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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | New | 16,267,110 | 416,732 | 0.1% | — | 1 | +16,267,110 | New | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | New | 5,549,487 | 142,167 | 0.03% | — | 2 | +5,549,487 | New | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 3,625,611 | 92,881 | 0.19% | — | 3 | +3,625,611 | New | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 2,787,620 | 71,413 | 0.01% | — | 4 | +2,787,620 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,306,721 | 33,144 | 0.0% | — | 5 | +1,306,721 | New | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,164,317 | 29,828 | 0.19% | — | 6 | +1,164,317 | New | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | New | 1,146,568 | 29,372 | 0.03% | — | 7 | +1,146,568 | New | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | New | 411,623 | 10,544 | 0.0% | — | 8 | +411,623 | New | Q2 2026 | Aug 07, 2026 |
| NorthRock Partners, LLC | History | New | 336,225 | 8,613 | 0.12% | — | 9 | +336,225 | New | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 325,806 | 8,346 | 0.04% | — | 10 | +325,806 | New | Q2 2026 | Jul 20, 2026 |
| WBH ADVISORY INC | History | New | 169,946 | 4,353 | 0.29% | — | 11 | +169,946 | New | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 156,014 | 3,996 | 0.02% | — | 12 | +156,014 | New | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 154,060 | 3,946 | 0.0% | — | 13 | +154,060 | New | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 140,557 | 3,600 | 0.02% | — | 14 | +140,557 | New | Q2 2026 | Jul 17, 2026 |
| World Investment Advisors | History | New | 126,437 | 3,239 | 0.05% | — | 15 | +126,437 | New | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 100,050 | 2,563 | 0.0% | — | 16 | +100,050 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Solutions Group, LLC | History | New | 95,289 | 2,441 | 0.83% | — | 17 | +95,289 | New | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | New | 94,152 | 2,411 | 0.02% | — | 18 | +94,152 | New | Q2 2026 | Sep 08, 2026 |
| Waverly Advisors, LLC | History | New | 91,803 | 2,351 | 0.01% | — | 19 | +91,803 | New | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | New | 90,105 | 2,308 | 0.12% | — | 20 | +90,105 | New | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 70,492 | 1,805 | 0.01% | — | 21 | +70,492 | New | Q2 2026 | Aug 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 50,931 | 1,304 | 0.25% | — | 22 | +50,931 | New | Q2 2026 | Aug 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 37,164 | 952 | 0.54% | — | 23 | +37,164 | New | Q2 2026 | Jul 31, 2026 |
| RDA Financial Network | History | New | 35,616 | 912 | 0.2% | — | 24 | +35,616 | New | Q2 2026 | Jul 06, 2026 |
| Stonebrook Private Inc. | History | New | 34,889 | 893 | 0.16% | — | 25 | +34,889 | New | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | New | 33,965 | 870 | 0.15% | — | 26 | +33,965 | New | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 28,649 | 733 | 0.06% | — | 27 | +28,649 | New | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 27,510 | 697 | 0.04% | — | 29 | +27,510 | New | Q2 2026 | Jul 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 27,223 | 697 | 0.0% | — | 28 | +27,223 | New | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | New | 26,067 | 667 | 0.03% | — | 30 | +26,067 | New | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 20,177 | 516 | 0.01% | — | 31 | +20,177 | New | Q2 2026 | Jul 14, 2026 |
| Advyzon Investment Management, LLC | History | New | 18,203 | 466 | 0.03% | — | 32 | +18,203 | New | Q2 2026 | Aug 14, 2026 |
| Vantus Wealth LLC | History | New | 18,103 | 463 | 0.25% | — | 33 | +18,103 | New | Q2 2026 | Aug 07, 2026 |
| Claro Advisors Inc. | History | New | 17,493 | 448 | 0.05% | — | 34 | +17,493 | New | Q2 2026 | Jul 30, 2026 |
| Two West Capital Advisors LLC | History | New | 15,885 | 399 | 0.2% | — | 35 | +15,885 | New | Q2 2026 | Jul 22, 2026 |
| Vertex Planning Partners, LLC | History | New | 12,263 | 314 | 0.05% | — | 36 | +12,263 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | New | 11,961 | 306 | 0.0% | — | 37 | +11,961 | New | Q2 2026 | Aug 12, 2026 |
| LongView Wealth Management | History | New | 11,023 | 282 | 0.07% | — | 38 | +11,023 | New | Q2 2026 | Jul 17, 2026 |
| Vise Technologies, Inc. | History | New | 10,980 | 281 | 0.0% | — | 39 | +10,980 | New | Q2 2026 | Aug 10, 2026 |
| Frisch Financial Group, Inc. | History | New | 10,950 | 280 | 0.05% | — | 40 | +10,950 | New | Q2 2026 | Aug 14, 2026 |
| GC Wealth Management RIA, LLC | History | New | 9,131 | 233 | 0.01% | — | 41 | +9,131 | New | Q2 2026 | Jul 16, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 8,719 | 223 | 0.01% | — | 42 | +8,719 | New | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | New | 8,658 | 221 | 0.01% | — | 43 | +8,658 | New | Q2 2026 | Jul 23, 2026 |
| Legacy Edge Advisors, LLC | History | New | 8,445 | 216 | 0.02% | — | 44 | +8,445 | New | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 7,658 | 196 | 0.0% | — | 45 | +7,658 | New | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | New | 6,838 | 175 | 0.0% | — | 46 | +6,838 | New | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 3,842 | 98 | 0.0% | — | 47 | +3,842 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,776 | 45 | 0.0% | — | 48 | +1,776 | New | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 1,232 | 31 | 0.0% | — | 49 | +1,232 | New | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,161 | 29 | 0.0% | — | 50 | +1,161 | New | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | New | 1,028 | 26 | 0.01% | — | 51 | +1,028 | New | Q2 2026 | Jul 30, 2026 |
| Park Place Capital Corp | History | New | 385 | 9 | 0.0% | — | 52 | +385 | New | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 208 | 5 | 0.0% | — | 53 | +208 | New | Q2 2026 | Jul 22, 2026 |
| WealthShield Partners, LLC | History | New | 152 | 3 | 0.0% | — | 54 | +152 | New | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 83 | 2 | 0.0% | — | 55 | +83 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Aug 12, 2026 |