19249U609
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tanglewood Wealth Management, Inc. | History | New | 1,334,706 | 31,569 | 2.69% | — | 1 | +1,334,706 | New | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | New | 778,673 | 18,418 | 0.0% | — | 2 | +778,673 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 725,818 | 17,167 | 0.0% | — | 3 | +725,818 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 330,416 | 7,815 | 0.0% | — | 4 | +330,416 | New | Q2 2026 | Aug 14, 2026 |
| Blume Capital Management, Inc. | History | New | 305,375 | 7,223 | 1.06% | — | 5 | +305,375 | New | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | New | 209,484 | 4,954 | 0.0% | — | 6 | +209,484 | New | Q2 2026 | Aug 07, 2026 |
| ForthRight Wealth Management, LLC | History | New | 168,195 | 3,978 | 1.02% | — | 7 | +168,195 | New | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | New | 161,701 | 3,824 | 0.0% | — | 8 | +161,701 | New | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 129,851 | 3,071 | 0.0% | — | 9 | +129,851 | New | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 108,456 | 2,565 | 0.02% | — | 10 | +108,456 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 107,605 | 2,545 | 0.0% | — | 11 | +107,605 | New | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | New | 104,207 | 2,464 | 0.04% | — | 12 | +104,207 | New | Q2 2026 | Aug 10, 2026 |
| BLVD Private Wealth, LLC | History | New | 92,615 | 2,190 | 1.63% | — | 13 | +92,615 | New | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | New | 89,772 | 2,123 | 0.0% | — | 14 | +89,772 | New | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 89,096 | 2,107 | 0.0% | — | 15 | +89,096 | New | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 64,586 | 1,527 | 0.0% | — | 16 | +64,586 | New | Q2 2026 | Sep 02, 2026 |
| Mutual Advisors, LLC | History | New | 54,124 | 1,280 | 0.02% | — | 17 | +54,124 | New | Q2 2026 | Aug 14, 2026 |
| Range Advisory, LLC | History | New | 42,132 | 996 | 0.12% | — | 18 | +42,132 | New | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 37,962 | 897 | 0.0% | — | 19 | +37,962 | New | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | New | 28,155 | 665 | 0.0% | — | 20 | +28,155 | New | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 26,228 | 620 | 0.0% | — | 21 | +26,228 | New | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 26,109 | 617 | 0.04% | — | 22 | +26,109 | New | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | New | 22,977 | 543 | 0.0% | — | 23 | +22,977 | New | Q2 2026 | Jul 20, 2026 |
| MTM FINANCIAL GROUP, LLC | History | New | 19,301 | 444 | 0.19% | — | 24 | +19,301 | New | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | New | 18,081 | 427 | 0.01% | — | 25 | +18,081 | New | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 17,863 | 422 | 0.0% | — | 26 | +17,863 | New | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 13,780 | 325 | 0.0% | — | 27 | +13,780 | New | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 13,192 | 312 | 0.01% | — | 28 | +13,192 | New | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 13,104 | 309 | 0.0% | — | 29 | +13,104 | New | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | New | 12,444 | 294 | 0.0% | — | 30 | +12,444 | New | Q2 2026 | Aug 05, 2026 |
| Pettinga Financial Advisors LLC | History | New | 11,355 | 268 | 0.04% | — | 31 | +11,355 | New | Q2 2026 | Jul 09, 2026 |
| Gilman Hill Asset Management, LLC | History | New | 10,550 | 249 | 0.03% | — | 32 | +10,550 | New | Q2 2026 | Jul 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 10,498 | 248 | 0.0% | — | 33 | +10,498 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,274 | 124 | 0.0% | — | 34 | +5,274 | New | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | New | 4,621 | 109 | 0.0% | — | 35 | +4,621 | New | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 3,703 | 87 | 0.0% | — | 36 | +3,703 | New | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 3,616 | 85 | 0.0% | — | 37 | +3,616 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | New | 793 | 18 | 0.0% | — | 38 | +793 | New | Q2 2026 | Aug 13, 2026 |