26824D852
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 317,206 | 5,043 | 0.01% | — | 1 | +317,206 | New | Q3 2026 | Oct 13, 2026 |
| Your Advocates Ltd., LLP | History | New | 57,987 | 932 | 0.26% | — | 2 | +57,987 | New | Q3 2026 | Nov 03, 2026 |
| MATHER GROUP, LLC. | History | New | 7,371 | 118 | 0.0% | — | 3 | +7,371 | New | Q3 2026 | Oct 14, 2026 |
| Sankala Group LLC | History | No change | 2,286 | 39 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DUNCKER STREETT & CO INC | History | New | 1,632 | 26 | 0.0% | — | 5 | +1,632 | New | Q3 2026 | Oct 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 707 | 11 | 0.0% | — | 6 | +707 | New | Q3 2026 | Oct 15, 2026 |