25239Y170
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Factor Wealth Management LTD | History | New | 663,113 | 24,846 | 3.8% | — | 1 | +663,113 | New | Q3 2026 | Oct 08, 2026 |
| Apella Capital, LLC | History | New | 554,432 | 20,952 | 0.27% | — | 2 | +554,432 | New | Q3 2026 | Oct 08, 2026 |
| Financial Symmetry Inc | History | New | 137,987 | 5,170 | 1.65% | — | 3 | +137,987 | New | Q3 2026 | Oct 06, 2026 |
| Acropolis Investment Management, LLC | History | New | 7,383 | 276 | 0.01% | — | 4 | +7,383 | New | Q3 2026 | Oct 08, 2026 |
| Dorato Capital Management | History | New | 342 | 12 | 0.01% | — | 5 | +342 | New | Q3 2026 | Oct 08, 2026 |