25434V526
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 Portfolio Solutions, Inc. | History | New | 9,728,917 | 489,852 | 2.34% | — | 1 | +9,728,917 | New | Q2 2026 | Sep 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 9,694,094 | 488,099 | 7.3% | — | 2 | +9,694,094 | New | Q2 2026 | Jul 13, 2026 |
| Plancorp, LLC | History | New | 7,263,717 | 365,714 | 8.92% | — | 3 | +7,263,717 | New | Q2 2026 | Jul 14, 2026 |
| Parkside Financial Bank & Trust | History | New | 34,175 | 1,720 | 0.12% | — | 4 | +34,175 | New | Q2 2026 | Sep 04, 2026 |