q3 2026 | Nov 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 79,238 | 2,034 | 0.04% | 0.01% | 26 | +59,061 | 292.71% | Q3 2026 | Oct 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 70,492 | 1,805 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 68,110 | 1,749 | 0.09% | 0.03% | 28 | +42,043 | 161.29% | Q3 2026 | Oct 22, 2026 |
| Two West Capital Advisors LLC | History | Added to | 45,282 | 1,167 | 0.58% | 0.2% | 29 | +29,397 | 185.06% | Q3 2026 | Oct 15, 2026 |
| LongView Wealth Management | History | Added to | 44,535 | 1,143 | 0.28% | 0.07% | 30 | +33,512 | 304.02% | Q3 2026 | Oct 19, 2026 |
| NWAM LLC | History | Added to | 35,955 | 1,122 | 0.05% | 0.01% | 31 | +27,297 | 315.28% | Q3 2026 | Nov 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 43,199 | 1,109 | 0.0% | — | 32 | +43,199 | New | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | New | 42,051 | 1,079 | 0.01% | — | 33 | +42,051 | New | Q3 2026 | Nov 06, 2026 |
| Freedom Investment Management, Inc. | History | New | 40,970 | 1,052 | 0.32% | — | 34 | +40,970 | New | Q3 2026 | Nov 09, 2026 |
| Claro Advisors Inc. | History | Added to | 37,223 | 955 | 0.09% | 0.05% | 35 | +19,730 | 112.79% | Q3 2026 | Nov 02, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 37,164 | 952 | 0.54% | 0.54% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stonebrook Private Inc. | History | No change | 34,889 | 893 | 0.16% | 0.16% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 33,965 | 870 | 0.15% | 0.15% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 29,997 | 770 | 0.04% | 0.01% | 39 | +20,866 | 228.52% | Q3 2026 | Nov 02, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 28,649 | 733 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPWA, LLC | History | New | 26,965 | 703 | 0.76% | — | 41 | +26,965 | New | Q3 2026 | Nov 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 27,223 | 697 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 26,102 | 670 | 0.03% | — | 43 | +26,102 | New | Q3 2026 | Oct 21, 2026 |
| Aegis Wealth Management, Inc. | History | New | 26,098 | 670 | 0.4% | — | 44 | +26,098 | New | Q3 2026 | Oct 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,825 | 611 | 0.0% | 0.0% | 45 | +16,167 | 211.11% | Q3 2026 | Nov 06, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 20,920 | 537 | 0.05% | 0.02% | 46 | +12,475 | 147.72% | Q3 2026 | Nov 06, 2026 |
| Advyzon Investment Management, LLC | History | No change | 18,203 | 466 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantus Wealth LLC | History | No change | 18,103 | 463 | 0.25% | 0.25% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | New | 17,312 | 444 | 0.01% | — | 49 | +17,312 | New | Q3 2026 | Oct 23, 2026 |
| Elevation Wealth Management LLC | History | New | 14,957 | 384 | 0.26% | — | 50 | +14,957 | New | Q3 2026 | Nov 02, 2026 |
| Vertex Planning Partners, LLC | History | No change | 12,263 | 314 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 11,961 | 306 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | New | 11,102 | 285 | 0.02% | — | 53 | +11,102 | New | Q3 2026 | Oct 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 10,937 | 280 | 0.01% | — | 55 | +10,937 | New | Q3 2026 | Nov 04, 2026 |
| Frisch Financial Group, Inc. | History | No change | 10,950 | 280 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ground Swell Capital, LLC | History | New | 9,144 | 234 | 0.54% | — | 56 | +9,144 | New | Q3 2026 | Nov 09, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 8,719 | 223 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 6,838 | 175 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,328 | 162 | 0.0% | 0.0% | 59 | +4,552 | 256.31% | Q3 2026 | Nov 05, 2026 |
| Signature Equity Partners, LLC | History | Added to | 4,067 | 104 | 0.04% | 0.01% | 60 | +3,039 | 295.62% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,842 | 98 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,100 | 53 | 0.0% | — | 62 | +2,100 | New | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,232 | 31 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | New | 764 | 19 | 0.0% | — | 64 | +764 | New | Q3 2026 | Nov 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 429 | 11 | 0.0% | — | 65 | +429 | New | Q3 2026 | Nov 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 184 | 4 | 0.0% | — | 66 | +160 | 666.67% | Q3 2026 | Nov 09, 2026 |
| WealthShield Partners, LLC | History | No change | 152 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | New | 106 | 2 | 0.0% | — | 69 | +106 | New | Q3 2026 | Oct 16, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 83 | 2 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | New | 42 | 1 | 0.0% | — | 70 | +42 | New | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,161 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q3 2026 | Nov 02, 2026 |