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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | History | New | 1,164,317 | 29,828 | 0.19% | — | 1 | +1,164,317 | New | Q2 2026 | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 325,806 | 8,346 | 0.04% | — | 2 | +325,806 | New | Q2 2026 | Jul 20, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 140,557 | 3,600 | 0.02% | — | 3 | +140,557 | New | Q2 2026 | Jul 17, 2026 |
| Advisory Solutions Group, LLC | History | New | 95,289 | 2,441 | 0.83% | — | 4 | +95,289 | New | Q2 2026 | Jul 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 37,164 | 952 | 0.54% | — | 5 | +37,164 | New | Q2 2026 | Jul 31, 2026 |
| RDA Financial Network | History | New | 35,616 | 912 | 0.2% | — | 6 | +35,616 | New | Q2 2026 | Jul 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 27,510 | 697 | 0.04% | — | 7 | +27,510 | New | Q2 2026 | Jul 14, 2026 |
| Strategic Blueprint, LLC | History | New | 26,067 | 667 | 0.03% | — | 8 | +26,067 | New | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 20,177 | 516 | 0.01% | — | 9 | +20,177 | New | Q2 2026 | Jul 14, 2026 |
| Claro Advisors Inc. | History | New | 17,493 | 448 | 0.05% | — | 10 | +17,493 | New | Q2 2026 | Jul 30, 2026 |
| Two West Capital Advisors LLC | History | New | 15,885 | 399 | 0.2% | — | 11 | +15,885 | New | Q2 2026 | Jul 22, 2026 |
| LongView Wealth Management | History | New | 11,023 | 282 | 0.07% | — | 12 | +11,023 | New | Q2 2026 | Jul 17, 2026 |
| GC Wealth Management RIA, LLC | History | New | 9,131 | 233 | 0.01% | — | 13 | +9,131 | New | Q2 2026 | Jul 16, 2026 |
| NWAM LLC | History | New | 8,658 | 221 | 0.01% | — | 14 | +8,658 | New | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,161 | 29 | 0.0% | — | 15 | +1,161 | New | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | New | 1,028 | 26 | 0.01% | — | 16 | +1,028 | New | Q2 2026 | Jul 30, 2026 |
| Golden State Wealth Management, LLC | History | New | 208 | 5 | 0.0% | — | 17 | +208 | New | Q2 2026 | Jul 22, 2026 |