25239Y147
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apella Capital, LLC | History | New | 385,229 | 9,230 | 0.12% | — | 1 | +385,229 | New | Q3 2026 | Oct 08, 2026 |
| Factor Wealth Management LTD | History | New | 53,030 | 1,281 | 0.2% | — | 2 | +53,030 | New | Q3 2026 | Oct 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 1,237 | 29 | 0.01% | — | 3 | +1,237 | New | Q3 2026 | Oct 07, 2026 |